Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,746 $686K 0.13% -7 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,739 $685K 0.53% -122 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,736 $685K 0.13% +6 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,805 $683K 0.56% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,716 $682K 0.01% -217 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,715 $682K 0.1% -435 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,713 $682K 0.07% -373 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 4,711 $681K 0.24% +24 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,700 $680K 0.23% -183 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,698 $679K 0.24% -1,189 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,682 $677K 0.12% +245 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,681 $677K 0.39% -453 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 4,680 $677K 0.36% -292 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,678 $677K 0.17% -147 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,678 $677K 0.15% +1,019 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,674 $676K 0.27% -78 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,670 $675K 0.73% 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,662 $674K 0.21% +895 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,655 $673K 0.22% -34 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,651 $672K 0.64% 13F-HR/A Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,638 $671K 0.53% 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 4,638 $671K 0.09% -549 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,634 $670K 0.42% -408 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,613 $669K 0.6% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,623 $669K 0.31% -3,487 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,621 $668K 0.28% -396 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,607 $666K 0.25% -183 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,611 $665K 0.28% -888 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,597 $665K 0.03% new 13F-HR/A Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,576 $662K 0.59% -35 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,572 $661K 0.46% +1,038 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,561 $660K 0.47% -2,225 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 4,560 $659K 0.4% 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,557 $659K 0.28% -1,553 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,556 $659K 0.57% -159 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,555 $659K 0.5% +182 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 4,523 $654K 0.59% 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 4,523 $654K 0.26% -545 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,523 $654K 0.3% -259 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,516 $653K 0.34% 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,511 $652K 0.28% -44 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 4,507 $652K 0.02% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,503 $651K 0.08% +1,995 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,500 $651K 0.6% 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,500 $651K 0.2% +308 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 4,497 $650K 0.49% 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,494 $650K 0.29% -178 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,492 $650K 0.12% +103 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,486 $649K 0.35% -4,672 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,478 $648K 0.29% -150 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,458 $645K 0.19% +509 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,458 $645K 0.09% +359 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 4,457 $644K 0.26% 0 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 4,453 $644K 0.16% +1,600 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,451 $644K 0.17% -278 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,449 $643K 0.43% -99 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,448 $643K 0.32% -67 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,444 $643K 0.41% -32 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,433 $641K 0.14% -19 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,431 $641K 0.08% -1,940 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,430 $641K 0.43% -65 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 4,430 $641K 0.3% +8 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 4,429 $641K 0.08% -66 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,142 $640K 0.23% -564 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,424 $640K 0.02% -475 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,414 $638K 0.13% +611 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,414 $638K 0.21% -557 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,412 $638K 0.06% -1,302 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 4,410 $638K 0.09% -10 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,198 $638K 0.55% +11 13F-HR Timeline United Bank More: the full row for United Bank 4,403 $637K 0.27% +615 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,402 $637K 0.44% -312 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,394 $635K 0.05% +115 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,391 $635K 0.11% -140 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 4,377 $633K 0.2% +1,140 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,373 $632K 0.31% +568 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,369 $632K 0.22% -237 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,365 $631K 0.15% +200 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,359 $630K 0.12% -445 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,359 $630K 0.21% +838 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,357 $630K 0.4% -1,485 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,342 $628K 0.62% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,341 $628K 0.41% +9 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 90,874 $627K 0.21% +83,242 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,330 $626K 0.11% -31 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,320 $625K 0.48% +146 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,319 $625K 0.04% 13F-HR/A Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 4,295 $621K 0.06% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,370 $621K 0.14% +240 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,288 $620K 0.14% +235 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,287 $620K 0.42% -520 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,278 $619K 0.26% +15 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,275 $618K 0.09% -220 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 4,269 $617K 0.03% +934 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,260 $616K 0.21% -1,248 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,259 $616K 0.05% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,241 $613K 0.04% -3,536 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,227 $611K 0.54% +2,978 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,217 $611K 0.05% -77 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,224 $611K 0.32% +514 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 4,223 $611K 0.16% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 4,223 $611K 0.3% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,213 $609K 0.18% +433 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 4,209 $609K 0.31% -16 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,203 $608K 0.09% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,200 $607K 0.19% -1,598 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,194 $607K 0.49% 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,189 $606K 0.54% 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,184 $605K 0.2% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,180 $605K 0.21% -43 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 4,178 $604K 0.2% -37 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 4,170 $603K 0.6% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 4,170 $603K 0.15% -308 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,169 $603K 0.18% -20 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,162 $602K 0.15% -5,919 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,143 $599K 0.11% -8 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,143 $599K 0.15% +349 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,143 $599K 0.04% +934 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,141 $599K 0.07% -592 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,135 $598K 0.15% +1,297 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,128 $597K 0.26% -864 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,122 $596K 0.55% 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,113 $595K 0.13% +4 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 3,903 $594K 0.31% -724 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 4,105 $594K 0.11% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,103 $593K 0.26% -3 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,103 $593K 0.04% -5 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 4,088 $591K 0.12% -807 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,085 $591K 0.52% -421 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 4,085 $591K 0.44% 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,117 $590K 0.36% +24 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 4,077 $590K 0.2% -68 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,069 $589K 0.2% -485 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 4,067 $588K 0.1% +375 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,073 $587K 0.13% +245 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,051 $586K 0.12% -67 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,049 $586K 0.1% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,045 $585K 0.31% -666 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,042 $585K 0.06% +262 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 4,039 $584K 0.01% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,103 $583K 0.25% +985 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,013 $580K 0.3% -100 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,020 $580K 0.28% +124 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,009 $580K 0.29% +554 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,008 $580K 0.11% +403 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,006 $579K 0.4% 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 4,001 $579K 0.42% -75 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,000 $578K 0.37% -50 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,992 $577K 0.03% -2,000 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,985 $576K 0.27% +56 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,984 $576K 0.06% -711 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,980 $576K 0.52% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,959 $572K 0.23% -412 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,952 $572K 0.12% +254 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,951 $571K 0.1% -195 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,943 $570K 0.37% +436 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,939 $570K 0.07% +1,741 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,001 $568K 0.06% -331 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,924 $568K 0.15% -438 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,923 $567K 0.1% +196 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 3,922 $567K 0.72% -150 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,919 $567K 0.16% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,909 $565K 0.36% +96 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,907 $565K 0.07% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,904 $565K 0.23% +17 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,904 $565K 0.04% +93 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,902 $564K 0.19% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,896 $563K 0.21% -2,343 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,886 $562K 0.19% -69 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,876 $561K 0.37% +42 13F-HR/A Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,875 $560K 0.11% -7 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,874 $560K 0.25% -88 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,870 $560K 0.14% new 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3,870 $560K 0.3% -782 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,865 $559K 0.13% -137 13F-HR/A Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,859 $558K 0.13% -440 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,857 $558K 0.29% +7 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,855 $557K 0.39% -140 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,834 $554K 0.54% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,832 $554K 0.37% +92 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,825 $553K 0.18% -4 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,815 $552K 0.11% -465 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,814 $552K 0.4% +300 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,616 $550K 0.25% 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,800 $550K 0.18% -3,300 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,798 $549K 0.39% -556 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,781 $547K 0.44% -938 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,762 $544K 0.07% -116 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,759 $544K 0.18% -345 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,748 $542K 0.81% 13F-HR/A Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,744 $542K 0.36% -532 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,735 $540K 0.13% -134 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,728 $539K 0.05% -919 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,726 $539K 0.36% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,724 $539K 0.15% -192 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,722 $538K 0.43% 0 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 3,719 $538K 0.13% +180 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 3,715 $537K 0.07% -773 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,713 $537K 0.42% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,698 $535K 0.33% -663 13F-HR Timeline