BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 431 $395K 0.36% 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 430 $394K 0.05% 0 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 430 $394K 0.29% +20 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 430 $394K 0.01% -200 13F-HR Timeline Group Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 430 $394K 0.37% 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 429 $393K 0.13% -319 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 429 $393K 0.35% 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 428 $392K 0.05% +1 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 364 $392K 0.35% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 427 $391K 0.36% 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 427 $391K 0.28% 0 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 427 $391K 0.3% +1 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 426 $390K 0.08% +28 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 366 $390K 0.2% +9 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 426 $390K 0.13% +1 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 425 $390K 0.1% -27 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 424 $389K 0.23% +4 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 424 $388K 0.15% -21 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 423 $388K 0.14% +5 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 423 $388K 0.03% 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 423 $388K 0.2% +25 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 423 $388K 0.16% 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 423 $387K 0.24% -68 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 422 $387K 0.04% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 421 $386K 0.03% -88 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 421 $386K 0.22% +150 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 421 $385K 0.29% 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 420 $385K 0.26% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 420 $385K 0.13% +81 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 419 $384K 0.23% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 381 $383K 0.07% -20 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 418 $383K 0.02% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 418 $383K 0.08% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 417 $382K 0.04% +47 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 416 $381K 0.3% 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 416 $381K 0.34% 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 416 $381K 0.33% -1 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 416 $381K 0.02% -4 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 415 $380K 0.1% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 415 $380K 0.13% +33 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 415 $380K 0.35% 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 414 $379K 0.2% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 413 $378K 0.09% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 413 $378K 0.22% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 413 $378K 0.17% -20 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 413 $378K 0.33% 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 412 $378K 0.16% +19 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 412 $378K 0.16% -385 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 412 $378K 0.36% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 411 $377K 0.06% -225 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 374 $376K 0.18% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 410 $376K 0.23% -10 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 410 $376K 0.24% -125 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 410 $375K 0.29% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 409 $375K 0.07% +163 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 409 $375K 0.27% +3 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 409 $375K 0.27% -22 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 409 $374K 0.47% +1 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 408 $374K 0.15% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 408 $374K 0.12% +39 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 408 $374K 0.06% +2 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 408 $374K 0.34% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 408 $373K 0.32% 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 407 $373K 0.41% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 406 $372K 0.3% -12 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 406 $372K 0.1% +1 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 404 $370K 0.12% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 404 $370K 0.26% +26 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 403 $369K 0.03% +1 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 402 $369K 0.3% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 401 $367K 0.13% -4 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 401 $367K 0.17% +1 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 400 $367K 0.11% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 400 $367K 0.3% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 399 $366K 0.09% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 399 $366K 0.05% -10 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 398 $364K 0.23% +7 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 396 $363K 0.18% -295 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 394 $361K 0.15% -56 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 394 $361K 0.09% +29 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 392 $359K 0.26% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 389 $359K 0.1% +10 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 391 $358K 0.14% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 389 $356K 0.11% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 389 $356K 0.11% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 388 $356K 0.07% -58 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 388 $356K 0.14% -2 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 388 $356K 0.33% 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 387 $355K 0.07% +28 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 387 $355K 0.16% +16 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 387 $355K 0.14% +55 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 387 $355K 0.1% -90 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 386 $354K 0.03% -46 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 385 $353K 0.15% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 385 $353K 0.1% -106 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 385 $353K 0.2% +2 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 384 $352K 0.15% +27 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 384 $352K 0.07% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 384 $352K 0.04% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 382 $350K 0.11% -1 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 382 $350K 0.05% 0 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 382 $350K 0.15% -36 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 381 $349K 0.19% +1 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 380 $348K 0.08% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 380 $348K 0.07% +13 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 379 $348K 0.15% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 379 $348K 0.09% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 379 $347K 0.13% -26 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 379 $347K 0.01% +61 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 379 $347K 0.03% new 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 378 $346K 0.17% +1 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 378 $346K 0.11% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 377 $345K 0.22% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 377 $345K 0.12% -338,558 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 376 $345K 0.07% +6 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 375 $344K 0.34% 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 375 $344K 0.09% -19 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 375 $344K 0.04% new 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 374 $343K 0.04% +27 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 374 $343K 0.22% -127 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 373 $342K 0.07% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 373 $342K 0.06% +100 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 372 $341K 0.12% +104 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 401 $341K 0.31% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 371 $340K 0.02% +119 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 371 $340K 0.13% +54 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 369 $338K 0.37% 0 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 369 $338K 0.11% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 368 $338K 0.25% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 367 $336K 0.08% -1 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 366 $336K 0.2% -3 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 366 $335K 0.22% +97 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 366 $335K 0.1% +63 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 365 $334K 0.04% -5 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 365 $334K 0.07% +14 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 364 $334K 0.07% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 364 $334K 0.25% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 364 $333K 0.07% +38 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 363 $333K 0.14% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 363 $333K 0.23% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 363 $333K 0.1% -34 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 363 $333K 0.2% +104 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 362 $332K 0.23% +16 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 362 $332K 0.17% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 361 $331K 0.35% 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 360 $330K 0.22% 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 360 $330K 0.07% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 360 $330K 0.13% +64 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 360 $330K 0.16% +2 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 359 $329K 0.12% +55 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 359 $329K 0.18% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 359 $329K 0.05% +46 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 357 $327K 0.13% +55 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 357 $327K 0.15% +12 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 355 $325K 0.22% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 353 $324K 0.13% +16 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 353 $323K 0.04% -5 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 352 $323K 0.05% +4 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 352 $323K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 352 $323K 0.03% -413 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 352 $323K 0.31% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 352 $322K 0.18% 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 351 $322K 0.09% -150 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 351 $322K 0.03% +20 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 351 $322K 0.21% 0 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 351 $322K 0.09% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 350 $321K 0.05% -23 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 350 $321K 0.17% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 350 $321K 0.32% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 350 $320K 0.07% +21 13F-HR/A Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 349 $320K <0.01% +232 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 349 $320K 0.16% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 348 $319K 0.05% -3 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 347 $318K 0.18% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 347 $318K 0.14% +8 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 346 $317K 0.15% -55 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 346 $317K 0.08% -33 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 338 $317K 0.04% -8 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 337 $317K 0.15% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 344 $316K 0.3% 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 344 $315K 0.08% -3 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 342 $314K 0.14% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 340 $314K 0.31% -13 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 341 $313K 0.23% -20 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 341 $312K 0.21% -10 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 341 $312K 0.21% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 340 $312K 0.34% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 340 $312K 0.39% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 340 $312K 0.09% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 340 $311K 0.27% +21 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 338 $310K 0.05% +73 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 337 $309K 0.15% -1 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 337 $309K 0.3% 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 336 $308K 0.23% 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 336 $308K 0.17% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 335 $307K 0.09% +2 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 334 $306K 0.2% +75 13F-HR/A Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 334 $306K 0.13% +9 13F-HR/A Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 334 $306K 0.24% -2,355 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 333 $305K 0.2% +255 13F-HR Timeline