JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,735 $645K 0.22% -24 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,733 $644K 0.1% +118 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,501 $643K 0.22% -70 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,728 $642K 0.01% +14 13F-HR Timeline Group Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,727 $642K 0.23% +83 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,725 $641K 0.32% -19 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 1,725 $641K 0.66% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,722 $640K 0.39% +434 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,722 $640K 0.08% +15 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,721 $640K 0.14% +137 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,716 $638K 0.15% +58 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 1,715 $638K 0.06% 0 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 1,713 $637K 0.43% +157 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 1,713 $637K 0.24% -83 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,713 $637K 0.37% +5 13F-HR Timeline RS CRUM INC. 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More: the full row for Tull Financial Group, Inc. 1,606 $597K 0.27% -1 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,603 $596K 0.96% -513 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,594 $593K 0.73% -796 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 1,593 $592K 0.26% +267 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,590 $591K 0.04% -252 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,588 $590K 0.1% +30 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,588 $590K 0.48% -107 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,587 $590K 0.09% +12 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,581 $588K 0.12% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,581 $588K 0.45% +70 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,579 $587K 0.28% +125 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,579 $587K 0.07% +29 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,579 $587K 0.19% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,578 $587K 0.49% +88 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,575 $586K 0.11% +20 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,350 $585K 0.34% -265 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,571 $584K 0.29% +139 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,570 $584K 0.19% +7 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,570 $584K 0.26% +206 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,570 $584K 0.39% +11 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,570 $584K 0.4% -19 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 1,568 $583K 0.62% -500 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,566 $582K 0.17% -588 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,565 $582K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,564 $581K 0.59% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,559 $580K 0.09% +97 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,556 $578K 0.29% +20 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,555 $578K 0.21% -2,375 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,555 $578K 0.02% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,554 $578K 0.07% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,550 $576K 0.05% -6 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,550 $576K 0.24% +96 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,548 $576K 0.44% +11 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,543 $574K 0.31% +406 13F-HR/A Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,541 $573K 0.29% +65 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,541 $573K 0.32% -91 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,321 $573K 0.5% +23 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,540 $572K 0.41% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,539 $572K 0.11% +162 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,537 $571K 0.37% +15 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,467 $571K 0.13% new 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,534 $570K 0.65% -5 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 1,533 $570K 0.56% -33 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,530 $569K 0.21% +630 13F-HR Timeline Lifelong Wealth Advisors, Inc. 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More: the full row for von Borstel & Associates, Inc. 1,525 $566K 0.13% +5 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,522 $566K 0.03% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,521 $565K 0.04% +615 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,634 $565K 0.35% -324 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,519 $565K 0.3% -961 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,518 $564K 0.43% -12 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 1,517 $564K 0.24% +111 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 1,516 $564K 0.35% 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 1,512 $562K 0.46% +23 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,504 $559K 0.24% -40 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,503 $559K 0.2% +182 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,502 $558K 0.12% +5 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,500 $558K 0.15% 0 13F-HR Timeline Coral Wealth Management, LLC More: the full row for Coral Wealth Management, LLC 1,500 $558K 0.62% 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 1,500 $558K 0.68% -1,100 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 1,500 $558K 0.43% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,500 $558K 0.21% 0 13F-HR/A Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 1,499 $557K 0.21% +25 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,499 $557K 0.06% +10 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,499 $557K 0.21% +75 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,498 $557K 0.23% -10 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,495 $556K 0.12% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,494 $555K <0.01% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,493 $555K 0.42% +7 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,493 $555K 0.53% +362 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,488 $555K 0.29% +32 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,492 $555K 0.03% -18 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,490 $554K 0.02% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,564 $552K 0.15% -26 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,477 $549K 0.19% -8 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,233 $548K 0.25% -153 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,471 $547K 0.04% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,469 $546K 0.18% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,467 $546K 0.16% -1,636 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 1,467 $545K 0.18% +1 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,467 $545K 0.17% +15 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,466 $545K 0.13% +82 13F-HR/A Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,466 $545K 0.42% -5,821 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,465 $545K 0.22% +104 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,465 $545K 0.35% -282 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,464 $544K 0.1% +47 13F-HR/A Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 1,544 $544K 0.41% +27 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,462 $544K 0.2% +334 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,460 $543K 0.16% +82 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,456 $541K 0.22% +3 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,454 $541K 0.09% +41 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 1,453 $540K 0.31% +74 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,452 $540K 0.09% +36 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,446 $538K 0.35% -1 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,445 $537K 0.07% 0 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 1,252 $536K 0.53% 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 1,441 $536K 0.16% -30 13F-HR/A Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,440 $535K 0.3% -60 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,436 $534K 0.1% -1,052 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,432 $532K 0.11% +101 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,431 $532K 0.03% +232 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,431 $532K 0.39% -41 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,429 $531K 0.32% new 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 1,429 $531K 0.46% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,427 $530K 0.34% -194 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,425 $530K 0.09% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,424 $529K 0.17% -40 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,421 $528K 0.1% +40 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,419 $528K 0.22% -54 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 1,419 $528K 0.05% +791 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 1,418 $527K 0.34% -175 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,417 $527K 0.28% +424 13F-HR Timeline