Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,032 $871K 0.59% +341 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 8,026 $870K 0.23% +944 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,023 $870K 1.09% +5,769 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 8,007 $868K <0.01% +1,161 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 8,000 $867K 0.13% +6,200 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 8,000 $867K 0.34% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 8,000 $867K 0.59% -15,558 13F-HR/A Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 7,991 $866K 0.94% +3,787 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 7,988 $866K 0.49% -225 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,958 $862K 0.28% +1,325 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 7,900 $856K 0.43% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,895 $856K 0.13% +1,564 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 7,874 $853K 0.88% +996 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 7,870 $853K 0.62% -1,450 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 7,865 $852K 0.42% -1,055 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 7,840 $850K 0.09% +642 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 7,970 $848K 0.55% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,819 $847K 0.73% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 7,811 $847K 0.09% +1,277 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 7,810 $846K 0.47% -1,455 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 7,810 $846K 0.65% +2,741 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 7,800 $845K 0.3% +250 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 7,784 $844K 0.09% -70 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 7,783 $844K 0.43% -304 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,781 $843K 0.31% -596 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 7,763 $841K 0.1% -405 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 7,746 $839K 0.61% +119 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,740 $839K 0.15% +31 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 7,724 $837K 0.25% -75 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 7,701 $835K 0.8% +748 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,695 $834K 0.18% +1,212 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 7,695 $834K 0.39% -7,789 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 7,678 $832K 0.41% -2,923 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 7,666 $831K 0.4% -85 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 7,664 $831K 1.09% +530 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,657 $830K 0.38% +328 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 7,651 $829K 0.23% +47 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,640 $828K 0.11% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 7,616 $825K 0.86% +1,560 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 7,601 $824K 0.35% +86 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 7,605 $824K 0.32% -32 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,600 $824K 0.67% -50 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 7,590 $823K 0.23% -5 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 7,576 $821K 0.54% -439 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 7,570 $820K 0.13% -240 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 7,568 $820K 0.46% +674 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 7,558 $819K 0.91% -1,541 13F-HR/A Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 7,550 $818K 0.62% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 7,580 $818K 0.83% +555 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,540 $817K 0.27% +850 13F-HR/A Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 7,532 $816K 0.25% +2,072 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 7,528 $816K 1.2% +1,287 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 7,524 $815K 0.45% -501 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 7,522 $815K 1.1% +820 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,520 $815K 0.6% -215 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 7,510 $814K 0.22% -47 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 7,498 $814K 0.47% -84 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 7,503 $813K 0.31% -3,031 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 7,500 $813K 0.03% +2,500 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 7,497 $813K 1.61% +842 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 7,495 $812K 0.65% +970 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 7,479 $811K 0.18% 13F-HR Timeline Group Private Capital Management, LLC More: the full row for Private Capital Management, LLC 7,476 $810K 0.09% +5,406 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 7,471 $810K 0.16% -292 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 7,467 $809K 0.02% +2,294 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,466 $809K 0.41% +409 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,458 $808K 0.11% +1,219 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,450 $807K 0.18% -282 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 6,806 $807K 0.86% +683 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,429 $805K 0.29% +1,801 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 7,379 $800K 0.32% -150 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,694 $799K 0.61% +48 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 7,372 $799K 0.82% -8,780 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 7,368 $799K 0.15% -10,755 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 7,367 $798K 0.42% -945 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,352 $797K 0.35% +340 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,235 $797K 0.45% -136 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 7,351 $797K 0.35% +76 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 7,349 $796K 14.9% +1,466 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 7,326 $794K 0.46% -702 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 7,318 $793K 0.23% +83 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 7,313 $793K 0.44% +880 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,306 $792K 0.32% +5,860 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 7,303 $791K 0.15% +232 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 7,297 $791K 0.41% +406 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7,293 $790K 0.08% -1,382 13F-HR/A Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 7,280 $789K <0.01% -196 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,276 $789K 0.04% +11 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,273 $788K 0.22% +443 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 7,255 $786K 0.2% +193 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 7,253 $786K 0.57% +1,519 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 7,253 $786K 0.07% -350 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 7,225 $785K 0.33% +1,555 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 7,239 $785K 0.47% +35 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,236 $784K 0.24% +1,565 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 7,215 $782K 1.04% +239 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 7,198 $780K 0.34% -3,111 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,176 $778K 0.52% -127 13F-HR/A Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 7,172 $777K 0.37% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 7,165 $777K 0.4% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7,143 $774K 0.29% +380 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 7,136 $773K 0.1% +1,128 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,128 $773K 0.17% +2,708 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,072 $766K 0.43% +482 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 7,071 $766K 0.45% +71 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 7,065 $766K 0.17% -650 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 7,064 $766K 0.11% -2,795 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 7,038 $763K 0.21% -1,074 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 7,032 $762K 0.48% +541 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 7,021 $761K 0.17% +1,315 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,016 $760K 0.51% -300 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,016 $760K 0.29% +2,353 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 7,007 $759K 0.69% +3,347 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 7,003 $759K 0.17% +498 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 7,000 $759K 0.08% +1,000 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 6,976 $756K 0.81% -5,138 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 6,966 $755K 0.45% +673 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 6,958 $754K 0.33% +17 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 6,953 $754K 0.1% +916 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 6,948 $753K 0.23% +1,877 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,943 $752K 0.37% +366 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,935 $752K 0.21% +3,655 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,932 $751K 0.01% -1,158 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,927 $751K 0.88% +105 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,918 $750K 0.61% +294 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 6,894 $747K 0.82% -103 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 6,845 $742K 0.29% -1,974 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,840 $741K 0.4% +1,070 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 6,730 $741K 0.8% +66 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6,831 $740K 0.15% +666 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 6,831 $740K 0.04% new 13F-HR Timeline Group HC Advisors, LLC More: the full row for HC Advisors, LLC 6,822 $739K 0.55% -1,669 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 6,822 $739K 0.26% -2,048 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 6,820 $739K 0.48% -1,601 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 6,814 $739K 0.2% +2,969 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 6,812 $738K 0.73% +622 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 6,000 $738K 0.66% 0 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 6,777 $735K 0.65% 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 6,768 $734K 0.62% -1,498 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 6,763 $733K 0.76% +939 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,760 $733K 0.15% +100 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 6,747 $731K 0.56% 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 6,741 $731K 0.6% +251 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 6,740 $730K 0.3% -24,841 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,737 $730K 0.09% +295 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 6,715 $728K 0.22% -40 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 6,714 $728K 0.35% -1 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 6,710 $727K 0.3% +1,675 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 6,599 $727K 0.14% -128 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 6,699 $726K 0.06% +382 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 6,698 $726K 0.19% -7 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 6,690 $725K 0.11% -37,720 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 6,689 $725K 0.33% -530 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 6,672 $723K 0.41% +1,728 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 6,670 $723K 0.28% +559 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,666 $722K 0.82% +183 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,645 $720K 0.04% -3,100 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 6,628 $718K 0.15% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,620 $718K 0.36% +290 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 6,598 $715K 0.21% +896 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 6,597 $715K 0.6% +17 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,590 $714K 0.58% -611 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 6,592 $714K 0.09% -425 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,583 $713K 0.56% -408 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,580 $713K 0.19% -1,100 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,578 $713K 0.4% +52 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,571 $712K 0.29% -83,606 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,541 $709K 0.13% +125 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 7,220 $705K 0.66% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,503 $705K 0.7% +245 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 6,500 $704K 3.07% -1,500 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 6,498 $704K 0.12% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,490 $703K 0.33% +135 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,480 $702K 0.75% +4,349 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pachira Investments Inc. More: the full row for Pachira Investments Inc. 6,387 $700K 0.49% -198 13F-HR Timeline Trust Co More: the full row for Trust Co 6,458 $700K 0.08% -1,786 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6,452 $699K 0.16% +500 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 6,425 $696K 0.63% -376 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 6,410 $695K 0.09% -295 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 6,404 $694K 0.45% -113 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 6,394 $693K 0.32% +500 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 6,373 $691K 0.6% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,372 $691K 0.57% +2,521 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 6,372 $691K 0.26% +1,938 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 6,351 $688K 0.4% +273 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,499 $687K 0.13% +4,164 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 6,327 $686K 0.15% -1,842 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,325 $686K 0.14% -285 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,324 $685K 0.2% -1 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 6,322 $685K 0.52% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 6,300 $683K 0.2% -2,774 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,285 $681K 0.52% +105 13F-HR/A Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 6,239 $679K 0.98% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,254 $678K 0.43% +258 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 6,244 $677K 0.46% +2,071 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 6,218 $674K 0.63% +3,110 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,210 $673K 0.08% -3,347 13F-HR Timeline Wealth High Governance Capital Ltda More: the full row for Wealth High Governance Capital Ltda 6,200 $672K 0.44% -93,000 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 6,194 $671K 0.29% +272 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,188 $671K 0.34% +33 13F-HR Timeline