Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 659 $242K 0.06% +76 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 657 $241K 0.11% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 657 $241K 0.13% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 656 $241K 0.06% -20 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 655 $240K 0.13% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 655 $240K 0.04% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 655 $240K 0.07% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 654 $240K 0.13% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 653 $239K 0.07% +99 13F-HR/A Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 652 $239K 0.1% -7 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 651 $239K 0.61% +33 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 651 $239K 0.08% 0 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 650 $239K 0.17% 0 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 650 $238K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 649 $238K 0.03% +7 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 648 $238K 0.08% -34 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 643 $236K 0.23% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 632 $236K 0.09% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 643 $236K 0.08% -28 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 648 $236K 0.16% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 641 $235K 0.12% -1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 640 $235K 0.06% +210 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 639 $234K 0.03% +32 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 639 $234K 0.23% +1 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 639 $234K 0.1% -15 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 637 $234K 0.06% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 616 $234K 0.06% +7 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 638 $234K 0.07% +18 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 637 $234K 0.1% -7 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 637 $233K 0.07% -14 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 636 $233K 0.13% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 635 $233K 0.11% -50 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 631 $231K 0.17% -23 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 630 $231K 0.17% -106 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 628 $230K 0.09% +36 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 627 $230K 0.11% +15 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 627 $230K 0.2% -13 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 626 $230K 0.19% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 625 $229K 0.09% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 616 $229K 0.1% +15 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 623 $228K 0.07% -761 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 623 $228K 0.06% -9 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 621 $228K 0.13% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 620 $227K 0.18% +4 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 620 $227K 0.14% +1 13F-HR/A Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 619 $227K 0.02% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 620 $227K 0.17% +25 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 618 $227K 0.08% +30 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 618 $227K 0.06% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 618 $226K 0.08% +21 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 616 $226K 0.15% 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 615 $226K 0.08% -1 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 615 $225K 0.05% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 615 $225K 0.11% -15 13F-HR Timeline Group Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 614 $225K 0.22% -64 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 614 $225K 0.14% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 614 $225K 0.05% +24 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 614 $225K 0.07% +20 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 613 $225K 0.16% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 612 $224K 0.02% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 612 $224K 0.02% -118 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 610 $224K 0.1% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 608 $223K 0.07% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 607 $223K 0.05% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 607 $223K 0.04% 0 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 607 $223K 0.09% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 606 $222K 0.16% +11 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 594 $222K 0.1% -189 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 604 $221K 0.12% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 588 $221K 0.07% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 603 $221K 0.03% -24 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 601 $220K 0.14% +1 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 601 $220K 0.08% new 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 600 $220K 0.01% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 600 $220K 0.07% +2 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 600 $220K 0.09% +22 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 597 $219K 0.03% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 597 $219K 0.05% -1 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 597 $219K 0.11% +4 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 596 $218K 0.09% -15 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 608 $218K 0.17% +48 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 591 $217K 0.25% 0 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 591 $217K 0.15% +7 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 590 $216K 0.05% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 590 $216K 0.21% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HENDLEY & CO INC More: the full row for HENDLEY & CO INC 590 $216K 0.08% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 589 $216K 0.06% -16 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 588 $216K 0.18% +4 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 588 $215K 0.12% -2 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 587 $215K 0.07% -36 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 587 $215K 0.08% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 587 $215K 0.06% +2 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 587 $215K 0.08% +11 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 555 $215K 0.08% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 585 $214K 0.09% +17 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 584 $214K 0.15% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 583 $214K 0.18% new 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 583 $214K 0.13% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 581 $213K 0.14% new 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 580 $213K 0.08% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 580 $213K 0.16% -4,675 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 580 $213K 0.13% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 580 $213K 0.18% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 579 $212K 0.05% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 579 $212K 0.04% -16 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 576 $211K 0.05% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 576 $211K 0.07% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 575 $211K 0.08% -95 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 574 $211K 0.09% -22 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 575 $211K 0.05% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 574 $210K 0.07% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 574 $210K 0.03% +26 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 573 $210K 0.2% +7 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 572 $210K 0.06% 0 13F-HR/A Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 572 $210K 0.06% +1 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 571 $209K 0.1% +3 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 570 $209K 0.03% -346 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% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 569 $209K 0.04% -29 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 568 $208K 0.08% -65 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 568 $208K 0.05% -4 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 566 $208K 0.07% +1 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 567 $208K 0.16% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 566 $208K 0.07% -476 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 565 $207K 0.04% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 565 $207K 0.15% -20 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 563 $207K 0.12% -1,177 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 562 $206K 0.05% new 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 562 $206K 0.07% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 561 $206K 0.09% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 557 $204K 0.07% new 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 557 $204K 0.09% new 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 557 $204K 0.08% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 555 $203K 0.01% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 554 $203K 0.07% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 553 $203K 0.03% -49 13F-HR/A Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 553 $203K 0.19% -150 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 553 $203K 0.03% new 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 553 $203K 0.05% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 551 $202K 0.06% 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 552 $202K 0.08% new 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 WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 551 $202K 0.14% +1 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 550 $202K 0.14% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 549 $201K <0.01% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 548 $201K 0.09% -36 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 546 $200K 0.11% 0 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 546 $200K 0.2% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 537 $197K 0.01% +250 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 537 $197K 0.32% -16 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 530 $194K 0.04% -11 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 523 $192K 0.06% +61 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 512 $188K 0.03% +128 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 510 $187K 0.03% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 509 $186K 0.14% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 504 $185K 0.07% +50 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 498 $183K 0.07% +164 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 497 $182K 0.06% +59 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 494 $181K 0.04% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $175K 0.09% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 468 $172K 0.1% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 467 $171K 0.05% +17 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 466 $171K 0.1% +5 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 450 $168K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 454 $167K 0.1% -9 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 450 $165K 0.12% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 450 $165K 0.12% +418 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 444 $163K 0.2% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 440 $161K 0.5% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 440 $161K 0.08% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 436 $160K 0.12% +45 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 430 $158K 0.03% +14 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 415 $152K 0.68% +29 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 407 $152K 0.04% +7 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 403 $148K 0.15% -60 13F-HR/A Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 400 $147K 0.09% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 399 $146K 0.05% +1 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 397 $145K 0.11% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 396 $145K 0.12% -32 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 395 $145K 0.11% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 371 $144K 0.09% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 389 $143K 0.06% -18 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 377 $138K 0.1% -31 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 367 $135K 0.11% +75 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 366 $134K 0.06% +20 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 360 $132K 0.05% 0 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 357 $131K 0.05% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 356 $131K 0.11% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 352 $129K 0.03% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 344 $126K 0.07% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 341 $125K 0.12% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 340 $125K 0.06% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 340 $125K 0.03% -179 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 339 $124K 0.07% -520 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 320 $117K 0.05% -70 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 319 $117K 0.05% +2 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 315 $115K 0.08% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 307 $113K 0.05% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 307 $112K 0.06% -3 13F-HR Timeline