CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 515 $208K 0.09% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 515 $208K 0.14% -256 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 515 $208K 0.22% 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 514 $208K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 513 $207K 0.13% -39 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 513 $207K 0.04% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 513 $207K 0.04% +15 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 513 $207K 0.07% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 512 $207K 0.23% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 511 $206K 0.02% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 509 $206K 0.11% new 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 509 $206K 0.14% 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 508 $205K 0.13% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 507 $205K 0.12% new 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 507 $205K 0.03% -1,199 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 507 $205K 0.14% -903 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 506 $204K 0.13% 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 506 $204K 0.01% new 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 506 $204K 0.09% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 505 $204K 0.1% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 504 $204K 0.07% -35 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 503 $203K 0.05% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 774 $203K 0.07% new 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 500 $202K 0.12% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 500 $202K 0.16% new 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 500 $202K 0.01% 0 13F-HR/A Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 500 $202K 0.01% new 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 500 $202K 0.86% new 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 500 $202K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $202K 0.07% +240 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 500 $202K 0.06% -6 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 500 $202K 0.09% 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 498 $201K 0.17% 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 497 $201K 0.13% new 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 497 $201K 0.2% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 496 $200K 0.16% new 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 495 $200K 0.18% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 495 $200K 0.1% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 490 $198K 0.03% -150 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 487 $197K 0.11% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 485 $196K 0.07% +8 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 477 $192K 0.05% -2 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 472 $191K 0.08% +17 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 466 $188K 0.16% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 460 $186K 0.18% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 459 $185K 0.1% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 451 $185K 0.09% +14 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 457 $185K 0.03% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 456 $184K 0.12% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 455 $184K 0.03% new 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 455 $184K 0.07% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 455 $184K 0.12% -97 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 451 $182K 0.02% +240 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 450 $182K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $182K 0.06% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 450 $182K 0.07% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 435 $176K 0.03% +10 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 432 $174K 0.09% +35 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 430 $174K 0.11% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 426 $172K 0.12% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 420 $170K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 419 $169K 0.12% -30 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 419 $169K 0.16% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 414 $167K 0.01% +68 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 414 $167K 0.06% -4 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 406 $164K 0.16% 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 400 $161K <0.01% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 398 $161K 0.03% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 395 $160K 0.01% +133 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 394 $159K 0.41% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 390 $157K 0.13% +294 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 387 $156K 0.01% +295 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 385 $155K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 384 $155K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 440 $152K 0.15% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 375 $151K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 375 $151K 0.11% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 373 $151K 0.12% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 370 $149K 0.16% 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 369 $149K 0.1% +131 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 365 $147K 0.03% -64 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 362 $146K 0.01% -162 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 360 $145K 0.09% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 358 $145K 0.07% +20 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 357 $144K 0.01% +8 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 354 $143K 0.11% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 345 $140K 0.04% -4,782 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 341 $137K 0.12% -47 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 331 $134K 0.17% -34 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 328 $132K 0.08% -80 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 324 $131K 0.07% +83 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 321 $128K 0.13% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 315 $127K 0.05% +109 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 305 $123K 0.04% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 305 $123K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 300 $121K 0.07% +22 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 300 $121K 0.61% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 299 $121K 0.08% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 283 $117K 0.05% -97 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 285 $115K 0.11% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 279 $113K 0.02% +41 13F-HR Timeline Trust Co More: the full row for Trust Co 278 $112K 0.01% +3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 272 $110K 0.02% +122 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 272 $110K 0.08% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 271 $109K 0.02% -45 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 395 $103K 0.64% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 254 $103K 0.04% +6 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 251 $101K 0.06% -83 13F-HR Timeline Ashburton (Jersey) Ltd More: the full row for Ashburton (Jersey) Ltd 250 $101K 0.04% -50 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 250 $101K 0.06% +8 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 243 $98.1K 0.07% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 257 $97.5K 0.03% -739 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 240 $96.9K 0.06% -5 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 238 $96.1K 0.05% 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 237 $95.7K 0.03% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 237 $95.7K 0.05% -179 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 226 $91.3K 0.02% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 223 $90.2K 0.04% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 221 $89.2K 0.01% -6 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 218 $88K 0.04% -40 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 239 $83.8K 0.05% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 207 $83.6K 0.23% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 207 $83.6K 0.06% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 202 $81.5K 0.03% +2 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 200 $80.8K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 193 $77.9K 0.01% -8,837 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 186 $75K 0.21% +150 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 170 $68.7K 0.02% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 169 $68.2K 0.05% -12 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 169 $68.2K 0.07% +152 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 167 $67.4K 0.05% -422 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 165 $66.6K 0.01% -345 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 164 $66.2K 0.12% -401 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 163 $65.8K <0.01% +3 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 162 $65.4K 0.03% +21 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 150 $64.2K 0.03% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 156 $63K 0.05% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 155 $62.6K 0.06% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 147 $59.4K 0.05% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 147 $59.4K 0.03% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 142 $57K 0.02% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 140 $56.5K 0.03% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 137 $55.3K 0.02% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 136 $54.9K 0.04% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 132 $53.3K 0.01% +13 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 130 $52K 0.03% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 126 $50.9K 0.01% -20 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 125 $50.5K 0.02% -3 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 123 $49.7K 0.05% 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 251 $49.6K 0.03% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 122 $49.3K 2.14% +69 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 118 $48K 0.04% -96 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 118 $47.7K 0.02% -10 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 117 $47.2K 0.04% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 115 $46K 0.02% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 112 $45.2K 0.02% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 111 $44.8K 0.02% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 111 $44.8K 0.01% +11 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 110 $44K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 108 $43.6K 0.02% -179 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 106 $42K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 103 $41.6K 0.01% +97 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 103 $41.6K 0.01% -1,439 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 100 $40.4K <0.01% +22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 100 $40.4K 0.03% +75 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $40.4K 0.01% +4 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 100 $40.4K 0.03% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 96 $38.8K 0.03% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 95 $38.4K 0.02% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 93 $37K 0.04% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 138 $36.1K 0.01% +15 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 88 $35.5K 0.02% +58 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 82 $33.1K 0.03% 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 79 $32K 0.01% +34 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 79 $31.7K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 77 $31.1K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 75 $30.3K 0.02% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 75 $30.3K 0.01% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 87 $30K 0.02% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 74 $29.9K 0.02% +12 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $28.3K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $28.2K 0.01% +31 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 67 $27.1K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 66 $26.7K 0.01% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 90 $23.5K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 58 $23.4K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 57 $23K 0.02% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 56 $22.6K 0.02% +1 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 53 $22K 0.01% +6 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 53 $21K 0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 51 $20.6K 0.01% +38 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 51 $20.6K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 50 $20.2K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 50 $20.2K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 48 $19.4K 0.01% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 48 $19.4K <0.01% 0 13F-HR/A Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 45 $18.2K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 45 $18.2K 0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 42 $17K 0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 39 $15.8K 0.03% 0 13F-HR Timeline