Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,199 $792K 0.15% -5 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,199 $791K 0.33% +71 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 1,197 $790K 0.27% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,189 $785K 0.18% +71 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,188 $784K 0.37% -266 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,188 $784K 0.57% +137 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 998 $782K 0.92% -241 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,184 $782K 0.03% +13 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,183 $781K 0.45% 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,182 $781K 0.12% +444 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,181 $780K 0.05% +285 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,180 $779K 0.6% -45 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,175 $776K 0.2% -28 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 1,174 $775K 0.41% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,173 $774K 0.09% -63 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,172 $774K 0.31% +16 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,173 $773K 1.46% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,172 $773K 0.04% +3 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,170 $772K 0.25% -25 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,170 $772K 1.71% +593 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 1,168 $771K 0.41% 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,166 $769K 0.24% -27 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,162 $767K 0.56% 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,161 $766K 0.55% 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,158 $764K 0.21% +533 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,157 $764K 0.82% 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,154 $762K 0.31% -30 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,154 $761K 0.36% +322 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,153 $761K 0.26% -1,876 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 1,150 $759K 0.2% 0 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 1,149 $758K 0.49% -37 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,160 $758K 0.39% +98 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,148 $758K 0.12% +94 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 1,145 $756K 0.95% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,145 $756K 0.29% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,144 $755K 0.19% +11 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,140 $753K 0.3% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,139 $752K 0.32% +500 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,139 $752K 0.16% -25 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,136 $750K 0.02% +569 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Financial Avengers, Inc. 1,113 $734K 0.3% +91 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,112 $734K 0.02% 0 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 65,692 $733K 0.51% +64,489 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,110 $733K 0.11% +3 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,109 $732K 0.14% -341 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,107 $732K 0.22% -282 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,109 $732K 0.09% +72 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,107 $731K 0.62% +258 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,104 $729K 0.07% -368 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,103 $728K 0.32% +183 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,102 $727K 0.17% +54 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 1,102 $727K 0.72% 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,100 $726K 0.39% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,099 $725K 0.07% +3 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,098 $725K 0.09% +78 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 1,097 $724K 0.5% 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,096 $723K 0.24% -12 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,092 $721K 0.32% -440 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,085 $719K 0.34% -191 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,074 $717K 0.25% +88 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 1,086 $717K 0.3% -57 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,081 $714K 0.14% +15 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,080 $713K 0.25% -2 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,078 $711K 0.14% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,077 $711K 0.23% +447 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,075 $710K 0.23% +95 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,075 $710K 0.7% -225 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,075 $709K 0.11% +160 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,074 $709K 0.01% -239,736 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,073 $708K 0.28% -472 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,073 $708K 0.56% +161 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,072 $708K 0.43% +10 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,072 $708K 0.17% +300 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,070 $706K 0.15% +56 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,066 $704K 0.19% +4 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,064 $702K 0.07% -1 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,063 $701K 0.16% -160 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,062 $701K 0.46% -57 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,060 $700K 0.58% -8 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,060 $700K 0.15% +542 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,060 $700K 0.51% -393 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,059 $699K 0.18% 0 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 1,050 $699K 0.43% -1,050 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,058 $698K 0.5% -26 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,056 $697K 0.21% +141 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,056 $697K 0.25% +59 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,056 $697K 0.15% +180 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,055 $697K 0.39% +184 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,055 $696K 0.28% +250 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,053 $695K 0.24% -7,867 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,063 $694K 0.13% -847 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 1,051 $694K 0.43% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,051 $694K 0.08% -518 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,049 $692K 0.13% -54 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,048 $692K 0.43% +233 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,048 $692K 0.17% -595 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,047 $691K 0.03% +144 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,047 $691K 0.44% +133 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,047 $691K 0.38% -118 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,046 $690K 0.21% +615 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,045 $690K 0.19% -73 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,042 $688K 0.3% +13 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,042 $688K 0.05% -4 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,042 $688K 0.51% 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,041 $687K 0.33% +162 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,038 $685K 0.14% +149 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,038 $685K 0.71% 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,037 $684K 0.38% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,036 $684K 0.42% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,033 $682K 0.24% 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,030 $680K 0.38% +37 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,029 $679K 0.26% -540 13F-HR/A Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,028 $679K 0.6% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,028 $679K 0.06% +49 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,028 $679K 0.55% +9 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,027 $678K 0.18% 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,027 $678K 0.12% +73 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,027 $678K 0.05% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,026 $678K 0.14% -30 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,024 $676K 0.24% +12 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,022 $675K 0.65% 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,096 $675K 0.24% -7 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,021 $674K 0.63% 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,021 $674K 0.52% +18 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,017 $671K 0.3% +29 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,016 $671K 0.22% +41 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,016 $670K 0.4% -6 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,015 $670K 0.1% +55 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,014 $670K 0.06% +42 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,013 $669K 0.12% -139 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,013 $669K 0.11% -102 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,012 $668K 2.15% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,008 $666K 0.2% -10 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,007 $665K 0.59% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,006 $664K 0.41% -79 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,004 $663K 0.19% 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,005 $663K 0.37% +79 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,004 $663K 0.13% +537 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,003 $662K 0.1% +121 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,002 $661K 0.05% +305 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,000 $660K 0.09% +6 13F-HR Timeline DBA TRADING, LLC More: the full row for DBA TRADING, LLC 1,000 $660K 0.66% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 997 $658K 0.33% -331 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 996 $657K 0.51% -1,909 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 996 $657K 0.45% 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 996 $657K 0.61% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 995 $657K 0.37% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 995 $657K 0.09% -56 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 994 $656K 0.46% +23 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 991 $654K 0.15% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 991 $654K 0.08% +100 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 990 $653K 0.04% -156 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,000 $653K 0.28% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 989 $653K <0.01% -2 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 987 $652K 0.2% -67 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 987 $652K 0.35% -183 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 986 $651K 0.15% +222 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 984 $650K 0.33% +311 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 984 $649K 0.06% +14 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 983 $649K 0.72% +91 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 983 $649K 0.35% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 982 $649K 0.45% +21 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 883 $648K 0.17% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 981 $648K 0.44% -57 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 981 $648K 0.33% +138 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 981 $648K 0.56% -898 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 980 $646K 0.12% +2 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 978 $646K 0.36% +185 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 978 $646K 0.37% -2 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 977 $645K 0.34% 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 976 $644K 0.37% +62 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 976 $644K 0.14% +240 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 976 $644K -1 Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 975 $644K 0.19% -40 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 975 $644K 0.27% -227 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 970 $640K 0.56% 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 969 $640K 0.1% -1,037 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 969 $640K 0.17% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 953 $639K 0.39% +39 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 967 $638K 0.93% -716 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 966 $638K 0.06% -79 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 964 $636K 0.24% +167 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 963 $636K 0.63% 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 961 $634K 0.23% -12 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 959 $633K 0.37% +3 13F-HR Timeline