IFC & Insurance Marketing, Inc. 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More: the full row for VeraBank, N.A. 5,719 $711K 0.13% -254 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,719 $711K 0.27% -58 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,718 $710K 0.19% +6 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 5,706 $709K 0.15% +353 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,677 $706K 0.33% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 5,673 $705K 0.59% +9 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,661 $704K 0.45% +250 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 5,649 $702K 0.34% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,649 $702K 0.08% +470 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,642 $701K 0.47% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,642 $701K 0.48% -82 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,640 $701K 0.2% +95 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 5,635 $700K 0.81% +17 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,633 $700K 0.25% +449 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 5,285 $700K 0.35% -332 13F-HR Timeline Strategic Planning, Inc. 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More: the full row for Symphony Financial Services, Inc. 5,426 $674K 0.35% -48 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 5,419 $673K 0.26% +1,500 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 5,418 $673K 0.67% +19 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5,409 $672K 0.19% -24 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $672K 0.38% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,396 $671K 0.09% -491 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 6,651 $671K 0.4% +1,269 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 5,394 $670K <0.01% -698 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,382 $670K 0.33% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,392 $670K 0.39% +500 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,389 $670K 0.6% -931 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,462 $669K 0.25% +88 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,235 $668K 0.09% +121 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,359 $666K 0.36% +931 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,358 $666K 0.05% +113 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,346 $664K 0.24% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 5,334 $663K 0.25% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,327 $662K 0.2% -6 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 5,325 $662K 0.15% 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,325 $662K 0.29% -195 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 5,314 $660K 0.69% -96 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 5,309 $660K 0.1% -115 13F-HR Timeline SC&H Financial Advisors, Inc. 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More: the full row for Farringdon Capital, Ltd. 5,171 $643K 0.14% new 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 5,170 $643K 0.55% -1,050 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,168 $642K 0.63% -1,000 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,167 $642K 0.27% -50 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 5,167 $642K 0.97% -663 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,164 $642K 0.4% -263 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 5,162 $642K 0.07% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 5,158 $641K 0.27% -281 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,142 $639K 0.35% +127 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 5,137 $638K 0.47% -676 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,136 $638K 0.29% -2,757 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,130 $638K 0.03% -21 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 5,127 $637K 0.23% -636 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,125 $637K 0.06% +447 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,125 $637K 0.14% +987 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 5,114 $636K <0.01% -5,477 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 5,100 $634K 0.11% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,097 $633K 0.13% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 5,097 $633K 0.36% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 5,091 $633K 0.26% -99 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 5,079 $631K 0.55% +3,268 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,078 $631K 0.28% +1 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 4,940 $630K 0.07% -162 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,071 $630K 0.38% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,067 $630K 0.16% +179 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,058 $629K 0.35% +5 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,048 $628K 0.23% +3 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 5,050 $628K 0.26% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 5,045 $627K 0.05% +1,130 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,041 $627K 0.14% +1,167 13F-HR Timeline CLG LLC More: the full row for CLG LLC 5,039 $626K 0.16% +5 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 5,036 $626K 0.03% -353 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,025 $625K 0.13% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,025 $625K 0.08% -68 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,024 $624K 0.33% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 5,022 $624K 0.12% +717 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 5,009 $622K 0.45% +1 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 5,005 $622K 0.62% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,000 $621K 0.33% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,000 $621K 0.05% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,998 $621K 0.23% +380 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,993 $621K 0.25% -50 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,986 $620K 0.11% -1,424 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,975 $618K 0.18% +17 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,825 $618K 0.33% +34 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,968 $617K 0.1% +2,240 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,964 $617K 0.08% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 4,955 $616K 0.43% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,954 $616K 0.29% +4 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,951 $615K 0.08% +1,495 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,950 $615K 0.03% -52 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 4,945 $615K 0.67% +2,496 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,942 $614K 0.41% +2 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 4,936 $613K 0.57% 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,930 $613K 0.48% +2,811 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,918 $612K 0.07% -340 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,918 $611K 0.22% -529 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,915 $611K 0.05% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,912 $610K 0.41% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,932 $609K 0.12% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,901 $609K 0.08% +146 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,894 $608K 0.34% -4 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 4,889 $608K 0.07% +176 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,882 $607K 0.37% -168 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,685 $605K 0.34% -93 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4,865 $605K 0.21% -326 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,890 $604K 0.07% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,854 $603K 0.13% +119 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,852 $603K 0.14% +1,352 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,662 $602K 0.04% +1,864 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,838 $601K 0.1% +430 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,838 $601K 0.84% +403 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 4,836 $601K 0.24% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 4,836 $601K 0.08% +501 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,817 $599K 0.37% +246 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,802 $598K 0.12% +9 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,808 $598K 0.16% new 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 4,800 $597K 0.31% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,778 $594K 0.1% -25 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,777 $594K 0.12% +25 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 4,594 $593K 0.08% -900 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,765 $592K 0.39% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,763 $592K 0.35% +736 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,757 $591K 0.16% +4 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 4,755 $591K 0.2% +596 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 4,750 $590K 0.12% +401 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 4,742 $589K 0.3% +734 13F-HR Timeline