KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,355 $258K 0.23% +206 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,351 $257K 0.23% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,346 $256K 0.12% +44 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,335 $254K 0.22% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,334 $254K 0.18% +61 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,334 $254K 0.17% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,328 $253K 0.05% +234 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 1,328 $252K 0.06% +3 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 1,326 $252K 0.27% +27 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 1,324 $252K 0.21% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 1,318 $251K 0.17% +49 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,300 $251K 0.24% -3,948 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 1,315 $250K 0.28% -495 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,313 $250K 0.21% +59 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 1,304 $248K 0.21% -74 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 1,300 $247K 0.16% 0 13F-HR Timeline IMG Wealth Management, Inc. 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Inc 1,236 $235K 0.08% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,235 $235K 0.23% +85 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,234 $235K 0.09% +87 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,229 $234K 0.13% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,228 $234K 0.15% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,228 $234K 0.03% -632 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,223 $233K 0.06% -2,509 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 1,220 $232K 0.07% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 1,217 $232K 0.12% 0 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 1,332 $231K 0.22% -153 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 1,211 $230K 0.1% +2 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 1,211 $230K 0.14% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 1,208 $230K 0.04% -2,186 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 1,205 $229K 0.12% -483 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 1,203 $229K 0.13% +162 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,202 $229K 0.32% -771 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 1,200 $228K 0.09% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 1,200 $228K 0.52% -3 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,198 $228K 0.06% +34 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,195 $227K 0.07% +89 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,193 $227K 0.14% new 13F-HR Timeline Astoria Strategic Wealth, Inc. 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More: the full row for Latko Wealth Management, Ltd. 1,175 $224K 0.15% -577 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1,173 $223K 0.22% -12 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 1,169 $222K 0.03% +167 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,168 $222K 0.12% -80 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 1,165 $222K 0.11% 0 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 1,163 $221K 0.15% +132 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 1,159 $221K 0.17% -100 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 1,159 $221K 0.12% -205 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,155 $220K 0.24% -2,262 13F-HR/A Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,155 $220K 0.15% -88 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 1,149 $219K 0.2% +42 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,141 $217K 0.13% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. 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Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,057 $201K 0.05% -842 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,043 $198K 0.1% -17 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,025 $195K 0.06% +33 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 996 $189K 0.1% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 982 $187K 0.03% +130 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 975 $186K 0.08% -178 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 970 $185K 0.1% +30 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 960 $183K 0.09% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 959 $182K 0.05% -5,837 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 930 $177K 0.07% +48 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 912 $174K 0.1% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 910 $173K 0.1% +270 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 900 $171K <0.01% new 13F-HR Timeline Group Standard Family Office LLC More: the full row for Standard Family Office LLC 860 $164K 0.21% -645 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 854 $162K 0.04% -10 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 796 $151K 0.09% +13 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 793 $151K 0.13% +168 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 764 $145K 0.12% -17 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 759 $144K 0.02% +93 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 724 $138K 0.09% new 13F-HR Timeline FARLEY CAPITAL L.P. in group FARLEY CAPITAL L.P. More: the full row for FARLEY CAPITAL L.P. 660 $126K 0.12% new 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 656 $125K 0.12% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 650 $123K 0.08% +110 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 629 $120K 0.04% +215 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 620 $118K 0.02% -710 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 600 $114K 0.06% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 571 $108K 0.12% -399 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 528 $100K <0.01% +138 13F-HR/A Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 521 $99.1K 0.24% +3 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 520 $98.9K 0.08% -100 13F-HR/A Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 514 $97.8K 0.06% +100 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 502 $95.9K 0.09% -112 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 499 $94.9K 0.05% +7 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 490 $93.2K 0.03% -96 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 469 $89.2K 0.03% -31 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 469 $89.2K 0.1% -925 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 465 $88.5K 0.05% +11 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 454 $87.2K 0.04% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 450 $85.6K 0.05% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 446 $84.9K 0.08% +321 13F-HR/A Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 441 $83.9K 0.03% +3 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 441 $83.9K 0.03% -119 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 436 $83K 0.03% +150 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 434 $82.6K 0.04% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 429 $81.5K 0.08% +88 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 417 $79.3K <0.01% +172 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 416 $79.1K 0.02% +21 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 400 $76.1K 0.01% 0 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 400 $76.1K 0.01% -975 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 393 $74K 0.06% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 378 $71.9K 0.03% +87 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 370 $70.4K 0.05% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 360 $68.5K 0.16% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 353 $67.2K 0.03% -500 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 350 $66K 0.02% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 345 $65.7K 0.05% +6 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 343 $65.3K 0.05% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 336 $63.9K 0.05% -9 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 327 $62.3K 0.04% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 320 $61K <0.01% +160 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 310 $59K 0.06% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 306 $58.2K 0.04% -444 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 305 $58K 0.01% -318 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 300 $57.1K 0.03% 0 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 300 $57K 0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 280 $53.3K 0.07% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 23,170 $44.1K 1.7% -1,635 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 231 $44K 0.04% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 228 $43.4K 0.02% +38 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 188 $41.2K 0.03% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 208 $39.6K 0.02% new 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 170 $37.2K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 200 $36.1K 0.04% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 187 $35.6K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 122 $26.8K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 140 $26.6K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 129 $24.5K 0.03% -758 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 119 $22.7K 1.3% -82 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 116 $22.1K 0.01% -4 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 110 $20.9K 0.02% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 100 $19.2K 0.02% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 100 $19K 0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 90 $17.1K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 89 $16.9K 0.02% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 88 $16.7K <0.01% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 68 $13K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 58 $11K 0.01% -18 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 53 $10.1K <0.01% -422 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,894,116 $9.96K 1.52% +43,252 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 52 $9.89K <0.01% -449 13F-HR/A Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 40 $7.61K 0.01% 0 13F-HR Timeline