Platform Technology Partners More: the full row for Platform Technology Partners 7,921 $424K 0.07% +2,600 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 7,910 $423K 0.1% -95 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 47,862 $422K <0.01% +40,758 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 7,891 $422K +20 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,881 $421K 0.01% +93 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 7,855 $420K 0.34% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,850 $420K 0.18% +150 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 7,840 $419K 0.22% +720 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,830 $419K 0.04% +435 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,773 $416K 0.11% +200 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 7,729 $413K 0.05% -650 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,709 $412K 0.03% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 7,700 $412K 0.09% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,663 $410K 0.05% -25 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 7,658 $409K 0.15% -8,185 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,651 $409K 0.06% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,570 $405K 0.03% +847 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 7,569 $405K 0.25% -10,162 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 7,512 $402K 0.29% +67 13F-HR/A Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,077 $401K 0.06% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,493 $401K 0.04% +35 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,481 $400K 0.02% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 7,465 $399K 0.03% +3,950 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,460 $399K 0.05% +139 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,459 $399K 0.01% +1,172 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,458 $399K 0.02% -9,338 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,454 $399K 0.1% +198 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 7,437 $398K 0.07% -22 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,401 $396K 0.02% +251 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,397 $396K <0.01% -225 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,395 $395K 0.06% -3,782 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,382 $395K <0.01% +1,000 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 7,377 $394K 0.05% -95 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 7,375 $394K 0.11% -30 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,358 $393K 0.01% -1,500 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 7,320 $391K 0.11% +166 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 7,300 $390K 0.37% +3,000 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,265 $388K 0.02% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,643 $386K 0.02% +972 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,204 $385K 0.04% -804 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 7,195 $385K 0.15% -1,355 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,160 $383K 0.11% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 7,101 $380K 0.1% +177 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,081 $379K 0.16% +1,443 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,075 $378K 0.01% +775 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,060 $377K 0.01% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,036 $376K 0.09% -210 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7,018 $375K 0.17% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 7,000 $374K 0.18% +1,000 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 7,000 $374K 0.04% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,985 $374K 0.06% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,976 $373K 0.05% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,954 $372K 0.18% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 6,915 $370K 0.28% -20 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,877 $368K 0.07% +5 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,850 $366K 0.1% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,825 $365K 0.18% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,823 $365K 0.02% +1,300 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,819 $365K 0.07% +44 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 604 $364K 0.09% -2,686 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,802 $364K 0.02% +3,401 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,782 $363K 0.03% -100 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,780 $363K 0.07% +100 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,750 $361K <0.01% -56,750 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,760 $360K 0.1% +372 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 6,720 $359K 0.06% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,665 $356K 0.01% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,663 $356K 0.05% +1,609 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,648 $355K 0.13% +1,454 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,625 $354K 0.05% -50 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,622 $354K 0.03% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 6,610 $353K 0.2% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,602 $353K 0.02% -80 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,609 $353K 0.09% +155 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,598 $353K 0.18% +361 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,589 $352K 0.05% -4,617 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6,584 $352K 0.55% +652 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,574 $352K 0.02% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 6,574 $352K 0.08% 0 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 6,553 $350K 0.12% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,540 $350K 0.02% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,537 $350K 0.03% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 6,505 $348K 0.21% -180 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 6,500 $348K 0.22% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,488 $347K 0.14% +1,480 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 6,441 $344K 0.03% -1,220 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 6,441 $344K 0.47% +666 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,439 $344K 0.1% -2,513 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 6,421 $343K 0.16% -418 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,408 $343K 0.02% -1,350 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,382 $341K 0.06% +2,630 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 6,373 $341K 0.05% +170 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,370 $341K 0.04% -670 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,345 $339K 0.08% +215 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,286 $336K 0.01% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,272 $335K 0.18% -208 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,258 $335K 0.04% -2,053 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,226 $333K 0.06% -183 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,221 $333K 0.02% -921 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,217 $332K 0.04% +97 13F-HR Timeline Group Tamar Securities, LLC More: the full row for Tamar Securities, LLC 6,184 $331K 0.03% +436 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,173 $330K 0.02% -391 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 6,143 $328K 0.05% -1,754 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,139 $328K 0.22% -150 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,137 $328K 0.02% -266 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,110 $327K 0.02% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,103 $326K 0.03% 0 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 6,102 $326K 0.11% +2,878 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,058 $324K 0.09% -865 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 6,039 $323K 0.35% +340 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,008 $321K 0.06% +111 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 6,000 $321K 0.03% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 5,997 $321K 0.07% +1,305 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 5,981 $320K 0.05% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,971 $319K 0.04% +196 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,969 $319K 0.01% +2,958 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,962 $319K 0.01% -160 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,950 $318K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,946 $318K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,925 $317K 0.04% +655 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,915 $316K 0.06% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 5,915 $316K 0.06% 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,907 $316K 0.01% -1,680 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,897 $315K 0.01% +157 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,893 $315K 0.16% +177 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,889 $315K 0.03% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,884 $315K 0.04% -226 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 5,876 $314K 0.09% -65 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,873 $314K 0.1% +996 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,855 $313K 0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,822 $311K 0.02% new 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 5,820 $311K 0.21% -42,235 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,813 $311K 0.03% +1,000 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,780 $309K 0.03% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,767 $308K 0.05% -521 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 5,767 $308K 0.24% -25 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,762 $308K <0.01% -246 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 5,831 $308K 0.2% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,732 $306K 0.08% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,729 $306K 0.14% +625 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,720 $306K 0.01% -50 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,680 $304K 0.01% -25,000 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,023 $303K 0.06% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,650 $302K 0.04% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,639 $302K 0.08% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 5,626 $301K 0.02% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 5,625 $301K 0.16% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,618 $300K 0.04% +996 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 5,615 $300K <0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,597 $299K <0.01% -7,230 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 5,595 $299K 0.15% +65 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,576 $298K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,528 $296K 0.02% -144 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 5,512 $295K 0.1% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,506 $294K 0.1% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 5,500 $294K 0.77% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 5,500 $294K 0.23% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,496 $294K 0.06% -13,481 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,485 $293K 0.03% -5 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,466 $292K 0.03% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,457 $292K 0.03% +207 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,448 $291K 0.02% -4,161 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,430 $290K 0.03% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,410 $289K 0.05% -680 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,409 $289K 0.02% +1,811 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 5,397 $289K 0.22% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,390 $288K 0.04% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,384 $288K 0.04% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,377 $288K 0.1% +25 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,355 $286K 0.07% +463 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,346 $286K 0.09% +1,158 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,341 $286K 0.03% -865 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,325 $285K 0.04% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,321 $285K 0.06% +5,301 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,320 $284K 0.07% +922 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,285 $283K 0.04% +90 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 5,277 $282K 0.11% +439 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,270 $282K 0.05% +515 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $281K 0.07% 0 13F-HR Timeline Amount filed as zero, left out of ratios. ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,248 $281K 0.08% 0 13F-HR Timeline Bitwise Funds Trust More: the full row for Bitwise Funds Trust 5,229 $280K 0.07% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,228 $280K 0.01% -1,751 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,335 $278K 0.04% -1,241 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 5,160 $276K 0.18% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,879 $274K 0.08% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,945 $272K 0.14% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 5,087 $272K 0.09% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,086 $272K 0.04% -770 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,066 $271K 0.17% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,062 $271K 0.05% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,044 $270K 0.04% -300 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 5,044 $270K 0.3% -352 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 5,040 $269K 0.09% -500 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,040 $269K 0.07% -210 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 5,020 $268K 0.06% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,014 $268K 0.01% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,961 $265K 0.13% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 4,952 $265K 0.06% +1,750 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,936 $264K 0.02% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,935 $264K 0.06% new 13F-HR Timeline