Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,939 $507K 0.02% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,932 $506K 0.09% -6 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,928 $505K 0.36% +714 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,917 $503K 0.03% +47 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,900 $500K 0.02% -25,891 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,886 $498K 0.07% +754 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,881 $497K 0.17% -113 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,869 $495K 0.01% -714 13F-HR/A Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 2,864 $494K 0.26% +142 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 2,864 $494K 0.39% +142 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,860 $494K <0.01% +229 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,854 $493K 0.11% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,840 $490K 0.04% -1,364 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,835 $489K 0.14% -5,194 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,829 $488K <0.01% -533 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,814 $486K 0.17% -7 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,802 $484K 0.09% +548 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,790 $482K 0.34% +421 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,789 $481K 0.03% -16 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 2,786 $481K 0.22% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,695 $480K 0.22% -255 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,782 $480K 0.05% -1,247 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,778 $479K 0.15% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,767 $478K 0.03% +851 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,757 $476K 0.03% -25 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,743 $473K 0.02% +70 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,730 $471K 0.03% +470 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,725 $470K 0.03% -1,236 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,722 $470K 0.17% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,721 $470K 0.1% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,707 $467K <0.01% -3,317 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,704 $467K 0.01% +290 13F-HR/A Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,700 $466K 0.09% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,695 $465K 0.03% -170 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,687 $464K 0.4% -300 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,681 $463K 0.09% -45 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,677 $462K 0.01% +200 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,663 $460K 0.03% -182 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,657 $459K 0.12% +107 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,656 $458K 0.68% +22 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,676 $458K 0.01% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,640 $456K 0.06% -285 13F-HR/A Timeline MQS Management LLC More: the full row for MQS Management LLC 2,639 $455K 0.31% -515 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,636 $455K 0.08% +16 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,630 $454K 0.07% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,619 $452K 0.03% -456 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,617 $452K 0.02% +96 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,615 $451K 0.15% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,614 $451K 0.01% +101 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,611 $451K 0.05% -41 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,597 $448K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,498 $447K 0.01% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,568 $443K 0.14% -145 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,564 $443K 0.06% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,547 $440K 0.03% -207 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,530 $437K 0.18% -307 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,529 $436K 0.18% -13 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,523 $435K 0.04% +170 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,510 $433K 0.02% -2,808 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 2,500 $431K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,491 $430K 0.02% -716 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,489 $430K 0.06% -3,056 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,487 $429K 0.19% -92 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,472 $427K 0.03% -270 13F-HR Timeline MOTCO More: the full row for MOTCO 2,464 $425K 0.04% +469 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,454 $424K 0.31% +110 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 2,447 $422K 1.04% -932 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,443 $422K 0.02% -5,300 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,438 $421K 0.19% +33 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,429 $419K <0.01% +1,918 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,425 $418K 0.14% +114 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,395 $413K 0.01% -188 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,393 $413K 0.1% +50 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,391 $413K 0.25% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,391 $413K 0.01% +400 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,391 $413K 0.05% 0 13F-HR Timeline AEW CAPITAL MANAGEMENT L P in group AEW CAPITAL MANAGEMENT L P More: the full row for AEW CAPITAL MANAGEMENT L P 2,380 $411K 0.03% -90,290 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,321 $410K 0.01% +318 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,363 $408K 0.09% +187 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,436 $405K 0.02% -529 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,345 $405K 0.04% +320 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,345 $405K 0.03% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,341 $404K 0.36% +287 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,340 $404K 0.06% -15 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,338 $403K 0.01% +132 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,322 $401K 0.08% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,320 $400K 0.18% +369 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,312 $399K 0.04% -848 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,311 $399K 0.23% -3 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,308 $398K 0.08% +629 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,306 $398K 0.06% -672 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,324 $398K 0.2% +17 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,297 $396K 0.03% +373 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,279 $393K 0.01% -164 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,268 $391K 0.33% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,260 $390K 0.03% -91 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,255 $389K 0.02% -57 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,251 $388K 0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,251 $388K 0.06% -3 