BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,772 $979K 0.24% -13 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,770 $979K 0.53% -19 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,768 $978K 0.29% +790 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,766 $977K 0.08% +42 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,766 $977K 0.52% -79 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,762 $976K 0.23% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 2,757 $974K 0.7% +1 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 2,752 $972K 0.22% -200 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,750 $972K 0.17% -75 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,747 $971K 0.8% +1,130 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 2,746 $970K 0.82% +26 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 2,746 $970K 0.82% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,743 $969K 0.37% +1 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,741 $968K 0.29% +1,089 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,740 $968K 0.19% +1,445 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,736 $967K 0.56% -26 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,736 $967K 0.15% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 2,729 $964K 0.27% +98 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,725 $963K 0.35% +34 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,722 $962K 0.87% -234 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,722 $962K 0.29% +492 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,696 $961K 0.55% -1,827 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,717 $960K 0.3% -190 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,709 $957K 0.4% +163 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,709 $957K 0.25% +2 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,706 $956K 0.28% 0 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 2,700 $954K 1.51% -1,007 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,693 $952K 0.13% +21 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,690 $950K 0.58% -22 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,685 $949K 0.79% +30 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,683 $948K 0.12% +2,410 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 2,675 $945K 0.24% -150 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,670 $944K 0.19% -32 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,668 $943K 0.39% +17 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,667 $942K 0.7% +57 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,665 $942K 0.62% -257 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 2,664 $941K 0.29% +1 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 2,661 $940K 1.12% -1,401 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 2,680 $940K 0.2% -55 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,659 $940K 0.43% -9 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,655 $938K 0.44% -90 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,649 $936K 0.14% -714 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,642 $933K 0.02% -190 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,633 $930K 0.12% +25 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,624 $927K 0.75% -35 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,620 $926K 0.1% +137 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,618 $925K 0.46% +86 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,617 $925K 0.43% -1,676 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,616 $924K 0.38% +300 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,615 $924K 0.15% +366 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 2,606 $921K 0.17% +23 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,604 $920K 0.12% +283 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,603 $920K 0.99% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,600 $919K 0.71% 0 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 2,588 $914K 0.56% -349 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,581 $912K 0.37% -49 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,580 $912K 0.2% -102 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,576 $910K 0.65% +1 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 2,573 $909K 0.34% +209 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 2,560 $909K 0.87% +476 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,571 $908K 0.73% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,567 $907K 0.37% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,566 $907K 0.66% -24 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,565 $906K 0.32% +1,065 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,560 $905K 0.16% -259 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,560 $905K 0.29% -50 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,557 $904K 0.27% +1,106 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 2,555 $903K 0.2% +1,600 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,555 $903K 0.06% +610 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,549 $901K 0.58% -362 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,152 $900K 0.32% +847 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,547 $900K 0.32% -276 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,547 $900K 0.02% -380 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,546 $900K 0.22% +223 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 2,543 $899K 0.28% -1,000 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,541 $898K 0.22% +115 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,541 $898K 0.17% +33 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 2,539 $897K 0.27% +8 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 2,536 $896K 0.66% -1,538 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,535 $896K 0.18% +182 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,533 $895K 0.13% +320 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,531 $894K 0.08% -44 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 2,530 $894K 0.4% -78 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,529 $893K 0.09% -15 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,528 $893K 0.26% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,527 $893K 0.55% -64 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,525 $892K 0.52% -418 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 2,524 $892K 0.46% 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 2,520 $890K 0.72% +383 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 2,519 $890K 0.76% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 2,511 $887K 0.77% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,509 $887K 0.5% -10 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,509 $886K 0.58% -565 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 2,507 $886K 0.21% 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,500 $883K 0.25% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,500 $883K 0.15% -62 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,635 $883K 0.63% +9,437 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,495 $881K 0.27% -180 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 2,491 $880K 0.29% +33 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,488 $879K 0.04% +270 