ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,103 $404K 0.22% +46 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,102 $404K 0.23% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,101 $403K 0.07% +1 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,100 $403K 0.2% -900 13F-HR/A Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,099 $403K 0.32% +82 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,099 $403K 0.25% +25 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,098 $402K 0.06% -38 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,098 $402K 0.31% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,097 $402K 0.22% +4 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,097 $402K 0.07% -39 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,097 $402K 0.05% +15 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,107 $402K 0.07% -1,575 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,095 $401K 0.33% +3 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,097 $401K 0.23% -114 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,095 $401K 0.56% -221 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,093 $401K 0.14% -58 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 1,093 $401K 0.2% +32 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,093 $401K 0.26% -34 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,092 $400K 0.22% -22 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,092 $400K 0.08% -384 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,090 $399K 0.34% +286 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,089 $399K 0.32% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,088 $399K 0.11% -27 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,085 $398K 0.12% -68 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,085 $398K 0.14% -145 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,122 $397K 0.05% -120 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,083 $397K 0.09% -25 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,083 $397K 0.08% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,078 $395K 0.11% +25 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,078 $395K 0.03% -272 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,077 $395K 0.31% +4 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,075 $394K 0.13% +115 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,100 $394K 0.03% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,075 $394K 0.11% +70 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,074 $394K 0.15% -696 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,072 $393K 0.24% +6 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,071 $393K 0.08% +54 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,071 $392K 0.08% +7 13F-HR Timeline Foundry Partners, LLC More: the full row for Foundry Partners, LLC 1,070 $392K 0.02% -80 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,069 $392K 0.3% -172 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,067 $391K 0.06% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,063 $390K 0.23% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,060 $388K 0.07% +4 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,060 $388K 0.2% +1 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,058 $388K 0.07% -50 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,058 $388K 0.05% 0 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,056 $387K 0.15% -149 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,055 $387K 0.08% -65 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,055 $387K 0.08% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,051 $385K 0.01% 0 13F-HR/A Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 1,050 $385K 0.03% +6 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,050 $385K 0.24% 0 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 1,049 $385K 0.45% +1 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,049 $384K 0.11% -61 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 1,048 $384K 0.05% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,047 $384K 0.04% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,047 $384K 0.09% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,046 $383K 0.22% +73 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,045 $383K 0.16% -62 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,045 $383K 0.18% -23 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,042 $382K 0.24% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,042 $382K 0.09% +476 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,041 $382K 0.26% 0 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,041 $382K 0.22% -102 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,040 $381K 0.12% -5 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,040 $381K 0.13% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,039 $381K 0.11% -200 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 1,032 $378K 0.07% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,031 $378K 0.29% +1 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,031 $378K 0.19% -30 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,029 $377K 0.18% +484 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,027 $376K 0.02% -1,828 13F-HR/A Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,025 $376K 0.16% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,021 $374K 0.09% -422 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,021 $374K 0.02% -276 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,020 $374K 0.21% +100 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,017 $373K 0.2% +97 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,017 $373K 0.11% -194 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,015 $372K 0.2% -8 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,012 $371K 0.26% -2 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,010 $370K 0.18% -317 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,010 $370K 0.05% +2 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,001 $367K 0.18% -141 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 1,000 $366K 0.1% new 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 1,000 $366K 0.07% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 999 $366K 0.15% -44 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,000 $366K <0.01% -148 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 999 $366K 0.08% -416 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 998 $366K 0.29% -10 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 995 $365K 0.14% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 998 $365K 0.36% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 995 $365K 0.06% -5 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 994 $364K 0.05% -61 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 994 $364K 0.04% +325 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 994 $364K 0.15% 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 990 $363K 0.31% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 989 $362K 0.2% 0 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,099 $361K 0.15% 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 986 $361K 0.14% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 985 $360K 0.07% -3 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 982 $360K 0.05% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 980 $359K 0.07% -3 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 979 $359K 0.09% +61 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 975 $357K 0.1% -9 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 974 $357K 0.06% +34 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 973 $357K 0.25% +123 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 974 $356K 0.15% +10 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 971 $356K 0.16% -80 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 971 $356K 0.05% +305 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 969 $355K 0.06% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 969 $355K 0.14% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 967 $354K 0.18% new 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 966 $354K 0.21% -5 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 966 $354K 0.01% +18 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 964 $353K 0.32% -208 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 1,054 $353K 0.25% +1 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 963 $353K 0.1% +2 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 993 $353K 0.05% +400 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 962 $353K 0.38% -291 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 961 $352K 0.25% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 960 $352K 0.13% +45 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 955 $350K 0.15% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 953 $349K 0.19% -178 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 952 $349K 0.08% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 950 $348K 0.06% -18 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 949 $348K 0.05% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 948 $347K 0.1% -126 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 945 $346K 0.05% +207 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 942 $345K 0.24% +67 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 940 $345K 0.17% -6 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 939 $344K 0.2% -18 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 938 $344K 0.09% +112 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 937 $343K 0.08% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 936 $343K 0.09% -4 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 935 $343K 0.13% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 935 $343K 0.26% +54 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 933 $342K 0.01% -10 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 933 $342K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 933 $342K 0.07% +2 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 931 $341K 0.23% +20 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 930 $341K 0.11% -171 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 930 $341K 0.03% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 929 $341K 0.08% -27 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 929 $340K 0.11% -387 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 926 $339K 0.17% +40 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 924 $339K 0.12% +62 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 924 $339K 0.29% -25 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 921 $338K 0.27% +171 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 917 $336K 0.14% +52 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 916 $336K 0.06% -409 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 916 $336K 0.13% -100 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 913 $335K 0.06% +3 13F-HR Timeline Trust Co More: the full row for Trust Co 912 $334K 0.04% +45 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 912 $334K 0.07% -7 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 910 $334K 0.35% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 910 $334K 0.07% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 908 $333K 0.21% -13 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 907 $332K 0.12% +68 13F-HR Timeline Essex LLC More: the full row for Essex LLC 907 $332K 0.07% +24 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 900 $330K 0.16% -121 13F-HR/A Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 900 $330K 0.09% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 900 $330K 0.08% -2 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 900 $330K 0.19% -5 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 900 $330K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 900 $330K 0.08% 0 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 898 $329K 0.18% +68 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 897 $329K 0.3% +25 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 897 $329K 0.21% -481 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 917 $329K 0.16% -44 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 896 $328K -2,344 Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 891 $327K 0.11% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 887 $325K 0.13% +53 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 887 $325K 0.2% -196 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 884 $324K 0.17% -90 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 884 $324K 0.04% new 13F-HR/A Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 882 $323K 0.01% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 880 $323K 0.13% +28 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 879 $322K 0.07% -1,101 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 878 $322K 0.12% -29 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 878 $322K 0.27% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 877 $321K 0.06% +337 13F-HR Timeline TOBAM More: the full row for TOBAM 877 $321K 0.14% -383 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 875 $321K 0.08% -18 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 874 $320K 0.08% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 873 $320K 0.05% +93 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 872 $320K 0.26% -82 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 873 $320K 0.09% +20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 893 $319K 0.14% -485 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 871 $319K 0.2% +64 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 870 $319K 0.34% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 869 $318K 0.2% -360 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 868 $318K 0.02% +21 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 866 $317K 0.23% -134 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 865 $317K 0.13% +100 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 862 $316K 0.13% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 924 $315K 0.15% -63 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 860 $315K 0.31% -265 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 860 $315K 0.25% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 859 $315K 0.13% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 859 $315K 0.29% 0 13F-HR Timeline