NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,376 $1.26M 0.36% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,373 $1.26M 2.51% +324 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,373 $1.26M 0.58% +504 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,365 $1.26M 1.2% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,361 $1.26M 0.89% +70 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,358 $1.26M 0.28% +99 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 2,358 $1.26M 1.21% -260 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,357 $1.26M 0.28% +258 13F-HR Timeline Cohen Capital Management, Inc. 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More: the full row for DeDora Capital, Inc. 2,278 $1.21M 0.35% -83 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,278 $1.21M 0.36% -5 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 2,277 $1.21M 0.59% -382 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,277 $1.21M 0.15% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,275 $1.21M 0.27% +19 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,268 $1.21M 0.09% +112 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,267 $1.21M 0.87% +1,594 13F-HR Timeline Per Stirling Capital Management, LLC. 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More: the full row for Sunflower Bank, N.A. 2,219 $1.18M 0.33% +36 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 2,268 $1.18M 0.42% +53 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,212 $1.18M 0.4% +21 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,288 $1.18M 0.61% -194 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,208 $1.18M 0.85% +169 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,206 $1.17M 0.74% +115 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,204 $1.17M 0.67% +416 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,201 $1.17M 0.61% +300 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,197 $1.17M 0.15% +64 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 2,193 $1.17M 0.54% +43 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2,191 $1.17M 0.55% -11 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,385 $1.17M 0.32% -78 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,190 $1.17M 0.04% -401 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,187 $1.16M 0.23% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,187 $1.16M 0.48% 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 2,186 $1.16M 0.44% +16 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,186 $1.16M 0.31% -679 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,181 $1.16M 0.33% +565 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,179 $1.16M 0.7% -177 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,176 $1.16M 1.31% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,172 $1.16M 0.11% +466 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,172 $1.16M 0.15% -44 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,167 $1.15M 0.23% -920 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,155 $1.15M 0.94% -500 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,151 $1.15M 0.51% -596 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 2,150 $1.15M 1.03% +192 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,144 $1.14M 0.57% -58 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,142 $1.14M 0.5% +362 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,133 $1.14M 0.16% +215 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,131 $1.13M 0.67% -20 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,131 $1.13M 0.47% -140 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,127 $1.13M 0.07% -186 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,127 $1.13M 0.5% +57 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,126 $1.13M 0.57% +1,683 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,125 $1.13M 0.36% 0 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 2,122 $1.13M 0.58% +1,226 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,121 $1.13M 0.42% -5 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,120 $1.13M 0.38% +536 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,114 $1.13M 0.23% +110 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,111 $1.12M 0.25% +491 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,110 $1.12M 0.21% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,106 $1.12M 0.25% +159 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 2,105 $1.12M 0.24% +250 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,088 $1.11M 0.53% -1,559 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,082 $1.11M 0.21% -91 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,082 $1.11M 0.46% -69 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,080 $1.11M 0.18% +400 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 2,080 $1.11M 0.57% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,080 $1.11M 0.55% +200 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,076 $1.11M 0.92% -40 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,075 $1.11M <0.01% 0 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,072 $1.1M 0.38% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,068 $1.1M 0.86% +149 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,068 $1.1M 0.93% -206 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,067 $1.1M 0.52% +128 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 2,065 $1.1M 0.7% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,063 $1.1M 0.33% -243 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,062 $1.1M 0.4% +144 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,060 $1.1M 0.82% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,058 $1.1M 0.38% +155 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 2,282 $1.09M 1.01% 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,050 $1.09M 0.34% +119 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 2,050 $1.09M 0.68% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,049 $1.09M 0.05% -127 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,046 $1.09M 0.31% +275 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,045 $1.09M 0.13% +313 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,069 $1.09M 1.15% -44 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,043 $1.09M 0.15% +5 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,042 $1.09M 0.3% -31 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,036 $1.09M <0.01% -234 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,039 $1.09M 0.68% +28 13F-HR Timeline Mayar Capital Ltd. More: the full row for Mayar Capital Ltd. 2,038 $1.09M 1.92% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,037 $1.08M 0.58% 0 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 2,031 $1.08M 0.67% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,028 $1.08M 0.49% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,022 $1.08M 0.26% +21 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,021 $1.08M 0.44% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,020 $1.08M 0.61% +8 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,019 $1.08M 0.33% +71 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,018 $1.07M 0.21% +5 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 2,016 $1.07M 0.78% -20 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,015 $1.07M 0.22% +616 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,012 $1.07M 0.72% +119 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,013 $1.07M 0.42% -3 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,011 $1.07M 0.81% 0 13F-HR/A Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,010 $1.07M 0.51% +2 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,042 $1.07M 0.47% -38 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,004 $1.07M 0.19% +73 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,996 $1.06M 0.35% +44 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,992 $1.06M 0.61% -91 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,991 $1.06M 0.82% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,985 $1.06M 0.55% -384 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,983 $1.06M 0.96% 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,981 $1.05M 0.61% -569 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 1,980 $1.05M 1.8% -14 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,975 $1.05M 0.59% +11 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,970 $1.05M 0.48% -130 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,966 $1.05M 0.4% +15 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 1,965 $1.05M 0.53% 0 13F-HR/A Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,960 $1.04M 0.43% +45 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 1,956 $1.04M 0.57% +73 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,952 $1.04M 0.24% +58 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,951 $1.04M 0.55% +571 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,950 $1.04M 1.25% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,950 $1.04M 0.88% +170 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,950 $1.04M 1.32% -922 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,861 $1.04M 0.69% new 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 1,947 $1.04M 0.2% -20 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,946 $1.04M 0.61% +68 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,944 $1.04M 0.25% +424 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,941 $1.03M 0.21% +64 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,937 $1.03M 0.75% -83 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,936 $1.03M 0.86% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,936 $1.03M 0.51% +295 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,934 $1.03M 0.41% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,934 $1.03M 0.38% +159 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,933 $1.03M 0.52% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,928 $1.03M 0.18% -454 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,926 $1.03M 0.39% +146 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,923 $1.02M 0.19% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,923 $1.02M 1.25% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,917 $1.02M 0.66% -1,298 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,915 $1.02M 0.66% -84 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,914 $1.02M 0.82% +99 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,913 $1.02M 0.33% +339 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,911 $1.02M 0.18% -77 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,909 $1.02M 0.81% -26 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,904 $1.01M 0.78% -163 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,904 $1.01M 0.13% -18 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,903 $1.01M 0.23% -38 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,902 $1.01M 0.57% 0 13F-HR Timeline