Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,240 $811K 0.01% +54 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,237 $810K 0.25% -50 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,237 $810K 0.15% +3 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,237 $810K 0.28% -291 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,236 $810K 0.48% -1,647 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,236 $810K 0.42% -36 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,224 $805K 0.11% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 2,222 $805K 0.4% +111 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,218 $803K 0.23% -26 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,213 $802K 0.2% +676 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,209 $800K 0.03% +370 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,204 $798K 0.05% -403 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2,200 $797K 0.29% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,193 $794K 0.42% +27 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,190 $793K 0.29% +239 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,188 $792K 0.01% +122 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,188 $792K 0.19% -204 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,185 $791K 0.21% -40 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,185 $791K 0.68% -216 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,184 $791K 0.19% -180 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,181 $790K 0.04% -125 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,180 $789K 0.17% -58 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,175 $788K 0.54% -440 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,166 $784K 0.15% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,164 $784K 0.6% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,162 $783K 0.37% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,160 $782K 0.17% +59 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,158 $782K 0.08% -71 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,155 $780K 0.09% +116 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,154 $780K 0.09% -12,070 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,150 $779K 0.55% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,146 $777K 0.29% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,142 $776K 0.49% -69 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,140 $775K 0.03% +43 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,136 $773K 0.05% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,135 $773K 0.07% -4,330 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,134 $773K 0.04% -28 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,129 $771K 0.06% +94 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,125 $770K 0.09% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,124 $769K 0.17% +13 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,123 $769K 0.03% -33 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,119 $767K 0.14% -5 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,118 $767K 0.12% +188 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,115 $766K 0.17% +58 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,114 $766K 0.09% -130 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,111 $765K 0.14% +475 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,110 $764K 0.17% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,109 $764K 0.04% +17 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,108 $763K 0.02% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,106 $763K 0.17% -10 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,094 $762K 0.4% +4 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,105 $762K 0.08% +48 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,100 $760K 0.1% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,098 $760K 0.11% +13 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,096 $759K 0.03% -47 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,087 $756K 0.37% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,086 $755K 0.12% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,083 $754K 0.57% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,081 $754K 0.09% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,081 $754K 0.16% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,080 $753K 0.31% +199 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,079 $753K 0.08% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,078 $752K 0.17% +15 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,074 $751K 0.1% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,073 $751K 0.06% +60 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,071 $750K 0.44% +177 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,065 $748K 0.2% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,063 $747K 0.02% -187 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,062 $747K 0.09% +39 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,060 $746K 0.03% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,058 $745K 0.3% +9 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,057 $745K 0.48% -101 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,048 $744K 0.44% -59 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,053 $743K 0.23% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,052 $743K 0.24% -14 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,042 $740K 0.05% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,041 $739K 0.04% -34 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,037 $738K 0.17% +29 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,037 $738K 0.19% +11 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,035 $737K 0.05% -1,100 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,035 $737K 0.63% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,034 $737K 0.04% -18 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,028 $734K 0.12% +279 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2,027 $734K 0.38% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,025 $733K 0.18% +13 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 2,019 $731K 0.23% +15 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,018 $731K 0.05% +200 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,010 $728K 0.12% +180 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 2,008 $727K 0.58% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,008 $727K 0.03% +88 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 2,005 $726K 0.45% 0 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 2,000 $724K 0.25% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,994 $722K 0.08% -20 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,987 $720K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,980 $717K 0.06% -672 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,980 $717K 0.04% -3,508 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,979 $717K 0.23% +380 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,978 $716K 0.11% -3 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,948 $714K 0.1% -485 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,970 $713K 0.15% +43 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,969 $713K 0.35% -375 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,969 $713K 0.18% +8 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 1,968 $713K 0.05% 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,965 $712K 0.17% +258 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,957 $709K 0.31% -4,466 13F-HR/A Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,954 $707K 0.17% -6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,951 $706K 0.2% +24 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,948 $705K 0.56% +5 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,956 $705K 0.17% +27 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,946 $705K 0.24% -118 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,945 $704K 0.1% +391 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,940 $703K 0.22% -18 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,938 $702K 0.05% +113 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,935 $701K 0.2% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,934 $700K 0.03% +37 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,933 $700K 0.01% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,933 $700K 0.13% -4 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,930 $699K 0.04% -34 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,929 $699K 0.06% -6 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,927 $698K 0.05% -4 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,922 $696K 0.09% -54 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,910 $692K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,907 $691K 0.01% -140 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,902 $689K 0.2% +235 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,902 $689K 0.3% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,900 $688K 0.49% -10 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,897 $687K 0.07% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,892 $685K 0.2% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,891 $685K 0.19% -11 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,884 $682K 0.04% +202 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,878 $680K 0.08% +257 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,875 $679K 0.22% +93 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,872 $678K 0.01% +378 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,872 $678K 0.06% -55 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,870 $677K 0.21% -326 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,870 $677K 0.28% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,868 $676K 0.19% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,865 $675K 0.19% -1,095 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,860 $674K 0.45% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,857 $672K 0.12% -23 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,850 $670K 0.54% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,847 $669K 0.21% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,847 $669K 0.08% -1,009 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,845 $668K 0.04% -500 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,842 $667K 0.03% +12 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,839 $666K 0.39% +27 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,833 $664K 0.19% +30 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,831 $663K 0.07% -5 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,817 $658K 0.09% -69 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,814 $657K 0.06% +6 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,815 $657K 0.03% -13 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,812 $656K 0.04% -75 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,862 $655K 0.03% +431 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,809 $655K 0.11% -215 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,805 $654K 0.04% +5 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,801 $652K 0.07% -571 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,801 $652K 0.16% -26 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,800 $652K 0.05% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,800 $652K 0.17% 0 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 1,800 $652K 0.54% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,796 $650K 0.1% +17 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,792 $649K 0.1% +1 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,789 $648K <0.01% -2,755 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,789 $648K 0.04% +314 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,787 $648K 0.19% +255 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,788 $647K 0.11% -6,358 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,786 $647K 0.33% -360 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,784 $646K 0.15% -5,270 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,780 $645K 0.15% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,779 $644K 0.16% +25 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,776 $643K 0.14% +7 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,775 $643K 0.2% -48 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,768 $640K 0.57% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,763 $638K 0.2% -135 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,762 $638K 0.05% +349 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,758 $637K 0.31% +1,137 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,750 $634K 0.08% +1 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,749 $633K 0.06% +349 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,748 $633K 0.1% -4 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,742 $631K 0.03% -18 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,740 $630K 0.15% 0 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,736 $628K 0.28% +5 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,733 $628K 0.1% -17 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,733 $628K 0.02% +242 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,729 $626K 0.36% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,729 $626K 0.12% +37 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,728 $626K 0.29% +75 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,725 $625K 0.08% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,720 $623K 0.17% +374 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,716 $622K 0.13% -1 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,714 $621K 0.07% -400 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,713 $620K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,713 $620K 0.28% +110 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,702 $616K 0.04% -20 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,700 $616K 0.11% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,699 $615K 0.18% -325 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,698 $615K 0.18% +957 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,695 $614K 0.19% +77 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,695 $614K 0.07% +313 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 5,003 $614K 0.09% +4,347 13F-HR Timeline