INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 15,502 $1.01M 0.51% -1,250 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,484 $1.01M 0.07% +1,076 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 15,469 $1.01M 0.11% +1,769 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 15,456 $1.01M 0.07% -8,846 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 15,446 $1.01M 0.06% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 15,436 $1.01M 0.31% +483 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 15,433 $1.01M 0.26% +158 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 15,405 $1.01M 0.03% -553 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,389 $1M 0.05% +8,513 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 15,376 $1M 0.06% -1,350 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15,348 $1M 0.08% -34 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 15,219 $993K 0.3% -3,389 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 15,200 $992K 0.8% +673 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 15,179 $991K 0.04% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 15,167 $990K 0.5% -19,958 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 15,093 $985K 0.06% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 15,067 $983K 0.15% -6,500 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 15,067 $983K 0.19% +501 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 15,040 $982K 0.23% -20 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 15,009 $979K 0.33% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 14,960 $976K 0.05% +805 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,932 $974K 0.05% +758 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,926 $974K 0.13% +6,081 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 14,910 $973K 0.72% -250 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 14,790 $965K 0.03% -828 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,541 $964K 0.33% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 14,737 $962K 0.15% -19,788 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 14,739 $962K 0.06% +1,943 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 14,727 $961K 0.33% -11,176 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,716 $960K 0.02% -859 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14,635 $955K 0.26% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 14,603 $953K 0.12% +485 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 14,570 $951K 0.12% -291 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 14,549 $949K 0.09% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,501 $949K 0.22% +166 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 14,510 $947K 0.32% +38 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 14,490 $946K 0.41% +5,195 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 14,473 $944K 0.05% +8,638 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 14,373 $938K 0.12% +169 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,364 $937K 0.02% -1,329 13F-HR Timeline Group TL Private Wealth More: the full row for TL Private Wealth 14,518 $936K 0.38% +408 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 14,328 $935K <0.01% -22,400 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 14,323 $935K 0.09% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 14,268 $931K 0.44% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 14,229 $929K 0.88% 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 14,208 $927K 0.27% -344 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 14,177 $925K 0.03% -551 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 14,156 $924K 0.32% -150 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 14,092 $920K 0.25% -523 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 14,063 $918K 0.42% +3,120 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 14,048 $917K <0.01% +30 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 14,047 $917K 0.12% -442 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14,020 $915K 0.09% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 14,017 $915K 0.07% -946 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 13,987 $913K 0.34% +1,521 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 13,977 $912K 0.9% +380 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 13,960 $911K 0.14% -295 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 13,948 $910K 0.49% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 13,940 $910K 0.57% -4,009 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,924 $909K 0.17% +56 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,874 $905K 0.15% +69 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 13,828 $902K 0.13% -3,911 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,682 $901K 0.26% -43 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,796 $900K 0.31% -339 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 13,778 $899K 0.13% 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 13,770 $899K 0.13% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 13,766 $898K 0.05% -188 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 13,757 $898K 0.32% +208 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,753 $898K 0.06% +13 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 13,741 $897K 0.39% +44 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 13,729 $896K 0.18% -1,068 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,683 $893K 0.07% -1,432 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 13,666 $892K 0.03% +36 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 13,650 $891K 0.04% -330 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 13,996 $885K 0.3% +143 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 13,553 $884K 0.06% -130 13F-HR/A Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 13,552 $884K 0.26% +147 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 13,538 $884K 0.26% -162 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,490 $880K 0.56% -1,876 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13,476 $879K 0.12% +210 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 13,409 $875K 0.12% +115 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 13,385 $874K 0.23% -575 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 13,363 $872K 0.07% +244 13F-HR/A Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 13,350 $871K 0.48% -337 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 13,300 $868K 0.35% +7,800 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13,193 $861K 0.05% +2,042 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 13,183 $860K 0.19% +8 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,172 $860K 0.1% -235 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 13,054 $852K 0.36% -1,413 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,051 $852K 0.41% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 13,093 $850K 0.35% +2,682 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 13,011 $849K 0.46% -79,217 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 13,014 $849K 0.03% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 12,936 $847K 0.75% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,962 $846K 0.12% -851 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 12,960 $846K 0.74% -143 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,910 $843K 0.47% +162 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 12,895 $842K 0.07% -2,009 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 12,867 $840K 0.36% +1,430 