Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 679 $346K 0.1% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 679 $346K 0.11% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 678 $345K 0.03% +2 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 678 $345K 0.13% -600 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 678 $345K 0.42% -168 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 677 $345K <0.01% +27 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 676 $344K 0.06% +200 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 676 $344K 0.08% 0 13F-HR/A Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 675 $344K 0.29% -10 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 675 $344K 0.16% +17 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 674 $343K 0.14% -9 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 672 $343K 0.03% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 669 $341K 0.14% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,290 $340K 0.08% new 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 666 $339K 0.29% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 665 $339K 0.02% -21 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 664 $338K 0.02% -11 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 663 $338K 0.11% -293 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 662 $337K 0.02% -93 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 662 $337K 0.08% +31 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 662 $337K 0.15% -5 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 661 $337K 0.24% +4 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 659 $336K 0.06% +145 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 658 $335K 0.02% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 658 $335K 0.09% +2 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 657 $335K 0.17% -12 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 555 $335K 0.18% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 657 $335K 0.03% +151 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 656 $334K 0.22% -2 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 653 $333K 0.08% -3 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 652 $332K 0.1% -25 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 652 $332K 0.01% 0 13F-HR Timeline Group J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 651 $332K 0.32% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 651 $332K 0.04% new 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 650 $331K 0.17% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 650 $331K 0.23% +60 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 650 $331K 0.16% -27 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 643 $331K 0.11% +163 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 648 $330K 0.09% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 647 $330K 0.02% -10 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 647 $330K 0.04% +9 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 647 $329K 0.02% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 646 $329K 0.09% +3 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 678 $328K 0.13% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 643 $328K 0.19% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 642 $327K 0.02% -2 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 642 $327K 0.39% 0 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 640 $326K 0.11% +91 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 639 $326K 0.11% +52 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 637 $325K 0.07% -15 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 637 $325K 0.04% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 636 $324K 0.25% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 635 $324K 0.02% +127 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 635 $324K 0.03% -375 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 635 $324K 0.03% +8 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 630 $321K 0.13% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 629 $320K 0.14% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 628 $320K 0.25% +99 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 628 $320K 0.07% -1,362 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 627 $320K 0.13% +59 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 627 $319K 0.07% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 627 $319K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 626 $319K 0.03% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 626 $319K 0.18% -34 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 624 $318K 0.08% -60 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 624 $318K 0.15% -473 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 623 $317K 0.98% -19 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 622 $317K 0.02% -188 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 621 $317K 0.08% +2 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 621 $316K 0.06% -12 13F-HR Timeline Blue Capital, Inc. 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More: the full row for Cherry Creek Investment Advisors, Inc. 610 $311K 0.12% +4 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 609 $310K 0.38% +12 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 609 $310K 0.02% -161 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 606 $309K 0.03% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 606 $309K 0.03% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 606 $309K 0.04% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 604 $308K 0.1% -1 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 603 $307K 0.23% +43 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 603 $307K 0.03% -12 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 603 $307K 0.12% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 603 $307K 0.03% -52 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 602 $307K 0.22% +1 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 602 $307K 0.01% -169 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 602 $307K 0.01% +75 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 602 $307K 0.09% -1 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $306K 0.07% -100 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 600 $306K 0.16% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 599 $305K 0.01% 0 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 600 $305K <0.01% -606 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 598 $305K 0.03% 0 13F-HR/A Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 598 $305K 0.03% +203 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 508 $304K 0.1% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 596 $304K 0.1% -3 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 595 $303K 0.05% +154 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 594 $303K 0.05% +120 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 594 $302K 0.04% -535 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 592 $302K 0.17% +2 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 591 $301K 0.03% +8 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 591 $301K 0.03% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 590 $301K 0.02% -111 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 589 $300K 0.04% -3 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 588 $300K 0.07% +130 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 587 $299K 0.02% -50 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 586 $299K 0.08% -47 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 586 $299K 0.24% +3 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 585 $298K 0.26% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 582 $297K 0.07% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 582 $297K 0.06% +81 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 582 $297K 0.11% +28 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 580 $295K 0.01% -10 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 580 $295K 0.07% +20 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 579 $295K 0.04% -1 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 578 $294K 0.03% +86 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 575 $293K 0.03% +16 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 575 $293K 0.29% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 575 $293K 0.1% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 575 $293K 0.03% -28 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 574 $292K 0.22% -10 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 573 $292K 0.09% -19 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 572 $292K 0.04% +19 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 572 $291K 0.1% -20 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 571 $291K 0.14% -1 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 570 $290K 0.04% +1 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 569 $290K 0.02% +31 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 567 $289K 0.13% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 566 $289K 0.02% +63 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 566 $288K 0.03% +4 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 566 $288K 0.1% -17 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 565 $288K 0.04% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 565 $288K 0.06% -10 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 564 $287K 0.01% new 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 564 $287K 0.11% +3 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 563 $287K 0.04% 0 13F-HR Timeline Farringdon Capital, Ltd. 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More: the full row for Kingsman Wealth Management, Inc. 552 $281K 0.13% +3 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 552 $281K 0.16% -6 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 551 $281K 0.03% +10 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 551 $281K 0.1% -10 13F-HR Timeline Group Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 464 $280K 0.09% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 550 $280K 0.1% -15 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 550 $280K 0.17% +15 13F-HR Timeline SEARLE & CO. 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More: the full row for CAHABA WEALTH MANAGEMENT, INC. 525 $268K 0.02% +6 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 521 $268K 0.05% -679 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 525 $267K 0.01% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 523 $266K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 523 $266K 0.05% +84 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 438 $266K 0.15% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 522 $266K 0.06% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 522 $266K 0.01% -157 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 521 $265K 0.1% -1 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 521 $265K 0.06% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 521 $265K 0.04% +64 13F-HR Timeline