Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,844 $806K 0.1% +34 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,838 $805K 0.13% -16 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,826 $803K 0.63% +85 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,820 $802K 0.15% +192 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,820 $802K 0.13% -236 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 4,811 $800K 0.01% +942 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,798 $798K 0.12% -11,087 13F-HR Timeline 4WEALTH ADVISORS, INC. 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More: the full row for Wealth Dimensions Group, Ltd. 4,737 $788K 0.16% +2 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,734 $788K 0.19% -7 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,727 $786K 0.1% +89 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,727 $786K 0.04% -511 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,727 $786K 0.35% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,717 $785K 0.19% -251 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,710 $782K +20 Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,723 $780K 0.27% -5,915 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,658 $775K 0.32% -456 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,639 $772K 0.14% +1,200 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,638 $772K 0.08% +914 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,636 $771K 0.75% -575 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 4,635 $771K 0.32% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for Wela Strategies, Inc. 4,455 $741K 0.28% +163 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,263 $741K 0.07% -234 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,450 $740K 0.3% +123 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,491 $740K 0.03% +681 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,445 $739K 0.24% -25 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,435 $738K 0.09% -65 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,433 $737K 0.15% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,403 $732K 0.24% -185 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 4,401 $732K 0.02% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,400 $732K 0.28% +3 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,396 $731K 0.06% -16 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,396 $731K 0.4% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,376 $729K 0.06% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,375 $728K 0.54% -350 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,371 $727K 0.12% +469 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,365 $726K 0.11% +51 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 4,356 $725K 0.01% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,349 $724K 0.69% +715 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,345 $723K 0.04% -280 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,324 $719K 0.18% -467 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,323 $719K 0.16% new 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,320 $719K 0.4% +450 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,303 $716K 0.08% +21 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,282 $712K 0.17% -98 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,282 $712K 0.09% -62 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,278 $712K 0.22% +303 13F-HR Timeline Group AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,264 $709K 0.42% -145 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,248 $707K 0.05% -254 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,239 $705K 0.1% +94 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,223 $703K 0.51% -668,332 13F-HR/A Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,212 $701K 0.08% +185 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,209 $700K 0.24% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,203 $699K 0.02% +692 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 4,200 $699K 0.17% 0 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,198 $698K 0.08% +173 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,195 $698K 0.06% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,191 $697K 0.1% -93 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,182 $696K 0.11% -1,093 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,179 $695K 0.08% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,166 $693K 0.14% +1,182 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,152 $691K 0.06% -38 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,152 $691K 0.36% -375 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,143 $689K 0.3% -184 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,140 $689K 0.03% -45 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,137 $688K 0.12% +263 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,132 $687K 0.32% +258 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,126 $686K 0.29% +61 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,108 $683K 0.13% +18 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,102 $682K 0.23% +212 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,100 $682K 0.05% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,100 $682K 0.15% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,081 $679K 0.62% +79 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,075 $678K 0.22% +747 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,052 $674K 0.02% -106 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,051 $674K 0.04% +47 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,045 $673K 0.16% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 4,044 $673K 0.38% +125 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,035 $671K 0.05% -115 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,024 $669K 0.1% -158 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,022 $669K 0.1% +3 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,021 $669K 0.07% -32 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,020 $669K 0.29% -20 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,006 $666K 0.13% +41 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $665K <0.01% 0 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,992 $664K 0.08% +864 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,990 $664K 0.03% -97 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,981 $662K 0.04% +339 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 3,979 $662K 0.4% +419 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,978 $662K 0.16% +21 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,975 $661K 0.02% -766 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,969 $660K 0.11% +1,336 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,965 $660K 0.04% -95 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,940 $655K 0.22% -350 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,937 $655K 0.18% +241 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,929 $654K 0.04% +81 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,925 $653K 0.02% -14 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,907 $650K 0.19% -2,652 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,904 $649K 0.08% -59 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,895 $648K 0.04% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,884 $646K 0.1% -88 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,870 $644K 0.02% +16 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,858 $642K 0.14% -3 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,857 $642K 0.3% -12 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,833 $638K 0.11% +515 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,826 $636K 0.93% -1,217 13F-HR/A Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,825 $636K 0.16% +416 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,783 $629K 0.34% +308 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,658 $628K 0.74% +11 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,765 $626K 0.02% new 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,758 $625K 0.14% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,756 $625K 0.29% +380 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,752 $624K 0.17% -149 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,750 $624K 0.13% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,060 $624K 0.21% +12 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3,742 $623K 0.25% +8 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,671 $621K 0.04% +129 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,732 $621K 0.12% +6 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,725 $620K 0.46% -240 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,714 $618K 0.03% -290 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,712 $617K 0.12% +33 13F-HR/A Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,700 $616K 0.02% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,679 $612K 0.52% -245 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,678 $612K 0.05% +28 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,674 $611K 0.1% +994 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,663 $609K 0.09% -56 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,709 $609K 0.45% +1,167 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,650 $607K 0.21% +1 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,631 $604K 0.13% -15 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,604 $600K 0.03% -15 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,602 $599K 0.12% +1,739 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,583 $596K 0.23% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,555 $591K 0.08% +1,325 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,547 $590K 0.09% +61 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,545 $590K 0.05% -135 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,567 $590K 0.06% +405 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,538 $588K 0.2% -110 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,525 $586K 0.03% -67 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,512 $584K 0.08% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,512 $584K 0.19% -53 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,508 $584K 0.01% -476 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,507 $584K 0.06% -998 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,504 $583K 0.11% +1 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,498 $582K 0.03% -15 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,495 $581K 0.06% -127 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,490 $581K 0.09% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,489 $580K 0.22% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,470 $578K 0.18% -206 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,466 $577K 0.04% -262 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,459 $575K 0.12% +1,729 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,452 $574K 0.31% -44 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,449 $574K 0.07% +29 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,447 $573K 0.11% -122 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 3,442 $573K 0.35% +152 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 3,440 $572K 0.15% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,440 $572K 0.17% -82 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 3,438 $572K 0.03% +284 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,436 $572K 0.08% -8,188 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,431 $571K 0.52% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,429 $570K 0.08% -1,126 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,423 $569K 0.3% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,421 $569K 0.06% -21,948 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,416 $568K 0.33% -95 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,408 $567K 0.3% +18 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,407 $567K 0.01% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,400 $566K <0.01% -550 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,390 $564K 0.16% -8 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,390 $564K 0.36% +6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,386 $563K 0.06% +16 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,383 $563K 0.07% -79 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,106 $562K 0.06% -50 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,423 $562K 0.2% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,372 $561K 0.16% +47 13F-HR Timeline