Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 3,568 $679K 0.45% -282 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,564 $678K 0.64% +762 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,563 $678K 0.48% +1,568 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 3,558 $677K 0.25% +562 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,545 $674K 0.29% +19 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 3,544 $674K 0.3% -1,512 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 3,534 $672K 0.07% -20 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 3,530 $672K 0.48% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,519 $670K 0.73% +1,140 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,517 $669K 0.51% -270 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,500 $669K 0.68% -135 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,515 $669K 0.17% +949 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,513 $668K 0.28% -360 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,503 $666K 0.51% +73 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,500 $666K 0.39% +57 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 3,499 $666K 0.14% -210 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,498 $666K 0.48% new 13F-HR/A Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 3,493 $665K 0.14% -120 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 3,488 $664K 0.33% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,487 $663K 0.12% +65 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,486 $663K 0.17% 0 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 3,508 $658K 0.37% -469 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,460 $658K 0.1% +1,460 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,455 $657K 0.49% 0 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 3,453 $657K 0.34% +123 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,447 $656K 0.2% +21 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,440 $654K 0.18% +482 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,436 $654K 0.24% +543 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 3,436 $654K 0.2% -102 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,433 $653K 0.09% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,433 $653K 0.39% +400 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 3,431 $653K 0.37% -91 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,412 $649K 0.51% +284 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,403 $647K 0.46% new 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 3,399 $647K 0.33% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,397 $646K 0.53% +357 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,394 $646K 0.31% -8 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 3,393 $646K 0.14% -201 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 3,390 $645K 0.45% +800 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,382 $643K 0.02% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,377 $643K 0.05% +89 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 3,375 $642K 0.31% -20 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,372 $642K 0.04% +194 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,369 $641K 0.04% -547 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,364 $640K 0.46% +16 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 3,359 $639K 0.51% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 3,357 $639K 0.39% +178 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,356 $639K 0.12% -459 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,356 $639K 0.81% +559 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,352 $638K 0.41% +20 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,351 $638K 0.32% +45 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 3,351 $638K 0.7% +250 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 3,347 $637K 0.14% +21 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 3,335 $635K 0.41% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,334 $634K 0.2% -300 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,330 $634K 0.24% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 3,328 $633K 0.15% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,323 $632K 0.4% -4,016 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,322 $632K 0.02% -154 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,314 $631K 0.58% +221 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,303 $628K 0.36% -64 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 3,300 $628K 0.34% -440 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 3,298 $627K 0.29% +60 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,297 $627K 0.59% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,296 $627K 0.25% +2 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,291 $626K 0.2% +9 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 2,864 $626K 0.21% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,308 $624K 0.36% -42 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,276 $623K 0.34% +47 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,271 $622K 0.23% -1,173 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,271 $622K 0.31% -259 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,262 $621K 0.32% -167 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 3,261 $620K 0.83% +56 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 3,259 $620K 0.26% +985 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 3,255 $619K 1.56% -1,951 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,251 $619K 0.26% -774 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 3,250 $618K 0.34% +117 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,225 $614K 0.51% -343 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 3,223 $613K 0.64% +380 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,221 $613K 0.61% +45 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,215 $612K 0.02% +33 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,215 $612K 0.06% +157 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,214 $611K 0.5% +125 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 3,198 $608K 0.25% +57 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,195 $608K 0.31% -72 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,411 $607K 0.4% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,185 $606K 0.09% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,170 $603K 0.37% +68 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,166 $602K 0.28% -229 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,159 $601K 0.11% +514 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 3,148 $599K 11.2% +622 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,129 $595K 0.26% -33 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,128 $595K 0.37% +89 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 3,128 $595K 0.5% +451 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,123 $595K 0.07% +330 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,122 $593K 0.31% -60 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,106 $591K 0.18% +4 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,101 $590K 0.21% -777 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 3,100 $590K 0.81% new 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 3,006 $589K 0.2% +286 