Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 256 $254K 0.02% +1 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 255 $253K 0.25% +29 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 255 $252K 0.28% 0 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 255 $252K 0.1% +2 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 254 $251K 0.36% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 253 $251K 0.12% 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 253 $250K 0.15% +1 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 253 $250K 0.12% -30 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 253 $250K 0.18% -191 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 258 $250K 0.04% -10 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 252 $250K 0.18% +9 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 257 $249K 0.04% -7 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 251 $248K 0.05% -150 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 250 $247K 0.07% -2 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 250 $247K 0.25% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 250 $247K 0.06% +4 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 250 $247K 0.11% 0 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 250 $247K 0.06% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 261 $247K 0.18% 0 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 249 $247K 0.11% +25 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 249 $246K 0.14% -105 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 249 $246K 0.07% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 249 $246K 0.12% +9 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 249 $246K 0.19% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 248 $245K 0.09% -16 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 245 $245K 0.13% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 247 $245K 0.13% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 247 $245K 0.18% -226 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 246 $244K 0.14% 0 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 246 $244K 0.12% +15 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 260 $243K 0.08% -100 13F-HR/A Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 245 $243K 0.05% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 245 $243K 0.06% +5 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 245 $243K 0.14% +4 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 244 $242K 0.24% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 244 $242K 0.16% -16 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 243 $241K 0.14% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 243 $241K 0.08% +20 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 243 $241K 0.15% -11 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 243 $241K 0.2% -49 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 242 $240K 0.06% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 242 $240K <0.01% +5 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 242 $240K 0.08% 0 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 242 $240K 0.11% -84 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 242 $240K 0.08% +21 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 242 $239K 0.02% +1 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 242 $239K 0.06% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 241 $239K 0.08% -80 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 240 $238K 0.17% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 240 $238K 0.18% 0 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 240 $238K 0.01% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 240 $238K 0.15% -111 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 240 $238K 0.03% -3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 240 $237K 0.05% +126 13F-HR/A Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 239 $237K 0.11% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 239 $237K 0.17% +1 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 239 $237K 0.22% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 238 $236K 0.03% 0 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 238 $236K 0.1% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 238 $236K 0.06% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 236 $234K 0.03% -5 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 235 $233K 0.03% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 235 $233K 0.11% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 235 $232K 0.09% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 235 $232K 0.01% 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 234 $232K 0.26% -27 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 234 $232K 0.06% -3 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 234 $232K 0.06% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 233 $231K 0.04% -2 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 234 $231K 0.1% -27 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 233 $231K 0.04% -1 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 233 $231K 0.12% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 232 $230K 0.07% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 232 $230K 0.06% +2 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 234 $230K 0.21% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 231 $229K 0.24% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 231 $229K 0.24% +5 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 230 $228K 0.01% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 230 $228K <0.01% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 230 $228K 0.01% -597 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 230 $228K 0.13% new 13F-HR/A Timeline Madrid Financial Services More: the full row for Madrid Financial Services 230 $228K 0.15% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 238 $227K 0.11% +6 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 229 $227K 0.09% 0 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 229 $227K 0.03% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 229 $227K 0.03% -5,455 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 228 $226K 0.01% -132 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 228 $226K 0.07% -17 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 228 $226K 0.02% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 228 $226K 0.18% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 227 $225K 0.1% -90 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 227 $225K 0.08% +8 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 228 $225K 0.19% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 227 $225K 0.07% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 227 $225K 0.15% +12 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 227 $225K 0.05% +13 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 226 $224K 0.1% -50 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 226 $224K 0.24% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 226 $224K 0.27% +158 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 225 $223K 0.12% -4 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 225 $223K 0.08% 0 13F-HR/A Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 225 $223K 0.15% -5 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 224 $222K 0.99% +10 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 224 $222K 0.04% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 224 $221K 0.08% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 224 $221K 0.02% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 223 $221K 0.13% -1,389 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 223 $221K 0.21% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 223 $221K 0.09% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 223 $221K 0.09% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 223 $221K <0.01% -96,194 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 222 $220K 0.16% new 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 222 $220K 0.06% +107 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 222 $220K 0.14% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 222 $219K 0.21% -6 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 221 $219K 0.19% -16 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 221 $219K <0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 220 $218K 0.02% +2 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 220 $218K 0.13% -23 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 220 $218K 0.07% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 220 $218K 0.12% -380 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 220 $218K 0.08% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 230 $218K 0.45% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 218 $216K 0.2% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 218 $216K 0.04% new 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 218 $216K 0.06% -2 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 218 $216K 0.09% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 217 $215K 0.04% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 216 $214K 0.04% new 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 216 $214K 0.11% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 229 $213K 0.11% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 215 $213K 0.03% -14 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 215 $213K 0.2% +55 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 215 $213K 0.07% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 214 $212K 0.18% new 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 214 $211K 0.19% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 218 $211K 0.08% new 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 213 $211K 0.09% -6 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 213 $211K 0.1% new 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 213 $211K 0.11% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 213 $211K 0.14% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 213 $211K 0.16% new 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 212 $210K 0.19% -5 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 212 $210K 0.1% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 224 $209K 0.13% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 211 $209K 0.1% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 211 $209K 0.12% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 211 $208K 0.03% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 211 $208K 0.14% 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 210 $208K 0.1% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 210 $208K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 210 $208K 0.04% -54 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 210 $208K 0.12% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 210 $208K 0.14% new 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 210 $208K <0.01% new 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 209 $207K 0.05% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 209 $207K 0.1% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 209 $207K 0.1% -5 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 208 $206K 0.04% -609 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 208 $206K 0.06% new 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 208 $206K 0.1% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 207 $205K 0.12% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 207 $205K 0.08% -71 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 207 $205K 0.09% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 207 $205K 0.06% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 206 $204K 0.05% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 206 $204K 0.07% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 206 $204K 0.14% -50 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 205 $203K <0.01% new 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 205 $203K 0.2% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 204 $202K 0.06% new 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 204 $202K 0.14% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 204 $202K 0.11% -100 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 204 $202K 0.26% -77 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 203 $201K 0.05% -103 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 212 $201K 0.02% -460 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 202 $200K 0.04% -233 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 202 $200K 0.02% -12 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 201 $199K 0.01% new 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 200 $198K 0.19% -8 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 200 $198K 0.14% -6 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 200 $198K 0.06% -150 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 200 $198K 0.12% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 200 $198K 0.06% +5 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 193 $191K <0.01% +40 13F-HR/A Timeline Group Family CFO Inc More: the full row for Family CFO Inc 190 $188K 0.09% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 184 $182K 0.12% +17 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 183 $181K 0.11% -1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 182 $180K 0.22% +3 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 182 $180K 0.12% +156 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 181 $179K 0.04% +139 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 180 $178K 0.03% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 180 $178K 0.09% -5 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 179 $177K 0.15% +4 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 178 $176K 0.04% -138 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 176 $174K 0.01% +3 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 175 $173K 0.03% +75 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 175 $173K 0.03% -34 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 173 $171K 0.11% +11 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 173 $171K 0.53% 0 13F-HR Timeline