BankChampaign, National Association More: the full row for BankChampaign, National Association 100 $386K 0.38% 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,969 $385K 0.06% +390 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 5,947 $383K 0.16% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,930 $382K 0.13% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 5,930 $382K 0.35% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,923 $382K <0.01% +258 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,866 $380K 0.04% new 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 5,886 $379K 0.26% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 5,876 $379K 0.27% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 5,874 $378K 0.2% +619 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 5,864 $378K 0.65% -3,279 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,850 $377K 0.08% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,839 $376K 0.2% +635 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 5,788 $373K <0.01% 0 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,780 $372K 0.03% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 5,779 $372K 0.15% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,770 $372K 0.01% +1,150 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,769 $372K 0.03% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,751 $371K 0.05% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,750 $370K 0.12% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,733 $369K 0.05% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 5,701 $367K 0.11% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,650 $364K 0.06% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,650 $364K 0.08% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 5,625 $362K 0.2% 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 5,251 $362K 0.38% 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,612 $362K 0.28% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,582 $360K 0.11% -1,992 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,571 $359K 0.01% +446 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,536 $357K 0.04% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,531 $356K 0.04% -68 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 5,530 $356K 0.2% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 5,514 $355K 0.26% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,509 $355K 0.14% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 5,491 $354K 0.24% -3,096 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,453 $351K 0.01% new 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 4,150 $351K 0.25% new 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 5,400 $348K 0.31% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,390 $347K 0.05% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,385 $347K 0.07% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 5,383 $347K 0.11% 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,382 $347K 0.21% -315 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,325 $343K 0.05% -622 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,875 $342K 0.12% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 5,291 $341K 0.16% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,277 $340K 0.03% new 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 5,265 $339K 0.14% -4,312 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $339K 0.14% -5,654 13F-HR Timeline Amount filed as zero, left out of ratios. Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,237 $337K 0.18% +153 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 5,230 $337K 0.23% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,223 $336K 0.1% +49 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,217 $336K 0.11% -101 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 5,202 $335K 0.05% 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,185 $334K 0.21% +370 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 5,172 $333K 0.29% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,050 $332K 0.05% new 13F-HR/A Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,144 $331K 0.13% new 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 5,100 $329K 0.23% -4,900 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,090 $328K 0.1% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 5,087 $328K 0.12% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,066 $326K 0.12% 0 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 5,057 $326K 0.13% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,057 $326K 0.02% +1,834 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,026 $324K 0.03% -200 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,015 $323K 0.05% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,003 $322K 0.2% +31 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 5,000 $322K 0.08% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 5,000 $322K 0.2% 0 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 4,979 $321K 0.29% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,961 $320K 0.18% -53 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,940 $318K 0.01% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,939 $318K 0.1% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,934 $318K 0.05% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,925 $317K 0.05% +50 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,904 $316K 0.12% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,886 $315K 0.02% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,876 $314K 0.04% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,872 $314K 0.05% -26 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,841 $312K 0.07% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,817 $310K 0.12% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,817 $310K 0.27% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,810 $310K 0.12% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 4,810 $310K 0.3% 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,801 $309K 0.11% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,787 $308K 0.07% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,770 $307K 0.02% -203 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,297 $306K 0.05% new 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 4,049 $305K 0.2% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,724 $304K 0.1% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 4,720 $304K 0.03% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 4,699 $303K 0.33% -248 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,596 $303K 0.14% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,682 $302K 0.04% -397 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,675 $301K 0.05% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,675 $301K 0.3% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 4,656 $300K 0.2% -99 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,655 $300K 0.12% -424 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 3,501 $298K 0.24% 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,610 $297K 0.08% -8,075 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,600 $296K 0.01% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,585 $295K 0.09% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,563 $294K 0.07% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,550 $293K 0.03% new 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 4,548 $293K 0.16% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,533 $292K 0.1% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,527 $292K 0.01% new 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 4,520 $291K 0.14% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,510 $291K 0.09% +10 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,505 $290K 0.15% 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,500 $290K 0.09% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,468 $288K 0.02% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,458 $287K 0.08% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,456 $287K 0.03% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,455 $287K 0.15% +3,645 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,445 $286K 0.03% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,443 $286K 0.07% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,432 $286K 0.02% 0 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,425 $285K <0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,419 $285K 0.03% new 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,415 $284K 0.09% new 13F-HR/A Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,409 $284K 0.03% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,405 $284K 0.03% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 4,393 $283K 0.27% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,391 $283K 0.05% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,381 $282K 0.06% +242 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,379 $282K 0.15% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,375 $282K 0.07% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,372 $282K 0.03% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,369 $281K 0.01% -672 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,334 $279K +100 Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,230 $278K 0.11% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,312 $278K <0.01% -823 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,292 $276K 0.06% -1,673 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,186 $276K 0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,276 $275K 0.01% -659,954 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 4,239 $273K 0.07% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,235 $273K 0.06% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,219 $272K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 4,218 $272K 0.25% 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,210 $271K 0.12% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,200 $271K 0.26% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,200 $271K 0.04% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,185 $270K 0.15% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,178 $269K 0.04% -1,747 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,168 $269K 0.05% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,162 $268K 0.06% -1,289 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,135 $266K 0.11% new 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 4,133 $266K 0.09% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 4,100 $264K 0.16% new 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 4,088 $263K 0.06% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,087 $263K 0.16% -110,231 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,078 $263K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,072 $262K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,064 $262K 0.04% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,050 $261K 0.09% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,043 $260K 0.18% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,014 $259K 0.22% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,011 $258K 0.06% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,010 $258K 0.02% new 13F-HR/A Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 4,006 $258K 0.16% -1,330 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,005 $258K 0.07% new 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 4,000 $258K 0.02% -1,500 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,553 $257K 0.17% 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 3,995 $257K 0.15% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,985 $257K 0.06% new 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 3,985 $257K 0.09% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,972 $256K 0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,954 $255K 0.01% -30,572 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,939 $254K 0.15% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,930 $253K 0.03% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 3,928 $253K 0.07% -253,345 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,927 $253K 0.15% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,922 $253K 0.11% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,901 $251K 0.03% new 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 3,900 $251K 0.3% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,896 $251K 0.01% new 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,886 $250K 0.05% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,885 $250K 0.04% +75 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,874 $250K <0.01% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,840 $247K 0.07% new 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 3,834 $247K 0.13% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,829 $247K 0.02% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,829 $247K 0.25% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,828 $247K 0.02% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,825 $246K 0.09% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,812 $246K 0.09% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,803 $245K 0.06% +53 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,801 $245K 0.04% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,800 $245K 0.03% new 13F-HR/A Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,787 $244K 0.14% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,782 $244K 0.07% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,774 $243K 0.09% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,771 $243K 0.03% +340 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,756 $242K 0.03% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,755 $242K 0.03% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,599 $241K 0.11% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,745 $241K 0.09% new 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 3,738 $241K 0.04% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,736 $241K 0.02% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,691 $238K 0.05% new 13F-HR Timeline