Financial Life Planners More: the full row for Financial Life Planners 1,221 $297K 0.2% -56 13F-HR Timeline Eldred Rock Partners, LLC More: the full row for Eldred Rock Partners, LLC 1,218 $297K 0.07% 0 13F-HR/A Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,217 $296K 0.09% -6 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,214 $295K 0.07% -22 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,209 $295K 0.12% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,209 $294K 0.13% -102 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,209 $294K 0.06% +1 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 1,204 $293K 0.06% -47 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,203 $293K 0.29% -200 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,202 $293K 0.1% +1 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,202 $293K 0.2% -225 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,201 $293K 0.26% new 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 1,200 $292K 0.18% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,200 $292K 0.1% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,200 $292K 0.1% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,198 $292K 0.11% +1 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 1,186 $291K 0.18% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,187 $290K 0.12% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,190 $290K 0.06% +180 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,190 $290K 0.22% 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 1,187 $289K 0.06% +36 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,186 $289K 0.2% -50 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,185 $289K 0.1% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,183 $288K 0.06% -117 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,180 $287K 0.05% -20 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,172 $285K 0.01% +132 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,171 $285K 0.06% +1 13F-HR/A Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,169 $285K 0.01% new 13F-HR Timeline Group Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,164 $284K 0.19% -40 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,164 $283K 0.24% -100 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,162 $283K 0.07% -100 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 1,148 $283K 0.08% -79 13F-HR/A Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,157 $282K 0.1% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,115 $282K 0.27% 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 1,156 $282K 0.22% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,799 $281K 0.17% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,152 $281K 0.11% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,149 $280K 0.08% new 13F-HR/A Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 1,147 $279K 0.16% +1 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,146 $279K 0.13% new 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 1,143 $278K 0.17% new 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 1,140 $278K 0.05% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,140 $278K 0.04% +5 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,140 $278K 0.2% -18 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,140 $278K 0.05% new 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1,138 $277K 0.16% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 1,137 $277K 0.04% -49 13F-HR Timeline Group BWM Planning, LLC More: the full row for BWM Planning, LLC 1,130 $275K 0.08% new 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 1,127 $275K 0.24% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1,117 $274K 0.16% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,546 $274K 0.31% 0 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,125 $274K 0.06% -11,196 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,125 $274K 0.18% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,120 $273K 0.05% -35 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,114 $271K 0.17% -221 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,113 $271K 0.19% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,113 $271K 0.07% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,112 $271K 0.21% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,110 $270K 0.27% -60 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,107 $270K 0.36% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,100 $268K 0.17% -80 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,100 $268K 0.12% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,100 $268K 0.11% +900 13F-HR Timeline Group Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 1,100 $268K 0.23% 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,100 $268K 0.14% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,100 $268K 0.12% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,100 $268K 0.1% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,098 $267K 0.16% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,095 $267K 0.47% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,094 $266K 0.16% new 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,093 $266K 0.05% +35 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,093 $266K 0.17% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,021 $266K 0.52% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,090 $266K 0.11% -50 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,087 $265K 0.14% new 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,087 $265K 0.11% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 1,238 $265K 0.14% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 1,084 $264K 0.13% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,082 $264K 0.2% new 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,080 $263K 0.13% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,080 $263K 0.15% -126 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 1,080 $263K 0.09% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,078 $263K 0.04% -595 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 1,078 $263K 0.13% -1,001 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,074 $262K 0.05% new 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,072 $261K 0.13% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,068 $260K 0.02% +1 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,067 $260K 0.05% new 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 1,067 $260K 0.02% new 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,065 $259K 0.13% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,065 $259K 0.03% -97 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,062 $259K 0.12% new 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 1,061 $258K 0.1% new 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 1,060 $258K 0.05% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,060 $258K 0.2% -260 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,060 $258K 0.05% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,057 $257K 0.05% new 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,051 $256K 0.08% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,051 $256K 0.05% new 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,050 $256K 0.04% new 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 1,050 $256K 0.09% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,049 $255K 0.03% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,047 $255K 0.07% +108 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,045 $255K 0.17% +115 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,043 $254K 0.19% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 1,040 $253K 0.07% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 1,039 $253K 0.1% -107 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,037 $253K 0.17% new 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 1,037 $252K 0.15% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,033 $252K 0.13% +1 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 1,031 $251K 0.25% 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,030 $251K 0.14% new 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1,029 $251K 0.1% new 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,029 $250K 0.16% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,028 $250K 0.6% new 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,026 $250K 0.13% new 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,023 $249K 0.06% new 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 1,019 $248K 0.16% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,017 $248K 0.09% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,016 $247K 0.12% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,015 $247K 0.15% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,011 $246K 0.03% -92 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,010 $246K 0.18% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,008 $246K 0.05% -86,612 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 1,005 $245K 0.15% -335 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 1,003 $244K 0.14% -18 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,003 $244K 0.13% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 1,000 $244K 0.1% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,001 $244K 0.1% new 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 1,000 $244K 0.02% new 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 1,000 $244K 0.21% new 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 1,000 $244K 0.22% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 968 $243K 0.08% +1 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 994 $242K 0.17% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 900 $242K 0.05% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 991 $241K 0.12% -719 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 990 $241K 0.29% -6,047 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 989 $241K 0.09% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 988 $241K 0.06% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 987 $240K 0.19% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 985 $240K 0.03% 0 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 980 $239K 0.16% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 980 $239K 0.07% -834 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 980 $239K 0.07% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 979 $238K 0.09% -185 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 978 $238K 0.03% new 13F-HR/A Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 977 $238K 0.18% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,341 $238K 0.07% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 975 $238K 0.07% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 974 $237K 0.02% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 973 $237K 0.1% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 972 $237K 0.08% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 968 $236K 0.11% +22 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 966 $235K 0.06% new 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 966 $235K 5.81% -658 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 965 $235K 0.08% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 965 $235K 0.12% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 964 $235K 0.07% new 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 962 $234K 0.07% new 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 960 $234K 0.07% new 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 960 $234K 0.11% new 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 960 $234K 0.07% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 957 $233K 0.25% -101 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 951 $232K 0.2% -2,680 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 945 $230K 0.11% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 942 $229K 0.08% new 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 940 $229K 0.09% new 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 939 $229K 0.09% new 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 935 $228K 0.11% -217 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 933 $227K 0.17% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 932 $227K 0.14% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 931 $227K 0.25% new 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 931 $227K 0.07% new 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 929 $226K 0.19% new 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 929 $226K 0.06% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 929 $226K 0.08% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 929 $226K 0.13% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 897 $226K 0.08% new 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 926 $225K 0.11% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 921 $225K 0.18% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 922 $225K 0.08% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 921 $224K 0.06% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 921 $224K 0.15% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 911 $224K 0.13% new 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 920 $224K 0.07% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 915 $223K 0.13% new 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 915 $223K 0.1% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 913 $222K 0.23% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 910 $222K 0.03% new 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 907 $221K 0.05% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 877 $221K 0.11% -181 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 904 $220K 0.1% -15 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 903 $220K 0.08% new 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 900 $219K 0.36% new 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 899 $219K 0.06% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 898 $219K 0.16% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 897 $218K 0.1% new 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 891 $217K 0.14% new 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 891 $217K 0.19% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 890 $217K 0.13% new 13F-HR Timeline