Pearl Planning LLC More: the full row for Pearl Planning LLC 1,070 $223K 0.12% -91 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,066 $222K 0.18% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 960 $222K 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,062 $221K 0.09% -180 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 1,061 $221K 0.12% +6 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,060 $221K 0.05% 0 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1,060 $221K 0.2% -16 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,060 $221K 0.15% 0 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 1,058 $220K 0.08% -1 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 1,058 $220K 0.13% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,054 $220K 0.15% new 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 1,054 $220K 0.15% +63 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,050 $219K 6.79% +679 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,049 $218K 0.11% 0 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 1,047 $218K 0.15% -3,138 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,044 $217K 0.05% -345 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,043 $217K 0.11% +43 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 1,042 $217K 0.16% +15 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 1,040 $217K <0.01% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,040 $217K 0.1% 0 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 1,039 $216K 0.16% +48 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1,038 $216K 0.08% new 13F-HR/A Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 1,037 $216K 2.66% +594 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,036 $216K 0.08% +24 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 1,036 $216K 0.2% -34 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 1,034 $215K 0.19% -124 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 1,030 $215K 0.09% -195 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,016 $212K 0.09% +5 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,011 $211K 0.04% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,007 $210K 0.14% 0 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 1,007 $210K 0.18% +29 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 1,005 $209K 0.06% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,003 $209K 0.05% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,003 $209K 0.08% 0 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1,000 $208K 0.06% new 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 1,000 $208K 3.29% 0 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 1,000 $208K 0.09% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,000 $208K 0.09% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,000 $208K 0.11% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 1,000 $208K 0.11% -322 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 1,000 $208K 0.5% -1,000 13F-HR/A Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 999 $208K 0.01% -746 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 998 $208K 0.05% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 994 $207K 0.19% -21 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 993 $207K 0.06% -56 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 993 $207K 0.17% -155 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 991 $206K 0.05% 0 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 990 $206K 0.12% new 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 989 $206K 0.09% +105 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 987 $206K 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 985 $205K 0.1% +125 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 980 $204K 0.05% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 974 $203K 0.03% +88 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 970 $202K 0.25% new 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 969 $202K 0.21% -160 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 841 $202K 0.06% new 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 961 $200K 0.05% +14 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 943 $196K 0.1% +81 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 916 $191K 0.11% +99 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 817 $181K 0.13% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 860 $179K 0.19% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 858 $179K 0.05% +79 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 8,510 $177K 0.11% -1,527 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 850 $177K 0.08% -120 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 840 $175K 0.77% -24,391 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 820 $171K 0.05% +100 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 818 $170K 0.04% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 808 $168K 0.07% +31 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 807 $168K 0.04% -637 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 799 $166K 0.01% -3,483 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 751 $159K 0.15% +24 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 751 $156K 0.02% 0 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 730 $152K 0.1% +530 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 714 $149K 0.04% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 713 $148K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 712 $148K 0.06% -109 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 711 $148K 0.25% -86 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 703 $146K 0.14% -42 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 702 $146K 0.07% +200 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 677 $141K 0.07% +307 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 654 $136K 0.1% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 637 $133K 0.08% -907 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 616 $128K 0.11% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 600 $125K 0.07% -299 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 591 $123K 0.12% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 520 $120K 0.09% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 560 $117K 0.33% -55,434 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 514 $107K 0.06% +89 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 500 $104K 0.09% -2,980 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 470 $97.9K 0.03% +7 13F-HR Timeline Quarry LP More: the full row for Quarry LP 457 $95.2K 0.02% -227,433 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 438 $91.2K 0.05% -4,024 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 400 $83.3K 0.01% -75 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 397 $82.7K 0.07% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 393 $81.8K 0.05% -20 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 392 $81K 0.05% -207 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 386 $80.4K 1.38% +20 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 380 $79.1K 0.05% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 377 $78.5K 0.1% -86 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 373 $77.7K 0.04% +7 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 370 $77.1K 0.05% -192 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 371 $77K <0.01% -60 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 364 $75.8K 0.05% -7 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 353 $73.5K 0.02% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 330 $68.7K 0.05% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 309 $64.4K 0.05% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 305 $63.5K 0.01% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 300 $62.5K 0.04% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 297 $61.9K 0.03% -122 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 279 $58.1K 0.04% -97 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 300 $57K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 229 $52.9K 0.02% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 226 $47.1K 0.02% -80 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 179 $44.7K 1.55% -58 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 213 $44.4K 0.01% -125 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 215 $44K 0.04% -80 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 187 $38.9K 0.19% -450 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 179 $37.3K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 139 $28.9K 0.03% +128 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 137 $28.5K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 125 $26K 0.02% -270 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 124 $25.8K <0.01% -149,876 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 120 $25K 0.02% 0 13F-HR Timeline AKUNA SECURITIES LLC More: the full row for AKUNA SECURITIES LLC 118 $24.6K 0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 119 $23.8K 0.01% -79 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 113 $23.5K 0.01% -108 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 100 $20.8K <0.01% -2,900 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 100 $20.8K <0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 100 $20.8K 0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 98 $20.4K 0.02% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 86 $17.9K 0.02% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 79 $16.5K 0.15% +11 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 65 $13.5K 0.01% -24 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 40 $8.33K 0.01% 0 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 36 $7.5K 0.97% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 29 $6.04K 0.05% -74 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 25 $5.21K <0.01% -31,298 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 11 $2.81K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.08K <0.01% -40,390 13F-HR Timeline Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 10 $2.08K 0.15% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 10 $2.08K 0.04% -88 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3 $625 <0.01% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 210,561 $211K +209,650 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 7,262 (0.42%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 7,262 (0.42%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR