West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,333 $593K 0.1% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,382 $593K 0.39% -19 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,332 $592K 0.4% new 13F-HR/A Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,330 $591K 0.26% +225 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,329 $591K 0.36% -249 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,327 $590K 0.23% -31 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,327 $590K 0.18% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,325 $589K 0.16% +10 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,324 $589K 0.36% -970 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,320 $587K 0.42% +108 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 1,320 $587K 0.38% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,320 $587K 0.29% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,320 $587K 0.09% -1,625 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,319 $587K 0.24% -60 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,319 $587K 0.37% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,319 $586K 0.33% +19 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,320 $585K 0.01% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,315 $585K 0.15% +233 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,314 $584K 0.2% -1,096 13F-HR Timeline United Bank More: the full row for United Bank 1,314 $584K 0.2% -165 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,312 $583K 0.04% new 13F-HR/A Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,312 $583K 0.17% -42 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,311 $583K 0.27% +71 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,310 $583K 0.04% +77 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 1,310 $582K 0.01% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,303 $579K 0.35% +100 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,303 $579K 0.48% -66 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,300 $578K 0.27% +300 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,297 $577K 0.01% +632 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,296 $576K 0.22% -72 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,295 $576K 0.12% +115 13F-HR Timeline SEARLE & CO. 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More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 1,277 $568K 0.32% -133 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,277 $568K 0.04% -65 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,274 $567K 0.09% -35 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,273 $566K 0.27% +34 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,271 $565K 0.19% -228 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,269 $564K <0.01% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,269 $564K 0.13% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,269 $564K 0.14% +109 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,269 $564K 0.75% +2 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,267 $563K 0.7% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,266 $563K 0.2% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,265 $563K 0.85% +56 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,265 $563K 0.12% 0 13F-HR/A Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,263 $562K 0.2% -124 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,261 $561K 0.19% -164 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,298 $561K 0.23% -116 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,260 $560K 0.01% +54 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 1,300 $558K 0.02% -3,100 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,255 $558K 0.17% -20 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 1,254 $558K 0.26% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,252 $557K 0.26% -90 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,251 $556K 0.13% -27 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,250 $556K 0.29% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,250 $556K 0.32% -40 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,247 $555K 0.24% +6 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,246 $554K 0.2% +14 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,178 $553K 0.32% +100 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,244 $553K 0.07% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,243 $553K 0.15% +198 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 1,240 $551K 0.27% -37 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,237 $550K 0.22% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,235 $549K 0.09% +390 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,235 $549K 0.11% +55 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,235 $549K 0.29% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,233 $548K 0.94% -33,812 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,233 $548K 0.12% +16 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,232 $548K 0.13% -59 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,232 $548K 0.02% -113 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,231 $547K 0.06% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,228 $546K 0.05% +99 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,226 $545K 0.1% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,225 $545K 0.17% +69 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,222 $543K 0.32% -3,103 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,222 $543K 0.28% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,219 $542K 0.16% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,217 $541K 0.04% +199 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,217 $541K 0.36% +29 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,216 $541K 0.27% +28 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,215 $540K 0.22% +4 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,213 $539K 0.09% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,212 $539K 0.32% +62 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,209 $538K 0.48% +378 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,205 $536K 0.12% -50 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,203 $535K 0.01% -13,373 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,242 $535K 0.09% -37 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,202 $535K 0.12% -3 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,201 $534K 0.46% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,200 $534K 0.05% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,199 $533K 0.03% +309 13F-HR Timeline Group Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,199 $533K 1.74% -609 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 1,197 $532K 0.02% +6 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,197 $532K 0.13% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,256 $532K 0.22% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,194 $531K 0.05% +21 13F-HR Timeline Group Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,194 $531K 0.26% -55 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,194 $531K 0.07% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,192 $530K 0.2% -292 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,186 $527K 0.02% +36 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,186 $527K 0.16% +4 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,185 $527K 0.29% -128 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,184 $527K 0.15% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,181 $525K 0.29% +25 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,181 $525K 0.25% -180 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,180 $525K 0.22% -30 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,180 $525K 0.14% +125 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 1,177 $523K 0.14% +278 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,176 $523K 0.14% -85 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,175 $523K 0.05% +50 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 1,170 $520K 0.81% -646 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 1,170 $520K 0.44% -77 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,167 $519K 0.06% +6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,166 $519K 0.08% -129 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 1,165 $518K 0.06% new 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,165 $518K 0.22% -24 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,165 $518K 0.18% +40 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,164 $518K 0.28% -48 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,162 $517K 0.22% +13 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,161 $516K 0.3% -312 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 1,161 $516K 0.3% +46 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,155 $514K 0.29% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,155 $514K 0.29% +95 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,154 $513K 0.07% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,153 $513K 0.03% -15 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,153 $513K 0.2% +35 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,152 $512K 0.06% -640 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,147 $510K 0.39% +148 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,142 $508K 0.29% -3 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,142 $508K 0.14% -13 13F-HR/A Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,141 $507K 0.07% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,141 $507K 0.02% +67 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,139 $507K 0.18% -266 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,135 $505K 0.1% -75 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,135 $505K 0.17% -25 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,134 $504K 0.12% -1,189 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 1,134 $504K 0.12% -5 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,131 $503K 0.12% -38 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,130 $503K 0.46% -25 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,130 $503K 0.1% -22 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,126 $501K 0.5% -48 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,125 $500K 0.24% +30 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,124 $500K 0.39% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,123 $499K 0.16% +29 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,571 $499K 0.16% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,118 $497K 0.15% +296 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,117 $497K 0.41% +30 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,117 $497K 0.37% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,116 $496K 0.36% +45 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,115 $496K 0.11% +173 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,115 $496K 0.39% -22 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,078 $495K 0.17% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,111 $494K 0.26% 0 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 1,110 $494K 0.19% +450 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 1,108 $493K 0.19% +160 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,108 $493K 0.07% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,106 $492K 0.15% -27 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,105 $491K 0.13% -198 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,104 $491K 0.3% +73 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,104 $491K 0.06% -802 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,104 $491K 0.24% -24 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,104 $491K 0.12% -340 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,104 $490K 0.15% -204 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,101 $490K 0.25% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,098 $488K 0.19% -56 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 1,097 $488K 0.2% +94 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,096 $487K 0.16% -16 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,096 $487K 0.32% -23 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,095 $487K 0.14% +317 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,093 $486K 0.12% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,092 $486K 0.08% +216 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,090 $485K 0.07% -372 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,088 $484K 0.13% -1,870 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,088 $484K 0.3% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 1,086 $483K 0.22% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,086 $483K 0.33% -23 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,085 $483K 0.23% -336 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,047 $481K 0.3% 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,081 $481K 0.05% +251 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,078 $479K 0.04% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,076 $479K 0.2% +135 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,076 $479K 0.27% -13 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,074 $478K 0.19% -17 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,074 $477K 0.16% -131 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,071 $476K 0.25% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,070 $476K 0.06% -64 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,068 $475K 0.13% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,067 $475K 0.24% +10 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,067 $475K 0.2% +76 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,065 $474K 0.16% -50 13F-HR Timeline