First Western Trust Bank More: the full row for First Western Trust Bank 5,904 $1.3M 0.06% +100 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 5,893 $1.29M 0.24% -134 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 5,885 $1.29M 0.38% +91 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,880 $1.29M 0.57% +1,384 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,877 $1.29M 0.51% -147 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,877 $1.29M 0.42% -115 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,874 $1.29M 0.07% -1,213 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 5,870 $1.29M 5.24% 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 5,943 $1.29M 0.78% -1,427 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 5,858 $1.29M 2.47% 0 13F-HR Timeline Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 5,856 $1.28M 0.29% +33 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 5,856 $1.28M 0.93% +73 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 5,854 $1.28M 1.37% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,853 $1.28M 0.15% -33 13F-HR/A Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 5,846 $1.28M 0.65% +253 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 5,500 $1.28M 0.82% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,820 $1.28M 0.77% +155 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 5,819 $1.28M 0.63% +140 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,803 $1.27M 1.39% -6 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,798 $1.27M 1.02% 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,796 $1.27M 1.48% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,791 $1.27M 0.11% +1,753 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 5,783 $1.27M 0.6% +57 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,779 $1.27M 0.23% +300 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,776 $1.27M 0.14% +813 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,774 $1.27M 0.42% +1,552 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 5,768 $1.27M 0.27% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 5,756 $1.26M 0.49% +212 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,753 $1.26M 0.77% -150 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 5,728 $1.26M 0.59% +236 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 5,725 $1.26M 0.02% -2,389 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,709 $1.25M 0.49% +76 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,326 $1.25M 0.33% +1,155 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,700 $1.25M 0.32% +315 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,697 $1.25M 0.74% +672 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,697 $1.25M 1.06% -1,115 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 5,694 $1.25M 0.74% -19,506 13F-HR Timeline Group BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 5,685 $1.25M 0.51% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 5,681 $1.25M 0.37% +772 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,668 $1.24M 0.61% +143 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,668 $1.24M 1.18% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 5,666 $1.24M 0.58% +39 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,661 $1.24M 0.24% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 5,220 $1.24M 0.6% +359 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 5,639 $1.24M 1.76% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,633 $1.24M 0.73% 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 5,625 $1.23M 0.2% -63 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 5,388 $1.23M 0.94% 13F-HR Timeline 25 LLC More: the full row for 25 LLC 5,620 $1.23M 0.52% +655 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 5,616 $1.23M 1.09% 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,245 $1.23M 0.57% -199 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 5,607 $1.23M 0.51% +112 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,607 $1.23M 0.14% +603 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,592 $1.23M 0.88% +35 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 5,587 $1.23M 0.09% -1,335 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,573 $1.22M 0.35% -75 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,573 $1.22M 0.35% -26,607 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5,565 $1.22M 0.2% +918 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,562 $1.22M 0.52% 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 5,561 $1.22M 0.63% +1,771 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 5,550 $1.22M 0.24% +409 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 5,545 $1.22M 0.84% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,529 $1.21M 0.22% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 5,529 $1.21M 0.7% +99 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 5,586 $1.21M 1.14% +312 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 5,511 $1.21M 0.39% -297 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 5,500 $1.21M 0.04% -76,777 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,490 $1.2M 0.27% -22 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,487 $1.2M 0.6% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,485 $1.2M 0.62% -266 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,484 $1.2M 0.67% 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,481 $1.2M 0.99% -209 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 5,480 $1.2M 0.39% -48 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,468 $1.2M 0.42% -31 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 5,466 $1.2M 0.88% 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,462 $1.2M 0.76% +1,297 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 5,461 $1.2M 0.55% -64 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 5,452 $1.2M 0.37% +9 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,436 $1.19M 1.05% -619 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 5,428 $1.19M 0.2% -5,907 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,427 $1.19M 0.45% -1,085 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,425 $1.19M 0.51% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,409 $1.19M 1.92% +149 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 5,407 $1.19M 1.16% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,407 $1.19M 0.42% -1,403 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 5,393 $1.18M 1.09% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,373 $1.18M 0.18% -11 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 5,371 $1.18M 1.07% 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,363 $1.18M 0.09% -3,837 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,362 $1.18M 1.02% 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 5,354 $1.18M 2.69% -50 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 5,348 $1.17M 1.02% 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,347 $1.17M 0.94% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,340 $1.17M 0.74% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 5,337 $1.17M 0.27% -418 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,324 $1.17M 0.52% -9,916 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 5,320 $1.17M 0.48% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 5,319 $1.17M 0.93% +2,698 