TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 672 $272K 0.07% -13 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 671 $272K 0.04% +97 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 671 $272K 0.12% +14 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 698 $272K 0.03% +26 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 670 $271K 0.15% -46 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 668 $271K 0.21% +3 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 668 $271K 0.05% -11 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 668 $271K 0.03% -14 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 668 $271K 0.09% -2 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 710 $270K 0.09% +35 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 665 $269K 0.03% +46 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 662 $268K 0.13% -10 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 659 $268K 0.86% -2,123 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 661 $268K 0.19% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 661 $268K 0.2% 0 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 660 $268K 0.13% -42 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 660 $267K 0.03% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 660 $267K 0.08% +52 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 659 $267K 0.07% 0 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 659 $267K 0.04% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 659 $267K 0.12% -23 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 658 $267K 0.2% +75 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 658 $267K 0.06% +2 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 658 $267K 0.21% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 657 $266K 0.07% +34 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 656 $266K 0.18% -25 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 656 $266K 0.03% +17 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 656 $266K 0.05% -72 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 655 $265K 0.14% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 654 $265K 0.12% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 654 $265K 0.13% -349 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 651 $264K 0.08% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 650 $263K 0.08% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 650 $263K 0.05% 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 650 $263K <0.01% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 625 $263K 0.01% -23,697 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 648 $263K 0.2% +5 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 648 $263K 0.07% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 648 $262K 0.06% +73 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 647 $262K 0.04% -185 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 646 $262K 0.51% -195 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 644 $261K 0.04% -51 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 643 $261K 0.06% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 643 $261K 0.08% 0 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 641 $260K 0.21% +14 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 640 $259K 0.05% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 640 $259K 0.08% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 640 $259K 0.07% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 639 $259K 0.1% +43 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 639 $259K 0.06% +50 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 637 $258K 0.1% +63 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 635 $257K 0.11% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 635 $257K 0.15% +59 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 636 $257K 0.12% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 634 $257K 0.07% -321 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 632 $256K 0.04% +62 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 631 $256K 0.05% +24 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 630 $255K 0.18% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 627 $254K 0.15% -70 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 626 $254K 0.19% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 626 $254K 0.07% +103 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 626 $253K 0.1% -1 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 625 $253K 0.11% -1,834 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 625 $253K 0.09% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 623 $253K 0.03% +20 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 664 $252K 0.18% +56 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 621 $252K 0.14% 0 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 648 $252K 0.51% -3 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 620 $251K 0.14% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 619 $251K 0.08% +5 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 618 $251K 0.08% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 618 $250K 0.08% -14 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 617 $250K 0.07% +51 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 618 $250K 0.06% 0 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 618 $250K 0.08% +3 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 617 $250K 0.22% -22 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 616 $250K 0.19% -244 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 615 $249K 0.04% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 615 $249K 0.16% +31 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 615 $249K 0.14% -68 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 613 $248K 0.13% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 653 $248K 0.06% -415 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 610 $247K 0.06% -28 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 608 $246K 0.12% -7 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 607 $246K 0.08% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 607 $246K 0.18% -13 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 607 $246K 0.09% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 606 $246K 0.14% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 606 $246K 0.07% new 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 606 $245K 0.09% +38 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 601 $243K 0.07% +1 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 600 $243K 0.06% -84 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 600 $243K 0.1% -219 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 599 $243K 0.17% 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 598 $242K 0.09% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 598 $242K 0.11% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 597 $242K 0.05% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 597 $242K 0.2% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 596 $241K 0.07% +41 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 595 $241K 0.1% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 594 $240K 0.07% -59 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 593 $240K 0.06% +17 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 591 $240K 0.26% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 591 $240K 0.16% +3 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 590 $239K 0.02% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 590 $239K 0.05% 0 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 590 $239K 0.08% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 590 $239K 0.07% +3 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 588 $238K 0.08% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 588 $238K 0.06% +1 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 586 $237K 0.1% -24 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 586 $237K 0.17% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 584 $237K 0.04% +15 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 584 $237K 0.16% +17 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 583 $236K 0.14% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 583 $236K 0.01% +28 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 582 $236K 0.14% -22 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 581 $235K 0.11% -73 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 581 $235K <0.01% -16,733 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 578 $234K 0.08% -50 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 578 $234K 0.11% new 13F-HR/A Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 575 $233K 0.08% 0 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 574 $233K 0.09% +3 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 573 $232K 0.14% -7 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 572 $232K 0.07% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 572 $232K 0.09% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 570 $231K 0.05% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 569 $231K 0.06% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 580 $230K 0.18% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 568 $230K 0.1% +334 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 567 $230K 0.09% -27 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 566 $229K 0.16% +1 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 565 $229K 0.06% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 564 $229K 0.04% -50 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 563 $228K 0.09% +6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 565 $228K 0.05% -3 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 562 $228K 0.07% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 562 $228K 0.07% -12 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 561 $227K 0.18% 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 561 $227K 0.1% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 561 $227K 0.07% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 559 $227K 0.08% -78 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 558 $226K 0.08% +1 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 558 $226K 0.18% -301 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 558 $226K 0.02% +6 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 597 $226K 0.08% -19 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 553 $224K 0.1% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 553 $224K 0.13% -48 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 553 $224K 0.03% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 553 $224K 0.18% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 553 $224K 0.05% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 551 $223K 0.05% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 550 $223K 0.18% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 550 $223K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SWAN Capital LLC More: the full row for SWAN Capital LLC 550 $223K 0.09% -35 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 548 $222K 0.02% -336 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 548 $222K 0.07% -53 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 546 $221K 0.11% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 545 $221K 0.01% -4 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 545 $221K 0.01% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 545 $221K 0.17% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 544 $220K 0.19% -377 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 543 $220K 0.13% new 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 543 $220K 0.3% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 541 $219K 0.08% -7 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 540 $219K 0.13% new 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 537 $218K 0.08% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 535 $217K 0.14% -71 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 534 $216K 0.07% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 534 $216K 0.04% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 533 $216K 0.11% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 532 $216K 0.06% -34 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 532 $216K 0.04% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 531 $215K 0.13% -20 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 530 $215K 0.1% -2,754 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 529 $214K 0.07% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 528 $214K 0.04% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 528 $214K 0.09% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 528 $214K 0.04% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 539 $214K 0.09% new 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 527 $214K 0.21% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 526 $213K 0.17% -612 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 526 $213K 0.11% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 526 $213K 0.1% new 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 525 $213K 0.06% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 525 $213K 0.02% new 13F-HR/A Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 524 $212K 0.03% -125 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 523 $212K 0.09% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 526 $212K 0.05% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 523 $212K 0.13% -412 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 522 $212K 0.02% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 523 $211K 0.13% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 520 $211K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 520 $211K 0.04% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 520 $211K 0.03% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 519 $210K 0.06% new 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 518 $210K 0.05% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 518 $210K 0.07% -36 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 517 $210K 0.05% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 517 $209K 0.04% new 13F-HR Timeline