Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 1,564 $235K 0.07% -8 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,561 $234K 0.2% +109 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,560 $234K 0.07% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,558 $234K 0.14% 0 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,558 $234K 0.1% +333 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,557 $233K 0.03% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,556 $233K 0.08% -122 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,555 $233K 0.07% +58 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,555 $233K 0.05% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,558 $233K 0.11% -3,722 13F-HR Timeline United Bank More: the full row for United Bank 1,552 $233K 0.1% -41 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,550 $232K 0.02% -245 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,550 $232K 0.13% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,548 $232K 0.05% -36 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,547 $232K 0.19% +186 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,545 $232K 0.04% -99 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,543 $231K 0.06% -259 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,541 $231K <0.01% +539 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,541 $231K 0.13% -2,541 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,540 $231K 0.11% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,538 $231K 0.08% -219 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,535 $230K 0.35% -7 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,591 $230K 0.05% +10 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,532 $230K 0.14% new 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 1,532 $230K 0.27% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,535 $230K 0.04% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,529 $229K 0.04% 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,527 $229K 0.05% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,521 $228K 0.09% +159 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,699 $227K 0.13% -79 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,514 $227K 0.03% +71 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,513 $227K 0.12% +17 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,513 $227K 0.06% -44 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,513 $227K 0.08% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,518 $226K 0.06% +21 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,507 $226K 0.15% -3,985 13F-HR/A Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,505 $226K 0.02% +176 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,502 $225K 0.07% +1 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,501 $225K <0.01% new 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,500 $225K 0.01% -300 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,498 $225K 0.11% +46 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 1,497 $224K 0.16% +23 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,497 $224K 0.04% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,494 $224K 0.08% +123 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,493 $224K 0.15% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,490 $223K 0.22% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,488 $223K 0.04% +7 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 1,485 $223K 0.05% -47 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,492 $222K 0.23% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,481 $222K 0.05% -101 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,474 $221K 0.1% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,542 $221K 0.1% +1 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,469 $220K 0.05% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,661 $219K 0.01% +3 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,460 $219K 0.04% +89 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,532 $219K 0.03% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,459 $219K 0.02% -655 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,458 $219K 0.06% +9 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,456 $218K 0.09% new 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,456 $218K 0.13% +12 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,454 $218K 0.19% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,451 $218K 0.12% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,450 $217K 0.01% -569 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,449 $217K 0.08% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,448 $217K 0.12% -500 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,446 $217K 0.03% +4 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,444 $217K 0.09% +8 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,441 $216K 0.08% -181 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,440 $216K 0.03% -287 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,433 $215K 0.01% +15 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,427 $214K 0.05% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,425 $214K 0.03% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,425 $214K 0.06% -294 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,422 $213K 0.1% +67 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,421 $213K 0.08% -491 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,421 $213K 0.03% -100 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,417 $213K 0.18% -90 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,416 $212K 0.08% -39 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,415 $212K 0.09% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,413 $212K 0.15% +40 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 1,410 $211K 0.17% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,405 $211K 0.16% -200 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 1,405 $211K 0.11% -100 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,405 $211K 0.11% -208 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,403 $210K 0.06% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,402 $210K 0.01% +45 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $210K <0.01% -189 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,400 $210K 0.19% new 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,400 $210K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,400 $210K 0.24% +800 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,400 $210K 0.04% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,398 $210K 0.09% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,396 $209K 0.08% -302 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,391 $209K 0.08% new 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,391 $209K 0.14% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,390 $208K 0.05% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,386 $208K 0.07% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,379 $207K 0.09% -2,295 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,374 $206K 0.09% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,373 $206K 0.12% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,372 $206K 0.05% +47 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,371 $206K 0.09% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,368 $205K 0.16% +34 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,368 $205K 0.05% -1,044 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,366 $205K 0.04% 0 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,361 $204K 0.08% -974 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,363 $204K 0.07% -10 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,360 $204K 0.17% -135 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,360 $204K 0.01% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,358 $204K 0.12% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,357 $203K 0.18% -20 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,354 $203K 0.09% +4 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,349 $202K 0.07% -19 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,347 $202K 0.1% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,347 $202K 0.02% -28 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 1,346 $202K 0.11% -41 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,344 $202K 0.05% new 13F-HR/A Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,343 $201K 0.02% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,343 $201K 0.03% +14 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,340 $201K 0.07% +20 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,520 $200K 0.18% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,336 $200K 0.11% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,335 $200K 0.05% -20 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,335 $200K 0.05% -189 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,333 $200K 0.07% -66 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,329 $199K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,281 $192K 0.07% +199 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,280 $192K 0.1% +853 13F-HR Timeline Group MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,260 $189K 0.01% -716 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,245 $187K 0.1% -3,525 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,230 $184K 0.11% +3 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,230 $184K 0.17% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,217 $182K <0.01% new 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,215 $182K 0.04% -80 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,209 $181K 0.17% -6 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,199 $180K 0.05% +173 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,183 $177K 0.02% -74 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,177 $176K 0.1% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,149 $172K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,146 $172K 0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,145 $172K 0.18% -30 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,125 $169K 0.01% new 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,119 $167K 0.13% -20 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,107 $166K 0.05% +6 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,092 $164K 0.03% -584 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 992 $164K 0.1% +932 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,090 $163K 0.12% -18 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,088 $163K 0.01% -790 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,078 $162K 0.13% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,075 $161K 0.12% +657 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,071 $161K 0.13% -83 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,061 $159K <0.01% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,040 $156K 0.08% +14 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,025 $154K 0.12% +5 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,002 $150K 0.09% +11 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 967 $145K 0.1% -120 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 962 $144K 0.06% -817 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 954 $143K 0.02% -82 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 951 $143K 0.08% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 948 $142K 0.15% -4 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 944 $142K 0.08% +15 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 941 $141K 0.05% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 932 $140K 0.14% +19 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 930 $139K 0.06% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 926 $139K 0.05% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 921 $138K 0.02% +300 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 919 $138K 0.13% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 918 $138K 0.04% +13 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 890 $133K 0.07% +15 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 886 $133K 0.09% +75 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 878 $132K 0.1% -13 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 865 $130K 0.12% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 860 $129K 0.05% +103 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 857 $129K 0.03% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 846 $127K 0.12% -232 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 829 $124K 0.02% +195 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 826 $124K 0.04% -87 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 819 $123K 0.1% -233 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 809 $121K 0.04% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 802 $120K 0.1% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 792 $119K 0.04% +162 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 789 $118K 0.04% +322 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 781 $117K 0.01% -194 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 774 $116K 0.14% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 772 $116K 0.05% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 761 $114K 0.06% +130 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 729 $109K 0.05% +101 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 721 $108K 0.08% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 701 $105K 0.03% +18 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 699 $105K 0.03% -391 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 689 $103K 0.14% +407 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 686 $103K 0.01% -9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 765 $102K 0.04% -624 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 680 $102K 0.03% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 676 $101K 0.07% +50 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 672 $101K 0.04% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 662 $99.2K 0.07% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 653 $97.9K 0.04% +245 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 652 $97.8K 0.02% +235 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 642 $96.2K 0.02% +12 13F-HR Timeline