Moment Partners, LLC More: the full row for Moment Partners, LLC 5,392 $834K 0.17% -51 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 5,387 $833K 0.15% -119 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,375 $831K 0.37% +445 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 5,360 $829K 0.31% +835 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,352 $828K 0.1% -19 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 5,350 $827K 0.35% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5,348 $827K 0.4% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,342 $826K 0.41% +8 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,337 $825K 0.23% +30 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,331 $824K 0.46% +284 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,328 $824K 0.32% +115 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,327 $824K 0.14% -55 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,325 $824K 0.42% -849 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 5,319 $823K 0.17% +566 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,319 $823K 0.16% +1,479 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,317 $822K 0.74% +102 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 5,307 $821K 0.21% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,302 $820K 0.34% -1,295 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 5,300 $820K 0.68% +200 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5,438 $817K 0.58% +67 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 5,267 $814K 0.55% +540 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,260 $813K 0.27% -16 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,240 $810K 0.07% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 5,591 $809K 0.83% +62 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,218 $807K 0.01% -73 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 5,218 $807K 0.56% +290 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,216 $807K 0.16% -29 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 5,215 $806K 0.43% -174 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 5,200 $804K 0.27% -200 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 5,195 $803K 0.13% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,180 $801K 1.11% +1,898 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,173 $798K 0.56% +188 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5,163 $798K 0.74% +909 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 5,103 $797K 0.6% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,151 $797K 0.21% +2,589 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 5,143 $795K 1.54% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,123 $792K 0.61% +106 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,119 $792K 0.03% +673 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 5,118 $791K 0.34% -44 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 5,117 $791K 0.05% -100 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,114 $791K 0.09% +275 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,105 $790K 0.56% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,099 $789K 0.02% +2,937 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,097 $788K 0.14% +494 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 5,093 $788K 0.79% +354 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,081 $786K 0.65% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,080 $786K 0.28% +1,140 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 5,070 $784K 0.64% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 5,065 $783K 2.97% -92,017 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,061 $783K 0.42% -203 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 5,060 $782K 0.22% -598 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 5,058 $782K 0.72% +369 13F-HR/A Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,979 $782K 0.77% +2,951 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 5,048 $781K 1.57% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,029 $778K 0.27% +628 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 5,019 $776K 0.29% -639 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,012 $775K 0.44% -452 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,012 $775K 0.25% -597 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,009 $775K 0.37% +395 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 5,005 $774K 0.34% +540 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,002 $774K 0.1% +622 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 5,000 $773K 0.01% 0 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 5,000 $773K 1.15% new 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 4,982 $770K 0.17% -358 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,971 $769K 0.42% +13 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 4,971 $769K 0.98% +594 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,961 $767K 0.73% +914 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,959 $767K 0.03% +3,191 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,958 $767K 0.11% +112 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 4,954 $766K 0.64% -296 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,950 $765K 0.34% +5 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,944 $765K 0.51% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,853 $763K 0.81% +200 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 4,925 $762K 0.17% -749 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 4,016 $760K 0.62% 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,914 $760K 0.46% +169 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,913 $760K 0.25% -850 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,912 $760K 0.04% +95 13F-HR/A Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 4,910 $759K 0.25% +6 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,893 $757K 0.03% +1,140 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,889 $756K 0.27% -534 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,880 $755K 0.49% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,870 $753K 0.3% -2,670 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 4,865 $752K 0.19% -284 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,860 $752K 0.29% +500 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,859 $751K 0.32% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,856 $751K 0.1% -185 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,847 $750K 0.5% +247 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,841 $749K 0.28% +1,285 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,830 $747K 0.01% +15 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,827 $746K 0.52% -3 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,826 $746K 0.59% -1,702 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,825 $746K 0.09% -246 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,826 $746K 0.01% +814 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,824 $746K 0.42% -33 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,820 $745K <0.01% +2,902 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,817 $745K 0.05% -380 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,802 $745K 0.22% -41 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,816 $745K 0.21% +847 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 5,041 $744K 0.35% new 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 4,810 $744K 0.07% -300 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,809 $744K 0.19% +108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hudock, Inc. More: the full row for Hudock, Inc. 4,806 $743K 0.13% +30 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,804 $743K 0.42% -10 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,803 $743K 0.13% +577 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,800 $742K 0.48% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 4,800 $742K 0.89% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,920 $742K 0.14% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,798 $742K 0.22% -151 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,796 $742K 0.22% -307 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,796 $742K 1.47% +443 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,774 $738K 0.77% -4,153 13F-HR/A Timeline Morangie Management LLC More: the full row for Morangie Management LLC 4,755 $735K 0.72% -1,336 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,744 $734K 0.81% +432 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 4,662 $733K 0.13% +223 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,733 $732K 0.1% -421 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,733 $732K 0.89% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 4,731 $732K 0.23% -269 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,723 $730K 0.44% -1,073 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,718 $730K 0.49% +107 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,701 $727K 0.41% -209 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,701 $727K 0.37% -65 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,693 $726K 0.16% +406 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,680 $724K 0.3% new 13F-HR/A Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,672 $722K 0.16% +2,338 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 4,672 $722K 0.31% +30 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 4,666 $722K 0.47% 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,665 $721K 0.61% -232 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,658 $720K 0.57% +570 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 4,620 $720K 0.14% +712 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 4,653 $720K 0.4% +162 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,650 $719K 0.58% -500 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,640 $718K 0.35% +309 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,639 $717K 0.64% +111 13F-HR/A Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 4,637 $717K 0.08% +101 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 4,635 $717K 0.29% -120 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,631 $716K 0.57% +9 13F-HR/A Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,628 $716K 0.07% +1 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 4,618 $714K 0.04% -132 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 4,587 $714K 0.5% +71 13F-HR Timeline Castellan Group More: the full row for Castellan Group 4,600 $711K 0.2% -390 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 4,600 $711K 0.37% -666 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,604 $711K 0.75% -332 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,593 $710K 0.73% +137 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,592 $710K 0.02% +88 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,591 $710K 0.16% +730 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,590 $710K 0.52% -5,850 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,587 $709K 0.08% -14,249 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,692 $708K 0.29% -34 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,570 $707K 0.19% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,564 $706K 0.41% -131 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,550 $704K 0.4% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,546 $703K 0.59% +708 13F-HR/A Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,539 $702K 0.34% +156 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,536 $701K 0.15% -7,981 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,525 $700K 0.09% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 4,525 $700K 0.23% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,696 $699K 0.18% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,519 $699K 0.15% -526 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,513 $698K 0.63% +157 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,512 $698K 0.55% +56 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,485 $694K 0.09% -129 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,482 $693K 0.28% +1,431 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,469 $691K 0.38% +35 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 4,445 $687K 0.35% +806 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,442 $687K 0.86% -4,457 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,441 $687K 0.33% -54 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,434 $686K 0.24% -340 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,430 $685K 0.37% -34 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,426 $684K 0.27% +487 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,420 $684K 0.43% -85 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,417 $683K 0.05% -129 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,417 $683K 0.04% -1,862 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,413 $682K 0.29% +263 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,410 $682K 0.19% +536 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,405 $681K 0.28% +145 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 4,404 $681K 0.22% +2,995 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,400 $680K 0.46% -1,709 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,397 $680K 0.05% -127,289 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,395 $680K 0.06% +452 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,394 $680K 0.25% +475 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,390 $679K 0.3% +165 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,135 $678K 0.21% -103 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,382 $678K 0.47% -12 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,381 $678K 0.18% +61 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,366 $675K 0.14% +930 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,362 $675K 0.09% -251 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 4,357 $674K 0.44% -1,189 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,358 $674K 0.29% -64 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 4,351 $673K 0.25% -881 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,350 $673K 0.78% -15,998 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,347 $672K 0.18% -39 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,337 $671K 0.34% +715 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 4,333 $670K 0.41% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,324 $669K 0.07% +640 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,324 $669K 0.2% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,322 $668K 0.05% +2,707 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 4,320 $668K 0.49% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 4,309 $666K 1.18% +1,105 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 4,398 $666K 0.38% +73 13F-HR Timeline