Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,527 $768K 0.14% +89 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,525 $767K 0.27% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,524 $766K 0.19% -50 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 1,524 $766K 0.13% +1,004 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 1,522 $765K 0.61% -24 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,520 $764K 0.18% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,519 $764K 0.15% -241 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 1,517 $763K 0.19% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,517 $763K 0.33% -74 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,513 $761K 0.06% +400 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,511 $760K 0.14% +88 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,511 $760K 0.27% +524 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,509 $759K 0.25% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,509 $759K 0.33% -23 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,508 $758K 0.5% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,503 $756K 0.48% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,503 $756K 0.63% -7 13F-HR Timeline HughesLittle Investment Management Ltd. More: the full row for HughesLittle Investment Management Ltd. 1,500 $754K 0.13% 0 13F-HR/A Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,499 $754K 0.21% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,499 $754K 0.26% +799 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,508 $752K 0.07% +659 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,504 $752K 0.2% -1,593 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,486 $747K 0.39% +717 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,486 $747K 0.21% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,485 $747K 0.38% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,526 $745K 0.33% +371 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,479 $744K 0.59% -673 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,479 $744K 0.23% -731 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,478 $743K 0.16% -378 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,477 $743K 0.41% 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,475 $742K 0.03% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. 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More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,435 $721K 0.18% -179 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 1,435 $721K 0.42% -4 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,435 $721K 0.46% +347 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,433 $720K 0.25% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,431 $719K 0.08% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,429 $718K 0.35% -783 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,428 $718K 0.24% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,426 $717K 0.13% +635 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,424 $716K 0.33% 0 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 1,423 $716K -366 Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 1,423 $715K 0.13% +100 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,422 $715K 0.51% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,421 $714K 0.16% -51 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,418 $713K <0.01% +566 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,418 $713K 0.16% -400 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,417 $712K 0.32% +250 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,416 $712K 0.23% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,414 $711K 0.33% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 1,413 $710K 0.3% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,413 $710K 0.43% +60 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,411 $709K 0.03% +26 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,455 $709K 0.12% +95 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,409 $708K 0.15% +80 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,405 $706K 0.36% -14 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 1,405 $706K 0.32% -22 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,403 $705K 0.53% +163 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,402 $705K 0.43% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,402 $705K 0.14% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,400 $704K 0.69% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,396 $702K 0.69% -20 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,394 $701K 0.58% +111 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 1,392 $700K 0.2% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,390 $699K 0.08% +20 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,389 $698K 0.2% -20 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 1,387 $697K 0.12% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,387 $697K 0.39% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,385 $696K 0.47% +257 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,384 $696K 0.37% -207 13F-HR Timeline Brand Asset Management Group, Inc. 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More: the full row for Corsicana & Co. 1,366 $687K 0.39% 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,366 $687K 0.14% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,358 $683K 0.29% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,358 $683K 0.26% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,354 $681K 0.25% -40 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,352 $680K 0.37% -137 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,352 $680K 0.24% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,351 $679K 0.09% 0 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 1,350 $679K 0.22% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,350 $679K 0.4% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,346 $677K 0.02% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,346 $677K 0.27% -3,436 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,345 $676K 0.31% -224 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,345 $676K 0.27% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,342 $675K 0.11% +405 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,340 $674K 0.61% +8 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,338 $673K 0.49% -3,114 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 1,337 $672K 0.03% -3,936 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,333 $670K 0.04% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 1,332 $670K 0.22% -401 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 1,330 $669K 0.21% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,330 $669K 0.57% +110 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,330 $669K 0.68% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,330 $669K 0.5% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,329 $668K 0.07% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,328 $668K 0.26% -700 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,327 $667K 0.38% +5 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,321 $664K 0.28% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,320 $664K 0.03% -685 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,318 $663K 0.05% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,316 $662K 0.42% -137 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,314 $661K 0.02% -355 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,312 $660K 0.35% +73 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,310 $659K 0.22% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,308 $658K 0.23% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,307 $657K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,302 $655K 0.25% -150 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,301 $654K 0.13% +25 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,301 $654K 0.06% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,301 $654K 0.09% -99 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 1,300 $654K 0.12% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,299 $653K 0.28% +500 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 1,297 $652K 0.06% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,297 $652K 0.27% -819 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,297 $652K 0.22% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,295 $651K 0.22% 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,291 $649K 0.16% -214 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,291 $649K 0.24% +100 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,289 $648K 0.09% +216 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,287 $647K 0.22% +52 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,285 $646K 0.4% +159 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 1,285 $646K 0.8% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,284 $646K 0.07% -1 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,284 $646K 0.5% -365 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,283 $645K 0.29% +40 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,281 $644K 0.26% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,280 $644K 0.42% +54 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,280 $644K 0.15% -82 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,279 $643K 0.5% -610 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,277 $642K 0.18% +91 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,277 $642K 0.28% +14 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,292 $641K 0.48% -92 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,275 $641K 0.07% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,274 $641K 0.31% +772 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,273 $640K 0.18% -18 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 1,271 $639K 0.35% +34 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 1,269 $638K 0.36% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,268 $637K 0.28% +7 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,265 $636K 0.34% -4 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,265 $636K 0.13% -35 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,264 $635K 0.27% +69 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,263 $635K 0.26% +150 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,264 $635K 0.13% -242 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,259 $633K 0.18% +85 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,256 $631K 0.27% +383 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,256 $631K 0.05% new 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,256 $631K 0.3% -103 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,255 $631K 0.29% -18 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 1,254 $631K 0.46% +34 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,252 $629K 0.32% +31 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,250 $628K <0.01% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,250 $628K 0.41% -3,000 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,250 $628K 0.14% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,248 $627K 0.16% -22 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,246 $626K 0.34% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,246 $626K 0.4% -5 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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Allen Investments, LLC 1,241 $624K 0.45% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,241 $624K 0.81% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,239 $623K 0.25% +65 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,250 $623K 0.21% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,238 $622K 0.13% -1 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,238 $622K 0.31% +61 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,237 $622K 0.37% -348 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,236 $621K 0.5% +41 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 1,235 $621K 0.08% -301 13F-HR Timeline Group Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,233 $620K 0.33% -35 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 1,232 $619K 0.36% -1 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,231 $619K 0.47% +12 13F-HR Timeline