Corsicana & Co. More: the full row for Corsicana & Co. 1 $754K 0.42% 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 1 $754K 0.39% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1 $754K 0.33% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1 $754K 0.07% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1 $754K 0.12% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1 $754K 0.23% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1 $754K 0.17% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $754K 0.1% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1 $754K 0.54% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1 $754K 0.53% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1 $754K 0.2% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1 $754K 0.57% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1 $754K 0.12% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1 $754K 0.27% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1 $754K 0.4% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1 $754K 0.12% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1 $754K 0.51% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1 $754K 0.02% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1 $754K 0.15% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1 $754K 0.44% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1 $754K 0.61% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1 $754K 0.19% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1 $754K 0.4% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1 $754K 0.11% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1 $754K 0.37% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1 $754K 0.31% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1 $754K 0.25% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1 $754K 0.09% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1 $754K 0.13% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1 $754K 0.78% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1 $754K 0.24% new 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 1 $754K 0.38% 0 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1 $754K 0.32% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1 $754K 0.45% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1 $754K 0.4% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $754K 0.19% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1 $754K 0.17% 0 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 1 $754K 0.59% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1 $754K 0.05% 0 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1 $754K 0.3% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1 $754K 0.27% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1 $754K 0.29% 0 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1 $754K 0.24% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1 $754K 0.04% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1 $754K 0.36% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1 $754K 0.44% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1 $754K 0.2% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1 $754K 0.12% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1 $754K 0.23% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1 $754K 0.04% 0 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1 $754K 0.17% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1 $754K 0.09% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1 $754K 0.12% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1 $754K 0.36% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1 $754K 0.2% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1 $754K 0.37% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1 $754K 0.4% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1 $754K 0.15% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1 $754K 0.16% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1 $754K 0.04% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1 $754K 0.42% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1 $754K 0.63% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1 $754K 0.34% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1 $754K 0.06% 0 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1 $754K 0.09% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 1 $754K 0.41% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1 $754K 0.4% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1 $754K 0.42% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 1 $754K 0.41% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1 $754K 0.36% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1 $754K 0.26% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1 $754K 0.32% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1 $754K 0.3% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1 $754K 0.31% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1 $754K 0.43% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1 $754K 0.11% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1 $754K 0.08% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 1 $754K 0.55% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1 $754K 0.25% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1 $754K 0.2% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1 $754K 0.14% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1 $754K 0.27% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1 $754K 0.39% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1 $754K 0.13% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1 $754K 0.32% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1 $754K 0.57% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1 $754K 0.13% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1 $754K 0.07% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1 $754K 0.57% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1 $754K 0.18% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1 $754K 0.03% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1 $754K 0.15% 0 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1 $754K 0.61% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 1 $754K 0.5% new 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1 $754K 0.59% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1 $754K 0.23% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1 $754K 1.61% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1 $754K 0.55% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 1 $754K 0.55% 0 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1 $754K 0.48% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 1 $754K 0.58% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1 $754K 0.13% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1 $754K 0.29% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $754K 0.36% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1 $754K 0.19% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1 $754K 0.73% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 1 $754K 0.44% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1 $754K 0.29% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1 $754K 0.67% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1 $754K 0.43% 0 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 1 $754K 0.76% 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1 $754K 0.28% 0 13F-HR/A Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1 $754K -1 Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $754K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1 $754K 0.07% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1 $754K 0.02% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1 $754K 0.07% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1 $754K 0.05% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1 $754K 0.19% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1 $754K 0.02% 0 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 1 $754K 0.25% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1 $754K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $754K 0.09% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1 $754K 0.05% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1 $754K 0.02% 0 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1 $754K 0.21% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1 $754K 0.24% 0 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1 $754K 0.36% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1 $754K 0.32% 0 13F-HR Timeline FAIRFAX FINANCIAL HOLDINGS LTD/ CAN in group FAIRFAX FINANCIAL HOLDINGS LT… More: the full row for FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 1 $753K 0.04% 0 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1 $751K 0.15% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1 $751K 0.05% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1 $749K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $749K <0.01% 0 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 1 $746K 0.14% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1 $746K 0.12% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1 $745K 0.45% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1 $744K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1 $744K 0.02% 0 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1 $744K 0.1% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1 $741K 0.53% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1 $738K 0.2% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1 $737K 0.12% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1 $733K 0.06% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1 $733K 0.04% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1 $729K 0.11% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1 $712K 0.41% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4 $217K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2 $15.1K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1 $7.54K <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -7 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,413 $2.72M -40 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,408 $1.71M -86 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,378 $2.7M +2,376 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,252 $629K +235 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 508 $255K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.