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12,862 $839K 0.25% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12,851 $839K 0.1% -7 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 12,849 $839K 0.02% -43 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 12,833 $837K 0.08% -694 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 12,813 $836K 0.16% -666 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 12,802 $835K 0.12% +160 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12,802 $835K 0.2% -11,303 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 12,780 $834K 0.52% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 12,780 $834K 0.8% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 12,761 $833K 0.49% +1,369 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,722 $830K 0.2% +39 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,668 $827K 0.31% +39 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 12,526 $817K 0.23% +69 13F-HR/A Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 12,478 $814K 0.57% +535 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 12,424 $811K 0.52% -10 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,347 $806K 0.11% new 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 12,312 $803K 0.27% -411 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,300 $803K 0.64% -628 13F-HR/A Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 12,280 $801K 0.45% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 12,259 $800K 0.25% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12,209 $797K 0.03% +1,595 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 12,191 $796K 0.41% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,131 $794K 0.21% -130 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 12,128 $791K 0.62% -660 13F-HR Timeline CLG LLC More: the full row for CLG LLC 12,125 $791K 0.22% -1,179 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 12,121 $791K 0.68% +210 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 12,089 $789K 0.33% +210 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,038 $786K 0.05% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,022 $785K 0.17% +140 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 11,990 $782K 0.18% -975 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 11,990 $782K 0.11% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 11,914 $782K 0.25% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 11,931 $779K 0.31% +158 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 11,912 $777K 0.26% -99 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 11,882 $775K 0.27% -7 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,862 $774K 0.06% +20 13F-HR Timeline Security National Bank More: the full row for Security National Bank 11,850 $773K 0.12% -2,409 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,789 $769K 0.36% +970 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 11,768 $768K 0.09% -3,179 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,764 $768K 0.17% -162 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,759 $767K 0.28% +25 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 11,758 $767K 0.17% -120,117 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 11,677 $762K 0.07% -1,052 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,672 $762K 0.25% -490 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 11,661 $761K 0.35% -774 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 11,660 $761K 0.18% +8,228 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,650 $760K 0.08% new 13F-HR Timeline MOTCO More: the full row for MOTCO 11,603 $757K 0.07% +863 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 11,596 $757K 0.24% -99 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,525 $752K 0.09% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,520 $752K 0.01% +1,575 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 11,455 $748K 0.27% -600 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,438 $746K 0.06% -25 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,433 $746K 0.43% -67 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 11,432 $746K 0.32% -870 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 11,428 $746K 0.06% -65 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 11,371 $746K 0.34% +1,039 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 11,395 $744K 0.09% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,365 $742K 0.11% -75 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 11,285 $736K 0.23% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 11,282 $736K 0.08% -10,253 13F-HR/A Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,275 $736K 0.01% -8,108 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 11,268 $735K 0.22% -14,542 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,145 $733K 0.08% +360 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 11,227 $733K 0.1% -484 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 11,240 $732K 0.2% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,188 $730K 0.19% -273 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,186 $730K 0.26% +349 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 11,165 $728K <0.01% 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 11,134 $727K 0.37% -273 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11,090 $726K 0.13% +1,002 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 11,125 $726K 0.02% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 11,098 $724K 0.01% -73 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 11,093 $724K 0.06% -252 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,083 $723K 0.12% +747 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 11,081 $723K 0.13% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 11,065 $722K 0.02% -90 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 11,064 $722K 0.24% +4 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,049 $721K 0.02% -441 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,047 $721K 0.05% -116 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 11,045 $721K 0.57% +570 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 11,042 $721K 0.35% -1,117 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,020 $719K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 10,994 $717K 0.25% +25 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,075 $717K 0.03% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10,992 $717K 0.07% +311 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 10,990 $717K 0.27% +237 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 10,981 $717K 0.39% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 10,954 $715K 0.11% -10 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 10,941 $714K 0.74% +20 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,936 $714K 0.04% -1,244 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,915 $712K 0.06% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 10,901 $711K 0.13% +685 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 10,998 $708K 0.47% +569 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 10,839 $707K 0.4% +769 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,823 $706K 0.24% -192 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 10,805 $705K 0.05% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 10,794 $704K 0.36% +4,534 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,791 $704K 0.56% -218 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 10,776 $704K 0.22% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,777 $703K 0.02% +426 13F-HR Timeline