Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,969 $212K 0.09% -67 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,931 $209K 0.07% -54 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,927 $209K 0.01% -1,500 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,925 $209K 0.05% -426 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,925 $209K 0.03% -426 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,920 $208K 0.12% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,917 $208K 0.06% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 2,916 $208K 0.07% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,883 $207K 0.04% +2,254 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,898 $207K 0.07% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,889 $206K 0.03% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,859 $206K 0.07% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,879 $205K 0.07% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,801 $204K 0.01% new 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 2,854 $204K 0.13% new 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 2,850 $203K 0.09% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,842 $203K 0.03% -183 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,831 $202K 0.02% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,758 $197K 0.03% +2,695 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,740 $196K 0.04% -618 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,711 $193K 0.13% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,680 $191K 0.1% +1,054 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,633 $188K 0.07% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,596 $185K 0.02% +1,250 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,579 $184K <0.01% +359 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,575 $184K 0.06% +9 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,538 $181K 0.06% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,495 $178K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,473 $176K 0.01% -9,141 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,464 $176K 0.01% -20 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,338 $167K 0.01% -834 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,337 $167K 0.08% +138 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,200 $157K 0.03% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,174 $155K 0.12% -244 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,072 $148K 0.01% -1,599 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,001 $143K 0.05% +10 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,995 $142K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,972 $141K 0.09% +10 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,948 $139K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,909 $136K 0.01% +968 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,900 $136K 0.06% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,763 $126K <0.01% +8 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,745 $125K 0.27% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,743 $124K 0.04% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,718 $123K 0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,700 $121K 0.06% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,675 $120K 0.01% +317 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,666 $119K 0.04% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,649 $118K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,610 $115K 0.03% +380 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,593 $114K <0.01% +4 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,581 $113K 0.01% +5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,569 $112K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,541 $111K 0.04% +3 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,554 $111K 0.01% -1,989 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,552 $111K 0.05% 0 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 1,539 $110K 0.07% +4 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,520 $108K 0.04% +8 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,516 $108K 0.04% 0 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 1,393 $99.4K 0.08% +7 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,360 $97K 0.04% +87 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,345 $96K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,328 $95.6K 0.03% +3 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,297 $92.6K 0.02% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,240 $89.7K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,251 $89.3K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,248 $89.1K 0.04% +6 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,246 $88.9K 0.01% -1,150 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,152 $82.2K 0.06% +46 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,130 $80.6K 0.05% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,106 $79K <0.01% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,045 $74.6K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,041 $74.3K 0.01% +290 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,034 $73.8K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,014 $72.4K 0.05% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 998 $71.2K 0.05% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 967 $69K 0.01% +967 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 955 $68.2K 0.01% 0 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 947 $67.6K 0.05% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 944 $67.4K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 936 $66.8K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 935 $66.7K 0.01% +40 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 900 $64.2K 0.04% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 879 $62.8K 0.01% +4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 835 $60.7K 0.09% 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 839 $59.9K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 838 $59.8K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 799 $58K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 805 $57.5K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 803 $57.3K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 800 $57.1K 0.02% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 795 $56.7K 0.03% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 787 $56.2K 0.02% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 779 $56K 0.05% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 748 $55K 0.03% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 750 $53.5K 0.04% +11 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 744 $53K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 715 $51K 0.01% -64 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 712 $50.8K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 693 $49.8K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 685 $48.9K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 671 $47.9K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 652 $46.5K 0.03% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 644 $46K 0.02% +3 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 635 $45.3K 0.03% +44 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 629 $44.9K 0.04% +3 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 624 $44.5K <0.01% -1 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 623 $44.5K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 607 $43.3K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 601 $42.9K 0.03% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 593 $42.3K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 555 $39.6K 0.02% -75 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 546 $39K 0.04% -751 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 513 $36.6K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 508 $36.2K 0.02% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 500 $36K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 478 $34.1K 0.02% +3 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 478 $34K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 470 $33.5K 0.02% +260 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 460 $32.8K 0.03% -60 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 451 $32.2K 0.02% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 435 $31K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 439 $31K <0.01% +180 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 402 $29.5K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 399 $28.5K 0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 376 $26.8K 0.01% +2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 372 $26.6K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 326 $23.3K 0.02% -30 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 273 $19.5K <0.01% +79 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 268 $19.1K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 265 $18.9K <0.01% +1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 263 $18.8K 0.01% -9 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 255 $18.2K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 244 $17.4K <0.01% -76 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 250 $17K 0.01% +2 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 216 $15.4K 0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 206 $14.7K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 200 $14.3K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 190 $14K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 185 $13.2K <0.01% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 185 $13.2K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 178 $12.7K 0.01% +178 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 175 $12.5K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 166 $11.9K <0.01% +1 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 151 $10.8K <0.01% new 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 10,058 $10.1K 0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 148 $10K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 140 $9.99K <0.01% new 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 140 $9.99K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 137 $9.79K <0.01% -218 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 135 $9.63K <0.01% -5 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 132 $9.42K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 125 $8.92K <0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 125 $8.92K <0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 120 $8.56K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 105 $7.49K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 103 $7.35K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 103 $7.35K <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 101 $7.09K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 99 $7.05K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 93 $6.64K <0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 90 $6.42K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 89 $6.35K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 83 $5.92K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 80 $5.71K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 76 $5.42K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 61 $4.35K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 58 $4.14K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 50 $3.57K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 49 $3.5K <0.01% -714 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 40 $2.85K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 40 $2.85K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 39 $2.78K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 31 $2.21K <0.01% -25 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 31 $2.21K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 30 $2.16K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 30 $2.14K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 33 $2K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 15 $1.07K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4 $285 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $214 <0.01% -2 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.