CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,198 $1.32M 1.97% +236 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,447 $1.32M 0.42% +1,439 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 5,446 $1.32M 0.8% +492 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,435 $1.32M 0.65% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,436 $1.32M 0.79% +1,478 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,433 $1.32M 0.47% +161 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,429 $1.32M 0.15% +188 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,420 $1.32M 0.13% +80 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 5,411 $1.32M 0.64% +2,000 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,406 $1.31M 0.74% +234 13F-HR/A Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 5,405 $1.31M 1.37% 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 4,527 $1.31M 0.2% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,398 $1.31M 0.78% +2,053 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,393 $1.31M 0.88% +270 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 5,392 $1.31M 0.9% -60 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 5,390 $1.31M 0.26% -369 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,388 $1.31M 0.35% +1,445 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,386 $1.31M 0.22% -31 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 5,385 $1.31M 0.41% -65 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,384 $1.31M 0.17% +128 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,383 $1.31M 0.46% +58 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,375 $1.31M 0.18% -316 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,362 $1.3M 0.71% -628 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 4,471 $1.3M 0.55% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,564 $1.3M 0.26% +446 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,350 $1.3M 0.46% +652 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,341 $1.3M 0.5% +786 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,340 $1.3M 0.7% +190 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,339 $1.3M 1.09% -111 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,338 $1.3M 0.87% +495 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 5,330 $1.3M 0.74% +83 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,330 $1.3M 0.19% -21 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 5,314 $1.29M 0.73% +1,473 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,324 $1.29M 0.69% +30 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,315 $1.29M 0.27% -934 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,314 $1.29M 0.34% -100 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,314 $1.29M 0.45% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,303 $1.29M 0.55% -8 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 5,289 $1.29M 0.74% -605 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 5,280 $1.28M 0.73% -130 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,099 $1.28M 0.78% +290 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 5,275 $1.28M 0.74% -202 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,275 $1.28M 0.21% -10 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,259 $1.28M 0.27% +640 13F-HR Timeline MONIMUS CAPITAL MANAGEMENT, LP More: the full row for MONIMUS CAPITAL MANAGEMENT, LP 5,248 $1.28M 0.95% -11,312 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,246 $1.28M 0.49% +2,566 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,243 $1.27M 0.38% +1 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,243 $1.27M 0.26% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 5,242 $1.27M 1.04% +920 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 5,239 $1.27M 0.14% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,235 $1.27M 1.05% -4 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,232 $1.27M 0.94% +421 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,223 $1.27M 0.43% +1,470 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,223 $1.27M 0.36% -1,379 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 5,221 $1.27M 1.17% -151 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 5,219 $1.27M 0.12% -30,564 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,206 $1.27M 0.13% +19 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,205 $1.26M 0.7% +354 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,195 $1.26M 0.71% +168 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 5,195 $1.26M 0.17% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,170 $1.26M 0.85% +138 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,165 $1.26M 0.31% new 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 5,161 $1.25M 1.23% +104 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 5,151 $1.25M 0.84% 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,134 $1.25M 1.02% -2,110 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 5,134 $1.25M 1.75% 13F-HR/A Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,130 $1.25M 0.24% +2,022 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,129 $1.25M 0.02% -10 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 5,120 $1.24M 0.42% +1 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,119 $1.24M 0.87% +11 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,106 $1.24M 0.74% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 5,094 $1.24M 0.88% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,081 $1.24M 0.24% +349 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 5,080 $1.23M 0.3% -99 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 5,066 $1.23M 0.56% +366 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 5,048 $1.23M 3.21% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,067 $1.23M 0.42% -55 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 5,064 $1.23M 0.49% +23 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,053 $1.23M 0.06% +614 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,052 $1.23M 0.08% -282,934 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 5,051 $1.23M 0.66% +249 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,027 $1.22M 0.18% +207 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 5,025 $1.22M 0.31% -32 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,357 $1.22M 0.46% +14 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5,019 $1.22M 0.19% +63 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,008 $1.22M 0.29% -167 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 5,000 $1.22M 0.01% 0 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 5,000 $1.22M 0.95% -37,700 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 4,997 $1.21M 0.3% -310 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 4,985 $1.21M 0.26% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,965 $1.21M 0.53% +55 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,954 $1.2M 0.15% +418 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 4,953 $1.2M 0.82% -310 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,950 $1.2M 0.18% +134 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,933 $1.2M 0.37% -115 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 4,932 $1.2M 