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,096 $589K 0.4% -49 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,094 $589K 0.21% +1,760 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,094 $589K 0.12% -625 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3,091 $588K 0.49% -58 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 3,079 $586K 0.44% -184 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,077 $585K 0.44% +162 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,073 $585K 0.04% +1,849 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,072 $584K 0.52% -78 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,064 $583K 0.08% +94 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,063 $583K 0.44% +2 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 3,056 $581K 0.17% -105 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,055 $581K 0.56% +122 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,054 $581K 0.14% +93 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,055 $581K 0.29% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,043 $579K 0.11% -38 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 3,036 $578K 0.35% -92 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,035 $577K 0.29% +130 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,026 $576K 0.25% +85 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,024 $575K 0.33% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,016 $574K 0.29% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,014 $573K 0.68% +64 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 3,013 $573K 0.69% +180 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 3,012 $573K 0.31% +784 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 3,010 $573K 0.32% +170 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,005 $572K 1.78% +43 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 3,004 $572K 0.18% -63 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,990 $569K 0.15% +1,126 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 2,990 $569K 0.25% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,990 $569K 0.22% -8 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,988 $568K 0.24% +31 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,985 $568K 0.01% -180,001 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 2,982 $567K 0.23% +22 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,981 $567K 0.24% +29 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,973 $566K 0.59% +910 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,968 $565K 0.48% -278 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,965 $564K 0.27% -246 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,960 $563K 0.07% -40 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,960 $563K 0.29% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,045 $563K 0.59% +32 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 2,943 $560K 0.04% +40 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,942 $560K 0.38% +391 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,940 $559K 0.45% -98 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,937 $559K 0.37% -28,236 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 2,928 $557K 0.47% -10 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,923 $556K 0.32% +139 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,913 $554K 0.12% -60 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,913 $554K 0.02% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,912 $554K 0.31% +160 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 2,900 $552K 0.41% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,898 $551K 0.24% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,280 $549K 0.23% -130 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,877 $547K 0.23% -86 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,876 $547K 0.23% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 2,858 $544K 0.1% +20 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 2,857 $544K 0.28% +238 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,853 $543K 0.22% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,853 $543K 0.18% -754 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 2,848 $542K 0.58% +720 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 2,843 $541K 0.5% +50 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,836 $540K 0.11% +11 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,827 $538K 0.4% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,823 $537K 0.33% -4,027 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 1,956 $536K 0.17% -13,131 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,809 $534K 0.45% 0 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 2,806 $534K 0.46% +1 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 2,805 $534K 0.42% -18 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,800 $533K 0.13% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,800 $533K 0.14% +120 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,798 $532K 0.44% +134 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,797 $532K 0.39% +153 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,796 $532K 0.25% -480 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,784 $530K 0.2% +28 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,778 $529K 0.3% -24 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,777 $528K 0.21% -359 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,777 $528K 0.22% -2,053 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,770 $527K 0.23% -78 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,764 $526K 0.11% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,759 $525K 0.34% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,748 $523K 0.22% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,747 $523K 0.2% -178 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 2,740 $521K 0.33% +345 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,733 $520K 0.15% -573 13F-HR Timeline TOBAM More: the full row for TOBAM 2,725 $518K 0.22% -1,057 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,718 $517K 0.25% -248 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 2,712 $516K 0.39% -108 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,710 $516K 0.3% -108 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,709 $515K 0.49% -70 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,707 $515K 0.29% +631 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 2,704 $514K 0.78% 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,702 $514K 0.59% -11,618 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,699 $514K 0.24% +34 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,695 $513K 0.02% -60 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 2,692 $512K 0.15% -99 13F-HR/A Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 2,692 $512K 0.12% -47 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 2,691 $512K 0.23% -3,415 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 2,690 $512K 0.3% -5 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 2,739 $511K 0.33% +60 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,672 $508K 0.34% -487 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 2,669 $508K 0.53% +56 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,663 $507K 0.14% -331 13F-HR Timeline