Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 608 $327K 0.08% +3 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 606 $326K 0.07% +81 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 603 $324K 0.08% +3 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 602 $324K 0.09% +5 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 601 $323K 0.04% -7 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 598 $322K 0.1% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 597 $321K 0.18% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 596 $321K 0.11% -150 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 595 $320K 0.12% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 591 $318K 0.19% +7 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 587 $316K 0.05% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 586 $315K 0.14% -30 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 511 $315K 0.01% +4 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 585 $315K 0.04% -81 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 585 $315K 0.01% +180 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 584 $314K 0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 582 $313K 0.14% +202 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 580 $313K 0.05% +1 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 580 $312K 0.09% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 579 $311K 0.02% +18 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 578 $311K 0.15% -20 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 575 $309K 0.07% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 575 $309K <0.01% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 574 $309K 0.02% +54 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 574 $309K 0.1% +5 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 573 $308K 0.02% +101 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 573 $308K 0.04% -273 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 573 $308K 0.1% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 572 $307K 0.08% +97 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 568 $306K 0.01% +98 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 568 $306K 0.05% +21 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 564 $303K 0.08% -5 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 564 $303K 0.01% +87 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 564 $303K 0.06% +129 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 562 $302K 0.1% +25 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 584 $299K 0.05% +68 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 554 $298K 0.07% +15 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 552 $297K 0.02% -202 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 551 $297K 0.02% -1 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 551 $296K 0.16% -26 13F-HR Timeline ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 550 $296K 0.05% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 550 $296K 0.02% +350 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 550 $296K 0.23% 0 13F-HR Timeline SWS Partners More: the full row for SWS Partners 550 $296K 0.07% +4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 549 $296K 0.06% +13 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 447 $295K 0.06% +5 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 549 $295K 0.2% -346 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 548 $295K 0.03% -2 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 548 $295K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 536 $295K 0.06% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 546 $294K 0.02% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 543 $292K 0.06% +12 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 543 $292K 0.18% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 542 $292K 0.01% +7 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 537 $289K 0.08% -6 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 535 $288K 0.27% -9 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 534 $287K 0.01% -26 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 532 $286K 0.08% -50 13F-HR/A Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 532 $286K <0.01% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 530 $285K 0.03% -9 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 528 $284K 0.06% 0 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 528 $284K <0.01% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 525 $282K 0.04% +2 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 524 $282K 0.15% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 524 $282K 0.14% -10 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 520 $280K 0.01% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 519 $279K 0.05% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 519 $279K 0.01% +81 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 513 $276K 0.1% +2 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 508 $274K 0.01% +31 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 509 $274K 0.01% -35 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 509 $274K 0.1% 0 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 509 $274K 0.04% -598 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 507 $273K 0.04% +53 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 508 $273K 0.05% +5 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 505 $272K 0.15% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 505 $272K 0.03% +37 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 504 $271K 0.16% -77 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 503 $271K 0.03% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 503 $271K 0.05% +3 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 502 $270K 0.02% +30 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 502 $270K 0.04% new 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 501 $270K 0.01% -3 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 501 $269K 0.01% +45 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 501 $269K 0.13% -30 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 500 $269K 0.15% +5 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 500 $269K 0.11% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 500 $269K 0.05% 0 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 500 $269K 0.14% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 500 $269K 0.14% -60 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 500 $269K 0.04% 0 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 500 $269K 0.06% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 498 $268K 0.02% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 497 $267K 0.01% +5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 496 $267K 0.02% +87 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 495 $266K 0.02% +14 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 495 $266K 0.05% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 495 $266K 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 494 $266K 0.06% +1 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 493 $265K 0.03% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 492 $265K 0.08% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 491 $264K 0.05% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 490 $264K 0.02% 0 13F-HR Timeline Group Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 487 $262K 0.14% +2 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 485 $261K 0.1% -131 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 485 $261K 0.02% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 485 $261K 0.01% -21 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 484 $260K 0.03% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 480 $258K 0.03% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 478 $257K 0.04% -95 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 478 $257K 0.07% -3 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 475 $256K <0.01% -430 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 476 $256K 0.04% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 474 $255K 0.02% +24 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 474 $255K 0.07% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 474 $254K 0.08% -45 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 470 $253K 0.03% +31 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 467 $251K 0.03% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 466 $251K <0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 466 $251K 0.02% -4 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 381 $250K <0.01% +21 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 465 $250K 0.02% -13 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 465 $250K 0.06% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 465 $250K 0.14% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 464 $250K 0.01% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 462 $249K 0.1% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 461 $248K 0.16% +5 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 459 $247K 0.06% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 458 $246K 0.02% -42 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 458 $246K <0.01% -409 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 457 $246K 0.06% 0 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 456 $245K 0.06% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 456 $245K 0.04% +2 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 456 $245K 0.22% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 455 $245K 0.08% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 452 $243K 0.03% -14 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 452 $243K 0.06% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 451 $243K 0.05% -37 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 451 $243K 0.25% -38 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 450 $242K 0.12% 0 13F-HR Timeline Group Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 450 $242K 0.22% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 449 $242K 0.07% -159 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 448 $241K 0.23% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 447 $240K 0.1% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 446 $240K 0.05% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 445 $239K 0.09% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 445 $239K 0.01% -307 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 444 $239K 0.05% +12 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 440 $237K 0.01% +19 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 440 $237K 0.05% new 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 440 $237K 0.1% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 440 $237K 0.15% -300 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 438 $236K 0.03% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 429 $235K 0.01% -56 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 433 $233K 0.02% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 432 $232K 0.01% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 432 $232K 0.11% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 432 $232K 0.01% +130 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 431 $232K 0.03% 0 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 430 $231K 0.07% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 344 $231K 0.02% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 700 $229K 0.06% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 426 $229K 0.01% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 425 $229K 0.02% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 425 $228K 0.21% -1,098 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 424 $228K 0.01% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 423 $228K 0.02% +1 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 423 $228K 0.19% new 13F-HR/A Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 422 $227K 0.05% +1 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 422 $227K <0.01% -10 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 422 $227K 0.04% -9 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 422 $227K 0.02% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 421 $227K 0.1% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 420 $226K 0.04% +7 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 420 $226K 0.05% +12 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 418 $225K 0.07% -3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 417 $224K 0.02% 0 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 415 $224K 0.17% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 415 $223K 0.1% +20 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 414 $223K 0.1% +11 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 414 $223K 0.03% new 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 413 $222K 0.03% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 412 $222K 0.06% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 412 $222K 0.02% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 409 $220K <0.01% -6,576 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 408 $220K 0.05% -88 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 407 $219K 0.03% new 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 405 $218K 0.01% -80 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 405 $218K 0.03% 0 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 405 $218K 0.02% +3 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 404 $217K 0.04% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 404 $217K 0.01% -25 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 404 $217K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 403 $217K 0.1% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 401 $216K 0.09% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 400 $215K 0.04% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 400 $215K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 400 $215K 0.01% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 400 $215K 0.06% -45 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 400 $215K 0.16% 0 13F-HR Timeline