Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 4,750 $1.04M 0.48% +350 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,752 $1.04M 0.29% 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 4,745 $1.04M 0.21% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,743 $1.04M 0.27% +275 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 4,743 $1.04M 1.09% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,721 $1.04M 0.93% 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,720 $1.04M 0.47% -7 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,715 $1.03M 0.33% +70 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,714 $1.03M 0.62% +6 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,712 $1.03M 0.57% 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,702 $1.03M 0.69% +3,839 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 4,697 $1.03M 0.13% -199 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 4,681 $1.03M 0.44% -30,229 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 4,680 $1.03M 0.67% +2,090 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,697 $1.03M 0.65% +240 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,669 $1.02M 0.33% +913 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,667 $1.02M 0.34% -118 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,667 $1.02M 0.31% -5,776 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 4,664 $1.02M 1.35% +265 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,660 $1.02M 0.66% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,660 $1.02M 0.67% 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,647 $1.02M 1.08% +53 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,646 $1.02M <0.01% -34 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,641 $1.02M 0.71% -1,961 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,630 $1.02M 1.49% 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,618 $1.01M 0.66% +262 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,615 $1.01M 0.19% -200 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 4,606 $1.01M 0.53% +8 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,605 $1.01M 1.36% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,598 $1.01M 0.52% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 4,591 $1.01M 0.94% +35 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,586 $1.01M 0.25% +681 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,585 $1.01M 0.09% -25 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,550 $1.01M 0.54% +1,064 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 4,459 $1000K 0.18% +417 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 4,556 $1000K 0.42% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,553 $999K 0.67% 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,541 $996K 0.47% +175 13F-HR Timeline Eaton-Cambridge Inc. 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Mason LLC More: the full row for S.A. Mason LLC 4,469 $980K 0.51% +382 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,484 $980K 0.49% -144 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,461 $979K 0.64% +225 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,461 $979K 1.02% -91 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 4,460 $978K 0.53% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 4,455 $977K 0.8% +3,111 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,243 $977K 0.89% 0 13F-HR Timeline Chicago Wealth Management, Inc. 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More: the full row for Financial Guidance Group, Inc. 4,435 $973K 0.53% -5 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,145 $973K 0.71% 13F-HR Timeline Stevard, LLC More: the full row for Stevard, LLC 4,429 $972K 3.63% +22 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,412 $968K 0.86% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,411 $968K 0.53% 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,407 $967K 1.27% 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,387 $963K 0.88% 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 4,379 $961K 0.26% +293 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,378 $960K 0.17% +243 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 4,370 $959K 0.61% +10 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 4,360 $957K 0.11% +1,000 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,357 $956K 0.22% +21 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,348 $954K 0.22% -97 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,347 $954K 0.72% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,317 $947K 0.27% +104 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 4,312 $946K 0.32% -460 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,311 $946K 0.24% +209 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,303 $944K 0.32% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,300 $943K 0.68% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,299 $943K 0.27% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,295 $942K 0.65% -1,120 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 4,294 $942K 0.41% 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,291 $941K 1.6% -37 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4,291 $941K 0.36% +1,446 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,281 $939K 0.7% +103 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,276 $938K 0.15% +804 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,275 $938K 0.87% -4,247 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,271 $937K 0.1% -1 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,270 $937K 0.22% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,267 $936K 0.33% -53 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 4,266 $936K 0.4% -5,301 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 4,264 $935K 1.2% +631 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,245 $935K 0.61% -220 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 4,245 $931K 0.38% -83 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 4,237 $930K 0.21% -13 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,237 $930K 0.94% -21 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,225 $927K 0.13% +580 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,195 $920K 0.25% -107 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,178 $917K 0.57% +273 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 4,167 $914K 0.8% 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,160 $913K 0.87% 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,154 $911K 0.25% +524 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 4,131 $911K 0.73% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,152 $911K 0.74% 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 4,136 $907K 0.73% +1,577 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,131 $906K 0.19% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,131 $906K 0.27% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,123 $905K 0.61% 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 4,120 $904K 0.62% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 