Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,643 $237K 0.18% +27 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,640 $237K 0.36% -160 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,639 $237K 0.03% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,632 $236K 0.1% -24 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,625 $236K 0.17% 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,623 $235K 0.07% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,763 $235K 0.11% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,973 $235K 0.16% -262 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 2,615 $235K 0.07% +313 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,615 $235K 0.05% +275 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,614 $235K 0.13% new 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 2,607 $234K 0.16% +77 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 2,605 $234K 0.45% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,601 $234K 0.05% -89 13F-HR Timeline North Forty Two & Co. 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More: the full row for Endowment Wealth Management, Inc. 2,481 $223K 0.14% +188 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,479 $223K 0.04% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,710 $222K 0.1% +4 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,470 $222K 0.04% -300 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,461 $221K 0.09% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,451 $220K 0.06% -23,480 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 2,450 $220K 0.11% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,448 $220K 0.03% -62 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,445 $219K 0.07% -949 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,442 $219K 0.13% +101 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,433 $218K 0.14% +196 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,426 $218K 0.06% -28 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,414 $217K 0.12% -350 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,413 $217K 0.09% +16 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,412 $216K 0.09% +54 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,410 $216K 0.07% +1,455 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. 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SCOTT NEAL, INC. 2,270 $204K 0.11% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,269 $204K 0.05% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,267 $203K 0.06% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,264 $203K 0.02% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,256 $202K 0.11% -66 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,251 $202K 0.08% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,248 $202K 0.11% -6,549 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,246 $202K 0.06% -114 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,539 $201K 0.05% -103 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,238 $201K 0.08% -1,028 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,230 $200K 0.06% -30 13F-HR Timeline McClarren Financial Advisors, Inc. 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More: the full row for IMG Wealth Management, Inc. 1,901 $171K 0.15% -109 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,877 $168K 0.03% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,868 $168K 0.13% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,838 $166K 0.11% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,848 $166K 0.07% +176 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,837 $165K 0.13% 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 16,669 $162K 0.02% -479 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,787 $160K 0.09% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,766 $159K 0.03% -1,952 13F-HR Timeline BIRCHBROOK, INC. 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More: the full row for Bernard Wealth Management Corp. 1,694 $152K 0.07% +92 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,694 $152K 0.02% -150 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 1,668 $150K 0.05% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,660 $149K 0.02% -5,110 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,641 $147K 0.02% -68 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,632 $147K 0.01% -24 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,624 $146K 0.07% -500 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,600 $144K 0.05% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,575 $141K 0.12% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,567 $141K 0.02% -978 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,559 $140K 0.06% +4 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,544 $139K 0.06% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,529 $137K -42,763 Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,517 $136K 0.05% +2 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,473 $132K 0.11% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,379 $130K 0.09% -201 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,396 $125K 0.04% -1,262 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,394 $125K 0.05% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,372 $123K 0.03% -82 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,335 $120K 0.03% +87 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,333 $120K 0.08% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,332 $120K 0.07% +11 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,320 $118K 0.07% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,317 $118K 0.04% 0 13F-HR Timeline Pacifica Partners Inc. 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More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,131 $101K 0.01% -454 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,113 $99.9K 0.04% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,084 $97.3K 0.05% +150 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,083 $97.2K 0.02% new 13F-HR Timeline