THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,753 $1.26M 0.08% +483 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 8,736 $1.26M 0.38% -70 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,730 $1.26M 0.14% -1,686 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 8,726 $1.26M 0.53% +495 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,717 $1.26M 0.28% -838 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 8,704 $1.26M 1.38% +580 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 8,703 $1.26M 0.14% -1,047 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 8,696 $1.26M 0.32% +406 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 8,695 $1.26M 0.72% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 8,694 $1.26M 0.18% -38 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 8,687 $1.25M 0.56% -238 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,672 $1.25M 0.18% -1,126 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,664 $1.25M 0.07% +382 13F-HR Timeline Group Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 8,663 $1.25M 0.57% -1,013 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,661 $1.25M 0.45% +1,000 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,660 $1.25M 0.85% +20 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 8,660 $1.25M 0.01% -1,043,244 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,659 $1.25M 0.26% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,655 $1.25M 0.19% 0 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 8,656 $1.25M 0.38% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,645 $1.25M 0.06% +153 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,241,173 $1.24M 2.96% +1,232,642 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,583 $1.24M 0.22% +39 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,568 $1.24M 0.13% -639 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 8,558 $1.24M 0.05% +394 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,555 $1.24M 1.11% +125 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,539 $1.23M 0.07% -1,474 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 8,536 $1.23M 1.01% +25 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 8,520 $1.23M 0.08% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,500 $1.23M 0.59% +131 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 8,499 $1.23M 0.1% +2,580 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 8,498 $1.23M 1.41% +65 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 8,489 $1.23M 0.34% -8 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 8,487 $1.23M 0.49% -2,192 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,471 $1.22M 0.54% +1,746 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 8,470 $1.22M 0.41% -217 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,447 $1.22M 0.17% -478 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 8,441 $1.22M 0.64% -105 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 8,441 $1.22M 0.28% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8,428 $1.22M 0.24% +87 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 8,418 $1.22M 0.08% -790 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,407 $1.21M 0.62% +311 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 8,405 $1.21M 0.67% +177 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 8,404 $1.21M 0.2% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,386 $1.21M 0.08% -134 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 8,380 $1.21M 0.05% +24 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 8,363 $1.21M 0.78% -472 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,363 $1.21M 0.01% -74,340 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,361 $1.21M 0.08% -695 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,194 $1.21M 0.09% +384 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 8,342 $1.2M 0.4% -19 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8,341 $1.2M 0.3% -4,924 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 8,327 $1.2M 1.1% 0 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 8,321 $1.2M 0.33% -1,797 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,317 $1.2M 0.38% -448 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 8,315 $1.2M 0.23% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 8,314 $1.2M 0.35% +2,500 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,285 $1.2M 0.66% -1,652 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,284 $1.2M 0.13% -819 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,261 $1.19M 0.23% +129 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 8,260 $1.19M 0.46% -453 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 8,258 $1.19M 0.61% +1,019 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 8,256 $1.19M 0.13% -10 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,255 $1.19M 0.26% +426 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 8,255 $1.19M 0.16% -3,846 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 8,220 $1.19M 0.35% +800 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,219 $1.19M 0.36% +18 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 8,201 $1.18M 0.04% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,196 $1.18M 0.33% -141 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 8,186 $1.18M 0.01% +1,284 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 8,169 $1.18M 0.1% -1,079 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,168 $1.18M 0.14% +510 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,167 $1.18M 0.15% -763 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,156 $1.18M 0.42% -134 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 8,146 $1.18M 0.93% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,145 $1.18M 0.2% +1,540 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 8,145 $1.18M 0.11% +4 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 8,137 $1.18M 0.3% +169 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,120 $1.17M 0.1% +135 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 8,070 $1.17M 0.06% +1,730 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 8,060 $1.16M 0.78% -15 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 8,054 $1.16M 0.52% -185 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,049 $1.16M 0.18% +463 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 8,041 $1.16M 0.17% -2,136 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,074 $1.16M 0.23% -265 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,013 $1.16M 0.17% +218 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,011 $1.16M 0.06% +50 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 8,002 $1.16M 0.41% +403 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,001 $1.16M 0.83% +1,661 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 7,980 $1.15M 0.27% +23 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,999 $1.15M 0.24% +1,928 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 7,963 $1.15M 0.39% +375 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,952 $1.15M 0.08% +1,848 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,948 $1.15M 0.34% -58 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,940 $1.15M 0.26% +258 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,926 $1.14M 0.54% +63 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,911 $1.14M 0.07% +941 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,908 $1.14M 0.39% -433 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 7,771 $1.14M 0.13% +2 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 7,903 $1.14M 0.19% +950 