Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 676 $259K 0.21% -62 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 676 $259K 0.09% -238 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 675 $259K 0.07% +87 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 675 $259K 0.01% -733 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 670 $257K 0.03% -310 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 669 $257K 0.11% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 666 $256K 0.1% +34 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 665 $255K 0.14% +140 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 662 $254K 0.19% +86 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 660 $253K 0.14% +16 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 657 $252K 0.06% -6,104 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 657 $252K 0.09% +68 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 7,763 $252K 0.17% +7,234 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 655 $251K 0.07% +202 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 655 $251K <0.01% -7 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 652 $250K 0.07% -17 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 651 $250K 0.12% +32 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 651 $250K 0.08% -39 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 649 $249K 0.03% -183 13F-HR/A Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 649 $249K 0.08% -67 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 648 $249K 0.05% -7 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 647 $248K 0.03% -43 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 647 $248K 0.11% +10 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 644 $247K 0.15% -290 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 644 $247K 0.04% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 642 $246K 0.04% +247 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 641 $246K 0.09% -5 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 640 $245K 0.11% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 638 $245K 0.13% -378 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 637 $244K 0.08% +41 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 637 $244K 0.08% -78 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 636 $244K 0.09% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 635 $244K 0.03% -13 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 635 $244K 0.13% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 633 $243K 0.02% -4 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 632 $242K 0.11% -428 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 632 $242K 0.02% -154 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 632 $242K 0.19% -5 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 631 $242K 0.17% -439 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 630 $242K 0.05% -421 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 629 $241K 0.11% 0 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 628 $241K 0.24% +12 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 628 $241K 0.16% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 627 $240K 0.04% +44 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 626 $240K 0.02% +1 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 632 $239K 0.05% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 622 $239K 0.04% +71 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 622 $239K 0.04% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 618 $237K 0.01% -41 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 618 $237K 0.04% -193 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 618 $237K 0.01% +52 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 616 $236K 0.1% -46 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 616 $236K 0.03% -19 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 615 $236K 0.05% -494 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 611 $234K 0.16% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 610 $234K 0.05% +11 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 612 $233K 0.18% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 606 $232K 0.09% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 606 $232K 0.12% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 603 $231K 0.02% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 601 $231K 0.19% -942 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 600 $230K 0.18% -200 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 600 $230K 0.11% +66 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 598 $229K 0.07% -6,954 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 595 $228K 0.18% -1 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 595 $228K 0.06% -61 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 595 $228K 0.14% -15 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 595 $228K 0.11% -38 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 593 $227K 0.03% -278 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 510 $227K 0.02% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 590 $226K 0.03% +16 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 590 $226K 0.02% -97 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 588 $226K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 586 $225K 0.02% -310 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 586 $225K 0.03% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 586 $225K 0.08% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 582 $223K 0.1% -6 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 581 $223K 0.02% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 579 $222K 0.01% +80 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 578 $222K 0.01% +46 13F-HR/A Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 576 $221K 0.06% -5 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 575 $221K 0.03% +86 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 573 $220K 0.04% -105 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 571 $219K 0.23% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 571 $219K 0.01% -11 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 570 $219K 0.1% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 570 $219K 0.1% new 13F-HR/A Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 573 $218K 0.25% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 569 $218K 0.09% -70 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 569 $218K 0.01% -20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 593 $218K 0.09% -311 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 568 $218K 0.06% +22 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 567 $217K 0.04% +7 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 567 $217K 0.09% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 596 $217K 0.04% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 565 $217K 0.05% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 565 $217K 0.08% -30 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 565 $217K 0.06% +17 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 564 $216K 0.08% -362 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 563 $216K 0.14% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 563 $216K 0.08% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 562 $216K 0.04% -971 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 562 $216K 0.07% +47 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 561 $215K 0.23% -24 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 560 $215K 0.03% -2 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 560 $215K 0.02% -61 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 488 $214K 0.16% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 558 $214K 0.1% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 559 $214K 0.02% -3,660 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 558 $214K 0.08% -21 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 557 $214K 0.05% +26 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 557 $214K 0.06% +16 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 557 $214K 0.04% +19 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 556 $213K 0.02% -79 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 621 $213K 0.1% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 555 $213K 0.06% +77 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 554 $212K 0.03% new 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 554 $212K 0.16% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 553 $212K 0.12% -4 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 552 $212K 0.03% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 550 $211K 0.07% +50 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 550 $211K 0.02% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 549 $211K 0.07% +33 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 549 $211K 0.15% -257 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 548 $210K 0.19% -14 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 547 $210K 0.02% -193 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 547 $210K 0.09% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 546 $209K 0.04% -47 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 546 $209K 0.44% +27 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 546 $209K 0.08% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 542 $209K 0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 544 $209K 0.02% +12 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 544 $209K 0.06% -172 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 544 $209K 0.05% +89 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 543 $208K 0.16% -25 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 542 $208K 0.03% +4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 541 $207K 0.1% +76 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 541 $207K 0.16% -5 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 540 $207K 0.08% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 540 $207K 0.06% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 539 $207K 0.05% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 538 $206K 0.1% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 537 $206K 0.05% -1 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 537 $206K 0 Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 530 $203K 0.08% -744 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 529 $203K 0.02% new 13F-HR/A Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 528 $203K 0.03% 0 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 527 $202K 0.09% +60 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 525 $201K 0.02% +74 13F-HR Timeline Essex LLC More: the full row for Essex LLC 523 $201K 0.04% -65 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 522 $200K 0.06% +25 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 514 $197K 0.02% -10 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 511 $196K <0.01% +468 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 507 $194K 0.15% -7 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 500 $192K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 497 $190K 0.13% +4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 489 $188K 0.16% -275 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 488 $187K 0.03% -49 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 478 $183K 0.1% +36 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 473 $181K 0.04% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 466 $179K 0.02% 0 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 465 $178K 0.1% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 463 $178K 0.15% +12 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 463 $178K 0.1% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 462 $177K 0.1% -1 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 461 $177K 0.1% -364 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 460 $176K 0.17% -8 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 460 $176K 0.11% -2 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 445 $171K 0.1% +45 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 443 $170K 0.07% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 437 $168K 0.04% +19 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 436 $167K 0.03% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 436 $167K 0.07% -693 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 427 $164K 0.04% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 412 $158K 0.05% -165 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 410 $157K 0.07% +27 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 400 $153K 0.08% -3,477 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 396 $152K 0.06% -209 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 378 $145K <0.01% +17 13F-HR Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 376 $144K 0.09% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 370 $142K 0.19% +100 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 367 $141K 0.05% -4,216 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 362 $139K 0.03% -151 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 361 $138K 0.02% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 357 $137K 0.11% +19 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 354 $136K 0.1% +312 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 350 $134K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 348 $133K 0.01% -66 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 333 $128K <0.01% -741 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 326 $125K 0.02% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 322 $123K 0.05% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 320 $123K 0.09% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 316 $121K 0.07% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 312 $120K 0.01% -11 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 311 $119K <0.01% -1,917 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 308 $118K 0.01% +46 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 301 $115K 0.09% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 294 $113K 0.08% -429 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 293 $112K 0.04% +68 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 292 $112K 0.05% 0 13F-HR Timeline