Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,430 $244K 0.04% -90 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,429 $244K 0.11% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,428 $243K 0.1% 0 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,428 $243K 0.2% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,423 $243K 0.03% +6 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,421 $242K 0.11% 0 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,421 $242K 0.13% +102 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,419 $242K 0.16% -309 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,416 $241K 0.12% -90 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 1,413 $241K 0.08% +4 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 1,512 $241K 0.21% +9 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,410 $240K 0.2% -37 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 1,409 $240K 0.1% +3 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,406 $240K 0.1% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,408 $240K 0.15% 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,403 $239K 0.06% -1,347 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,401 $239K 0.01% -171 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,401 $239K 0.16% -161 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,400 $239K 0.17% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,400 $239K 0.19% 0 13F-HR Timeline Group McCarthy & Cox More: the full row for McCarthy & Cox 1,394 $238K 0.1% -4 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,393 $237K 0.04% +44 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,385 $236K 0.17% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,384 $236K 0.01% +64 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,485 $236K 0.01% -81 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1,384 $236K 0.25% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,384 $236K 0.21% -61 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,382 $236K 0.09% +15 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,378 $235K 0.07% -115 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,377 $235K 0.04% +180 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,375 $234K 0.12% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,374 $234K 0.2% -217 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,372 $234K 0.07% +178 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,368 $233K 0.1% -100 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,369 $233K 0.05% +39 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,365 $233K 0.13% new 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 1,364 $232K 0.06% +27 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,362 $232K 0.12% 0 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 1,358 $231K 0.13% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,357 $231K <0.01% -49,103 13F-HR Timeline Group CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,356 $231K 0.2% +2 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 1,356 $231K 0.08% -85 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,356 $231K 0.12% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,356 $231K 0.04% +2 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 1,610 $231K 0.12% 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,351 $230K 0.06% -188 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,352 $230K 0.28% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,348 $230K 0.04% +26 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,348 $230K <0.01% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,346 $229K 0.06% -50 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,345 $229K 0.11% -6,636 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,297 $229K 0.17% +294 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,399 $229K 0.09% +4 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,343 $229K 0.05% -5,085 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,342 $229K 0.1% +65 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,341 $229K 0.09% +1 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,339 $228K 0.08% +8 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 1,339 $228K 0.09% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,337 $228K <0.01% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,337 $228K 0.02% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,336 $228K 0.17% -8 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,336 $228K 0.04% +7 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,335 $228K 0.13% -66 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,331 $227K 0.1% -322 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,331 $227K 0.09% -9 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,331 $227K 0.06% -185 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,330 $227K 0.25% -1,063 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,328 $226K 0.15% -74 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 1,327 $226K 0.14% +1 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 1,325 $226K 0.11% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 1,324 $226K 0.11% +65 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,320 $225K 0.04% -1,274 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,319 $225K 0.08% +236 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 1,317 $224K 0.37% 0 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 1,317 $224K 0.25% -1 13F-HR/A Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,314 $224K 0.12% -491 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,313 $224K 0.06% +66 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,313 $224K 0.13% -63 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,313 $224K 0.05% -120 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,310 $223K 0.06% new 13F-HR/A Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 1,310 $223K 0.12% -150 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,310 $223K 0.06% -50 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,310 $223K 0.09% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,307 $223K 0.08% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,304 $222K 0.07% +26 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,302 $222K 0.11% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,302 $222K 0.07% -200 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,300 $222K 0.11% -181 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 1,299 $221K 0.04% -1 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,299 $221K 0.04% -82 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,297 $221K 0.02% +3 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 1,295 $221K 0.07% +86 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,295 $221K 0.2% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,294 $221K 0.06% +10 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,292 $220K 0.01% -41,796 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,287 $219K 0.28% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,284 $219K 0.06% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,277 $218K 0.09% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,269 $216K 0.15% -11,698 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,268 $216K 0.09% -10 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,268 $216K 0.02% -48 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,267 $216K 0.08% -13 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,264 $215K 0.11% -982 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 1,260 $215K 0.2% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,260 $215K 0.11% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,260 $215K 0.17% +7 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,256 $214K 0.03% -45 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,253 $214K 0.04% -3,370 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,252 $213K 0.07% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,252 $213K 0.13% new 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 1,249 $213K 0.14% -37 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,266 $213K 0.11% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,247 $213K 0.09% +31 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,246 $212K 0.19% -22 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,245 $212K 0.16% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,244 $212K 0.08% -327 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,241 $212K 0.15% new 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 1,341 $211K 0.15% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,240 $211K 0.07% +5 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,240 $211K 0.17% +2 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,237 $211K 0.08% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,235 $210K 0.05% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,234 $210K 0.1% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,234 $210K 0.1% -35 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,571 $210K 0.04% -1,137 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,232 $210K 0.04% -57 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,231 $210K 0.03% -74 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,228 $209K 0.06% -164 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 1,226 $209K 0.15% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,226 $209K 0.06% -80 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,225 $209K 0.04% +1 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,224 $209K 0.09% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,223 $208K 0.18% -4 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,221 $208K 0.04% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,276 $208K 0.1% +2 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 1,218 $208K 0.08% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,217 $207K 0.15% -193 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,213 $207K 0.1% -53 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,210 $206K 0.05% +4 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,206 $206K 0.09% -123 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,204 $205K 0.05% +7 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,204 $205K 0.12% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,180 $205K 0.04% -2,224 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,203 $205K 0.11% -6 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,202 $205K 0.19% 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,202 $205K 0.01% -95,704 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,200 $205K 0.12% 0 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,200 $205K 0.01% 0 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 1,200 $205K 0.05% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,197 $204K 0.01% -100 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,197 $204K 0.03% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,196 $204K 0.05% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,195 $204K 0.12% new 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 1,193 $203K 0.11% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,197 $203K 0.11% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 1,281 $203K 0.15% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,188 $202K 0.02% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,186 $202K 0.27% -4 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,183 $202K 0.08% new 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,182 $201K 0.12% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,182 $201K 0.11% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,182 $201K 0.08% new 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,182 $201K 0.08% new 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 1,181 $201K 0.1% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 1,180 $201K 0.13% -64 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,180 $201K 0.05% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,195 $201K 0.09% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1,174 $200K 0.02% +75 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,167 $199K 0.06% -16 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,165 $199K 0.04% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,159 $198K 0.08% +7 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,136 $194K 0.13% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,120 $191K 0.08% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 1,116 $190K 0.05% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,108 $189K 0.02% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,075 $183K <0.01% +981 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,074 $183K 0.06% +696 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,070 $182K 0.07% +82 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,068 $182K 0.09% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,068 $182K 0.05% +422 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,063 $181K 0.08% -1,141 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,039 $177K 0.1% +70 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 1,036 $177K 0.12% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,035 $176K 0.15% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,025 $175K 0.13% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,020 $174K 0.16% -85 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,019 $174K 0.07% +3 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,000 $170K 0.1% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 997 $170K 0.03% +54 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 993 $169K 0.01% -285 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 993 $169K 0.17% +93 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 968 $165K 0.09% -56 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 963 $164K 0.12% 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 959 $163K 0.06% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 943 $161K 0.09% +143 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 927 $158K 0.84% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 923 $157K 0.04% +356 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 920 $157K 0.08% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 917 $156K 0.11% 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 908 $155K 0.07% +2 13F-HR Timeline