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 5,268 $1.17M 1.52% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,915 $1.17M 0.72% +401 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 5,306 $1.16M 0.42% -228 13F-HR/A Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,295 $1.16M 0.45% -1,705 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 5,289 $1.16M 0.86% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,289 $1.16M 0.81% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5,281 $1.16M 0.59% 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 5,280 $1.16M 0.4% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,263 $1.15M 0.3% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5,263 $1.15M 0.29% -256 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,261 $1.15M 0.24% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 5,257 $1.15M 0.92% -15 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,250 $1.15M 0.8% -655 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,248 $1.15M 0.65% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 5,248 $1.15M 1.13% 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 5,244 $1.15M 0.98% -107 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,241 $1.15M 0.3% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 5,224 $1.15M 1.35% 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,223 $1.15M 0.52% 0 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 5,206 $1.14M 0.91% -2,865 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 5,199 $1.14M 1% 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,196 $1.14M 0.58% -1,519 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 5,193 $1.14M 0.33% -507 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,186 $1.14M 0.82% +107 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 5,178 $1.14M 0.51% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 5,168 $1.13M 0.55% -32 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 5,164 $1.13M 0.35% +1,055 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,163 $1.13M 0.11% -134 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,161 $1.13M 0.85% -58 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,158 $1.13M 0.17% -130 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,152 $1.13M 0.8% +429 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 5,147 $1.13M 0.57% 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 5,146 $1.13M 0.63% 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,143 $1.13M 0.15% +108 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,136 $1.13M 0.85% -6 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 5,130 $1.13M 0.8% -731 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 5,118 $1.12M 0.85% -3,072 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,111 $1.12M 0.23% +810 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,110 $1.12M 0.72% +225 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,106 $1.12M 0.12% +481 13F-HR/A Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 5,101 $1.12M 1.06% 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 5,093 $1.12M 0.16% -284 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,088 $1.12M 0.55% +20 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,085 $1.12M 0.57% -600 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,084 $1.12M 1.05% 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 5,072 $1.11M 0.58% 0 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 5,071 $1.11M 0.07% +3,907 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,069 $1.11M 0.49% -596 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,067 $1.11M 0.08% +289 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 4,825 $1.11M 0.99% 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 5,056 $1.11M 0.48% +1,369 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,054 $1.11M 0.62% +660 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,054 $1.11M 0.57% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 5,042 $1.11M 2.13% +201 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 5,041 $1.11M 1.4% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,040 $1.11M 0.39% 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 5,031 $1.1M 0.29% +472 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 5,010 $1.1M 0.75% 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,009 $1.1M 0.94% -181 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,001 $1.1M 0.42% +22 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,000 $1.1M 0.17% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 4,953 $1.1M 0.67% +391 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 4,993 $1.1M 0.45% +200 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 4,990 $1.09M 0.44% +1,809 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 4,988 $1.09M 0.37% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,986 $1.09M 0.72% 0 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 4,962 $1.09M 0.68% -1,585 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,951 $1.09M 0.24% +201 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 4,949 $1.09M 0.56% -76 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,946 $1.09M 1.09% 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,937 $1.08M 0.84% +1,512 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,910 $1.08M 0.56% +253 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,901 $1.07M 0.35% -124 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,897 $1.07M 0.11% -45 13F-HR/A Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 4,880 $1.07M 0.72% +10 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 4,874 $1.07M 0.09% +107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,867 $1.07M 0.31% +380 13F-HR/A Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,866 $1.07M 0.56% +32 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4,865 $1.07M 0.86% 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,865 $1.07M 0.5% 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,861 $1.07M 0.43% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,856 $1.07M 0.88% 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,844 $1.06M 0.35% -245 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,842 $1.06M 0.72% +8 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,840 $1.06M 1.09% +1,538 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,830 $1.06M 0.41% +489 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 4,830 $1.06M 0.44% -917 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 4,829 $1.06M 0.81% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,816 $1.06M 0.99% -40 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,816 $1.06M 0.76% -2,681 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 4,809 $1.06M 1.39% 0 13F-HR Timeline Group SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 4,809 $1.06M 0.58% +126 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,805 $1.05M 0.42% +400 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,802 $1.05M 0.32% +1,286 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,790 $1.05M 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,790 $1.05M 0.77% 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,789 $1.05M 0.66% -416 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,783 $1.05M 0.52% -100 13F-HR Timeline Selective Wealth Management, Inc. 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