BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 316 $315K 0.25% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 316 $315K 0.16% +10 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 315 $314K 0.04% -27 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 315 $314K 0.31% -103 13F-HR Timeline HughesLittle Investment Management Ltd. More: the full row for HughesLittle Investment Management Ltd. 315 $314K 0.06% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 314 $313K 0.08% +55 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 314 $313K 0.19% +16 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 314 $313K 0.26% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 314 $313K 0.11% 0 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 314 $313K 0.17% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 313 $312K 0.13% +5 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 313 $312K 0.27% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 313 $312K 0.04% new 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 313 $312K 0.2% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 315 $311K 0.03% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 310 $309K 0.15% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 310 $309K 0.33% -175 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 310 $309K 0.27% +2 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 309 $308K 0.25% -24 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 309 $308K 0.26% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 309 $308K 0.08% new 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 309 $308K 0.17% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 309 $308K 0.05% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 309 $308K 0.21% +8 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 307 $306K 0.08% new 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 307 $306K 0.35% -7 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 307 $306K 0.16% -1,163 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 307 $306K 0.08% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 306 $305K 0.16% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 306 $305K 0.06% -33 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 306 $305K 0.04% -28 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 306 $305K 0.62% -710 13F-HR Timeline HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 306 $305K 0.21% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 304 $304K 0.04% +13 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 295 $304K 0.22% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 305 $304K 0.14% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 305 $304K 0.03% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 304 $303K 0.1% -197 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 302 $303K 0.18% +97 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 304 $303K 0.07% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 304 $303K 0.21% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 304 $303K 0.14% -2 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 303 $302K 0.13% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 303 $302K 0.12% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 302 $301K 0.23% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 301 $300K 0.09% +3 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 299 $300K 0.03% -15 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 301 $300K 0.14% -2 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 300 $299K 0.3% 0 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 300 $299K 0.14% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 300 $299K 0.29% -1 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 299 $298K 0.03% +1 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 299 $298K 0.1% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 299 $298K 0.11% -374 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 298 $297K <0.01% new 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 298 $297K 0.01% -100 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 298 $297K 0.25% -20 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 298 $297K 0.18% -9 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 297 $296K 0.07% +64 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 287 $296K 0.11% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 297 $296K 0.05% -41 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 297 $296K 0.03% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 297 $296K 0.06% +32 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 297 $296K 0.14% 0 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 297 $296K 0.15% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 296 $295K 0.14% +5 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 297 $295K 0.1% -15 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 296 $295K 0.11% 0 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 296 $295K 0.09% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 296 $295K 0.12% -3 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 296 $295K 0.09% +1 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 295 $294K 0.06% -7 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 295 $294K 0.06% +34 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 295 $294K 0.19% +1 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 294 $293K 0.28% -3 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 294 $293K 0.11% -20 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $293K 0.17% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 293 $292K 0.19% +35 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 293 $292K 0.1% +54 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 293 $292K 0.03% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 293 $292K 0.15% -62 13F-HR Timeline Price Financial Group Wealth Management… More: the full row for Price Financial Group Wealth Management, Inc 292 $291K 4.81% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 292 $291K 0.04% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 292 $291K 0.03% +1 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 291 $290K 0.04% +2 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 291 $290K 0.14% +57 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 291 $290K 0.21% -37 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 313 $290K 0.13% -50 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 290 $289K 0.12% -15 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 290 $289K 0.23% -600 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 290 $289K 0.07% 0 13F-HR/A Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 290 $289K 0.3% 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 290 $289K 0.12% +15 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 290 $289K 0.09% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 290 $289K 0.3% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 290 $289K 0.22% -25 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 290 $289K 0.07% -186 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 289 $288K 0.18% -5 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 288 $287K 0.29% 0 13F-HR/A Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 287 $286K 0.19% +6 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 287 $286K 0.03% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 287 $286K 0.15% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 286 $285K 0.1% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 286 $285K 0.11% +2 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 286 $285K 0.1% -33 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 285 $284K 0.1% +13 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 285 $284K 0.27% -155 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 284 $283K 0.22% 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 284 $283K 0.14% +9 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 283 $282K 0.06% new 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 282 $281K 0.04% 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 282 $281K 0.16% +47 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 281 $281K 0.07% +14 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 281 $280K 0.03% -2 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 281 $280K 0.17% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 281 $280K 0.01% -95 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 281 $280K 0.03% -9 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 281 $280K 0.14% 0 13F-HR Timeline Nixon Capital, LLC More: the full row for Nixon Capital, LLC 280 $279K 0.1% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 280 $279K 0.03% 0 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 280 $279K 0.06% +37 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 279 $278K 0.04% +13 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 279 $278K 0.05% new 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 279 $278K 0.15% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 279 $278K 0.01% +8 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 279 $278K 0.08% 0 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 277 $276K 0.18% -20 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 277 $276K 0.04% +18 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 277 $276K 0.06% +2 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 277 $276K 0.09% +4 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 277 $276K 0.27% +26 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 276 $275K 0.16% -237,813 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 276 $275K 0.06% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 276 $275K 0.16% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 276 $275K 0.04% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 275 $274K 0.1% -10 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 274 $273K 0.14% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 274 $273K 0.15% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 273 $272K 0.07% -1 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 273 $272K 0.08% +9 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 273 $272K 0.02% new 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 273 $272K 0.25% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 273 $272K 0.13% new 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 273 $272K 3.35% +162 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 273 $272K 0.07% +7 13F-HR/A Timeline COWA, LLC More: the full row for COWA, LLC 272 $272K 0.07% -13 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 273 $272K 0.26% 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 272 $271K 0.06% +11 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 271 $270K 0.09% +11 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 271 $270K 0.09% +244 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 271 $270K 0.07% -76 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 270 $269K 0.06% -1,589 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 270 $269K 0.01% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 270 $269K 0.19% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 269 $268K 0.15% -17 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 269 $268K 0.1% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 269 $268K 0.24% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 269 $268K 0.04% +1 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 266 $265K 0.01% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 266 $265K 0.02% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 266 $265K 0.24% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 266 $265K 0.18% new 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 265 $264K 0.2% -170 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 265 $264K 0.01% -11 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 265 $264K 0.14% -7 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 264 $263K 0.26% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 264 $263K 0.04% -220 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 263 $262K 0.03% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 263 $262K 0.1% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 263 $262K 0.11% +5 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 263 $262K 0.12% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 263 $262K 0.08% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 262 $262K 0.1% +3 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 262 $261K 0.13% -36 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 262 $261K 0.11% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 261 $260K 0.13% +17 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 260 $260K 0.17% +2 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 260 $259K 0.09% +40 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 260 $259K 0.1% -110 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 260 $259K 0.15% new 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 260 $259K 0.15% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 260 $259K 0.16% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 259 $258K 0.1% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 259 $258K 0.39% -121 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 259 $258K 0.13% +8 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 259 $258K 0.04% +3 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 258 $257K 0.07% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 258 $257K 0.12% +32 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 257 $256K 0.04% -1,618 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 256 $256K 0.02% -59 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 256 $255K 0.04% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 256 $255K 0.3% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 256 $255K 0.25% +21 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 256 $255K 0.15% -4 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 255 $254K 0.23% -99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 254 $253K 0.32% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 254 $253K 0.09% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 254 $253K 0.16% +33 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 254 $253K 0.04% +11 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 253 $252K 0.11% -30 13F-HR Timeline