Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,293 $585K 0.25% +5 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,289 $585K 0.13% -90 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,281 $583K 0.22% +584 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,278 $582K 0.5% 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,399 $582K 0.07% -826 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,275 $582K 0.26% -98 13F-HR Timeline Stonebrook Private Inc. 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More: the full row for GKV Capital Management Co., Inc. 2,980 $530K 0.22% 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,000 $529K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,973 $528K 0.1% -2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,971 $528K 0.24% +971 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,968 $527K 0.16% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,967 $527K 0.19% +1 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,966 $527K 0.13% -53 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,964 $527K 0.26% +28 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,960 $526K 0.3% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,959 $526K 0.22% +12 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,956 $525K 0.51% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,947 $524K 0.42% +2 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,945 $523K 0.47% +4 13F-HR Timeline WestHill Financial Advisors, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,876 $511K 0.05% -23 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,873 $511K 0.31% +123 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,871 $510K 0.12% -51 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,883 $510K 0.11% -78 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,869 $510K 0.02% -1 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,955 $507K 0.22% -84 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,851 $507K 0.51% +538 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,850 $506K 0.37% +2 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,840 $505K 0.25% -76 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,836 $504K 0.13% +208 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,835 $504K 0.04% -114 13F-HR Timeline Heritage Investment Group, Inc. 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More: the full row for Monterey Private Wealth, Inc. 2,791 $496K 0.16% +405 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,791 $496K 0.1% +53 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,782 $494K 0.2% -149 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,778 $494K 0.06% +337 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,777 $493K 0.31% +102 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,772 $493K 0.04% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 2,769 $492K 0.03% -1,501 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,751 $489K 0.18% +28 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,751 $489K 0.06% -215 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,751 $489K 0.15% -124 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,750 $489K 0.01% -26 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,747 $488K 0.04% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,745 $488K 0.46% -25 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,743 $487K 0.06% +349 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 2,741 $487K 0.17% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,739 $487K 0.48% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,737 $486K 0.12% -1,296 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,736 $486K 0.35% +96 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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