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,249 $388K 0.07% -9 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,245 $387K 0.03% -6 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,233 $385K 0.05% +184 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,232 $385K 0.02% -42 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,217 $383K 0.08% -81 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,216 $382K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,213 $382K 0.05% +299 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,212 $382K 0.03% -5,212 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,207 $381K 0.02% -21 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,206 $381K 0.37% -150 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,204 $380K 0.01% +522 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,200 $380K 0.06% -500 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,200 $380K 0.03% -608 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,195 $379K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,195 $379K 0.03% -746 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,193 $379K 0.09% -329 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,186 $377K <0.01% -1,043 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,185 $374K 0.03% -2,124 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,162 $373K 0.03% +852 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,162 $373K 0.01% -389 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,159 $373K 0.1% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,158 $372K 0.01% +419 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,154 $372K 0.02% +917 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,142 $370K 0.01% +273 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,141 $369K 0.01% +149 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,138 $369K 0.07% 0 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 2,137 $369K 0.23% 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,133 $368K 0.05% -245 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,127 $367K 0.02% +213 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,105 $363K 0.03% +952 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,104 $363K 0.01% -328 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,104 $363K 0.03% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,101 $363K 0.01% -10,315 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,099 $362K 0.19% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,091 $361K 0.16% -1,951 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,080 $359K 0.02% -566 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,075 $358K 0.14% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,072 $358K 0.18% +60 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,065 $356K 0.05% +398 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,062 $356K 0.04% +16 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,060 $356K 0.36% -30 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,045 $353K 0.25% -75 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,025 $349K 0.02% +389 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,024 $349K 0.06% +35 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,020 $349K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,020 $349K 0.12% +1,074 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,016 $348K 0.12% +29 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,006 $346K 0.05% +223 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,001 $345K 0.09% +56 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,000 $345K 0.07% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,999 $345K 0.02% +7 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $345K 0.15% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,998 $345K 0.17% +3 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,996 $344K 0.14% +248 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,948 $342K 0.03% 0 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,977 $341K 0.09% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,975 $341K 0.06% -881 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,935 $340K 0.05% -3,601 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,966 $339K 0.35% +148 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,963 $339K <0.01% +26 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,953 $337K 0.01% -205 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,939 $335K 0.09% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,931 $333K 0.07% -100 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,929 $333K 0.36% +49 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,911 $332K 0.03% +159 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,925 $332K 0.16% 0 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,918 $331K 0.14% -18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,915 $331K 0.01% +927 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,915 $330K 0.07% -162 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,903 $328K 0.14% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,901 $328K 0.03% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,899 $328K 0.01% +50 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,890 $326K 0.02% new 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,885 $325K 0.08% +1 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,805 $325K 0.16% -699 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,881 $325K 0.02% -80 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,881 $325K 0.17% +56 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,804 $324K 0.19% -232 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,877 $324K 0.03% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,868 $322K 0.14% +14 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,867 $322K 0.06% +623 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,864 $322K 0.07% +578 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,862 $321K 0.01% +284 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,859 $321K <0.01% +394 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,857 $320K 0.1% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,849 $319K 0.03% +1,344 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,847 $319K 0.15% +13 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,839 $317K 0.01% +405 13F-HR/A Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,831 $316K 0.14% +130 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,829 $316K 0.02% +277 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,828 $315K 0.01% -930 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,808 $312K 0.04% -20 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,808 $312K <0.01% -6,695 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,802 $311K 0.02% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,798 $310K 0.07% +599 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 1,791 $309K 0.2% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,790 $309K 0.2% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,787 $308K 0.03% -40 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,782 $308K 0.04% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,781 $307K 0.02% +341 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,778 $307K 0.13% +355 13F-HR Timeline