3,941 $903K 0.59% -934 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,941 $903K 0.59% -934 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,109 $901K 0.5% -2,546 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 4,105 $901K 1.14% -65 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,099 $899K 0.69% +313 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 4,095 $898K 0.38% -300 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,086 $896K 0.29% +1,545 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,076 $894K 0.32% -37 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 4,045 $887K 0.29% -50 13F-HR Timeline Maiden Cove Capital, LLC More: the full row for Maiden Cove Capital, LLC 4,044 $887K 0.83% +170 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,774 $887K 0.29% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,029 $884K 0.2% -223 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,025 $883K 0.44% +735 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 4,010 $880K 0.9% -89 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 4,008 $879K 0.57% -62 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 4,008 $879K 0.4% -94 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 4,007 $879K 0.5% -102 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 4,004 $878K 0.06% +524 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,000 $878K 0.83% 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,992 $876K 0.87% 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,983 $874K 0.26% +210 13F-HR Timeline PECONIC PARTNERS LLC More: the full row for PECONIC PARTNERS LLC 3,980 $873K 0.04% 0 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 3,977 $873K 0.46% +361 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 3,963 $869K 1.72% +124 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 3,958 $868K 0.33% +70 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 3,957 $868K 0.31% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,950 $867K 0.38% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,943 $865K 0.42% +198 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,940 $864K 0.35% 0 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 3,938 $864K 0.79% -368 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,932 $863K 0.3% +835 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,929 $862K 1.73% 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,928 $862K 0.75% -93 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,916 $859K 0.05% +101 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,902 $856K 0.22% +1,635 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 3,917 $856K 0.25% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,897 $855K 0.15% -80 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,879 $851K 0.34% +756 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 3,880 $851K 0.09% +2 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,878 $851K 0.29% +800 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 3,876 $850K 0.51% -100 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,874 $850K 0.01% -838,897 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BANK OZK More: the full row for BANK OZK 3,873 $850K 0.35% -380 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,872 $849K 0.7% -30 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,866 $848K 0.37% +56 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 3,861 $847K 0.6% 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 3,850 $845K 0.57% -259 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 3,545 $842K 0.39% 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,836 $842K 0.41% +286 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,832 $841K 0.3% +81 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 3,536 $840K 0.43% -292 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 3,820 $838K 0.61% +1,380 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,818 $838K 0.33% +799 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,815 $837K 0.16% -914 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,814 $837K 0.24% +110 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 3,805 $835K 0.3% +235 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,798 $833K 0.32% -1,549 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,794 $832K 0.35% +154 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,793 $832K 0.21% -2,316 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,792 $832K 0.53% -68 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,773 $831K 0.32% +147 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 3,787 $831K 0.23% +110 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,787 $831K 0.65% 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,785 $830K 0.63% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 3,782 $830K 0.25% +1,976 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,780 $829K 0.49% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,773 $828K 0.74% +168 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,753 $823K 0.24% -10 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,746 $822K 0.39% +159 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 3,740 $821K 0.42% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,575 $819K 0.38% -173 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 3,732 $819K 0.16% -3,198 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 3,724 $817K 0.23% +624 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,719 $816K 0.19% -555 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,718 $816K 0.22% -473 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 3,709 $814K 0.18% 0 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 4,351 $811K 0.34% +200 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,685 $808K 0.55% -5 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 3,685 $808K 0.53% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,675 $806K 0.56% 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,663 $804K 0.05% 13F-HR/A Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,659 $803K 0.42% +85 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,654 $802K 0.17% +974 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,635 $800K 0.77% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,648 $800K 0.08% +1,339 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 3,395 $799K 0.37% -158 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,641 $799K 0.64% 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,638 $798K 0.43% +76 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,486 $798K 0.19% -5 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,637 $798K 0.29% -98 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,634 $797K 0.25% -168 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 3,632 $797K 0.32% 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 3,628 $796K 0.03% -200 13F-HR/A Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 3,624 $795K 0.64% -4 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,620 $794K 0.15% +104 13F-HR Timeline