CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,246 $611K 0.07% +20 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,245 $611K 0.06% +210 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,244 $610K 0.07% +13 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,239 $608K 0.35% +21 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,234 $605K 0.12% +7 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,232 $604K 0.06% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,229 $603K 0.03% +11 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,222 $599K 0.36% +125 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,221 $599K 0.04% +531 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,207 $592K 0.11% -2,753 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,203 $590K 0.04% -57 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,199 $588K 0.13% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,196 $586K 0.33% +56 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,196 $586K 0.06% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,075 $584K 0.17% +27 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,187 $582K 0.05% -135 13F-HR Timeline Mascagni Wealth Management, Inc. 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LLC 1,166 $572K 0.03% +747 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,058 $571K 0.8% 13F-HR/A Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,157 $567K 0.1% +86 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,070 $564K 0.15% +89 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,150 $564K 0.69% -874 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,159 $564K 0.07% -10,836 13F-HR Timeline Empire Life Investments Inc. 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More: the full row for SPC Financial, Inc. 1,099 $539K 0.04% -106 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,096 $537K 0.12% -3 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,096 $537K 0.08% -94 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,096 $537K 0.11% +162 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,092 $535K 0.23% +20 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,089 $534K 0.17% -55 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,088 $534K 0.1% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,088 $534K 0.02% -7 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,085 $532K 0.18% -3 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,084 $532K 0.12% -9,874 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,083 $531K 0.17% +653 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,080 $530K 0.06% +25 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,079 $529K 0.26% -76 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,081 $528K 0.06% +476 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,070 $525K 0.07% +134 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,070 $525K 0.3% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,062 $521K 0.11% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,060 $520K 0.03% -26 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,056 $518K 0.08% +649 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,055 $517K 0.28% -242 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,052 $516K 0.01% -3 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,051 $515K 0.42% +12 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,050 $515K 0.12% +42 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,050 $515K 0.16% -2,140 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,049 $514K 0.02% -122 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,044 $512K 0.12% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,040 $510K 0.18% +55 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,037 $509K 0.2% +97 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,485 $508K 0.1% -1,007 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,036 $508K <0.01% +16 13F-HR/A Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,034 $507K 0.01% +143 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,030 $505K 0.01% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,029 $505K 0.2% -68 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,027 $504K 0.46% +168 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,018 $499K 0.01% +370 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,018 $499K 0.17% +16 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,016 $498K 0.23% +166 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,015 $498K 0.29% +85 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,014 $497K 0.54% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,013 $497K 0.09% -4 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,011 $496K 0.34% +227 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,009 $495K 0.03% -165 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,009 $495K 0.21% -78 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,007 $494K 0.05% +152 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,005 $493K 0.18% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,004 $492K 0.03% +29 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,003 $492K 0.14% +78 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,001 $491K 0.19% -25 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $490K 0.2% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,000 $490K <0.01% 0 13F-HR Timeline Group HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,000 $490K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,000 $490K 0.11% +100 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,000 $490K 0.31% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,000 $490K 0.15% 0 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $490K 0.22% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,000 $490K 0.01% -200 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $490K 0.09% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 998 $489K 0.05% -159 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,006 $488K 0.06% +14 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 985 $483K 0.02% +44 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 982 $482K 0.27% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 980 $481K 0.36% +32 13F-HR Timeline Masso Torrence Wealth Management Inc. 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A. 946 $464K 0.04% +119 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 946 $464K 0.02% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 942 $462K 0.11% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 941 $461K 0.12% -43 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 941 $461K 0.04% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 939 $460K <0.01% +100 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 935 $459K 0.29% -3,917 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 932 $457K 0.05% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 931 $457K 0.02% +172 13F-HR Timeline Elite Wealth Management, Inc. 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