S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 26,206 $1.89M 0.46% +11,931 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 24,799 $1.78M 0.82% -282 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 24,719 $1.78M 0.69% +999 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 24,422 $1.76M 0.86% +1,085 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 24,404 $1.76M 0.84% +527 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 24,227 $1.74M 1.2% +1,553 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 23,750 $1.71M 0.4% 0 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 23,636 $1.7M 1.48% -280 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 23,342 $1.68M 0.19% -1,564 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 23,127 $1.66M 0.49% +53 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 22,890 $1.65M 0.14% +953 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 22,782 $1.64M 0.21% -742 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 22,296 $1.6M 0.74% +1,177 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 21,210 $1.53M 1.25% +486 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 20,966 $1.51M 0.17% +834 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 20,221 $1.46M 0.26% -1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 20,088 $1.45M 0.09% +11 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 19,807 $1.43M 0.08% +1,629 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 19,733 $1.42M 1.03% +4,286 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 19,725 $1.42M 0.1% +5,106 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 19,205 $1.38M 1.19% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 19,127 $1.38M 0.07% +7,505 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 19,065 $1.37M 0.78% +664 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 18,747 $1.35M 0.91% -136 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 18,209 $1.31M 0.03% -136 13F-HR Timeline Mann Financial Group, Inc. 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Prosperity Capital Advisors 11,754 $846K 0.04% -239 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,554 $844K 0.04% -316 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 11,569 $832K 0.25% -690 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 11,547 $831K 0.47% new 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 11,375 $818K 0.17% -57 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 10,969 $789K 0.71% +16 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 10,565 $760K 0.24% +75 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 10,362 $746K 0.34% -354 13F-HR/A Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 10,329 $743K 0.25% -1,290 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 10,295 $741K 0.23% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 10,122 $728K 0.03% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,959 $717K 0.53% -550 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 9,701 $698K 0.05% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for Financial Futures Ltd Liability Co. 8,163 $587K 0.22% -269 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 8,109 $583K 0.09% +4,757 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 8,095 $582K 0.27% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,026 $577K 0.2% +104 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,010 $576K 0.12% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 7,988 $575K 0.12% -2,780 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,908 $569K 0.03% +6 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 7,836 $564K 0.06% +453 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for Rydar Equities, Inc. 7,021 $511K 0.26% +19 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 7,078 $509K 0.22% +4 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 7,067 $508K 0.14% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,943 $500K 0.12% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,880 $495K 0.09% -1,895 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 6,800 $489K 0.09% -347 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 6,659 $479K 0.4% -99 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,656 $479K 0.06% -264 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,474 $477K 0.22% +1 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 6,613 $476K 0.26% 0 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 6,599 $475K 0.3% +813 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 6,569 $473K 0.48% +20 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,245 $449K 0.1% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 6,241 $449K 0.05% +4 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 6,175 $444K 0.34% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,110 $440K 0.72% -9,588 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,049 $435K 0.18% +539 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 5,956 $429K 0.29% +1,281 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,917 $426K 0.07% -38 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,756 $414K 0.02% +578 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,697 $410K 0.09% +992 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,683 $409K 0.01% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,600 $403K 0.14% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 5,472 $394K 0.03% 0 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 5,379 $387K 0.15% +496 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,353 $385K 0.05% new 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,315 $382K 0.02% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,293 $381K 0.03% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,251 $378K 0.15% -211 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,237 $377K 0.02% -1,165 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,136 $370K 0.07% -1,163 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,935 $355K 0.15% -1,145 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,746 $341K 0.05% +237 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,739 $341K 0.06% -497 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,582 $330K 0.02% +1,400 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,343 $319K 0.09% -100 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,380 $315K 0.02% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,377 $315K 0.02% -1,626 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 4,264 $307K 0.14% +13 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,188 $301K 0.08% -652 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,175 $300K 0.1% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 4,134 $297K 0.05% -66 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4,097 $295K 0.15% +2 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,082 $294K 0.04% +9 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 4,050 $291K 0.12% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 3,961 $285K 0.09% +364 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,795 $273K 0.21% +3 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,778 $272K 0.21% +215 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3,745 $269K 0.22% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,717 $267K 0.12% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,640 $262K 0.05% 0 13F-HR Timeline Shum Financial Group, Inc. 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More: the full row for Ifrah Financial Services, Inc. 3,484 $251K 0.06% +201 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,480 $250K 0.04% +3 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 3,452 $248K 0.12% +422 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,347 $246K 0.03% +3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,370 $242K 0.04% -15 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,366 $242K 0.07% +6 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,359 $242K 0.04% +117 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,322 $239K 0.03% +1 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,251 $234K 0.03% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 3,247 $234K 0.09% +43 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,246 $234K 0.11% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,179 $229K 0.02% -1,175 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,042 $219K 0.02% +62 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 3,025 $218K 0.08% -514 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,001 $216K 0.08% -281 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 2,896 $208K 0.03% -72 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,885 $208K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,860 $206K 0.04% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 2,822 $203K 0.12% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2,814 $202K 0.13% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,796 $201K 0.04% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,317 $170K 0.03% -171,049 13F-HR Timeline Keystone Financial Group, Inc. 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