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,890 $1.14M 0.1% +70 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 7,880 $1.14M 0.52% +25 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,864 $1.14M 0.45% -1,126 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 7,863 $1.14M 0.02% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,822 $1.13M 0.26% +8 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 7,822 $1.13M 0.22% -266 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,801 $1.13M 0.44% -321 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,794 $1.13M 0.36% -2,268 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,790 $1.13M 0.12% 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 7,783 $1.12M 1.11% +1,449 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,779 $1.12M 0.15% +617 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 7,777 $1.12M 1.46% +34 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,775 $1.12M 0.3% -35 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 7,773 $1.12M 0.97% -54 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,766 $1.12M 1.04% -480 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,765 $1.12M 0.25% +4,326 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,748 $1.12M 0.25% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 7,584 $1.12M 0.21% +1,100 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 7,710 $1.11M 0.48% -2,370 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 7,706 $1.11M 1.05% +5,038 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 7,700 $1.11M 0.41% +2 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,684 $1.11M 0.18% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,681 $1.11M 0.51% -75 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 7,671 $1.11M 0.82% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 7,658 $1.11M 1% -18 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 7,640 $1.1M 0.19% +1,165 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 7,627 $1.1M 0.25% -100 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,619 $1.1M 0.56% -249 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,618 $1.1M 0.04% -472 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 7,606 $1.1M 0.14% -53 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 7,606 $1.1M 0.13% -354 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,599 $1.1M 0.25% -83 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,591 $1.1M 0.11% -79 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,584 $1.1M 0.37% -1,359 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 7,578 $1.09M 0.1% -243 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,577 $1.09M 0.19% +180 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,568 $1.09M 0.4% +99 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,566 $1.09M 0.12% -148 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,553 $1.09M 0.21% -10 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,550 $1.09M 0.13% -873 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 7,537 $1.09M 0.3% -479 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,537 $1.09M 0.07% -820 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,529 $1.09M 0.22% -82 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,528 $1.09M 0.09% +682 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 7,526 $1.09M 0.41% -2,308 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 7,509 $1.08M 0.14% -28 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 7,495 $1.08M 0.79% +1,531 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 7,483 $1.08M 0.86% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,074 $1.08M 0.27% +131 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,452 $1.08M 0.21% +257 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 7,445 $1.08M 0.15% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7,430 $1.07M 0.13% -226 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 7,395 $1.07M 0.08% +552 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 7,394 $1.07M 0.58% +878 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 7,393 $1.07M 0.56% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,380 $1.07M 0.2% -154 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,370 $1.06M 0.21% +2,954 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,355 $1.06M 0.15% +2 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 7,349 $1.06M 0.46% +1 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,335 $1.06M 0.12% -146 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,323 $1.06M 0.11% +121 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,317 $1.06M 0.46% -620 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 7,307 $1.06M 0.29% +2 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,295 $1.05M 0.09% -77 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,263 $1.05M 0.34% -2,543 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,259 $1.05M 0.13% -637 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,258 $1.05M 0.08% -638 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,257 $1.05M 0.25% -100 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,257 $1.05M 0.34% +240 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,250 $1.05M 0.31% +3,192 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 7,240 $1.05M 0.03% -101 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 7,233 $1.04M 0.86% -1,040 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 7,224 $1.04M 0.18% +39 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,212 $1.04M 0.04% +179 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 7,196 $1.04M 0.52% +653 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,250 $1.04M 0.05% -79 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 7,193 $1.04M 0.31% -246 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,181 $1.04M 0.29% +167 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 7,169 $1.04M 0.12% +45 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 7,168 $1.04M 0.4% 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 7,156 $1.03M 0.23% +129 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 7,155 $1.03M 0.29% +137 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 7,153 $1.03M 0.7% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verum Partners LLC More: the full row for Verum Partners LLC 7,147 $1.03M 0.2% +1,217 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 7,146 $1.03M 1% -848 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 7,161 $1.03M 0.38% -411 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,143 $1.03M 0.25% +13 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 7,114 $1.03M 0.74% -59 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 7,111 $1.03M 0.13% +795 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,105 $1.03M 0.17% +163 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,102 $1.03M 0.57% +577 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,092 $1.02M 0.06% -320 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 6,905 $1.02M 0.96% 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 7,086 $1.02M 0.96% +89 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,066 $1.02M 0.53% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 7,061 $1.02M 0.18% +1,251 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 7,044 $1.02M 0.45% +915 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 7,042 $1.02M 0.42% -845 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7,040 $1.02M 0.35% +1,781 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,021 $1.01M 0.22% +246 13F-HR Timeline