Matisse Capital More: the full row for Matisse Capital 3,145 $455K 0.18% +205 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,127 $452K 0.03% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,121 $451K 0.04% -213 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,119 $451K 0.03% +316 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,118 $451K 0.02% +109 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,112 $450K 0.14% -584 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,112 $450K 0.23% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,111 $450K 0.12% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,821 $450K 0.18% -235 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,110 $450K 0.05% -90 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,106 $449K 0.03% -148 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,098 $448K 0.31% -25 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,095 $448K 0.01% +97 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,085 $446K 0.06% -51 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,073 $444K 0.04% -341 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,072 $444K 0.27% -183 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,069 $444K 0.06% -13 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,044 $440K 0.04% +231 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,040 $440K 0.02% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,039 $439K 0.04% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,036 $439K 0.01% +102 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,032 $438K 0.03% +115 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,028 $438K 0.06% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,021 $437K 0.03% -590 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,974 $434K 0.19% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,001 $434K 0.1% new 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 3,000 $434K 0.25% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,992 $433K 0.02% -240 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,725 $433K 0.01% -166 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,987 $432K 0.1% +127 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,982 $431K 0.02% +7 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,981 $431K 0.02% +24 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,981 $431K 0.52% +73 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,965 $429K 0.03% +8 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,956 $427K 0.01% -279 13F-HR Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 2,954 $427K 0.36% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,943 $426K 0.06% +297 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,937 $425K 0.01% -266 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,933 $424K 0.03% +10 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,910 $421K 0.41% +13 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,910 $421K 0.04% -381 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,901 $419K 0.02% -329 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,898 $419K 0.13% +984 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,886 $417K 0.03% -19 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,868 $415K 0.02% -125 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,866 $415K 0.03% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,865 $414K 0.15% -420 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,864 $414K 0.01% +63 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,860 $414K 0.27% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,633 $411K 0.02% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,833 $410K 0.03% +14 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,830 $409K 0.05% +423 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,824 $408K 0.04% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,796 $408K 0.01% +480 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,815 $407K 0.23% +2,434 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,811 $406K 0.06% -201 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,803 $405K 0.03% +2 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,800 $405K 0.09% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,800 $405K 0.08% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,775 $401K 0.01% -175 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,764 $400K 0.03% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,762 $399K 0.06% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,757 $399K 0.01% +136 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,754 $398K 0.04% +183 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,752 $398K +282 Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,751 $398K 0.05% +146 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,750 $398K 0.04% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,748 $397K <0.01% +777 13F-HR Timeline Group CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,744 $397K 0.09% +57 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,739 $396K 0.01% +493 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,739 $396K 0.24% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,733 $395K 0.02% +163 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,700 $390K 0.17% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,687 $389K 0.12% -823 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,683 $388K 0.05% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,678 $387K 0.08% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,666 $386K 0.02% -2,336 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,665 $385K 0.02% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,661 $385K 0.15% -74 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 2,662 $385K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,657 $384K 0.03% -112 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,657 $384K 0.01% +185 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,657 $384K 0.26% -7,482 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,643 $382K 0.01% +949 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,643 $382K -16,019 Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,639 $382K 0.08% +13 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 2,636 $381K 0.28% -28 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,633 $381K 0.18% +361 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,630 $380K 0.19% +370 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,629 $380K 0.06% +22 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,628 $380K 0.05% +26 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,624 $379K 0.09% 0 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,622 $379K 0.03% +206 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,618 $379K 0.11% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,613 $378K 0.23% -28 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,602 $376K 0.15% +10 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,594 $375K 0.01% -4 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,587 $374K 0.01% -54 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,586 $374K 0.14% -325 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,578 $373K 0.1% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,575 $372K 0.09% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,570 $372K 0.08% +484 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,555 $370K 0.02% +627 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,268 $370K 0.19% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,553 $369K 0.05% +4 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,550 $369K 0.04% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,549 $369K 0.04% -236 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,539 $367K 0.02% -96 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,525 $365K 0.11% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,518 $364K 0.01% +112 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 2,511 $363K 0.01% +1 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,393 $362K 0.01% +25 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,493 $361K 0.07% -101 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,485 $359K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,482 $359K 0.01% +227 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,470 $357K 0.01% +111 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,460 $356K 0.15% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,452 $355K 0.01% +13 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 2,451 $354K 0.15% 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,450 $354K 0.12% +150 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,444 $353K 0.16% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,436 $352K 0.02% +47 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,422 $350K 0.24% 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,422 $350K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,413 $349K 0.05% -142 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,406 $348K 0.21% -131 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,405 $348K 0.01% +174 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,400 $347K 0.07% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,398 $347K 0.14% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,397 $347K 0.01% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,383 $345K 0.18% 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,382 $344K 0.29% +134 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,377 $344K 0.04% +36 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,365 $342K 0.2% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,362 $342K 0.01% -142 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,360 $341K 0.03% -233 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,359 $341K <0.01% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,353 $340K 0.19% +32 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 2,856 $340K 0.39% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,346 $339K 0.01% -628 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,342 $339K 0.02% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,335 $338K 0.04% +75 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,330 $337K 0.26% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,324 $336K 0.07% -13 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,311 $334K 0.07% new 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,307 $334K 0.05% -697 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,305 $333K 0.22% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,303 $333K 0.03% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,302 $333K 0.01% +282 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,287 $331K 0.03% +4 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,283 $330K 0.02% -628 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 2,276 $329K 0.06% +31 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 2,276 $329K 0.19% -192 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,275 $329K 0.01% -79 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,273 $329K 0.04% -165 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,271 $328K 0.15% +41 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,265 $328K 0.08% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,260 $327K 0.08% -50 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,233 $323K 0.02% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,232 $323K 0.03% +104 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,022 $321K 0.19% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,203 $319K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Insight Inv LLC More: the full row for Insight Inv LLC 2,205 $319K 0.15% -56 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,201 $318K 0.04% -112 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,200 $318K 0.13% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,199 $318K <0.01% -27 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 2,198 $318K 0.94% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,185 $316K 0.04% 0 13F-HR/A Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,184 $316K 0.04% +78 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,182 $316K 0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2,176 $315K 0.18% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,174 $314K 0.05% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,172 $314K 0.02% +116 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,157 $312K 0.06% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,150 $311K 0.2% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,143 $310K 0.1% +1 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,141 $310K 0.01% +122 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,140 $309K 0.14% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,138 $309K -107 Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,132 $308K 0.04% +99 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,130 $308K 0.03% -26 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,125 $307K 0.13% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,122 $307K 0.1% +8 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,122 $307K 0.04% +1,272 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,121 $307K 0.01% +200 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 2,117 $306K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,116 $306K 0.02% -24 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,110 $305K 0.06% -15 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,109 $305K 0.01% -84 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,106 $305K 0.03% -102 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,103 $304K 0.1% -1 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,100 $304K 0.05% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,100 $304K 0.02% 13F-HR Timeline City State Bank More: the full row for City State Bank 2,099 $304K 0.07% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,091 $302K 0.01% +122 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,090 $302K 0.27% -2,942 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,077 $300K 0.03% -2,031 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 2,077 $300K 0.13% +2 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,070 $299K 0.02% -510 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,064 $298K 0.2% +1,164 13F-HR Timeline