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 2,482 $877K 0.82% 0 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 2,480 $876K 1.13% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,477 $875K 0.55% -1,290 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,469 $872K <0.01% -21,570 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,467 $872K 0.68% +128 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,466 $871K 0.06% +117 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,463 $870K 0.2% +720 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,461 $870K 0.26% -105 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,460 $869K 0.19% +211 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,449 $865K 0.08% +176 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 2,449 $865K 0.23% +667 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,433 $864K 0.38% -273 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,445 $864K 0.58% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,445 $864K 0.46% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,443 $863K 0.11% -247 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,443 $863K 0.14% +58 13F-HR Timeline N10 ASSETS, LLC More: the full row for N10 ASSETS, LLC 2,440 $862K 0.37% 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,436 $861K 0.07% -9,532 13F-HR Timeline Group SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 2,432 $859K 0.1% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 2,431 $859K 0.36% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,430 $859K 0.11% +6 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,428 $858K 0.4% +1,031 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,426 $857K 0.38% -264 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,389 $855K 0.11% +41 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,415 $853K 0.1% -154 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,415 $853K 0.37% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,415 $853K 0.2% +30 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,415 $853K 0.32% +63 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,412 $852K 0.11% -273 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,412 $852K 0.39% -14 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,410 $852K 0.69% -1 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,410 $852K 0.5% 0 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 2,410 $852K 0.25% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 2,407 $851K 0.9% +291 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,405 $850K 0.41% +100 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 2,402 $849K 0.16% +192 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,391 $845K 0.07% +472 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 2,388 $844K 0.21% -537 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 2,386 $843K 0.34% +10 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,384 $842K 0.5% +287 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 2,382 $842K 0.71% -260 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,376 $840K 0.26% -30 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,376 $840K 0.1% 0 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 2,375 $839K 0.83% 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 2,373 $838K 0.36% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,372 $838K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,372 $838K 0.29% +262 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,370 $837K 0.4% -3,827 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,365 $835K 0.17% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,330 $835K 0.1% -241 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,360 $834K 0.27% +50 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 2,357 $833K 0.27% +546 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2,353 $831K 0.26% -287 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,350 $830K 0.32% +18 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,350 $830K 0.11% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,350 $830K 0.46% +87 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,342 $828K 0.59% -599 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 2,341 $827K 0.61% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,340 $827K 0.29% +288 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 2,338 $826K <0.01% +99 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 2,335 $825K 0.19% +609 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,333 $824K 0.05% +57 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 2,330 $823K 0.15% -139 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,326 $822K 0.17% -140 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 2,321 $820K 0.42% -94 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,319 $819K 0.57% +3 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,312 $817K 0.15% -295 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 2,310 $816K 0.13% -99 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,305 $814K 0.28% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 2,300 $813K 0.17% new 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 2,300 $813K 0.33% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,300 $813K 0.13% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,295 $811K 0.3% +1 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,294 $810K 0.3% -369 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 2,291 $809K 0.03% +1,331 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,290 $809K 0.06% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,286 $808K 0.13% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,285 $807K 0.61% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,281 $806K 0.13% +1,449 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,280 $806K 0.15% +119 13F-HR/A Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,274 $803K 0.15% +130 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,272 $803K 0.47% -133 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,319 $803K 0.32% +61 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 2,271 $802K 0.04% 0 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 2,271 $802K 0.32% -45 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,270 $802K 0.34% +381 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,270 $802K 0.49% -755 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,265 $801K 0.29% +92 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,309 $799K 0.21% +151 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,260 $799K 0.09% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,260 $799K 0.24% -2,370 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,256 $797K 0.25% -87 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 2,254 $796K 0.17% +1,654 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,246 $794K 0.29% 0 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 2,245 $793K 0.33% -414 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,240 $791K 0.09% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,240 $791K 0.33% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,238 $791K 0.13% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,224 $790K 0.45% +20 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 2,234 $789K 0.18% -1,173 13F-HR Timeline