Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,907 $568K 0.11% +19 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,863 $561K 0.12% +21 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,853 $560K 0.26% -353 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,822 $555K 0.06% +8 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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More: the full row for Fortitude Advisory Group L.L.C. 3,761 $546K 0.21% -1,626 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,741 $543K 0.11% +1,018 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,715 $540K 0.08% +128 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,681 $535K 0.16% +1,806 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,651 $530K 0.37% +452 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,644 $529K 0.09% +2,335 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,618 $526K 0.25% -4,090 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 3,582 $520K 0.09% +71 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,546 $515K 0.19% -344 13F-HR Timeline Pinnacle Wealth Management Group, Inc. 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Planning Group LLC 2,267 $329K 0.08% -4,389 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,240 $325K 0.18% +14 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 2,217 $322K 0.14% +14 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,214 $322K 0.05% -205 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,203 $320K 0.24% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,146 $312K 0.09% +88 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,133 $310K 0.13% +472 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,110 $306K 0.06% +636 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,100 $304K 0.03% -5 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,068 $300K 0.06% -423 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 1,993 $290K 0.2% -750 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,985 $288K 0.13% +180 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,969 $286K 0.05% +94 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,965 $285K 0.15% +185 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,947 $283K 0.08% +542 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,942 $282K 0.14% +134 13F-HR Timeline Yoder Wealth Management, Inc. 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