Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 750 $165K 0.11% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 690 $151K 0.01% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 666 $146K 0.02% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 656 $144K 0.13% 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 640 $140K 0.08% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 625 $137K 0.12% 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 623 $137K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 620 $136K 0.1% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 614 $135K 0.13% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 600 $132K 0.07% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 586 $129K 0.04% -28 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 560 $123K 0.04% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 540 $118K 0.07% +440 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 518 $114K 0.31% 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 508 $111K 0.28% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 501 $110K 0.14% 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 500 $110K 0.03% +60 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 492 $108K 0.06% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 475 $104K 0.05% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 466 $102K 0.02% -726 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 454 $99.6K 0.05% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 454 $99.6K 0.04% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 450 $98.7K 0.06% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 438 $96.1K 0.04% +9 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 414 $90.8K 0.03% +80 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 414 $90.8K 0.07% 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 406 $89.1K 0.05% 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 402 $88.2K 0.06% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 400 $87.8K 0.02% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 395 $86.7K 0.02% +237 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 393 $86K 0.08% 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 390 $85K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 370 $81.2K 0.06% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 360 $79K 0.15% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 345 $75.7K 0.06% +325 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 343 $75.3K 0.05% +208 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 341 $74.5K 0.07% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 339 $74.4K 0.06% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 327 $71.8K 0.04% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 300 $65.8K 0.02% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 300 $65.8K 0.04% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 291 $63.8K 0.02% -452 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 286 $62.7K 0.02% +112 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 280 $61.4K 0.08% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 270 $59.2K 0.01% -360 13F-HR/A Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 300 $57K 0.01% +150 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 24,805 $54.4K 1.93% -70 13F-HR/A Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 245 $53.8K <0.01% new 13F-HR/A Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 231 $50.7K 0.05% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 201 $44.1K 1.91% -22 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 190 $41.7K 0.02% +80 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 187 $41K 0.01% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 170 $37.6K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 188 $35K 0.02% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 160 $35K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 140 $30.7K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 125 $27.4K 0.03% +100 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 122 $26.8K 0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 120 $26.3K 0.01% +25 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 106 $23.3K 0.02% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 100 $21.9K 0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 90 $19.7K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 89 $19.5K 0.02% 13F-HR/A Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 88 $19.3K <0.01% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 80 $17.6K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 76 $16.7K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 72 $15.8K 1.45% -74,240 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 61 $13.4K 0.01% 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 58 $12.7K 0.01% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 40 $8.78K 0.01% 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,850,864 $8.44K 1.22% +1,842,468 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 34 $7.46K 0.01% 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 1,272 $2.79K 0.16% +40 13F-HR/A Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $2.19K <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 5 $1.1K 0.03% 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -4,180 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 15,757 $3.46B +379 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Members Trust Co More: the full row for Members Trust Co 3,382 $742M +164 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.