Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,795 $612K 0.18% -248 13F-HR Timeline MONIMUS CAPITAL MANAGEMENT, LP More: the full row for MONIMUS CAPITAL MANAGEMENT, LP 2,788 $612K 0.58% 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,784 $611K 0.34% -543 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,781 $610K 0.28% +106 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,779 $610K 0.6% 0 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,759 $605K 0.41% +160 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,756 $605K 0.23% +100 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,755 $604K 0.02% +20 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,752 $604K 0.41% 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,748 $603K 0.26% -30 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,746 $603K 0.22% -16 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 2,739 $601K 0.14% -231 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 2,729 $599K 0.28% -18,113 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,718 $596K 0.59% 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 2,720 $596K 0.2% -316 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,711 $595K 0.09% -486 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,686 $592K 0.21% 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 2,695 $591K 0.35% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,694 $591K 0.6% 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,693 $591K 0.64% 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 2,686 $589K 1.29% +129 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,680 $588K 0.15% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,680 $588K 0.2% new 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,677 $587K 0.54% 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,674 $587K 0.16% -23 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,668 $585K 0.43% -13 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,665 $585K 0.27% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,664 $584K 0.52% +61 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2,663 $584K 0.11% -9 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,660 $584K 0.41% +453 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 2,659 $583K 0.25% 0 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,652 $582K 0.19% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,649 $581K 0.27% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,646 $581K 0.21% +64 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,645 $580K 0.1% -112 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,644 $580K 0.45% 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,641 $579K 0.58% 0 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 2,639 $579K 0.35% 0 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 2,638 $579K 0.16% new 13F-HR/A Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 2,631 $577K 0.4% -918 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,797 $577K 0.36% 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 2,619 $575K 0.3% +83 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,615 $574K 0.37% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 2,613 $573K 0.61% 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,612 $573K 0.34% +27 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 2,610 $573K 0.35% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,600 $570K 0.03% -84 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,600 $570K 0.24% -62 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,600 $570K 0.34% +36 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,595 $569K 2.71% +555 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 2,590 $568K 0.45% +200 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,586 $567K 0.34% 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 2,585 $567K 0.28% -300 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,581 $566K 0.01% +31 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,574 $565K 0.48% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,566 $563K 0.14% -19 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,563 $562K 0.57% 0 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 2,557 $561K 0.35% +29 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,551 $560K 0.36% -31 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 2,550 $559K 0.33% -40 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 2,558 $559K 0.09% +740 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,540 $557K 0.11% -39 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,540 $557K 0.43% +4 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,537 $557K 0.32% 0 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,535 $556K 0.31% +4 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 2,526 $554K 10.91% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,521 $553K 0.25% +11 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 2,520 $553K 0.1% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for Stegent Equity Advisors, Inc. 2,476 $543K 0.55% +164 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,474 $543K 0.08% -150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,474 $543K 0.08% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,463 $540K 0.58% +50 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,460 $540K 0.34% +1,060 13F-HR Timeline Phocas Financial Corp. 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More: the full row for Lakeside Advisors, INC. 2,420 $531K 0.35% +160 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,417 $530K 0.16% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,403 $527K 0.11% -96 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 2,400 $527K 0.52% +1,150 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 2,400 $527K 0.18% 0 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 2,400 $527K 0.17% -180 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 2,395 $525K 0.36% +761 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 2,392 $525K 0.16% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 2,380 $522K 0.4% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,379 $522K 0.52% -226 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,378 $522K 0.65% +48 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,376 $521K 0.06% -2 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,370 $520K 0.24% +180 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 2,368 $520K 0.46% 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 2,368 $519K 0.08% -175 13F-HR Timeline Kingdom Financial Group LLC. 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More: the full row for Santori & Peters, Inc. 2,303 $505K 0.19% 0 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 2,298 $504K 0.08% -1,371 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,295 $504K 0.25% +35 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,289 $502K 0.02% +60 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 2,284 $501K 0.51% 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,279 $500K 0.02% -372 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,278 $500K 0.38% 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,277 $500K 0.46% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,275 $499K 0.13% +78 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,273 $499K 0.31% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,272 $498K 2.56% +584 13F-HR Timeline BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 2,271 $498K 0.58% 0 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 2,270 $498K 0.37% 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 2,274 $498K 0.21% 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,264 $497K 0.49% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,258 $495K 0.37% 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,256 $495K 0.29% +7 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,255 $495K 0.38% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 2,249 $493K 0.09% -764 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. 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More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 2,163 $475K 0.09% +74 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,160 $474K 0.41% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,137 $473K 0.38% -291 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,148 $471K 0.17% -943 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,146 $471K 0.36% 0 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 2,146 $471K 0.19% -2,009 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,144 $470K 0.25% -133 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,144 $470K 0.2% +584 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,143 $470K 0.18% -17 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 2,143 $470K 0.13% -106 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,140 $469K 0.33% 0 13F-HR Timeline Elios Financial Group Inc. 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More: the full row for Horizon Advisory Services, Inc. 2,120 $465K 0.27% +120 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 2,118 $465K 0.24% -106 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,117 $464K 0.1% +244 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,117 $464K 0.41% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,115 $464K 0.6% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,114 $464K 0.36% -310 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,110 $463K 0.24% +110 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 2,100 $461K 0.18% 0 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 2,100 $461K 0.22% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,101 $460K 0.19% +2,041 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,933 $459K 0.34% +1,151 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 2,087 $458K 0.26% 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,079 $456K 0.34% -195 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,076 $455K 0.25% +508 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 2,075 $455K 0.43% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,070 $454K 0.05% +100 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,070 $454K 0.11% -120 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,068 $454K 0.1% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,030 $453K 0.2% -737 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,063 $453K 0.44% +379 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,059 $452K 0.17% -219 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,058 $452K 0.23% +185 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 2,050 $450K 0.32% -87 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,002 $449K 0.08% +343 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 2,040 $448K 1.05% 0 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 2,000 $447K 0.23% 13F-HR Timeline