Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,707 $1.04M 0.72% 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,744 $1.04M 0.78% +190 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,727 $1.04M 1.17% -352 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,722 $1.04M 0.56% -141 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,700 $1.03M 0.29% -8,040 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,700 $1.03M 0.36% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,696 $1.03M 0.27% +2,033 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 4,690 $1.03M 0.7% +93 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,688 $1.03M 0.52% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 4,446 $1.03M 0.61% +758 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,670 $1.02M <0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,669 $1.02M 0.71% +12 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,667 $1.02M 0.85% 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,660 $1.02M 0.59% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,657 $1.02M 0.32% -30 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,649 $1.02M 0.26% +1,020 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,633 $1.02M 0.52% +646 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 4,622 $1.01M 0.39% -58 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,613 $1.01M 0.51% +565 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,607 $1.01M 0.74% +439 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 4,604 $1.01M 0.18% +300 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,595 $1.01M 0.03% +1,900 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,592 $1.01M 0.1% -20 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,580 $1M 0.29% +701 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 4,450 $1M 0.55% +80 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,576 $1M 0.28% +1,242 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. 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More: the full row for Cyr Financial Inc. 4,519 $991K 0.77% +561 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,517 $991K 0.51% -121 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,517 $991K 0.63% -57 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,513 $990K 0.82% +793 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,511 $990K 1% +85 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,506 $989K 0.27% +360 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,505 $988K 0.34% +640 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 4,428 $988K 0.66% -1,150 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 4,500 $987K 0.19% new 13F-HR/A Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,496 $986K 0.89% -250 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,496 $986K 0.4% +33 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 4,491 $985K 0.12% -191 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 4,491 $985K 0.32% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,491 $985K 0.58% +41 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 4,482 $983K 0.9% -6,400 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,470 $981K 0.61% +357 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 4,470 $981K 0.25% +300 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 PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,450 $976K 0.2% +30 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 4,448 $976K 0.74% -400 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,446 $975K 0.2% -525 13F-HR Timeline 360 Financial, Inc. 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More: the full row for Peak Retirement Planning, Inc. 4,389 $963K 0.39% +1,477 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,373 $959K 0.31% +1,272 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,371 $959K 0.16% -7,422 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 4,367 $958K 0.38% +87 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 4,357 $956K 0.23% -6,157 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 4,353 $955K 0.45% -17 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,349 $954K 0.21% -56 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 4,342 $953K 0.46% +340 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,337 $951K 0.92% -71 13F-HR/A Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 4,336 $951K 0.19% +943 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,331 $950K 0.21% +289 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,273 $937K 0.63% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,270 $937K 0.23% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,254 $933K 0.48% -214 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,254 $933K 0.35% +1,507 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 4,240 $930K 0.88% 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,226 $927K 0.18% -374 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,225 $927K 0.48% +307 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,220 $926K 0.02% +1,235 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 4,217 $925K 0.51% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,209 $923K 0.46% +113 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,113 $918K 0.12% 0 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Halter Ferguson Financial Inc. 4,089 $897K 0.33% +1,498 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 4,092 $897K 0.09% +210 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 4,080 $895K 0.57% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,070 $893K 0.22% +181 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,066 $892K 1.07% +1,362 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,065 $892K 0.13% -160 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 4,058 $890K 0.37% +288 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 4,142 $889K 0.73% -725 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. 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More: the full row for Arlington Capital Management, Inc. 4,039 $886K 0.77% -63 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 4,039 $886K 0.68% +27 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,039 $886K 0.1% +194 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,034 $885K 0.22% +220 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,031 $884K 0.2% +51 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,027 $883K 0.22% +3,068 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 4,025 $883K 0.47% +989 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,015 $881K 0.15% +522 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,006 $879K 0.56% +489 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 4,000 $878K 0.06% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,999 $877K 0.27% +905 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,998 $877K 0.08% +231 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,996 $877K 0.35% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,995 $876K 0.71% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,987 $875K 0.25% -1,647 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 3,984 $874K 0.28% -228 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,983 $874K 0.45% +675 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 3,972 $871K 0.5% +217 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 3,896 $870K 0.58% +1,324 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,960 $869K 0.15% 0 13F-HR/A Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 3,952 $867K 0.16% +909 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 3,949 $866K 0.39% +56 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,949 $866K 0.15% +462 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,941 $865K 0.38% +151 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 3,936 $864K 0.55% +301 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 3,929 $862K 0.04% +205 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,927 $862K 0.22% -274 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 3,927 $862K 0.33% +48 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,922 $860K 0.32% +40 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,921 $860K 0.29% -157 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 3,918 $860K 0.99% -217 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 3,914 $859K 0.22% +27 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,908 $857K 0.57% +14 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,907 $857K 0.88% +388 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 3,898 $855K 0.47% +22 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,893 $854K 0.14% +15 13F-HR Timeline HAMEL ASSOCIATES, INC. 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More: the full row for Fingerlakes Wealth Management, Inc. 3,864 $848K 0.63% -80 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,842 $843K 0.69% 0 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 3,839 $842K 0.15% 0 13F-HR Timeline Group Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,821 $838K 0.31% +2,298 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,818 $838K 0.52% +154 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,813 $837K 0.2% +298 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,810 $836K 0.41% +534 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 3,805 $835K 0.8% +63 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 3,789 $834K 0.28% +25 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,791 $832K 0.58% +388 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,789 $831K 0.13% +193 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,783 $830K 0.04% +73 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,780 $829K 0.47% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,778 $829K 0.4% -2,085 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,775 $828K 0.4% -1,253 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,762 $825K 0.26% +471 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,756 $824K 0.3% +460 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,740 $821K 0.53% -643 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,735 $819K 0.46% -58 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,729 $818K 0.21% -324 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 3,726 $817K 0.28% +168 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,724 $817K 0.17% -3,718 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 3,723 $817K 0.19% +14 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,723 $817K 0.59% -926 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 3,719 $816K 0.39% -35 13F-HR Timeline