1.2% 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,928 $1.2M 0.53% +28 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,927 $1.2M 1.04% -26 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,924 $1.2M 0.19% +913 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,924 $1.2M 0.08% +1,122 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,922 $1.2M 0.18% +735 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 4,920 $1.2M 0.05% +222 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,916 $1.2M 1.11% -65 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,911 $1.19M 0.28% +208 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4,900 $1.19M 0.06% +763 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,894 $1.19M 0.82% +4,868 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 4,891 $1.19M 0.78% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,880 $1.19M 0.67% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,871 $1.18M 0.5% +172 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,868 $1.18M 0.56% +621 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,847 $1.18M 0.93% +3,597 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,858 $1.18M 0.07% +868 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,852 $1.18M 0.4% -11 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,845 $1.18M 0.18% +51 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,829 $1.17M 0.55% +237 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,823 $1.17M 0.43% +1,569 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,816 $1.17M 0.47% +2,406 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 4,815 $1.17M 0.24% -1,098 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,815 $1.17M 0.57% +7 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,813 $1.17M 0.41% +23 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,800 $1.17M 0.62% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,797 $1.17M 0.61% -111 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,794 $1.17M 0.42% +290 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,794 $1.17M 0.38% +35 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,793 $1.17M 0.13% -13 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,789 $1.16M 0.5% -132 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,786 $1.16M 0.46% -114 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,783 $1.16M 0.93% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 4,780 $1.16M 1.06% -319 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,777 $1.16M 0.11% +207 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 4,768 $1.16M 0.25% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,758 $1.16M 0.33% -241 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,749 $1.15M 0.26% +1,995 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,747 $1.15M 0.95% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,740 $1.15M <0.01% +62 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 4,739 $1.15M 0.15% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,735 $1.15M 0.25% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,723 $1.15M 0.51% +119 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,706 $1.14M 0.89% +44 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,691 $1.14M 0.94% -1,429 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,687 $1.14M 0.43% -751 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,686 $1.14M 0.26% +1,113 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 4,712 $1.14M 0.18% +49 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 4,660 $1.13M 0.69% -43 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,650 $1.13M 0.57% -809 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,650 $1.13M 0.72% +1,626 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 4,645 $1.13M 0.11% -165 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,641 $1.13M 0.52% +520 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,640 $1.13M 0.07% -2,970 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,626 $1.12M 0.73% -14 13F-HR Timeline Castellan Group More: the full row for Castellan Group 4,600 $1.12M 0.16% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 4,599 $1.12M 0.49% -705 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,592 $1.12M 0.65% -38 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,587 $1.12M 0.2% -115 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,572 $1.11M 0.59% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,570 $1.11M 0.26% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,563 $1.11M 0.95% -30 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 4,561 $1.11M 0.31% -170 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,552 $1.11M 0.62% +326 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,549 $1.11M 1% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,538 $1.1M 0.43% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 4,535 $1.1M 0.29% +9 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,486 $1.1M 0.72% -649 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,520 $1.1M 0.85% +251 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,519 $1.1M 0.98% +1,316 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,513 $1.1M 0.56% +41 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,511 $1.1M 0.35% new 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 4,500 $1.1M 0.4% +1,990 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,508 $1.1M 0.06% -587 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,505 $1.1M 0.98% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,200 $1.09M 0.28% +70 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,487 $1.09M 0.47% +22 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,482 $1.09M 0.24% +284 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 4,426 $1.09M 0.63% +141 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,479 $1.09M 0.23% -48 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,477 $1.09M 0.37% +80 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 4,475 $1.09M 0.32% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,475 $1.09M 0.13% 0 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,472 $1.09M 0.4% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,457 $1.08M 0.4% +511 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,456 $1.08M 0.2% +187 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,456 $1.08M 0.39% -994 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,450 $1.08M 0.53% +124 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 4,419 $1.08M 0.9% +192 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,568 $1.08M 1.57% 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,441 $1.08M 0.15% +681 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 4,430 $1.08M 0.86% +156 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,428 $1.08M 0.49% -288 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,426 $1.08M 1.09% 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,425 $1.08M 0.34% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,422 $1.08M 0.08% +80 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,417 $1.07M 0.06% -84 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. 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