Security National Bank More: the full row for Security National Bank 4,682 $281K 0.04% +415 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 4,681 $280K 0.14% -2,332 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,643 $278K 0.18% -5 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,641 $278K 0.07% -393 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,637 $278K 0.09% -69 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,626 $277K 0.01% +445 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,602 $276K 0.12% -30 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,596 $275K 0.02% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,591 $275K 0.05% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,579 $274K <0.01% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,562 $273K 0.21% 0 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 4,536 $272K 0.14% +154 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,535 $272K 0.24% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 4,509 $270K 0.02% +856 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,507 $270K 0.02% +956 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,487 $269K 0.08% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,481 $268K 0.02% +29 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,480 $268K 0.11% +418 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,479 $268K 0.01% -1,959 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,474 $268K 0.2% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,453 $267K 0.15% +265 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,441 $266K 0.21% -99 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,381 $265K 0.07% +400 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. 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More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,382 $263K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,364 $262K 0.16% 0 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,362 $261K 0.25% 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,341 $260K 0.11% +259 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,325 $259K 0.19% new 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 4,238 $258K 0.06% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,308 $258K 0.08% -328 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,295 $257K 0.06% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,297 $257K 0.05% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,283 $257K 0.06% -1,568 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,282 $257K 0.32% -36 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 4,274 $256K 0.04% +540 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,284 $256K 0.12% +2 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,267 $256K 0.08% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4,258 $255K 0.24% -124 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,235 $254K 0.01% +133 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,230 $253K 0.03% -84 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,211 $252K 0.19% +116 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,209 $252K 0.07% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,202 $252K <0.01% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,203 $251K 0.09% +192 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,178 $250K 0.12% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 4,163 $249K 0.15% -74 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,155 $249K 0.11% +20 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,125 $247K 0.09% +6 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,115 $247K 0.09% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 4,111 $246K 0.12% +20 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,104 $246K 0.08% -146 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,099 $246K 0.17% +41 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,094 $245K 0.13% +6 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,091 $245K 0.1% -8 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,089 $245K 0.14% +16 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,089 $245K 0.06% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,087 $245K 0.04% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,087 $245K 0.05% -513 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 4,079 $244K 0.13% +20 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 4,078 $244K 0.05% -50 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,069 $244K 0.08% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,052 $243K 0.06% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,034 $242K 0.01% +68 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 4,033 $242K 0.11% -857 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 3,937 $241K 0.08% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,019 $241K 0.03% -2,027 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,018 $241K 0.13% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,012 $240K 0.03% +3,932 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,000 $240K 0.06% -215 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,000 $240K 0.18% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,997 $240K 0.02% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,995 $239K 0.1% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,980 $238K 0.09% -2,412 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,971 $238K 0.01% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,971 $238K 0.05% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,175 $237K 0.03% 0 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,952 $237K 0.08% +5 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,949 $237K 0.06% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,925 $235K 0.07% -202 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,124 $235K 0.04% +71 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,917 $235K 0.04% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,898 $234K 0.08% -160 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,888 $233K 0.1% -2,852 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,884 $233K 0.02% -2 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,881 $233K 0.03% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,859 $231K 0.03% +653 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,853 $231K 0.01% -727 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,849 $231K 0.12% -50 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,847 $231K 0.04% +88 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,842 $230K 0.06% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,835 $230K 0.08% +50 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,823 $229K <0.01% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 3,811 $228K 0.03% new 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,801 $228K 0.01% +140 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 3,798 $228K 0.09% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,798 $228K 0.22% +1 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,796 $227K 0.02% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,757 $225K 0.07% new 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,696 $223K 0.04% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,719 $223K 0.05% +22 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,713 $222K 0.02% -35 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,700 $222K 0.25% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 3,618 $222K 0.13% -275 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,692 $221K 0.08% +651 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,686 $221K 0.13% -50 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,685 $221K <0.01% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,682 $221K 0.03% -72 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,682 $221K 0.06% +3,231 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,677 $220K <0.01% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,669 $220K 0.24% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,668 $220K 0.02% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 3,662 $219K 0.12% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,666 $219K 0.01% -3,136 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 3,639 $218K 0.11% -623 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 3,639 $218K 0.1% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,636 $218K 0.15% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,615 $217K 0.19% +366 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 3,596 $215K 0.06% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,537 $215K 0.02% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,595 $215K 0.01% -70 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 3,587 $215K 0.38% -22 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 3,587 $215K 0.03% -888 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 3,576 $214K 0.04% +506 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,569 $214K 0.03% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,568 $214K 0.07% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,557 $213K 0.14% -3,555 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,555 $213K 0.13% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,554 $213K 0.05% +6 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 3,543 $212K 0.19% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,520 $211K 0.16% -9 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 3,513 $210K 0.08% new 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 3,512 $210K 0.15% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,510 $210K 0.12% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,509 $210K 0.09% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,506 $210K 0.11% -57 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,505 $210K 0.1% -713 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,475 $210K 0.05% -302 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,495 $209K 0.04% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,645 $208K 0.17% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,466 $208K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,456 $207K 0.03% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 3,444 $206K 0.11% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,441 $206K 0.09% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 3,432 $206K 0.03% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,431 $206K 0.05% new 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 3,427 $205K 0.12% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,424 $205K 0.08% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,425 $205K 0.03% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,387 $203K 0.04% -362 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,385 $203K 0.12% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,381 $203K 0.03% -841 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3,377 $202K 0.15% 0 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 3,373 $202K 0.16% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,360 $201K 0.04% -2,735 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,345 $200K 0.06% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 3,182 $191K 0.04% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,114 $188K 0.07% -628 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 3,064 $184K 0.14% +524 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,024 $181K 0.03% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,000 $180K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,995 $179K 0.01% +2 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,973 $178K 0.05% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,936 $176K 0.02% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,932 $176K 0.14% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 2,912 $174K 0.13% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,890 $173K 0.05% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,852 $171K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,846 $171K 0.02% -111 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,841 $170K 0.03% +8 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,703 $162K 0.03% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,698 $162K 0.13% +1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,672 $160K 0.05% +647 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,604 $156K 0.01% +74 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,571 $154K 0.04% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,569 $154K 0.07% +1,206 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,552 $153K 0.06% -98 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,536 $152K 0.07% +12 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,480 $149K 0.02% -1,381 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,374 $142K 0.02% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,354 $141K 0.05% +1,442 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,321 $139K 0.01% +1,142 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,271 $136K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,227 $133K 0.02% -431 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,220 $133K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,187 $131K 0.05% -2,428 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,116 $127K 0.03% -8,249 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,097 $126K 0.04% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,085 $125K 0.02% -290 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,018 $121K 0.08% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,009 $120K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,914 $120K 0.07% -976 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,990 $119K 0.02% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1,963 $118K 0.04% new 13F-HR Timeline