Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 4,530 $280K 0.11% -3,004 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,528 $279K 0.03% +468 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,527 $279K 0.18% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,527 $279K 0.16% -1,381 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,527 $279K 0.18% -447 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 4,517 $279K 0.12% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,511 $279K 0.27% -1,249 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,515 $279K 0.08% new 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 4,500 $278K 0.13% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,500 $278K 0.25% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,497 $278K 0.13% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,474 $276K 0.06% -2,105 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,464 $275K 0.01% -180 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,445 $274K 0.21% +71 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,445 $274K 0.01% +146 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,445 $274K 0.23% +2 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,434 $274K 0.22% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,429 $273K 0.07% -122 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,577 $273K 0.14% +69 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,425 $273K 0.22% -436 13F-HR/A Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,960 $273K 0.06% -100 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,422 $273K 0.07% -59 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,421 $273K 0.14% -2,433 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,420 $273K 0.08% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,417 $273K 0.05% -348 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,416 $273K 0.07% +381 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 4,415 $272K 0.19% +17 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,412 $272K 0.24% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,410 $272K 0.14% +164 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,405 $272K 0.26% +404 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,706 $272K 0.12% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,400 $272K 0.17% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,398 $271K 0.07% -133 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 4,396 $271K 0.08% +22 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,387 $271K 0.28% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,382 $270K 0.08% -753 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,375 $270K 0.1% -495 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,373 $270K 0.09% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,364 $269K 0.08% +93 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 4,359 $269K 0.15% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,349 $268K 0.04% +132 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,348 $268K 0.15% -649 13F-HR Timeline City State Bank More: the full row for City State Bank 4,345 $268K 0.09% -20 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,344 $268K 0.1% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,342 $268K 0.23% -569 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,319 $267K 0.04% -638 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,323 $267K 0.09% -20 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 4,318 $266K 0.67% -1,670 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,297 $265K 0.13% +18 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,279 $264K 0.05% +31 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,274 $264K 0.07% +178 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 4,265 $263K 0.03% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,260 $263K 0.15% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,259 $263K 0.22% -54 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,258 $263K 0.06% +148 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,252 $262K 0.14% +800 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,245 $262K 0.11% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,238 $262K 0.02% -5,699 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,216 $260K 0.16% -80 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 4,211 $260K 0.29% +297 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,202 $259K 0.02% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,200 $259K 0.17% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,198 $259K 0.02% -2,749 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,190 $259K 0.07% +206 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,188 $258K 0.19% +5 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,187 $258K 0.11% -39 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,186 $258K 0.05% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 4,172 $257K 0.05% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 4,172 $257K 0.18% +344 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,167 $257K 0.06% +35 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 4,160 $257K 0.13% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,475 $257K 0.27% +156 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 4,151 $256K 0.21% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,144 $256K 0.09% -1,800 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,141 $256K 0.23% 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,137 $255K 0.06% +645 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 4,145 $255K 0.03% +151 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,125 $255K 0.26% -158 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,125 $255K 0.15% +21 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,122 $254K 0.19% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,121 $254K 0.05% +45 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,100 $254K 0.05% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,108 $253K 0.33% +2 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,103 $253K 0.04% -466 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 4,103 $253K 0.38% +8 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,100 $253K 0.14% 0 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 4,344 $252K 0.19% -1,026 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 4,087 $252K 0.25% 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 4,081 $252K 0.09% +417 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,078 $252K 0.01% -1,000 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,067 $251K 0.04% +94 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,065 $251K 0.2% -956 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,039 $249K 0.12% +63 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,035 $249K 0.19% -233 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,034 $249K 0.04% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,032 $249K 0.2% -2,980 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,029 $249K 0.12% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,019 $248K 0.09% -75 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 4,016 $248K 0.13% -256 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 4,014 $248K 0.08% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 4,004 $247K 0.13% +128 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 4,004 $247K 0.52% +193 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,003 $247K 0.12% +53 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 4,000 $247K 0.25% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,995 $247K 0.13% +201 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 3,993 $246K 0.05% -26 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,987 $246K 0.1% +480 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,986 $246K 0.04% -690 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,985 $246K 0.08% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,976 $245K 0.2% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,975 $245K 0.08% -131 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,976 $245K <0.01% -215 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,966 $245K 0.08% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,966 $245K 0.09% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,959 $244K 0.03% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,947 $244K 0.15% +6 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,946 $244K 0.11% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,946 $244K 0.04% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,945 $243K 0.05% +8 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,942 $243K 0.03% -6 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,939 $243K 0.14% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,930 $243K 0.01% +267 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,926 $242K 0.08% new 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 3,922 $242K 0.28% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,921 $242K 0.24% new 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,920 $242K 0.02% -1,810 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,918 $242K <0.01% -689 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 3,915 $242K 0.14% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,908 $241K 0.12% -627 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,889 $240K 0.03% -900 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,882 $240K 0.02% +6 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,882 $240K 0.06% -1,177 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 3,873 $239K 0.36% -260 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,868 $239K 0.21% -228 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,868 $239K <0.01% +2,651 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,867 $239K 0.03% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,856 $238K 0.07% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,855 $238K 0.07% -3,997 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,854 $238K 0.03% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,104 $237K 0.04% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,835 $237K 0.1% +264 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,830 $236K 0.08% -175 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,821 $236K 0.03% +77 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,819 $236K 0.1% +10 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,872 $236K 0.25% -19 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,793 $234K 0.2% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,798 $234K 0.08% -948 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,023 $234K 0.08% +183 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,787 $234K 0.19% -1,255 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,786 $234K 0.01% +68 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,776 $233K 0.17% -182 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,763 $232K 0.02% -2,628 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,760 $232K 0.07% -275 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,753 $232K 0.07% -122 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,759 $232K 0.09% -15 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,754 $232K 0.06% +10 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,806 $232K 0.04% new 13F-HR/A Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,748 $231K 0.01% new 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 3,747 $231K 0.01% new 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 3,750 $231K 0.01% -864 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,141 $231K 0.03% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,728 $230K 0.01% -245 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,725 $230K 0.04% +105 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,720 $230K 0.14% +200 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,703 $229K <0.01% +18 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,689 $228K 0.05% +150 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,687 $228K 0.04% +191 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 3,686 $227K 0.44% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,683 $227K 0.15% +18 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,682 $227K 0.14% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,669 $226K 0.09% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,660 $226K 0.12% -33 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,659 $226K 0.06% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,945 $226K 0.1% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,654 $225K 0.04% -999 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,651 $225K 0.03% +250 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 3,650 $225K 0.05% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,645 $225K 0.14% -131 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,644 $225K 0.17% -724 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,642 $225K 0.05% -550 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,640 $225K 0.12% -392 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,635 $224K 0.26% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,617 $223K 0.04% +113 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,617 $223K 0.09% +5 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,611 $223K 0.02% +2 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,606 $223K 0.02% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,591 $222K 0.24% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,585 $221K 0.02% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,582 $221K 0.03% +21 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,576 $221K 0.06% -728 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,573 $220K 0.03% +35 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,569 $220K 0.09% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,559 $220K 0.13% +18 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,558 $220K 0.12% -36 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,547 $219K 0.12% -3,348 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,536 $218K 0.07% -1,344 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,535 $218K 0.03% +49 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,671 $218K 0.01% -255 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 3,521 $217K 0.09% -285 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,519 $217K 0.14% +41 13F-HR Timeline