James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 553 $282K 0.05% +2 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 551 $282K 0.14% -210 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 550 $281K 0.12% -1 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 549 $281K 0.11% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 549 $281K 0.11% -6 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 549 $281K 0.3% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 549 $281K 0.08% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 548 $280K 0.06% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 546 $279K 0.28% 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 529 $279K 0.04% +4 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 543 $278K 0.07% +15 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 543 $278K 0.16% +1 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 542 $277K 0.07% +47 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 539 $276K 0.02% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 538 $275K 0.29% +26 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 537 $275K 0.07% -13 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 537 $275K 0.14% 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 537 $275K <0.01% -2 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 535 $273K 0.19% 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 534 $273K 0.15% +27 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 533 $272K 0.05% +351 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 533 $272K 0.07% +430 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 533 $272K 0.08% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 532 $272K 0.03% +56 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 532 $272K 0.05% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 532 $271K 0.03% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 529 $270K 0.2% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 529 $270K 0.08% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 529 $270K 0.15% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 528 $270K 0.02% +15 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 526 $269K 0.06% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 524 $268K 0.19% -7 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 523 $267K 0.09% -112 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 522 $267K 0.02% +12 13F-HR Timeline City State Bank More: the full row for City State Bank 520 $266K 0.09% -7 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 519 $266K 0.07% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 515 $265K 0.15% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 517 $264K 0.15% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 516 $264K 0.02% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 516 $264K 0.09% +371 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 516 $264K 0.26% 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 515 $264K 0.1% +37 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 515 $263K 0.27% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 515 $263K 0.14% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 514 $263K 0.06% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 513 $262K 0.13% -470 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 511 $262K 0.02% +176 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 511 $261K 0.06% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 511 $261K 0.03% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 511 $261K 0.14% 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 511 $261K 0.17% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 509 $260K 0.01% new 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 508 $260K 0.02% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 505 $258K 0.15% 0 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 505 $258K 0.18% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 504 $258K 0.05% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 502 $257K 0.13% new 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 502 $257K 0.2% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 501 $256K 0.04% +207 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 501 $256K 0.05% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 500 $256K 0.1% -30 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 500 $256K <0.01% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 500 $256K 0.05% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 497 $254K 0.05% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 498 $254K 0.08% -117 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 495 $253K 0.09% -190 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 495 $253K 0.15% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 492 $252K 0.08% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 491 $251K 0.12% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 490 $251K 0.14% -4 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 489 $250K 0.05% +357 13F-HR/A Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 489 $250K 0.13% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 489 $250K 0.13% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 533 $250K 0.12% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 488 $249K 0.03% -84 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 485 $248K 0.09% +153 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 481 $247K 0.25% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 484 $247K 0.09% +207 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 484 $247K 0.07% +20 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 484 $247K 0.07% -71 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 482 $246K 0.18% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 482 $246K 0.1% 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 481 $246K 0.22% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 468 $246K 0.03% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 480 $245K 0.03% -58 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 479 $245K 0.12% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 478 $244K 0.22% +276 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 478 $244K 0.02% -40 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 476 $244K 0.11% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 454 $243K 0.1% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 474 $242K 0.05% -304 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 473 $242K 0.15% new 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 471 $241K 0.39% -21 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 470 $240K 0.22% 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 470 $240K 0.28% 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 460 $240K 0.05% -12 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 469 $240K 0.07% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 469 $240K 0.51% -118 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 469 $240K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 468 $239K 0.03% new 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 468 $239K 0.18% 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 467 $239K 0.09% -1 13F-HR/A Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 465 $238K 0.03% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 465 $238K 0.2% 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 464 $237K 0.15% +11 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 464 $237K 0.19% -127 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 462 $236K 0.23% 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 460 $235K 0.03% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 460 $235K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 460 $235K 0.05% -90 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 460 $235K 0.08% +95 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 460 $235K 0.15% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 459 $235K 0.03% new 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 459 $235K 0.01% -60 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 455 $233K 0.12% 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 448 $232K 0.23% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 455 $232K 0.04% +1 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 454 $232K 0.05% +10 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 452 $231K 0.1% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 450 $230K 0.07% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 449 $230K 0.05% -1,564 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 448 $229K 0.07% -5 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 447 $229K 0.26% 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 447 $229K 0.09% +6 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 446 $228K 0.19% 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 446 $228K 0.09% +1 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 445 $227K 0.14% 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 444 $227K 0.15% +10 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 443 $226K 0.41% -3,060 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 442 $226K 0.16% -99 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 442 $226K 0.1% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 427 $226K 0.17% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 441 $225K 0.1% 0 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 440 $225K 0.08% +1 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 440 $225K 0.08% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 439 $224K 0.17% -331 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 438 $224K <0.01% -2 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 438 $224K 0.06% +9 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 438 $224K <0.01% +2 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 420 $224K 0.1% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 437 $223K 0.15% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 436 $223K 0.04% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 436 $223K 0.22% 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 436 $223K 0.05% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 436 $223K 0.01% -1,487 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 435 $222K 0.22% 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 435 $222K 0.15% -430 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 435 $222K 0.24% 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 435 $222K 0.18% 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 433 $221K 0.13% +1 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 432 $221K 0.02% -229 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 431 $220K 0.08% 0 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 431 $220K 0.11% 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 430 $220K 0.4% -89 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 430 $219K 0.07% +38 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 429 $219K 0.18% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 428 $219K 0.59% 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 428 $219K 0.23% 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 426 $218K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 426 $218K 0.02% 0 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 424 $217K 0.14% +12 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 425 $217K 0.09% -3 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 425 $217K 0.19% -3 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 425 $217K 0.06% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 420 $215K 0.11% -99 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 413 $214K 0.04% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 418 $214K 0.08% +1 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 418 $214K 0.18% 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 402 $213K 0.12% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 417 $213K 0.03% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 416 $213K 0.23% 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 416 $213K 0.14% 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 414 $212K 0.17% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 414 $212K 0.05% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 414 $212K 0.14% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 413 $211K 0.11% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 413 $211K 0.19% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 412 $211K 0.17% 0 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 412 $211K 0.11% 0 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 411 $210K 0.14% -111 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 411 $210K 0.01% new 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 411 $210K 0.12% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 411 $210K 0.1% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 411 $210K 0.08% -6,591 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 409 $209K 0.09% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 409 $209K 0.07% new 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 408 $209K 0.09% new 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 408 $209K 0.11% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 407 $208K 0.04% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 407 $208K 0.12% +20 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 407 $208K 0.02% -10 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 405 $207K 0.02% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 404 $207K 0.04% new 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 402 $206K 0.08% new 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 403 $206K 0.11% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 402 $206K 0.11% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 402 $206K 0.02% -80 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 401 $205K 0.12% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 400 $204K 0.09% new 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 400 $204K 0.2% 13F-HR Timeline