HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 10,215 $1.37M 0.4% -132 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 10,209 $1.37M 0.48% +590 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 10,207 $1.37M 0.94% +42 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,199 $1.37M 0.63% +349 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 10,187 $1.37M 0.29% 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 10,178 $1.37M 1.03% -20 13F-HR Timeline Northstar Group, Inc. 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More: the full row for Parkworth Wealth Management, Inc. 8,757 $1.18M 0.98% 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 8,646 $1.18M 0.28% -923 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 10,055 $1.17M 0.55% 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 8,704 $1.17M 1.72% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8,675 $1.16M 0.12% +415 13F-HR/A Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,658 $1.16M 0.26% +281 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 8,650 $1.16M 0.63% +110 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,647 $1.16M 0.11% -317 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 8,638 $1.16M 0.89% 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,377 $1.16M 0.41% 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 8,619 $1.16M 0.19% +1,173 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,612 $1.16M 0.15% +71 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 8,595 $1.15M 0.31% +346 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 8,592 $1.15M 0.12% +150 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 8,552 $1.15M 0.76% +212 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 8,540 $1.15M 0.87% +244 13F-HR Timeline Foundry Partners, LLC More: the full row for Foundry Partners, LLC 8,540 $1.15M 0.06% +715 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 8,520 $1.14M 1.16% 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 8,502 $1.14M 0.95% 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 8,501 $1.14M 1.42% +6,797 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 8,491 $1.14M 0.92% -365 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 8,491 $1.14M 0.65% -20 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 8,484 $1.14M 0.89% 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 4,399 $1.14M 0.98% 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 8,464 $1.14M 0.8% +1,255 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,439 $1.13M 0.29% +1,071 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 8,432 $1.13M 0.87% +564 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 8,421 $1.13M 0.43% +1,516 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 8,411 $1.13M 0.08% +3,488 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 8,399 $1.13M 0.21% -15 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,390 $1.13M 0.29% +729 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8,384 $1.13M 0.72% -348 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 7,877 $1.12M 0.29% +2,233 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,356 $1.12M 0.55% +732 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,351 $1.12M 0.33% -481 13F-HR/A Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,333 $1.12M 0.05% -69,907 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,321 $1.12M 0.54% -1,046 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 8,312 $1.12M 0.57% -166 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 8,310 $1.12M 0.6% -21 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 8,299 $1.11M 0.9% 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,268 $1.11M 0.2% new 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 8,266 $1.11M 0.84% -28,220 13F-HR Timeline Trust Co More: the full row for Trust Co 8,244 $1.11M 0.13% +3,028 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 8,246 $1.11M 0.14% +10 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 8,228 $1.1M 0.52% -275 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 8,221 $1.1M 0.45% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 8,213 $1.1M 0.61% +791 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,201 $1.1M 0.15% -2,562 13F-HR Timeline Group Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 8,200 $1.1M 3.64% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 8,181 $1.1M 0.42% +535 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 8,180 $1.1M 0.21% -5,097 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 8,169 $1.1M 0.24% +845 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 8,168 $1.1M 0.13% +1,251 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 8,139 $1.09M 0.98% 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,125 $1.09M 0.48% +1,647 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,119 $1.09M 0.24% +5,811 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 8,112 $1.09M 0.29% +322 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 8,090 $1.09M 0.02% +1,450 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 8,087 $1.09M 0.56% +703 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 8,081 $1.09M 0.4% -319 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,078 $1.08M 0.21% +442 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 8,070 $1.08M 0.21% -5,721 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 8,064 $1.08M 0.9% 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,055 $1.08M 0.26% -1,167 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 8,053 $1.08M 0.42% -247 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,050 $1.08M 0.42% -170 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 8,028 $1.08M 0.57% +1,092 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 8,025 $1.08M 0.65% -120 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 8,015 $1.08M 0.77% 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 7,643 $1.08M 0.11% +242 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 8,012 $1.08M 0.22% +1,524 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 8,002 $1.07M 0.24% +351 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 8,000 $1.07M 4.59% +5,000 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 8,000 $1.07M 0.43% -500 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 8,000 $1.07M 0.15% -1,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.