SMART Wealth LLC More: the full row for SMART Wealth LLC 2,379 $436K 0.13% -182 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,377 $436K 0.18% -135 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,377 $436K 0.09% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,371 $435K 0.04% +965 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,366 $434K 0.37% +13 13F-HR/A Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,365 $434K 0.09% -6 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,363 $433K 0.03% +106 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,359 $433K 0.07% -359 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,359 $433K 0.01% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,351 $431K 0.09% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,347 $431K 0.13% -236 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,344 $430K 0.17% -25 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,339 $429K 0.15% -4 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,338 $429K 0.27% -510 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,338 $429K 0.04% -100 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,335 $428K 0.01% -75 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,334 $428K 0.08% -97 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,327 $427K 0.54% 0 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,325 $426K <0.01% -273 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 2,324 $426K 0.38% -111 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,324 $426K 0.12% -7,197 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,324 $426K 0.09% +637 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,319 $425K 0.43% 0 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 2,338 $425K 0.39% 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,315 $425K 0.44% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,314 $424K 0.06% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,313 $424K 0.14% -7 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 2,312 $424K 0.21% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,310 $424K 0.05% +556 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,310 $424K 0.22% +6 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,307 $423K 0.05% +346 13F-HR/A Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,302 $422K 0.09% 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,302 $422K 0.02% -51 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,299 $422K 0.01% -104 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,300 $422K 0.06% -477 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,299 $422K 0.24% -45 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,293 $421K 0.09% -3 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,285 $419K 0.09% +106 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,278 $418K 0.04% -50 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,276 $417K 0.15% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 2,276 $417K 0.26% +6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,275 $417K 0.05% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,272 $417K 0.04% -5 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,272 $417K 0.09% -33 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,271 $416K 0.1% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,268 $416K 0.06% -714 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,265 $415K 0.05% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,263 $415K 0.1% -60 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,259 $414K 0.07% +4 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 2,257 $414K 0.12% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,248 $412K 0.12% 0 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 2,247 $412K 0.26% -142 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,247 $412K 0.27% +51 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,236 $410K 0.06% +17 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,233 $410K 0.36% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,231 $409K 0.09% -44 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,229 $409K 0.33% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,229 $409K 0.19% -131 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,228 $409K 0.24% -50 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 2,226 $408K 0.1% -119 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,226 $408K 0.39% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,223 $408K 0.12% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,223 $408K 0.13% +431 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,221 $407K 0.18% -37 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,219 $407K 0.25% -39 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,215 $406K 0.06% +88 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,210 $406K 0.1% -80 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,210 $405K 0.1% +254 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,203 $404K 0.09% -39 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,194 $402K 0.06% +850 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,194 $402K 0.17% +3 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 2,190 $402K 0.38% 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 2,189 $401K -37,864 Timeline One Day In July LLC More: the full row for One Day In July LLC 2,182 $400K 0.03% +66 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,179 $400K 0.08% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,179 $400K 0.17% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,179 $400K 0.03% -180 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,173 $398K 0.1% +64 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,171 $398K 0.13% -13 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,170 $398K 0.17% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,168 $398K 0.12% +269 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,166 $397K 0.04% +3 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,165 $397K 0.17% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,162 $397K 0.18% 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,161 $396K 0.38% 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 2,157 $396K 0.13% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,155 $395K 0.04% +293 13F-HR Timeline Group Client First Capital LLC More: the full row for Client First Capital LLC 2,153 $395K 0.17% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,150 $394K 0.05% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,140 $392K 0.05% +116 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,136 $392K 0.06% -36 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,134 $391K 0.17% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,134 $391K 0.17% -61 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,132 $391K 0.07% +63 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,122 $389K 0.04% -277 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,231 $388K 0.12% +1,622 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,109 $387K 0.11% +1,502 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,107 $386K 0.41% -1,825 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 2,106 $386K 0.16% -81 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,100 $385K 0.15% +1 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,100 $385K 0.08% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 2,100 $385K 0.2% 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,099 $385K 0.09% 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,097 $384K 0.13% +1 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,096 $384K 0.02% -118 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 2,095 $384K 0.15% 13F-HR/A Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,090 $383K 0.02% +97 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,089 $383K 0.29% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,087 $383K 0.14% +165 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,087 $383K 0.04% -199 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,083 $382K 0.28% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,895 $381K 0.16% -385 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,074 $380K 0.15% +13 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,072 $380K 0.26% +168 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,071 $380K 0.03% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,068 $379K 0.12% +4 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,067 $379K 0.07% -14 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,062 $378K 0.09% +537 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,060 $378K 0.1% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,058 $377K 0.08% -683 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 2,055 $377K 0.21% 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,053 $377K 0.2% +486 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,041 $374K 0.07% -435 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,038 $374K <0.01% -14,465 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,035 $373K 0.03% -57 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,034 $373K 0.05% +163 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,034 $373K 0.07% -1,050 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,034 $373K 0.08% +1 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,032 $373K 0.06% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,030 $372K 0.06% +141 13F-HR Timeline Group FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,030 $372K 0.04% 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,027 $372K 0.08% +177 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,831 $372K 0.08% +42 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,025 $371K 0.09% +22 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,024 $371K 0.06% -1 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,022 $371K 0.01% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,019 $370K 0.09% +6 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,018 $370K 0.16% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,017 $370K 0.24% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,014 $369K 0.04% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,009 $368K 0.1% -10 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,008 $368K 0.05% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,002 $367K 0.12% +18 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,000 $367K 0.02% +245 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,000 $367K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,000 $367K 0.09% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,998 $366K 0.06% +23 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,997 $366K 0.09% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,993 $366K 0.44% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,990 $365K 0.06% -9 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,985 $364K 0.06% -7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,983 $364K 0.07% +62 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,974 $362K 0.13% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,973 $362K 0.15% +8 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,971 $361K 0.05% +71 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,969 $361K 0.12% +41 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,969 $361K 0.19% -9 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,965 $360K 0.05% +18 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,965 $360K 0.09% +740 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,964 $360K 0.16% +30 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,963 $360K 0.2% +338 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 1,961 $360K 0.16% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,959 $359K 0.11% -45 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 1,956 $359K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,956 $359K 0.03% +645 13F-HR/A Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,955 $359K 0.01% -18,553 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,827 $358K 0.17% +13 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,952 $358K 0.06% new 13F-HR/A Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,951 $358K 0.12% +7 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,950 $358K 0.06% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,950 $358K 0.09% +65 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,947 $357K 0.08% -247 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,947 $357K 0.22% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,947 $357K 0.05% -60 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,942 $356K 0.22% 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,941 $356K 0.11% -117 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,940 $356K 0.19% -305 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,936 $355K 0.04% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,933 $355K 0.24% +697 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 1,927 $353K 0.15% +377 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,927 $353K 0.1% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,925 $353K 0.19% +7 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,925 $353K 0.07% +19 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,924 $353K 0.23% -203 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,911 $351K 0.14% -78 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,907 $350K 0.14% -100 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,048 $350K 0.1% +104 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,905 $349K 0.05% -31 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,902 $349K 0.1% +6 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,899 $348K 0.22% -9 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,898 $348K 0.15% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,897 $348K 0.23% -230 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,896 $348K 0.11% +17 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,894 $347K 0.24% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,892 $347K 0.06% +551 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,891 $347K 0.12% -240 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,723 $346K 0.05% 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,887 $346K 0.15% +271 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,887 $346K 0.06% +376 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,880 $345K 0.17% +4 13F-HR Timeline