Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 647 $397K 0.25% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 646 $397K 0.08% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 643 $395K 0.04% +15 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 643 $395K 0.02% -19 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 643 $395K 0.02% -152 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 635 $395K 1.72% +8 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 642 $394K 0.08% -12,922 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 642 $394K 0.03% -153 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 639 $393K 0.05% -3 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 634 $390K 0.29% 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 621 $389K 0.2% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 633 $389K 0.27% -50 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 631 $388K 0.09% -344 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 631 $388K 0.05% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 631 $388K 0.08% -29 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 631 $388K 0.28% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 630 $387K 0.26% -245 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 630 $387K 0.15% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 629 $387K 0.06% +67 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 628 $386K 0.02% -12 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 630 $385K 0.24% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 626 $385K 0.19% +23 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 626 $385K 0.19% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 626 $385K 0.07% new 13F-HR Timeline Group ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 625 $384K 0.11% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 625 $384K 0.01% +8 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 625 $384K 0.07% +197 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 625 $384K 0.05% +7 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 624 $383K 0.04% -10 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 624 $383K 0.17% -100 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 624 $383K 0.14% +103 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 622 $382K 0.25% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. 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Inc. More: the full row for Riggs Asset Managment Co. Inc. 585 $359K 0.07% -85 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 584 $359K 0.32% 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 597 $359K 0.22% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 584 $358K 0.46% +6 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 582 $358K 0.11% 0 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 582 $358K 0.04% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 582 $357K 0.19% +2 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 581 $357K 0.11% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 581 $357K 0.04% +81 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 581 $357K 0.14% +22 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 569 $356K 0.03% -183 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 578 $355K 0.06% 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 577 $354K 0.31% +62 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 576 $354K 0.12% +17 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 576 $354K 0.05% -461 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 575 $353K 0.23% -17 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 574 $353K 0.18% +109 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 574 $353K 0.05% +23 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 575 $353K 0.07% +20 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 573 $352K 0.13% +19 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 573 $351K 0.05% +5 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 571 $351K 0.01% +30 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 570 $350K 0.12% -2 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 570 $350K 0.58% +1 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 570 $350K 0.08% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 569 $350K 0.06% -14 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 568 $349K 0.07% +110 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 567 $348K 0.17% 0 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 566 $348K 0.28% -4 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 565 $347K 0.23% +226 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 567 $347K 0.16% 13F-HR Timeline CLG LLC More: the full row for CLG LLC 562 $345K 0.09% +66 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 561 $345K 0.24% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 554 $344K 0.13% +4 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 560 $344K 0.02% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 560 $344K 0.17% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 559 $343K 0.06% +107 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 558 $343K 0.17% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 575 $343K 0.21% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 556 $342K 0.09% -108 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 555 $341K 0.23% 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 554 $340K 0.12% -1 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 553 $340K 0.09% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 552 $339K 0.09% new 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 552 $339K 0.07% +67 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 551 $339K 0.02% +12 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 551 $338K 0.16% +1 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 550 $338K 0.01% -1,173 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 550 $338K 0.13% 13F-HR/A Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 549 $337K 0.13% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 548 $336K 0.09% +1 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 546 $335K 0.39% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 546 $335K 0.13% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 545 $335K 0.07% +79 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 545 $335K 0.06% +2 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 542 $333K 0.12% -258 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 541 $332K 0.14% -62 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 546 $331K 0.04% +18 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 537 $330K 0.06% -74 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 537 $330K 0.24% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 537 $330K 0.17% -105 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 533 $327K 0.45% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 533 $327K 0.18% 0 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 532 $327K 0.31% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 531 $326K 0.03% +86 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 532 $326K 0.03% 0 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 530 $326K 0.19% +25 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 529 $325K 0.18% +2 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 527 $324K 0.23% +367 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 524 $322K 0.12% -3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 522 $321K 0.09% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 514 $321K 0.14% +5 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 520 $319K 0.27% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 519 $319K 0.13% +4 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 519 $319K 0.16% -1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 517 $318K 0.16% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 517 $318K 0.19% 0 13F-HR/A Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 515 $316K 0.09% -15 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 515 $316K 0.1% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 515 $316K 0.13% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 514 $316K 0.09% +27 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 513 $315K 0.05% +5 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 513 $315K 0.13% -10 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 513 $315K 0.1% 0 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 513 $315K 0.26% 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 513 $315K 0.02% +1 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 510 $313K 0.27% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 508 $312K 0.1% -2 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 508 $312K 0.07% -576 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 507 $311K 0.09% 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 507 $311K 0.21% +127 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 505 $310K 0.15% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 495 $310K 0.07% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 504 $309K 0.04% -55 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 502 $309K 0.02% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 502 $308K 0.16% -11 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 501 $308K 0.1% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 500 $307K 0.05% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 500 $307K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 500 $307K 0.08% +82 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 500 $307K 0.07% new 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 500 $307K 0.24% 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 500 $307K 0.11% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 500 $307K 0.05% new 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 499 $307K 0.3% 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 498 $306K 0.26% 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 498 $306K 0.23% +59 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 498 $306K 0.04% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 498 $306K 0.07% +2 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 497 $305K 0.06% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 497 $305K 0.08% -18 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 497 $305K 0.13% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 497 $305K 0.06% -9 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 496 $305K 0.06% +40 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 495 $304K 0.17% +4 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 494 $303K 0.3% 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 493 $303K 0.18% -179 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 486 $302K <0.01% +67 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 491 $302K 0.05% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 481 $301K 0.07% +35 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 490 $301K 0.01% +49 13F-HR/A Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 490 $301K 0.14% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 500 $300K 0.13% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 488 $300K 0.03% -25 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 487 $299K 0.22% 13F-HR Timeline