Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,710 $814K 0.3% +4 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 3,706 $813K 0.5% +138 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,704 $813K 0.08% +489 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,703 $812K -6,045 Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,702 $812K 0.28% -368 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,700 $812K 0.41% -76 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,696 $811K 0.58% -12 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,693 $810K 0.12% +14 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,685 $808K 0.51% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,245 $808K 0.36% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,681 $808K 0.04% -313 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,679 $807K 0.22% +239 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,677 $807K 0.21% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,674 $806K 0.41% -897 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,669 $805K 0.62% -119 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,650 $805K 0.21% -1,053 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,655 $802K 0.59% -468 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 3,654 $802K 0.22% +598 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,647 $800K 2.06% +642 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,647 $800K 0.19% -13,340 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,640 $799K 0.52% -128 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,637 $798K 0.27% -625 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,632 $797K 0.09% +2 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,628 $796K 0.14% -111 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,613 $793K 0.49% +290 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,608 $792K 0.04% +239 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,600 $790K 0.34% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 3,600 $790K 0.3% -120 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,597 $789K 0.52% +185 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,594 $788K 0.5% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,585 $787K 0.52% +221 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,584 $786K 0.82% +228 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,580 $785K 0.28% -178 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,570 $783K 0.36% +535 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,571 $783K 0.38% +71 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,564 $782K 1.26% -76 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 3,560 $781K 0.11% +1,327 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 3,545 $778K 0.29% 0 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,530 $774K 0.27% -303 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,523 $773K 1.29% +2,166 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,520 $772K 0.17% +34 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,520 $772K 0.35% 0 13F-HR Timeline Kingdom Financial Group LLC. 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More: the full row for Decker Retirement Planning Inc. 3,478 $763K 0.44% +655 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 3,476 $763K 0.29% +600 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,476 $763K 0.48% -87 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,474 $762K 0.47% -24 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,471 $762K 0.08% +511 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 3,473 $761K 0.28% +214 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 3,468 $761K 0.35% +218 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 3,457 $758K 0.96% +196 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,455 $758K 0.49% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,454 $758K 0.37% +430 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 3,448 $756K 0.34% -5 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,433 $753K 0.11% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,433 $753K 0.44% 0 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 3,430 $753K 0.5% -100 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,428 $752K 0.22% -19 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 3,426 $752K 0.19% -439 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,420 $750K 0.2% -325 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,924 $747K 1.55% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,399 $746K 0.61% -549 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 3,396 $745K 0.2% -40 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,392 $744K 0.31% -429 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 3,390 $744K 0.45% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 3,390 $744K 0.56% +311 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,383 $742K 0.02% +61 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 3,381 $742K 0.45% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 3,379 $741K 0.38% +22 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,370 $739K 0.44% +18 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,370 $739K 0.33% -24 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,361 $737K 0.06% -16 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,361 $737K 0.13% -328 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,353 $736K 0.39% +50 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,351 $735K 0.33% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,350 $735K 0.38% +900 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,344 $733K 0.26% +898 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,337 $732K 0.26% +7 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 3,335 $732K 0.42% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,333 $731K 0.36% -2,815 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,328 $730K 0.7% +107 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,316 $727K 0.04% -56 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,311 $726K 0.46% -670 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 3,300 $724K 0.45% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,297 $723K 0.63% -17 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,297 $723K 0.66% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,286 $721K 0.33% +24 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,283 $720K 0.35% -2,275 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,271 $718K 0.25% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 3,271 $718K 0.73% -908 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,209 $717K 0.26% -71 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,257 $715K 0.05% +184 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 3,255 $714K 0.57% 0 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 3,241 $711K 0.89% +393 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,237 $710K 0.19% +247 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 3,234 $710K 0.47% -10,494 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,347 $708K 0.35% +225 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,226 $708K 0.49% +1,926 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,213 $708K 0.07% +90 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,215 $705K 0.55% -10 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,214 $705K 0.64% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,204 $703K 0.41% +34 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 3,203 $703K 0.28% -776 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,191 $700K 0.46% +780 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,183 $698K 0.07% +940 13F-HR Timeline Group Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 3,181 $698K 0.29% -17 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,159 $696K 0.29% +169 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,119 $696K 0.04% new 13F-HR/A Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,172 $696K 0.54% +100 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,970 $695K 0.38% -40 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 3,168 $695K 1.94% -5,500 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,162 $694K 0.12% +326 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,159 $693K 0.31% -7 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 3,157 $693K 0.52% +229 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,155 $692K 0.08% +740 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,143 $690K 0.05% +200 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,140 $689K 0.62% +95 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 3,081 $688K 0.3% +224 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,134 $688K 0.37% +6 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,128 $686K 0.46% +331 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3,127 $686K 0.53% +36 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 3,125 $686K 0.08% -625 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,121 $685K 0.03% -8,280 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 3,121 $685K 10.52% -27 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,118 $684K 0.31% -153 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,113 $683K 0.08% +49 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,107 $682K 0.26% -406 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 3,106 $681K 0.48% +1,468 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,100 $680K 0.44% +442 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,094 $679K 0.44% -2 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,091 $678K 0.13% -1,053 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 3,088 $677K 0.68% -263 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,085 $677K 0.09% -100 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,084 $677K 0.5% +970 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,077 $675K 0.49% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 3,066 $673K 0.78% 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,063 $672K 0.47% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,055 $670K 0.31% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,050 $669K 0.34% +1,365 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,047 $668K 0.26% +21 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 3,046 $668K 0.51% -82 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 3,012 $667K 0.62% +1,908 13F-HR/A Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 3,041 $667K 0.39% 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,034 $666K 0.77% +20 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,975 $664K 0.26% -6 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 3,025 $664K 0.27% -519 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,019 $662K 0.5% +79 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,015 $661K 0.81% 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,006 $659K 0.35% +83 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,005 $659K 0.18% +398 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,960 $659K 0.29% 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 3,000 $658K 0.19% -37,900 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,992 $656K 0.21% -819 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,992 $656K 0.24% +4 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 2,990 $656K 0.28% 0 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 2,982 $654K 0.24% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,436 $654K 0.22% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,965 $650K 0.3% +169 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,890 $650K 0.1% 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 2,963 $650K 0.14% -91 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,960 $649K 0.34% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,947 $647K 0.1% -212 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,938 $645K 0.1% +979 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,927 $642K 0.26% -38 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2,924 $641K 0.7% -89 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 2,923 $641K 0.08% +1,754 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,913 $639K 0.12% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,909 $638K 0.44% +425 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,718 $636K 0.28% 0 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 2,900 $636K 0.43% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 2,900 $636K 0.52% +528 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,899 $636K 0.48% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,898 $636K 0.26% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,893 $635K 0.2% +40 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,884 $633K 0.22% +107 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 2,883 $633K 0.22% +25 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,880 $632K 0.58% -343 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,876 $631K 0.17% -230 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,870 $630K 0.59% -5,222 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,864 $628K 0.19% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,859 $627K 0.32% +100 13F-HR Timeline TOBAM More: the full row for TOBAM 2,858 $627K 0.24% +133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 2,856 $627K 0.54% +13 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,849 $625K 0.26% -280 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,832 $621K 0.56% +977 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,827 $620K 0.47% +18 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 2,826 $620K 0.58% 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 2,720 $619K 0.35% -19 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,813 $617K 0.43% -584 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,804 $615K 0.99% -991 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,803 $615K 0.59% +574 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,800 $614K 0.2% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,799 $614K 0.3% +89 13F-HR Timeline Group First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 2,798 $614K 0.12% new 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 2,792 $613K 0.37% new 13F-HR Timeline