AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,827 $291K 0.05% +55 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,827 $291K 0.21% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,826 $291K 1.3% -308 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 1,825 $291K 0.13% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,824 $291K 0.28% -417 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,822 $290K 0.18% +2 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,821 $290K 0.09% +32 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,818 $290K 0.05% +4 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,817 $289K 0.09% +90 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 1,807 $288K 0.13% +44 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,803 $287K 0.09% +89 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,803 $287K 0.06% +2 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 1,800 $287K 0.04% 0 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 1,800 $287K 0.4% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,800 $287K 0.17% -399 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 1,793 $286K 0.05% -130 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,792 $286K 0.01% +55 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,791 $285K 0.06% +4 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,790 $285K 0.06% -126 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,785 $284K 0.07% 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,778 $283K 0.08% +236 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,776 $283K 0.04% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,773 $282K 0.08% +152 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 1,772 $282K 0.33% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,771 $282K 0.04% -660 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 1,770 $282K 0.04% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,770 $282K 0.05% +4 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 1,767 $282K 0.06% +67 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,766 $281K 0.14% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,759 $280K 0.03% -14 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,758 $280K 0.29% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,757 $280K 0.03% -241 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,751 $279K 0.15% +229 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,749 $279K 0.14% -46 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,747 $278K 0.09% -56 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,746 $278K 0.08% +222 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,748 $278K 0.11% 0 13F-HR Timeline Warm Springs Advisors Inc. 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More: the full row for Hamilton Capital Partners Inc. 1,741 $277K 0.01% +539 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,739 $277K 0.18% +1 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 1,736 $277K 0.16% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,736 $277K 0.06% -423 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,733 $276K 0.22% 0 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,731 $276K 0.13% +121 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,729 $275K 0.05% -278 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,727 $275K 0.1% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,725 $275K 0.3% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,724 $275K 0.06% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,722 $274K 0.19% +79 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 1,721 $274K 0.16% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,608 $274K 0.15% -26 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,719 $274K 0.1% +400 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,718 $274K 0.1% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,717 $274K 0.05% -58 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,715 $273K 0.11% -50 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,715 $273K 0.21% -17 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,715 $273K 0.04% -92 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 1,714 $273K 0.23% +16 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,710 $272K 0.12% +476 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,703 $272K 0.12% +8 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,704 $271K 0.16% -2,278 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,703 $271K 0.09% +17 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,702 $271K 0.07% +408 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,701 $271K 0.06% +38 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,700 $271K 0.22% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,699 $271K 0.14% +144 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,697 $270K 0.22% -34 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,784 $270K 0.22% +50 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,690 $269K 0.08% -10 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,689 $269K 0.06% +358 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,690 $269K 0.07% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,686 $269K 0.06% +763 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,685 $268K <0.01% new 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 1,684 $268K 0.16% +46 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,683 $268K 0.04% +2 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,682 $268K 0.17% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 1,681 $268K 0.23% +29 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,681 $268K 0.12% +154 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,678 $267K 0.26% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,678 $267K 0.19% -13 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,674 $267K 0.07% +48 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,672 $266K 0.19% -141 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,672 $266K 0.03% -14 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,672 $266K 0.17% -43 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,670 $266K 0.04% -25 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,667 $266K 0.03% +411 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,667 $266K 0.06% -44 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,661 $265K 0.28% -53 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,660 $265K 0.08% +192 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,660 $264K 0.01% +259 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 1,657 $264K 0.03% +10 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,635 $264K 0.15% -197 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,651 $263K 0.04% +295 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,650 $263K 0.1% +28 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,649 $263K 0.06% -5 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 1,644 $262K 0.1% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,644 $262K 0.11% -365 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,654 $262K 0.15% +3 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 1,637 $261K 0.14% +5 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,633 $260K 0.12% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,648 $260K 0.21% +11 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,629 $260K 0.19% +148 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,627 $259K 0.04% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,626 $259K 0.1% +1 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,623 $259K 0.04% +62 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,617 $258K 0.05% -166 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,614 $257K 0.11% +185 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,611 $257K 0.03% -7 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,611 $257K 0.06% +3 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,608 $256K 0.12% -72 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,068 $256K 0.12% -563 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,608 $256K 0.08% +301 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,604 $256K 0.17% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,603 $255K 0.08% -135 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,601 $255K 0.1% 0 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 1,600 $255K 0.17% new 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 1,596 $254K 0.26% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,593 $254K 0.16% +2 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,593 $254K 0.14% -26,249 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,591 $253K 0.08% -20 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,591 $253K 0.13% -51 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,589 $253K 0.09% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,588 $253K 0.13% -348 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,587 $253K 0.1% -32 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,581 $252K 0.07% +150 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,580 $252K 0.04% +187 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 1,578 $251K 0.21% 0 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,578 $251K 0.18% +150 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,573 $251K 0.19% -100 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,568 $250K 0.09% +200 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,566 $249K 0.17% +147 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,566 $249K 0.04% -314 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,566 $249K 0.21% +16 13F-HR/A Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,565 $249K 0.2% 13F-HR/A Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,549 $249K 0.17% -148 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 1,558 $248K 0.12% -18 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,554 $248K 0.17% +84 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,554 $248K 0.1% -78 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,551 $247K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,550 $247K 0.08% -1,137 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,549 $247K 0.23% 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,549 $247K 0.15% -80 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,680 $246K 0.08% 0 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,545 $246K 0.04% +292 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,542 $246K 0.09% -291 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,542 $246K 0.1% +242 13F-HR Timeline Hoya Capital Real Estate, LLC More: the full row for Hoya Capital Real Estate, LLC 1,532 $244K 4.64% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,531 $244K 0.12% -230 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 1,531 $244K 0.08% +68 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,528 $243K 0.03% +98 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,528 $243K 0.02% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,527 $243K 0.07% -192 13F-HR/A Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,520 $242K 0.12% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,522 $242K 0.09% -151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,518 $242K 0.07% +661 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,516 $242K 0.11% +334 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,515 $241K 0.13% new 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 1,509 $240K 0.16% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,506 $240K 0.26% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,506 $240K 0.04% -144 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,504 $240K 0.17% +244 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,501 $239K 0.15% +100 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,590 $239K 0.06% -48 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 1,500 $239K 0.01% 0 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 1,500 $239K 0.04% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,500 $239K 0.07% +500 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 1,493 $238K 0.13% -16 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,488 $237K 0.1% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,485 $237K 0.15% +100 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,484 $236K 0.08% -29 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 1,483 $236K 0.09% +23 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,478 $235K 0.11% +164 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,477 $235K 0.08% +78 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,459 $235K 0.09% -170 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,473 $235K 0.12% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,473 $235K 0.08% +11 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,473 $235K 0.23% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,470 $234K 0.11% +3 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,470 $234K 0.05% -3,781 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,467 $234K 0.08% +61 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,468 $234K 0.11% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,508 $234K 0.09% +8 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,481 $234K 0.03% -2,243 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 1,465 $233K 0.04% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,464 $233K 0.13% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,463 $233K 0.11% -1,241 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,460 $233K 0.08% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,459 $232K 0.03% -341 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,458 $232K 0.06% -103 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,457 $232K 0.17% 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,456 $232K 0.04% -22 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,455 $232K 0.07% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,538 $231K 0.17% +154 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 1,534 $231K 0.19% +22 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,450 $231K 0.14% +9 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,448 $231K 0.09% -1,636 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,448 $231K 0.13% new 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1,502 $231K 0.16% -89 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 1,444 $230K 0.14% -110 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,444 $230K 0.08% new 13F-HR/A Timeline