MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 835 $343K 0.02% -10 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 835 $343K 0.17% -49 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 834 $342K 0.03% -386 13F-HR/A Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 834 $342K 0.27% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 832 $341K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 830 $341K 0.08% +1 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 825 $339K 0.11% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 825 $338K 0.08% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 825 $338K 0.23% -50 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 823 $338K 0.18% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 823 $338K 0.06% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 820 $337K 0.1% -15 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 822 $336K 0.25% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 819 $336K 0.05% -782 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 814 $334K 0.07% +117 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 814 $334K 0.2% -353 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 813 $334K 0.23% -21 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 813 $334K 0.07% 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 813 $334K 0.31% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 808 $332K 0.3% -938 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 808 $332K 0.07% +100 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 806 $331K 0.21% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 805 $330K 0.06% +13 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 804 $330K 0.16% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 804 $330K 0.17% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 802 $329K 0.09% +45 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 801 $329K 0.16% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 798 $328K 0.33% 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 796 $327K 0.04% +31 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 795 $326K 0.17% +1 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 852 $326K 0.14% +106 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 795 $326K 0.18% +1 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 794 $326K 0.2% -10 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 792 $325K 0.02% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 792 $325K 0.33% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 790 $324K 0.21% +19 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 789 $324K 0.06% +43 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 789 $324K 0.28% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 790 $322K 0.11% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 783 $321K 0.25% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 779 $320K 0.09% +7 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 775 $318K 0.03% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 774 $318K 0.04% -39 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 771 $316K 0.16% +55 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 770 $316K 0.05% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 769 $316K 0.04% -11 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 768 $315K 0.1% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 767 $315K 0.13% -29 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 767 $315K 0.04% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 766 $314K 0.21% -499 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 764 $314K 0.2% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 761 $312K 0.01% -98 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 760 $312K 0.08% +186 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 756 $310K 0.05% 0 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 754 $309K 0.23% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 751 $308K 0.13% +1 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 747 $307K 0.09% +41 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 746 $306K 0.09% -120 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 744 $305K 0.16% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 743 $305K 0.04% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 740 $304K 0.07% 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 738 $303K 0.31% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 737 $302K 0.07% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 737 $302K 0.23% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 736 $302K 0.08% -158 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 735 $302K 0.01% -57 13F-HR Timeline Group FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 735 $302K 0.18% 0 13F-HR Timeline CROBAN More: the full row for CROBAN 735 $302K 0.3% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 734 $301K 0.15% 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 732 $301K 0.02% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 729 $299K 0.02% 0 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 722 $299K 0.26% -177 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 728 $299K 0.03% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 728 $299K 0.11% -25 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 726 $298K 0.26% 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 725 $298K 0.28% -74 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 720 $296K 0.18% 0 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 720 $296K <0.01% -97 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 713 $293K 0.03% 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 713 $293K 0.11% new 13F-HR/A Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 712 $292K <0.01% new 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 711 $292K 0.12% -97 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 710 $291K 0.06% -21 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 705 $289K 0.07% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 705 $289K 0.06% 0 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 693 $288K 0.18% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 702 $288K 0.09% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 702 $288K 0.03% +41 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 702 $288K 0.08% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 700 $287K 0.03% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 699 $287K 0.04% 0 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 699 $287K 0.02% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 699 $287K 0.08% -4 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 699 $287K 0.1% +126 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 696 $286K 0.05% -6 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 696 $286K 0.2% 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 693 $284K 1.18% -25,652 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 693 $284K 0.11% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 691 $284K 0.04% +169 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 690 $283K 0.03% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 690 $283K 0.11% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 690 $283K 0.03% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 689 $283K 0.07% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 689 $283K 0.13% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 687 $282K 0.02% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 687 $282K 0.05% 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 687 $282K 0.12% +35 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 683 $280K 0.2% 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 683 $280K 0.27% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 683 $280K 0.09% +2 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 682 $280K 0.3% 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 681 $280K 0.17% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 681 $280K 0.12% 0 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 680 $279K 0.2% -21 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 680 $279K 0.05% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 679 $279K 0.12% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 678 $278K 0.11% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 676 $277K 0.04% +48 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 674 $277K 0.14% +1 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 673 $276K 0.18% +10 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 672 $276K 0.03% -747 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 672 $276K 0.12% -318 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 671 $275K 0.06% -170 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 667 $274K 0.04% +1 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 666 $273K 0.08% +1 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 666 $273K 0.04% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 666 $273K 0.04% +86 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 666 $273K 0.17% 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 665 $273K 0.04% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 665 $273K 0.11% -14 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 663 $272K 0.09% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 661 $271K 0.09% +4 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 660 $271K 0.15% +17 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 659 $270K 0.19% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 654 $268K 0.03% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 653 $268K 0.07% +107 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 652 $267K 0.02% -3 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 650 $267K 0.08% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 646 $265K 0.03% +121 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 646 $265K 0.07% -104 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 646 $265K <0.01% -147 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 643 $264K 0.02% -8 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 643 $264K 0.06% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 641 $263K 0.09% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 639 $262K 0.04% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 639 $262K 0.08% +50 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 637 $261K 0.13% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 637 $261K 0.12% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 633 $260K 0.18% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 632 $259K 0.02% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 631 $259K 0.12% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 631 $259K 0.04% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 631 $259K 0.16% +72 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 630 $259K 0.03% -40 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 630 $259K 0.22% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 627 $257K 0.18% 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 626 $257K 0.16% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 626 $257K 0.05% +59 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 623 $256K 0.38% 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 622 $255K 0.1% -20 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 622 $255K 0.11% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 622 $255K 0.04% 0 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 621 $255K 0.25% -14 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 620 $254K 0.13% +50 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 620 $254K 0.3% 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 618 $254K 0.08% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 617 $253K 0.02% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 615 $252K 0.12% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 613 $252K 0.09% -21 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 613 $252K 0.02% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 601 $251K 0.27% 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 612 $251K 0.17% +22 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 612 $251K 0.09% +1 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 618 $251K 0.06% -5 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 609 $250K 0.03% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 609 $250K 0.09% 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 609 $250K 0.09% -10 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 608 $250K 0.14% +40 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 605 $248K 0.03% 0 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 602 $247K 0.02% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 599 $246K 0.04% -499 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 598 $245K 0.04% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 598 $245K 0.03% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 596 $245K 0.21% 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 596 $245K 0.13% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 596 $245K 0.08% +50 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 596 $245K 0.05% 0 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 595 $244K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 595 $244K 0.01% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 594 $244K 0.07% -29 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 594 $244K 0.05% new 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 593 $243K 0.08% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 594 $243K 0.23% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 592 $243K 0.12% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 589 $242K 0.14% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 587 $241K 0.05% +204 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 585 $240K 0.16% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 580 $238K 0.1% +19 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 580 $238K 0.08% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 580 $238K 0.2% 13F-HR Timeline