TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 660 $242K 0.08% -39 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 659 $242K 0.11% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 656 $240K 0.06% -100 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 672 $240K 0.03% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 655 $240K 0.05% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 655 $240K 0.08% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 655 $240K 0.13% -15 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 678 $240K 0.11% -6 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 654 $240K 0.19% +31 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 654 $240K 0.22% -167 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 654 $240K 0.11% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 651 $239K 0.08% +34 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 651 $239K 0.08% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 674 $239K 0.1% +90 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. 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More: the full row for Foguth Wealth Management, LLC. 634 $232K 0.06% +64 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 633 $232K 0.1% -35 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 632 $232K 0.05% +1 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 632 $232K 0.07% -5 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 632 $232K 0.09% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 630 $231K 0.05% +41 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 630 $231K 0.23% +34 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 630 $231K 0.13% -319 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 627 $230K 0.04% -21 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 626 $229K 0.02% -33 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 626 $229K 0.05% new 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 626 $229K 0.21% +15 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 625 $229K 0.01% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 625 $229K 0.14% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 624 $229K 0.19% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 623 $228K 0.08% +28 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 623 $228K 0.09% +71 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 622 $228K 0.16% +19 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 621 $228K 0.12% +22 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 621 $228K 0.04% new 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 621 $228K 0.16% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 620 $227K 0.07% 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 619 $227K 0.15% -17 13F-HR/A Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 624 $227K 0.13% -5 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 618 $226K 0.71% +2 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 618 $226K 0.09% -138 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 617 $226K 0.16% -29 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 616 $226K 0.03% +2 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 616 $226K 0.09% -11 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 616 $226K 0.19% +1 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 615 $225K 0.18% -105 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 613 $225K 0.14% +1 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 612 $224K 0.08% +35 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 612 $224K 0.12% -32 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 612 $224K 0.03% -616 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 611 $224K 0.1% +26 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 610 $224K 0.1% +1 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 609 $223K 0.12% -193 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 609 $223K 0.07% -57 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 607 $223K 0.05% -69 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 607 $223K 0.04% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 607 $223K 0.04% +65 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 607 $222K 0.1% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 607 $222K 0.03% +11 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 606 $222K 0.13% +75 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 572 $222K 0.06% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 605 $222K 0.06% +36 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 603 $221K 0.18% -4 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 602 $221K 0.1% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 602 $221K 0.03% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 601 $220K 0.08% -11 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 600 $220K 0.02% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 600 $220K 0.15% +2 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 598 $219K 0.07% -49 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 598 $219K 0.06% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 598 $219K 0.04% +25 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 598 $219K 0.11% -38 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 597 $219K 0.12% -108 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 596 $219K 0.11% -39 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 595 $218K 0.2% -77 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 595 $218K 0.04% +38 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 595 $218K 0.17% -100 13F-HR/A Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 594 $218K 0.08% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 593 $217K 0.12% -293 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 592 $217K 0.09% 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 591 $217K 0.34% -373 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 590 $216K 0.05% +40 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 590 $216K 0.09% -115 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 590 $216K 0.08% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 588 $216K 0.09% +2 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 587 $215K 0.11% +1 13F-HR Timeline Collier Financial More: the full row for Collier Financial 586 $215K 0.18% +527 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 585 $214K 0.06% +1 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 585 $214K 0.18% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 584 $214K 0.1% new 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 584 $214K 0.22% +4 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 584 $214K 0.2% -5 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 583 $214K 0.06% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 583 $214K 0.14% -260 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 582 $213K 0.06% -246 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 581 $213K 0.06% +26 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 590 $213K 0.1% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 580 $213K 0.17% +2 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 580 $213K 0.21% +5 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 578 $212K 0.09% -515 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 576 $211K 0.09% -70 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 572 $210K 0.08% -17 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 571 $209K 0.06% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 570 $209K 0.26% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 601 $209K 0.11% +3 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 569 $209K 0.06% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 569 $209K 0.04% -680 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 568 $208K 0.1% 0 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 568 $208K 0.11% +4 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 566 $207K 0.22% +9 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 565 $207K 0.08% +1 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 564 $207K 0.21% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 563 $206K 0.06% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 562 $206K 0.04% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 561 $206K 0.05% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 561 $206K 0.1% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 555 $203K 0.05% +35 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 554 $203K 0.07% -34 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 553 $203K 0.4% +18 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 553 $202K 0.09% -78 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 552 $202K 0.03% -13 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 552 $202K 0.02% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 551 $202K 0.11% -41 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 550 $202K 0.15% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 550 $201K 0.16% +1 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 548 $201K 0.03% new 13F-HR/A Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 547 $201K 0.11% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 560 $200K 0.18% -37 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 546 $200K 0.11% -10 13F-HR Timeline Pinnacle Wealth Management Group, Inc. 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More: the full row for Pandora Wealth, Inc. 400 $147K 0.1% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 398 $146K 0.06% -30 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 395 $145K 0.14% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 391 $143K 0.76% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 391 $143K 0.13% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 390 $143K 0.06% -24 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 386 $141K 0.68% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 384 $141K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 371 $136K 0.09% -36 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 360 $132K 0.06% -124 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 359 $131K <0.01% new 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 357 $131K 0.06% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 356 $130K 0.11% -54 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 352 $129K 0.04% -2 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 346 $127K 0.06% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 346 $127K 0.08% -137 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 344 $126K 0.07% -50 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 344 $126K 0.01% +51 13F-HR/A Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 341 $125K 0.13% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 340 $125K 0.04% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 334 $122K 0.05% +1 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 331 $121K 0.1% 13F-HR Timeline