Pingora Partners LLC More: the full row for Pingora Partners LLC 3,000 $215K 0.14% -1,290 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,988 $214K 0.01% +43 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,976 $213K 0.04% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,975 $213K 0.03% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,009 $213K 0.04% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,968 $213K 0.09% -26 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,953 $212K 0.09% -7,470 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,946 $211K 0.06% 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,945 $211K 0.02% -776 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 2,939 $211K 0.19% 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,934 $210K 0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,931 $210K 0.04% +106 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 2,933 $210K 0.06% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,932 $210K 0.1% +4 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,932 $210K 0.04% +523 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 2,925 $210K 0.14% -71 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,906 $209K 0.17% -42 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,898 $208K 0.01% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,895 $208K 0.02% +97 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,890 $207K 0.12% +127 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,882 $207K 0.08% 0 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,880 $206K 0.04% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 2,875 $206K 0.06% +315 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,860 $205K <0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,867 $205K 0.19% -602 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,853 $205K 0.03% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,971 $204K 0.06% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,834 $203K 0.04% -180 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,833 $203K 0.04% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,832 $203K 0.04% new 13F-HR/A Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,830 $203K 0.05% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,822 $202K 0.07% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,817 $202K 0.11% +1 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,816 $202K 0.08% -93 13F-HR/A Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,813 $202K 0.11% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,811 $202K 0.03% +41 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 2,816 $202K 0.22% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,806 $201K 0.13% 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,806 $201K 0.2% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,802 $201K <0.01% +46 13F-HR Timeline Group Broderick Brian C More: the full row for Broderick Brian C 2,798 $201K 0.04% 0 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,765 $198K 0.08% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,741 $197K 0.07% -156 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,739 $196K 0.01% +1,464 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,720 $195K 0.06% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,718 $195K 0.11% -588 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,713 $194K 0.09% -100 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,691 $193K 0.01% new 13F-HR/A Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,689 $193K 0.09% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,944 $193K 0.06% +47 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,669 $191K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,667 $191K 0.06% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,610 $187K 0.17% -18 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,610 $187K 0.14% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,598 $186K 0.02% -649 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,571 $184K 0.06% +41 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,563 $184K 0.05% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,494 $179K 0.12% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,491 $179K 0.12% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,456 $176K 0.05% -736 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,400 $172K 0.08% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,400 $172K 0.01% +8 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,389 $171K 0.11% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,315 $166K 0.32% +635 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2,253 $161K 0.08% +13 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,239 $161K 0.11% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,220 $159K 0.05% +408 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,167 $155K 0.02% +284 13F-HR Timeline Trust Co More: the full row for Trust Co 2,160 $155K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,087 $150K 0.04% +66 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,070 $148K 0.03% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2,055 $147K 0.06% 0 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 2,044 $147K 0.19% +14 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,037 $146K 0.05% 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,030 $146K 0.07% -190 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,020 $145K 0.02% -21 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,020 $145K 0.03% -1,205 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,000 $143K 0.06% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,987 $142K 0.18% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,954 $140K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,949 $140K 0.07% -34 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,944 $139K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,943 $139K 0.01% +149 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,913 $137K 0.07% -36 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,897 $136K 0.04% +39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,873 $134K 0.02% +201 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1,824 $131K 0.05% +1,203 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,820 $130K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,811 $130K 0.01% +36 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,777 $127K 0.04% +321 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,768 $127K 0.03% -50 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,765 $126K 0.06% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,748 $125K 0.07% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,730 $124K 0.12% 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,722 $123K 0.02% -35 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,667 $120K 0.03% +62 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,664 $119K 0.01% -76 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,660 $119K 0.03% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,632 $117K 0.02% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,632 $117K 0.06% +11 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,626 $117K 0.04% -284 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1,600 $115K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,599 $115K 0.09% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,592 $114K 0.04% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,568 $112K 0.06% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,560 $112K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,556 $112K 0.02% +1,163 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,550 $111K 0.02% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,545 $111K 0.07% -44 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,510 $108K 0.03% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,472 $106K 0.01% +280 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,466 $105K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,454 $104K 0.01% new 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 1,432 $103K 0.07% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,430 $103K 0.03% +243 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,421 $102K 0.05% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,416 $102K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,376 $98.6K 0.04% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,374 $98.5K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,313 $94.1K 0.01% +80 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,307 $93.7K 0.45% -38 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,302 $93K <0.01% +1,002 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 1,292 $92.6K 0.01% +1,049 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,276 $91.5K 0.05% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,264 $90.6K 0.1% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,251 $89.7K 0.08% 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,236 $88.6K 0.03% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,116 $87.9K 0.08% 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,200 $86K 0.03% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,184 $84.9K 0.03% -59 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,156 $82.9K 0.03% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,141 $82K <0.01% -5,259 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,123 $80.5K <0.01% +21 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,085 $77.8K 0.02% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,076 $77.1K 0.05% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,076 $77K 0.02% +2 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,030 $73.8K 0.06% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,021 $73K 0.05% -890 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,016 $72.8K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,000 $72K 0.02% -540 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 980 $70.3K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 976 $70K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 970 $69.5K 0.03% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 930 $68.6K 0.02% -36 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 950 $68.1K 0.07% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 910 $65.2K 0.02% +22 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 895 $64K 0.02% 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 916 $63.8K 0.04% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 872 $62.5K 0.09% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 865 $62K 0.01% +2 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 857 $61.4K 0.02% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 848 $60.8K 0.03% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 827 $59.3K 0.06% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 829 $59K 0.03% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 804 $57.6K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 779 $56K 0.04% +77 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 767 $55K 0.02% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 747 $54K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 740 $53K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 737 $52.8K <0.01% -3,840 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Advantage Trust Co More: the full row for Advantage Trust Co 735 $52.7K 0.03% +50 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 724 $51.9K <0.01% new 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 712 $51.1K 0.02% -65 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 698 $50K 0.02% -167 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 710 $50K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 685 $49.1K 0.02% +63 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 677 $48.5K 0.02% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 658 $47.2K 0.02% +32 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 654 $46.9K 0.01% -30 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 651 $46.7K 0.02% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 643 $46.1K 0.01% +188 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 642 $46K 0.04% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 638 $45.7K 0.03% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 624 $44.7K 0.03% 13F-HR/A Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 618 $44.3K 0.03% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 620 $44K 0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 602 $43.2K 0.03% +12 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 59,418 $42.6K 1.51% -55 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 576 $41.3K 0.02% +25 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 573 $41.1K 0.04% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 570 $40.9K 0.02% -47 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 545 $39.1K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 540 $38.7K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 539 $38.6K 0.02% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 527 $37.8K 0.01% -624 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 504 $36.1K 0.03% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 500 $35.8K 0.02% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 469 $33.7K 0.02% +3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 466 $33.4K 0.03% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 460 $33K <0.01% 0 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 452 $32.4K 0.02% -3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 445 $31.9K 0.02% +25 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 440 $31.5K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 430 $30.8K 0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 415 $29.8K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 409 $29.3K <0.01% +60 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 406 $29.1K 0.01% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 391 $28K 0.01% +41 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 391 $28K 0.01% +189 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 394 $28K 0.02% 0 13F-HR Timeline