STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,200 $1.05M 0.36% -199 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,035 $1.04M 0.03% +5,041 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 11,824 $1.02M 0.31% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,632 $1M 0.49% +557 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 11,501 $990K 0.5% -506 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,420 $983K 0.21% -150 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,118 $976K 0.04% +429 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 11,182 $963K 0.05% +150 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,145 $959K 0.07% +5 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,110 $956K 0.23% +35 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 11,099 $956K 0.68% +986 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 11,079 $954K 0.28% new 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 11,079 $954K 0.29% +112 13F-HR Timeline Whalen Wealth Management Inc. 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More: the full row for Lakeshore Financial Planning, Inc. 10,255 $883K 0.27% -121 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,226 $880K 0.05% -91 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,194 $878K 0.86% -30 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,121 $871K 0.52% -227 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 9,966 $858K 0.23% -301 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,896 $852K 0.26% +927 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,875 $850K 0.25% -68 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,811 $845K 0.37% +1,263 13F-HR Timeline Foster Group, Inc. 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More: the full row for Banque de Luxembourg S.A. 8,992 $774K 0.35% +5,560 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 8,769 $755K 0.34% +62 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,686 $748K 0.13% -422 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 8,644 $744K 0.63% -209 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Ifrah Financial Services, Inc. 8,220 $708K 0.18% -21 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 8,194 $706K 0.45% -155 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 8,126 $699K 0.11% -674 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 8,092 $697K 0.24% -177 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 8,046 $693K 0.06% -457 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 8,045 $692K 0.46% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,973 $686K 0.09% +2,245 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 7,938 $683K 0.44% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 7,889 $679K 0.08% -818 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,855 $676K 0.35% -74 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,845 $675K 0.08% +555 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,661 $659K 0.12% -264 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,649 $659K 0.13% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,610 $655K 0.26% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,600 $654K 0.12% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,520 $647K 0.14% +243 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 7,510 $646K 0.42% -1,639 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,391 $636K 0.03% +321 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,363 $634K 0.22% -25 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,308 $629K 0.38% +38 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,287 $627K 0.07% +11 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 7,172 $617K 0.11% -305 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 7,119 $613K 0.36% +53 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Capital Advantage, Inc. 6,663 $574K 0.07% +352 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 6,608 $569K 0.12% +1,446 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,541 $563K 0.13% +61 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,501 $560K 0.18% -391 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,453 $555K 0.35% -52 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,384 $550K 0.12% -180 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 6,377 $549K 0.08% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,338 $546K 0.02% +1,153 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,315 $544K 0.38% +849 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 6,293 $542K 0.04% +123 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 6,289 $541K 0.11% +2,379 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,275 $540K 0.23% -100 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,198 $534K 0.18% -66 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,168 $531K 0.22% +198 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 6,146 $529K 0.31% -4,433 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 6,123 $527K 0.2% -12,857 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,119 $527K 0.12% -79 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 6,088 $524K 0.23% +56 13F-HR Timeline Group Buttonwood Financial Advisors Inc. 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More: the full row for Redhawk Wealth Advisors, Inc. 5,851 $504K 0.05% +495 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 5,817 $501K 0.33% +115 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 5,813 $500K 0.15% +38 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,743 $494K 0.25% +16 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,557 $478K 0.02% -8 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 5,547 $477K 0.08% -387 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 5,391 $464K 0.05% -150 13F-HR Timeline TLWM More: the full row for TLWM 5,325 $458K 0.07% +467 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 5,323 $458K 0.15% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,287 $455K 0.05% +437 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,286 $455K 0.25% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 5,240 $451K 0.14% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,188 $447K 0.11% +826 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,105 $439K 0.08% +30 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,100 $439K 0.1% -3,705 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 5,091 $438K 0.14% -150 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,088 $438K 0.21% -20 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,369 $436K 0.14% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 5,035 $433K 0.21% +166 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,945 $426K 0.26% +487 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,903 $422K 0.17% -2,077 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 4,843 $417K 0.38% +21 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,853 $416K 0.12% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,803 $413K 0.08% +68 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,785 $412K 0.22% 0 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 4,750 $409K 0.25% -55 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,645 $408K 0.29% -587 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,734 $408K 0.11% +1,164 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,724 $407K 0.08% +410 13F-HR Timeline CLG LLC More: the full row for CLG LLC 4,694 $404K 0.08% -10 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,676 $402K 0.08% -29 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,667 $402K 0.16% -481 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,648 $400K 0.09% +419 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,640 $399K 0.12% +1,484 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,589 $395K 0.07% -784 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,354 $375K 0.04% +15 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,315 $371K 0.05% +22 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 4,307 $371K 0.21% -42 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 4,305 $371K 0.26% +4 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,240 $365K 0.08% +682 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 4,232 $364K 0.25% +1 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,227 $364K 0.04% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4,226 $364K 0.19% -320 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,155 $358K 0.08% -91 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 4,107 $354K 0.17% -74 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,075 $351K 0.04% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 4,017 $347K 0.02% +160 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,013 $345K 0.09% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,000 $344K 0.25% 0 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 3,972 $342K 0.3% +10 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,963 $341K 0.35% +21 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,891 $337K 0.09% +4 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,896 $335K 0.03% +200 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,892 $335K 0.07% +6 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,878 $334K 0.11% -8 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,755 $323K 0.06% +52 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,724 $321K 0.03% -109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,708 $319K 0.06% +265 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,694 $318K 0.26% +638 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,674 $316K 0.03% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,663 $315K 0.06% -157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,564 $314K 0.04% +977 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,656 $312K 0.06% +50 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 3,491 $301K 0.14% +931 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 3,491 $301K 0.14% +83 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,465 $298K 0.05% +397 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,461 $298K 0.13% +2 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,391 $292K 0.14% +26 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,377 $291K 0.07% +4 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,364 $290K 0.05% +518 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,357 $289K 0.04% +48 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,347 $288K 0.17% +13 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,277 $281K 0.04% +1 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,195 $275K 0.1% +1 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,178 $274K 0.05% +569 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,028 $273K 0.16% new 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,170 $273K 0.14% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,166 $273K 0.04% 0 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 3,154 $271K 0.24% +1 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,140 $270K 0.05% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,116 $268K 0.21% +4 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,114 $268K 0.05% +263 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,079 $265K 0.05% +1,726 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,076 $265K 0.02% +66 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,241 $263K 0.1% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 3,060 $263K 0.1% -116 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,021 $260K 0.51% -188 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,015 $260K 0.05% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,995 $259K 0.04% +4 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,992 $258K 0.07% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,990 $257K 0.42% -6,602 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,955 $257K 0.18% +7 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,940 $253K 0.17% +59 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,938 $253K 0.12% -189 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,912 $251K 0.04% +64 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,876 $248K 0.05% -825 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 2,828 $243K 0.24% -3,280 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,986 $243K 0.09% 0 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,814 $242K 0.07% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 2,749 $237K 0.08% +10 13F-HR Timeline Whitcomb & Hess, Inc. 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