Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,102 $209K 0.16% -541 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 1,094 $207K 0.07% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,094 $207K 0.05% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,092 $207K 0.07% 13F-HR Timeline LETKO, BROSSEAU & ASSOCIATES INC More: the full row for LETKO, BROSSEAU & ASSOCIATES INC 1,092 $207K <0.01% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,089 $206K 0.05% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,090 $206K 0.09% new 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 1,089 $206K 0.02% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,088 $206K 0.03% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,087 $206K 0.22% 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,080 $204K 0.08% 0 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 1,079 $204K 0.17% 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,076 $204K 0.12% 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,012 $204K 0.12% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,070 $203K 0.03% +20 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,070 $203K 0.26% new 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 1,070 $203K 0.14% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,064 $201K 0.05% +219 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,064 $201K 0.19% new 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,062 $201K 0.07% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,061 $201K 0.16% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,060 $201K 0.19% 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,059 $201K 0.12% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,059 $200K 0.07% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 1,040 $197K 0.22% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,039 $197K 0.02% +27 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,019 $193K 0.13% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,000 $189K 0.08% +240 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 988 $187K 0.22% -2,022 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 987 $187K 0.1% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 980 $182K 0.12% +118 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 980 $182K 0.12% +118 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 953 $180K 0.03% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 940 $178K 0.02% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 905 $171K 0.12% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 900 $170K 0.03% -1,856 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 899 $170K 0.04% +80 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 868 $164K 0.04% +867 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 859 $163K 0.09% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 855 $162K 0.14% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 854 $162K 0.09% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 840 $159K 0.15% 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 830 $159K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 820 $155K 0.12% 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 745 $152K 0.11% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 794 $150K 0.02% +37 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 780 $148K 0.08% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 750 $142K 0.07% +150 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 746 $141K 0.02% +1 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 744 $141K 0.06% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 741 $140K 0.06% -20 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 728 $138K 0.02% +20 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 703 $133K 0.06% -10 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 680 $129K 0.08% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 669 $127K 0.07% -19 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 668 $126K 0.05% +270 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 654 $124K 0.04% 0 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 645 $122K 0.12% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 636 $120K 0.12% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 623 $118K 0.05% -10 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 618 $117K 0.06% +58 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 600 $114K 0.09% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 583 $110K 0.09% 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 560 $106K 0.2% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 560 $106K 0.18% 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 558 $106K 0.05% -320 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 552 $104K 0.05% -50 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 538 $102K 0.08% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 362 $99.2K 0.07% -103 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 522 $98.9K 0.04% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 500 $94.7K 0.25% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 487 $92.3K 0.05% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 473 $89.5K 0.03% -86 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 460 $87.1K 0.09% 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 440 $83.3K 0.11% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 438 $82.9K 0.07% -50 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 433 $81K 0.02% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 419 $79.4K 0.2% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 416 $78.7K 0.06% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 409 $77.4K 0.02% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 401 $75.9K 0.03% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 400 $75.7K 0.08% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 395 $74.8K 0.03% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 392 $74.3K 0.04% -20 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 388 $73.5K 0.06% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 381 $72.1K 0.03% +101 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 380 $71.9K 0.05% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 373 $70.6K 0.05% -28 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 371 $70.2K 0.06% 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 353 $66.8K 0.01% -33 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 341 $64.5K 0.04% +1 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 340 $64.4K 0.01% +30 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 340 $64.4K 0.05% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 335 $63.4K 0.06% 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 328 $62.1K 0.04% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 320 $60.6K 0.03% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 320 $60.6K 0.01% new 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 300 $56.8K 0.02% new 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 300 $56.8K 0.02% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 282 $53.3K 0.02% +1 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 280 $53K 0.03% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 280 $53K 0.02% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 310 $51.4K 0.03% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 274 $51K 0.05% 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 261 $49.4K 0.03% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 245 $46.4K 2.01% +65 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 236 $44.7K 0.01% +92 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 226 $42.8K 0.01% -111 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 220 $41.6K 0.03% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 218 $41.3K 0.03% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 213 $40.3K 0.04% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 206 $39.1K 0.04% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 205 $38.8K 0.02% +25 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 200 $37.9K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $37.9K 0.03% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 198 $37.5K 0.03% +28 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 198 $37.5K 0.02% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 196 $37.1K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 198 $37K 0.03% +166 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 220 $36.5K 0.03% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 184 $35K 0.02% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 180 $34.1K 0.02% -359 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 178 $34K 0.02% -800 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 162 $31K <0.01% -1,238 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 161 $30.4K 0.03% 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 107 $20K 0.01% 0 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 105 $19.9K 0.01% 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 103 $19.5K 0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 100 $18.9K 0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 92 $17.4K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 85 $16.1K <0.01% +67 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 80 $15.1K 0.01% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 79 $15K 0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 66 $12.5K 0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 62 $11.7K <0.01% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 60 $9.95K <0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 49 $9.31K 0.01% -3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 43 $8.18K 0.75% -43,243 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 41 $7.76K <0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 3,141 $5.95K 0.34% 0 13F-HR/A Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 3,105 $5.88K 0.21% 0 13F-HR/A Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 30 $5.7K <0.01% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 28 $5.3K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $4.75K <0.01% +19 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 25 $4.73K <0.01% new 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 22 $4.17K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 26 $4K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 20 $3.8K <0.01% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 20 $3.79K <0.01% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 20 $3.79K <0.01% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 533,826 $2.82K 0.41% +531,006 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.89K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 8 $1.51K <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $990 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $224 <0.01% 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $190 <0.01% 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -5,015 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 3,753 $710M +123 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.