Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 721 $215K 0.07% -19 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 720 $215K 0.02% +3 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 719 $215K 0.03% -195 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 745 $215K 0.08% -197 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 718 $215K 0.02% -1 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 718 $215K 0.07% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 718 $215K 0.06% +67 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 714 $213K 0.1% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 714 $213K 0.13% -53 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 713 $213K 0.02% -264 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 711 $213K 0.02% +8 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 711 $213K 0.02% -693 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 711 $212K 0.04% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 709 $212K 0.12% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 700 $212K 0.06% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 707 $211K 0.01% +1 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 704 $210K 0.06% -59 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 703 $210K 0.07% +1 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 703 $210K 0.05% +1 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 702 $210K 0.01% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 702 $210K 0.02% -4 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 700 $209K 0.06% -24 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 699 $209K 0.02% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 699 $209K 0.01% +25 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 699 $209K 0.1% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 699 $209K 0.03% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 695 $208K 0.04% -145 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 695 $208K 0.14% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 695 $208K 0.05% 0 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,661 $207K 0.08% +77 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 691 $207K 0.03% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 685 $205K 0.02% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 685 $205K 0.11% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 682 $204K 0.14% -21 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 681 $204K 0.01% new 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 681 $204K 0.2% +10 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 674 $201K 0.04% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 673 $201K 0.04% +4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 671 $201K 0.11% +22 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 671 $201K 0.19% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 670 $200K 0.02% new 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 669 $200K 0.1% +171 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 656 $196K 0.02% -114 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 655 $196K 0.18% +651 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 628 $188K 0.04% +2 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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Allen Investments, LLC 576 $172K 0.13% +3 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 577 $172K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 566 $169K 0.02% +33 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 548 $164K 0.03% +236 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 527 $158K 0.1% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 523 $156K 0.48% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 520 $155K 0.04% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 506 $151K 0.04% -154 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 500 $149K 0.15% -23 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 500 $149K <0.01% -18,602 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 495 $148K 0.05% -100 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for SJS Investment Consulting Inc. 444 $133K 0.02% -15 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 421 $126K 0.05% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 415 $124K 0.03% +2 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 413 $123K 0.04% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 411 $123K 0.01% -34 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 409 $122K 0.03% -5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 404 $121K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 402 $120K <0.01% -31 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 400 $120K <0.01% -250 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 400 $120K 0.02% -25 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 397 $119K 0.09% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 396 $118K 0.04% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 388 $116K 0.02% +3 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 386 $115K 0.08% -10 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 379 $113K 0.04% +9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 375 $112K 0.01% -44 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 370 $111K 0.1% -6 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 354 $106K 0.03% -125 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 353 $106K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 350 $105K 0.03% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 349 $104K 0.03% +342 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 341 $102K 0.02% +68 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 339 $101K <0.01% -477 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 326 $101K 0.09% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 330 $98.6K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 395 $95.7K <0.01% -19,196 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 316 $94.4K 0.05% -252 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 312 $93.3K 0.05% +191 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 302 $90.3K 0.03% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 300 $89.7K 0.04% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 300 $89.7K 0.02% -13 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 300 $89.7K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 297 $88.8K 0.03% -40 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 282 $85.2K 0.01% +165 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 284 $84.9K 0.02% -11 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 280 $84K 0.01% -24 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 278 $83.3K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. 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Advisory Services LLC 219 $65.5K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 209 $62.4K 0.01% -95 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 200 $59.8K 0.05% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 200 $59.8K 0.04% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $59.8K 0.02% -66 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 196 $58.6K 0.09% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 195 $58.3K 0.03% +185 13F-HR Timeline Evolution Advisers, Inc. 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