Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,235 $682K 0.32% +26 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,470 $681K 0.11% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,469 $681K 0.07% +47 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,461 $678K 0.05% +177 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,454 $676K 0.6% -24 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 2,447 $675K 0.45% -734 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,439 $672K 0.11% -335 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 2,436 $671K 0.19% -14 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,430 $670K 0.38% +502 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 2,425 $668K 0.5% -174 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,422 $667K 0.21% +22 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,412 $665K 0.39% -3,688 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,412 $665K 0.44% -85 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,411 $664K 0.33% -90 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,406 $663K 0.19% +635 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,402 $662K 0.48% -218 13F-HR Timeline Group MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 2,400 $662K 0.76% 0 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,395 $660K 0.26% +10 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 2,394 $660K 0.62% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,393 $660K 0.05% -92 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 2,390 $659K 0.01% -647,610 13F-HR Timeline Group Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 2,375 $655K 0.5% +542 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 2,370 $653K 0.21% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,369 $653K 0.13% -136 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,361 $651K 2.69% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,356 $649K 0.07% +171 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,356 $649K 0.5% -228 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,355 $649K 0.06% -352 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,354 $649K 0.53% -1,525 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,351 $648K 0.57% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,212 $648K 0.13% +23 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,350 $648K 0.21% 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,350 $648K 0.36% new 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,348 $647K 0.13% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,347 $647K 0.52% -990 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,346 $647K 0.37% +59 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,344 $646K 0.24% +61 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,343 $646K 0.53% -126 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,341 $645K 0.18% +163 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 2,341 $645K 0.12% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,340 $645K 0.17% +13 13F-HR/A Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,335 $644K 0.5% +53 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,335 $644K 0.48% -176 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,429 $643K 0.29% +551 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,333 $643K 0.32% +272 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,328 $642K 0.43% -361 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,327 $641K 0.3% +283 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,325 $641K 0.22% +975 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,314 $638K 0.37% +9 13F-HR/A Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,313 $638K 0.07% -106 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 2,310 $637K 0.42% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,309 $637K 0.41% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,308 $636K 0.23% -57 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 2,306 $636K 0.61% +391 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,302 $635K 0.09% new 13F-HR Timeline Group Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 2,300 $634K 0.71% new 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 2,300 $634K 0.23% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,299 $634K 0.24% -213 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 2,297 $633K 0.42% +85 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,292 $632K 0.23% +39 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,291 $632K 0.08% -54 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,291 $631K 0.1% -102 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,290 $631K 1.04% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,287 $630K 0.07% +735 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,287 $630K 0.09% +735 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,285 $630K 0.57% -242 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,282 $629K 0.36% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,281 $629K 0.19% +149 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,279 $628K 0.31% +30 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,277 $628K 0.28% +34 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,275 $627K 0.13% -3,820 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,275 $627K 0.04% -458 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,269 $626K 0.12% +537 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,266 $625K 0.21% +92 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,264 $624K 0.23% -6 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,260 $623K 0.1% +791 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,258 $623K 0.51% +1 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,257 $622K 0.22% -14,466 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,256 $622K 0.08% +317 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,253 $621K 0.45% +83 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,250 $620K 0.04% -4,248 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,246 $619K 0.19% -92 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 2,244 $619K 0.18% -190 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 2,239 $617K 0.29% +292 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,680 $616K 0.45% +1,343 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,234 $616K 0.1% -139 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,229 $614K 0.09% +599 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,224 $613K 0.06% -344 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,220 $612K 0.15% -24 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 2,219 $612K 0.09% -20 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 2,219 $612K 0.23% +118 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,262 $611K 0.06% +302 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 2,213 $610K 0.3% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,211 $609K 0.29% -11 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,207 $608K 0.04% -50 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,207 $608K 0.08% -4,458 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,206 $608K 0.1% +180 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,200 $606K 0.05% +192 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,200 $606K 0.05% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,200 $606K 0.53% +108 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,284 $605K 0.24% -4,325 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,189 $603K 0.09% +230 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 2,186 $603K 0.4% -529 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,185 $602K 0.17% -200 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,183 $602K 0.33% new 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 2,182 $601K 1.68% 0 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,180 $601K 0.01% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,175 $600K 0.11% +294 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 2,170 $598K 0.12% +50 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,169 $598K 0.22% -75 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 2,105 $596K 0.24% -120 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,161 $596K 0.03% -234 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,155 $594K 0.07% +102 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,153 $593K 0.16% +18 13F-HR Timeline GLOBAL VALUE INVESTMENT CORP. More: the full row for GLOBAL VALUE INVESTMENT CORP. 2,150 $593K 0.86% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,150 $593K 0.2% +131 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,149 $592K 0.5% -67 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,146 $592K 0.29% +4 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,140 $590K 0.11% +18 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,138 $589K 0.08% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,136 $589K 0.12% -190 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,135 $589K 0.19% +26 13F-HR/A Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,128 $587K 0.14% -8,999 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,125 $586K 0.07% -135 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,121 $585K 0.48% -129 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,120 $584K 0.04% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,119 $584K 0.23% -26 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,119 $584K 0.46% +60 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,117 $584K 0.09% -364 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,115 $583K 0.08% -139 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,113 $582K 0.18% -148 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 839 $582K 0.87% 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,110 $582K 0.17% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,110 $582K 0.17% +109 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 2,109 $581K 8.93% -73 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,106 $581K 0.34% -589 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,107 $581K 0.02% 0 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,103 $580K 0.25% +95 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,103 $580K 0.07% +903 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,103 $580K 0.19% +27 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,101 $579K 0.11% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,101 $579K 0.11% -298 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,100 $579K 1.67% -2,126 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 2,099 $579K 0.17% +878 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 2,090 $576K 0.26% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,088 $576K 0.03% -248 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,085 $575K 0.14% -1,244 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,084 $574K 0.48% -201 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,079 $573K 0.16% +837 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,076 $572K 0.55% -175 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,076 $572K 0.29% +956 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,253 $571K 0.15% new 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 2,071 $571K 1.2% -114 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,062 $568K 0.1% +2 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,060 $568K 0.05% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 2,057 $567K 0.08% new 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 2,055 $566K 0.4% +473 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,052 $566K 0.33% +515 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,049 $565K 0.2% -1,408 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,045 $564K 0.12% +247 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,044 $564K 0.41% -45 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,040 $562K 0.13% -64 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 2,037 $561K 0.44% +375 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,035 $561K 0.14% +103 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,034 $561K 0.13% +296 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 2,032 $560K <0.01% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,023 $558K 0.35% +39 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 2,019 $556K 0.36% -74 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,870 $556K 0.45% +4 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,014 $555K 0.23% +1,714 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,012 $555K 0.23% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,006 $553K 0.17% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,003 $552K 0.14% +671 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,000 $551K 1.2% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,000 $551K 0.62% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,000 $551K 0.19% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,000 $551K 0.3% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,996 $550K 0.26% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,799 $549K 0.26% -2,275 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,992 $549K 0.51% 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,991 $549K 0.09% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1,985 $547K 0.07% +95 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,984 $547K 0.33% +588 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,983 $547K 0.05% +1,124 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,982 $546K 0.14% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,977 $545K 0.57% new 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 1,976 $545K 0.25% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,972 $544K 0.32% +111 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,969 $543K 0.26% +303 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,968 $543K 0.37% -20 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,966 $542K 0.08% -1 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,965 $542K 0.16% -150 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,965 $542K 0.35% +55 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,965 $541K 0.12% +481 13F-HR/A Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,960 $540K 0.1% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,960 $540K 0.47% +51 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,959 $540K 0.33% -149 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,951 $538K 0.04% +585 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,950 $538K 0.54% +100 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,946 $537K 0.09% +189 13F-HR Timeline