Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 647 $373K 0.01% +22 13F-HR Timeline Group Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 647 $373K 0.24% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 646 $373K 0.08% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 645 $373K 0.12% -7 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 645 $372K 0.04% +20 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 643 $371K 0.02% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 643 $371K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 542 $369K 0.2% +130 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 625 $368K 0.19% +622 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 636 $367K 0.12% +60 13F-HR Timeline CLG LLC More: the full row for CLG LLC 634 $366K 0.09% +72 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 633 $365K 0.29% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 633 $365K 0.09% +2 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 632 $365K 0.15% -319 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 631 $364K 0.02% -26 13F-HR Timeline Mountain Hill Investment Partners Corp. 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More: the full row for Braun-Bostich & Associates Inc. 620 $358K 0.22% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 618 $357K 0.43% 0 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 615 $355K 0.17% 0 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 615 $355K 0.48% new 13F-HR Timeline Group Tufton Capital Management More: the full row for Tufton Capital Management 614 $354K 0.06% -2 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 612 $353K 0.15% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 611 $353K 0.1% +589 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 610 $352K 0.1% -288 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 610 $352K 0.08% +40 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 610 $352K 0.06% -1 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 610 $352K 0.23% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 609 $352K 0.05% +35 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 609 $351K 0.14% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 607 $351K 0.15% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 606 $350K 0.22% 0 13F-HR Timeline Group PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 593 $349K 0.19% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 605 $349K 0.05% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 605 $349K 0.26% -25,739 13F-HR Timeline Rench Wealth Management, Inc. 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More: the full row for CARLSON FINANCIAL, INC. 585 $338K 0.2% -21 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 585 $338K 0.06% +7 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 584 $337K 0.33% +90 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 584 $337K 0.17% -11 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 583 $336K 0.04% -390 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 582 $336K 0.07% +86 13F-HR Timeline Kingsman Wealth Management, Inc. 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More: the full row for Rodgers Brothers Inc. 581 $335K 0.04% 0 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 578 $334K 0.2% +91 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 578 $334K 0.03% -147 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 576 $332K 0.01% +106 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 576 $332K 0.2% -1,372 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 575 $332K 0.02% -27 13F-HR/A Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 574 $331K 0.21% -1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 572 $330K 0.11% -31 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 571 $330K 0.09% +49 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 570 $329K 0.51% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 569 $328K 0.21% +8 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 568 $328K 0.12% +14 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 568 $328K 0.14% +54 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 567 $327K 0.16% 0 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 566 $327K 0.11% -4 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 565 $326K 0.27% -1 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 563 $325K 0.17% +237 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 563 $325K 0.29% -6,266 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 562 $325K 0.11% -256 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 560 $323K 0.15% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 559 $323K <0.01% -103 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 558 $322K 0.11% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 558 $322K 0.12% -15 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 557 $322K 0.3% -102 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 555 $321K 0.22% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 554 $320K 0.19% +37 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 554 $320K 0.12% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 553 $319K 0.23% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 552 $319K 0.22% -124 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 551 $318K 0.1% -349 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 570 $318K 0.06% +2 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 551 $318K 0.16% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 551 $318K 0.07% -47 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 550 $317K 0.05% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 549 $317K 0.04% +61 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 549 $317K 0.17% -1,725 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 545 $315K 0.07% 0 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 470 $314K 0.16% +9 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 543 $313K 0.17% +157 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 542 $313K 0.04% +171 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 541 $312K 0.14% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 539 $311K 0.02% -185 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 539 $311K 0.02% -12 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 536 $309K 0.08% -16 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 534 $308K 0.06% -108 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 533 $308K 0.02% -593 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 533 $308K 0.43% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 533 $308K 0.17% 0 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 533 $308K 0.22% new 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 533 $308K 0.02% +20 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 532 $307K 0.27% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 532 $307K 0.03% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 531 $306K 0.04% +138 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 530 $306K 0.13% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 530 $306K 0.16% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 529 $305K 0.14% -8 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 525 $303K 0.11% +1 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 524 $302K 0.33% -22 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 524 $302K 0.11% -18 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 521 $301K 0.12% +2 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 520 $300K 0.26% 0 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 519 $300K 0.16% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 519 $299K 0.13% +4 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 518 $299K 0.16% -12 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 518 $299K 0.09% -171 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 517 $299K 0.15% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 515 $297K 0.08% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 515 $297K 0.12% +40 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 515 $297K 0.06% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 452 $296K 0.03% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 513 $296K 0.09% new 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 513 $296K 0.28% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 512 $296K 0.05% -1 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 512 $296K 0.08% +86 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 511 $295K 0.08% +143 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 511 $295K 0.07% -7,574 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 509 $294K 0.09% +75 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 508 $293K 0.15% -156 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 441 $293K 0.14% -43 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 508 $293K 0.07% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 508 $293K 0.08% new 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 507 $293K 0.29% 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 507 $293K 0.03% -1,375 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 507 $293K 0.08% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 506 $292K 0.1% -2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 506 $292K 0.11% +301 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 505 $292K 0.04% -54 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 505 $291K 0.15% 0 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 480 $291K 0.22% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 504 $291K 0.04% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 503 $290K 0.07% +3 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 503 $290K 0.2% -103 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 503 $290K 0.02% +1 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 502 $290K 0.01% +20 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 502 $290K 0.14% new 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 502 $290K 0.31% +3 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 501 $289K 0.09% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 501 $289K 0.07% -47 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 500 $289K 0.05% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 500 $289K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 500 $289K 0.1% -350 13F-HR Timeline City State Bank More: the full row for City State Bank 500 $289K 0.07% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 500 $289K 0.22% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 500 $289K 0.11% 0 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 500 $289K 0.24% +35 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 592 $288K 0.09% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 498 $287K 0.05% -128 13F-HR Timeline Group North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 498 $287K 0.15% +5 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 497 $287K 0.05% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 497 $287K 0.09% -2,497 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 497 $287K 0.08% 0 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 497 $287K 0.13% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 496 $286K 0.12% +97 13F-HR Timeline