Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,474 $251K 0.09% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,474 $251K 0.18% +88 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,473 $251K 0.16% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,474 $251K 0.12% -12 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,467 $250K 0.1% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,465 $250K 0.05% -60 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,465 $250K 0.03% +35 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,465 $250K 0.14% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,460 $249K 0.02% -68 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,461 $249K 0.01% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,457 $248K 0.03% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,455 $248K 0.11% -252 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,453 $248K 0.04% +294 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,451 $247K 0.04% +107 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,451 $247K 0.2% +221 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,397 $247K 0.08% -332 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,447 $247K 0.16% new 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,443 $246K 0.19% -151 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,442 $246K 0.03% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,438 $245K 0.05% +277 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,437 $245K 0.06% +32 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,436 $245K 0.08% -100 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,383 $245K 0.08% -46 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,519 $244K 0.08% +29 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,431 $244K 0.03% new 13F-HR Timeline Group Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 1,430 $244K 0.16% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,420 $242K 0.21% -150 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,418 $242K 0.04% +24 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,414 $241K 0.02% +70 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,412 $241K 0.05% -1,275 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,398 $238K 0.02% -1,240 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,392 $237K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,392 $237K 0.13% +23 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,390 $237K 0.05% +130 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,388 $237K 0.05% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,379 $235K 0.1% -73 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,379 $235K 0.04% +568 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 1,283 $235K 0.26% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,378 $235K 0.07% +198 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,372 $234K 0.02% -194 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,370 $234K 0.07% +11 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,369 $233K 0.17% new 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,368 $233K 0.01% -256 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,367 $233K 0.02% -104 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,367 $233K 0.12% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,367 $233K 0.03% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,366 $233K 0.06% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,365 $233K 0.01% +79 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,364 $233K 0.01% -140 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,363 $232K 0.02% +221 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,360 $232K 0.1% +13 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,358 $232K 0.03% -351 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,357 $231K 0.06% +86 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,356 $231K 0.01% -155 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,355 $231K 0.07% +100 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 1,355 $231K 0.17% -53 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,350 $230K 0.05% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,349 $230K 0.03% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,347 $230K 0.03% -20 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,346 $230K 0.01% +31 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 1,337 $228K 0.01% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,335 $228K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,333 $227K 0.02% +184 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,331 $227K 0.04% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,327 $226K 0.01% +27 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,327 $226K 0.09% -440 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,326 $226K 0.05% -322 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,322 $225K 0.01% -25 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,320 $225K 0.1% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,318 $225K 0.05% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,316 $224K 0.11% -276 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,315 $224K 0.01% -6 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 1,312 $224K 0.22% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,312 $224K 0.1% +58 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,327 $224K 0.01% -1,136 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,311 $224K 0.05% +61 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,310 $223K 0.02% +63 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,308 $223K 0.02% new 13F-HR/A Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,306 $223K 0.01% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,307 $223K 0.1% -118 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,301 $222K 0.16% +15 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,301 $222K 0.04% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,300 $222K 0.05% 0 13F-HR/A Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,297 $221K 0.03% +4 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,364 $221K 0.01% -9 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,293 $221K 0.12% +11 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,290 $220K 0.06% -90 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,377 $219K 0.02% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,286 $219K 0.06% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,282 $219K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,282 $219K 0.03% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,280 $218K 0.15% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,279 $218K 0.07% -3,554 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,275 $217K 0.05% -487 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,273 $217K 0.01% -4 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,272 $217K 0.12% +22 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,269 $216K 0.03% -438 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,265 $216K 0.21% -9 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,264 $216K 0.02% +51 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,264 $216K 0.04% -133 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,260 $215K 0.04% +8 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,259 $215K 0.09% -1,354 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,259 $215K 0.11% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,258 $215K 0.06% +57 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,255 $214K 0.1% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,253 $214K 0.07% +12 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,250 $213K 0.01% -236 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,249 $213K 0.02% -10 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,247 $213K 0.08% new 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,245 $212K 0.01% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,244 $212K 0.05% -470 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,244 $212K 0.05% +94 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,243 $212K 0.06% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,241 $212K 0.04% +110 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,240 $211K 0.03% +230 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,239 $211K 0.06% +5 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,237 $211K 0.04% -321 13F-HR Timeline MOTCO More: the full row for MOTCO 1,230 $210K 0.02% +161 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,230 $210K 0.1% -10 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,225 $210K 0.06% -175 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,229 $210K 0.05% -465 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,228 $209K 0.13% -342 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 1,227 $209K 0.2% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,225 $209K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,223 $209K 0.03% -50 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,222 $208K 0.03% +11 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 1,221 $208K 0.08% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,220 $208K 0.07% +1,200 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,220 $208K 0.04% -180 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,219 $208K 0.01% -5 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,000 $208K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,214 $207K 0.01% new 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,212 $207K 0.18% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,210 $206K 0.07% +210 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,205 $206K 0.17% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,205 $206K 0.04% +15 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,205 $206K 0.07% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,205 $206K 0.01% -68 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,204 $205K 0.01% -199 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,198 $205K 0.01% +91 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,200 $205K 0.03% -1,177 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,200 $205K 0.1% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,194 $204K 0.05% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,193 $203K 0.08% -150 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,193 $203K 0.01% 0 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 1,191 $203K 0.13% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,457 $203K 0.09% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,184 $202K 0.08% +50 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,184 $202K 0.04% -142 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,184 $202K <0.01% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,183 $202K 0.04% -824 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,181 $201K 0.02% -978 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,197 $201K 0.04% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,178 $201K 0.02% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,176 $201K 0.16% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,174 $200K 0.03% +38 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,163 $198K 0.01% -175 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,156 $197K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,149 $196K 0.03% +483 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,144 $195K 0.15% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,134 $193K 0.1% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,131 $193K 0.02% +20 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,123 $192K 0.03% +601 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,106 $189K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,100 $188K 0.03% -125 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,049 $179K 0.03% -227 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,000 $171K <0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 1,000 $171K 0.06% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 978 $169K 0.02% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 994 $169K 0.06% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 984 $168K 0.03% +401 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 950 $162K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 949 $162K 0.01% -324 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 948 $162K 0.09% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 946 $161K 0.1% +68 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 944 $161K 0.09% -61 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 942 $161K 0.03% -80 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 902 $160K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 846 $158K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 917 $156K 0.04% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 904 $154K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 895 $152K 0.04% +488 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 888 $151K 0.06% +770 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 886 $151K 0.06% +277 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 885 $151K 0.06% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 884 $151K 0.09% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 878 $150K 0.14% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 875 $149K 0.08% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 875 $149K 0.02% 0 13F-HR/A Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 870 $148K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 829 $141K 0.05% +40 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 810 $138K 0.09% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 809 $138K 0.06% -756 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 801 $137K 0.02% +578 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 796 $136K 0.03% -13 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 784 $134K 0.02% -78 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 785 $134K 0.03% -892 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 773 $132K <0.01% +36 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 772 $132K 0.12% +30 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 767 $131K <0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.