Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 857 $631K 0.57% -248 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 872 $631K 0.37% +35 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 855 $630K 0.65% -4 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 855 $630K 0.14% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 853 $628K 0.24% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 851 $627K 0.08% +120 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 851 $627K 0.16% 0 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 851 $627K 0.3% -26 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 850 $626K 0.29% +19 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 850 $626K 0.33% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 848 $624K 0.14% -4 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 848 $624K 0.13% -119 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 847 $624K 0.14% -18 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 845 $622K 0.56% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 845 $622K 0.17% +493 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 845 $622K 0.16% 0 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 844 $622K 0.45% +26 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 843 $621K 0.27% +23 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 840 $619K 0.06% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 840 $619K 0.39% -80 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 835 $615K 0.28% 0 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 834 $614K 0.53% -1 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 834 $614K 0.25% -22 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 832 $613K 0.38% +8 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 831 $612K 0.25% +37 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 857 $611K 0.87% -8,616 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 828 $610K 0.16% -48 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 827 $610K 0.37% +149 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 827 $609K 0.03% +184 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 825 $608K 0.22% -20 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 825 $608K 0.08% -30 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 821 $605K 0.27% +85 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 821 $605K 0.06% +71 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 821 $605K 0.07% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 818 $603K 0.44% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 817 $602K 0.04% -15 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 813 $599K 0.39% -71 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 812 $598K 0.12% 0 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 811 $597K 0.46% +225 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 808 $595K <0.01% +544 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 808 $595K 0.32% -3 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 806 $593K 0.41% +6 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 803 $591K 0.06% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 1,022 $590K 0.39% 0 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 800 $589K 0.34% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 799 $588K 0.1% -8 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 795 $585K 0.3% +393 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 795 $585K 0.55% +40 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 793 $584K 0.15% +21 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 792 $584K 0.14% +24 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 792 $583K 0.27% -19 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 791 $582K 0.06% +24 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 790 $582K 0.03% +302 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 790 $582K 0.07% -130 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 790 $581K 0.16% +11 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 845 $581K 0.16% -60 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,201 $579K 0.04% +2,578 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 786 $579K 0.39% -200 13F-HR/A Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 784 $577K 0.03% +22 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 783 $577K 0.25% +109 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 780 $575K 0.25% +8 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 779 $574K 0.18% -47 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 778 $573K 0.18% +10 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 776 $572K 0.13% 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 776 $571K 0.21% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 774 $570K 0.15% 0 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 774 $570K 0.32% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 774 $570K 0.32% -14 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 773 $569K 0.07% -13 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 770 $567K 0.25% -43 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 770 $567K 0.14% -48 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 770 $567K 0.2% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 768 $565K 0.35% +90 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 767 $565K 0.44% -145 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 767 $565K 0.33% +180 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 766 $564K 0.47% 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 766 $564K 0.08% +57 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 766 $564K 0.27% 0 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 766 $564K 0.15% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 765 $563K 0.38% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 764 $563K 0.15% -72 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 763 $562K 0.53% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 762 $561K 0.04% +34 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 760 $560K 0.03% -204 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 760 $560K 0.11% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 758 $558K 0.17% -22 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 756 $557K 0.31% +3 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 756 $557K 0.37% -105 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 756 $556K 0.13% +24 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 751 $553K 0.34% -132 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 750 $553K 0.09% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 750 $553K 0.31% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 750 $552K 0.07% 0 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 750 $552K 0.2% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 792 $551K 0.18% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 748 $550K 0.1% -2 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 746 $549K 0.46% new 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 746 $549K 0.46% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 746 $549K 0.47% +6 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 745 $549K 0.37% -29 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 745 $549K 0.32% -117 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 744 $548K 0.05% +29 13F-HR Timeline Legacy Capital Group California, Inc. 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More: the full row for Pacific Excel Wealth Advisors, Inc. 723 $532K 0.21% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,090 $532K 0.55% -138 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 737 $531K 0.12% +1 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 722 $531K 0.19% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 721 $531K 0.12% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 734 $531K 0.25% +6 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 720 $530K 0.07% -15 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 720 $530K 0.21% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 718 $529K 0.11% -66 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 717 $528K 0.06% +2 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 717 $528K 0.2% +187 13F-HR Timeline Goelzer Investment Management, Inc. 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More: the full row for Corundum Group, Inc. 706 $520K 0.15% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 704 $518K 0.24% -774 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 701 $516K 0.01% +111 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 701 $516K 0.06% 0 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 698 $514K 0.17% -409 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 696 $513K 0.22% 0 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 696 $513K 0.4% 0 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 696 $513K 0.36% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 695 $512K 0.1% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 693 $510K 0.05% -337 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 693 $510K 0.09% +293 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 693 $510K 0.03% -309 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 692 $510K 0.27% -25 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 692 $510K 0.23% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 689 $507K 0.06% 0 13F-HR Timeline Group ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 688 $507K 0.26% 0 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 688 $506K 0.36% 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 687 $506K 0.36% +96 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 686 $505K 0.65% -200 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 685 $505K 0.17% +78 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 685 $504K 0.08% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 683 $503K 0.05% +134 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 683 $503K 0.03% +52 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 681 $501K 0.07% -802 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 719 $500K 0.2% +41 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 678 $500K 0.14% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 678 $499K 0.21% +10 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 678 $499K 0.32% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 677 $499K 0.25% +10 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 676 $498K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 676 $498K 0.1% -1 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 675 $497K 0.32% +122 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 675 $497K 0.18% 0 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 691 $496K 0.44% -41 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 673 $496K 0.1% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 672 $495K 0.05% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 672 $495K 0.07% -652 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 682 $494K 0.37% +4 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 670 $493K 0.14% -486 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 681 $492K 0.07% -14 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 668 $492K 0.19% +318 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 667 $491K <0.01% +280 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 667 $491K 0.11% 0 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 665 $490K 0.22% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 664 $489K 0.12% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 664 $489K 0.3% 0 13F-HR Timeline