Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,201 $333K 0.06% +4 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 5,200 $333K 0.16% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 5,187 $332K 0.15% +846 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,182 $332K 0.02% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 5,179 $332K 0.05% +1,526 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,176 $332K 0.04% -794 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,175 $332K 0.02% +1,807 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 5,160 $331K 0.05% +220 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,152 $330K 0.04% +604 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,144 $330K 0.04% +5 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,859 $328K 0.16% +1,078 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 5,118 $328K 0.18% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,115 $328K 0.09% -5,115 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 5,115 $328K 0.02% -4,784 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,114 $328K 0.21% -251 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 5,113 $328K 0.13% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,068 $325K <0.01% new 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,068 $325K 0.05% -100 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 5,064 $324K 0.11% 0 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 5,042 $323K 0.04% +191 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 5,040 $323K 0.04% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 5,009 $322K 0.02% -344,674 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 5,027 $322K <0.01% -12,127 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 4,941 $322K 0.11% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 5,011 $321K 0.07% +9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,002 $321K <0.01% +1,874 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,002 $321K 0.06% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 5,000 $320K 0.17% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,000 $320K 0.25% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 4,990 $320K 0.11% -5 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,964 $318K 0.03% +33 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,962 $318K 0.15% +610 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,951 $317K 0.21% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 4,926 $316K 0.06% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,879 $313K 0.04% +417 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,870 $312K 0.21% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,864 $312K 0.03% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 4,859 $311K 0.06% +53 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,853 $311K 0.05% -17 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,841 $310K 0.06% +84 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,832 $310K 0.07% +163 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,827 $309K 0.02% -947 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,823 $309K 0.01% +8 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,800 $308K 0.05% -639 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,800 $308K 0.04% +118 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,798 $307K 0.02% -3,211 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,787 $307K 0.19% +50 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,764 $305K 0.1% +870 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,726 $303K 0.05% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,722 $303K 0.24% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,710 $302K 0.17% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4,700 $301K 0.1% -153 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,698 $301K 0.23% +3,638 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,675 $300K 0.07% +517 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 4,643 $298K 0.02% +1,668 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,643 $298K 0.13% +4 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 4,621 $296K 0.15% -93 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 4,613 $296K 0.09% -2,750 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 4,611 $295K 0.28% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,347 $294K 0.03% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,590 $294K 0.01% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,582 $294K 0.06% +287 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,581 $294K 0.06% +167 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4,571 $293K 0.17% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,567 $293K 0.08% +186 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,308 $293K 0.06% 0 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 4,568 $292K 0.15% 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,535 $291K 0.22% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,524 $290K 0.16% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,517 $289K 0.02% +279 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,515 $289K 0.03% -855 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,507 $289K 0.04% +1,314 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,497 $288K 0.06% -35 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,496 $288K 0.1% +153 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,493 $288K 0.03% +2 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 4,488 $288K 0.07% 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,473 $287K 0.06% +6 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,470 $286K 0.12% -1,600 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,438 $284K 0.07% +39 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,434 $284K 0.01% -1,876 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 4,429 $284K <0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,428 $284K 0.12% -303 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 4,419 $283K 0.08% +2 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,416 $283K 0.03% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,412 $283K 0.19% +251 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,405 $282K 0.21% +8 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,404 $282K 0.08% -150 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4,379 $281K 0.25% 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 4,362 $280K 0.06% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,344 $278K 0.02% -39 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 4,323 $277K 0.15% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 4,288 $275K 0.04% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,277 $274K 0.08% -11 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 4,274 $274K 0.05% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 4,274 $274K 0.13% +936 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,270 $274K 0.07% -13 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,267 $273K 0.14% -100 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4,257 $273K 0.24% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,250 $272K 0.16% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,231 $271K 0.11% +7 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,209 $270K 0.07% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,201 $269K 0.05% +75 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 4,178 $268K 0.22% +190 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,173 $267K 0.08% +69 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,159 $267K 0.1% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,154 $266K 0.16% +4 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 4,154 $266K 0.13% +7 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,147 $266K 0.12% -217 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,141 $265K 0.11% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 4,126 $264K 0.17% -2,529 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,116 $264K 0.05% +397 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 4,111 $263K 0.13% -88 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,108 $263K 0.05% -52 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 4,096 $262K 0.06% +574 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,094 $262K 0.13% +95 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,074 $261K 0.1% -21 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,071 $261K 0.3% -289 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,069 $261K 0.11% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,067 $261K 0.22% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,049 $259K 0.15% +2,474 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,046 $259K 0.13% -1,541 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,045 $259K <0.01% 0 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 4,033 $258K 0.11% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 3,781 $258K 0.11% -111 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,011 $257K 0.22% +8 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 4,006 $257K 0.13% +184 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,996 $256K 0.05% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,996 $256K <0.01% new 13F-HR Timeline Group RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 3,996 $256K 0.1% +327 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,995 $256K 0.11% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,995 $256K 0.01% -484 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,986 $255K 0.07% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,981 $255K 0.02% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,003 $254K 0.03% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,958 $254K 0.12% new 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 3,953 $253K 0.14% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,952 $253K 0.08% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,945 $253K 0.1% -474 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 3,937 $252K 0.09% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,934 $252K 0.05% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,933 $252K 0.08% +70 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,930 $252K 0.02% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,920 $251K 0.01% +3,290 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,917 $251K 0.03% -98 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,917 $251K 0.04% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,909 $250K 0.01% +3 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,908 $250K 0.02% -291 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,907 $250K 0.08% +3,564 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,024 $249K 0.08% -63 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,880 $249K 0.02% +229 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 3,868 $248K 0.04% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,867 $248K 0.01% +34 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,863 $248K 0.19% -105 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,862 $247K 0.03% -175 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,860 $247K 0.06% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,854 $247K 0.1% +6 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,853 $247K 0.04% +145 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 3,850 $247K 0.17% 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,843 $246K 0.01% -8,358 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,842 $246K 0.06% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,825 $245K 0.02% +6 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,823 $245K 0.03% +74 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,823 $245K <0.01% -1,232 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 3,822 $245K 0.44% -366 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,820 $245K 0.1% -3,025 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,819 $245K 0.06% -85 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,805 $244K 0.08% +243 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,799 $243K 0.15% -50 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,795 $243K 0.07% +6 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,773 $242K 0.03% +199 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 3,770 $242K 0.07% +229 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,768 $241K 0.1% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,766 $241K 0.06% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 3,753 $240K 0.25% 0 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 3,750 $240K 0.13% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,739 $240K 0.02% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,734 $239K 0.03% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,720 $238K 0.07% -92 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,700 $237K 0.24% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,692 $237K 0.03% +124 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 3,679 $236K 0.1% new 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 3,673 $235K 0.11% 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,669 $235K 0.27% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,668 $235K 0.02% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,652 $234K 0.08% +4 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,649 $234K 0.14% 0 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 3,399 $234K 0.11% -194 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,645 $234K 0.25% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 3,639 $233K 0.09% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,627 $232K 0.07% +2,243 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,632 $232K 0.1% -88 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,619 $232K 0.08% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,619 $232K 0.02% +406 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 3,616 $232K 0.14% new 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,599 $231K 0.09% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 3,593 $230K 0.03% -16 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,588 $230K 0.19% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,585 $230K 0.11% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,578 $229K 0.24% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,575 $229K 0.04% new 13F-HR Timeline