Elgethun Capital Management More: the full row for Elgethun Capital Management 4,929 $758K 0.14% -671 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,924 $757K 0.51% -121 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,874 $757K 0.25% +427 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,871 $756K 0.84% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,867 $756K 0.24% +80 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,860 $755K 0.26% 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 4,853 $754K 0.55% +3 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,852 $753K 0.91% -1,992 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,852 $753K 0.4% -20 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 4,835 $751K 0.25% -7 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 4,821 $749K 0.07% +300 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,818 $748K 0.03% +397 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,804 $746K 0.11% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,803 $746K 0.04% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,800 $745K 0.03% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,800 $745K 0.11% -13,400 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,798 $745K 0.24% +1,614 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,797 $745K 0.23% +26 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,794 $744K 0.22% -1,881 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,792 $744K 0.24% +497 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,771 $741K 0.06% +200 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,760 $739K 0.09% +426 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,737 $736K 0.11% +126 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,734 $735K 0.08% +85 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,728 $734K 0.47% +2 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,725 $734K 0.07% -120 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,724 $734K 0.07% -51 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,704 $731K 0.11% +261 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,700 $730K 0.21% -40 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,698 $730K 0.04% +586 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,689 $728K 0.11% +307 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,687 $728K 0.03% -698 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,680 $727K 0.11% -431 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,678 $726K 0.11% +99 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 4,680 $726K 0.31% +67 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,670 $725K 0.07% +276 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,659 $724K 0.08% -721 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,658 $723K 0.42% +1,162 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,654 $723K 0.26% -4,331 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 4,650 $721K 0.01% new 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,642 $721K 0.13% +226 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,631 $719K 0.06% new 13F-HR Timeline Group Eldridge Investment Advisors, Inc. 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More: the full row for General Partner, Inc. 4,610 $716K 0.39% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,610 $716K 0.17% +232 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,600 $714K 0.26% -100 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,600 $714K 0.27% -1 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,591 $713K 0.29% +35 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,586 $712K 0.41% +137 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,586 $712K 0.05% -77 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,573 $710K 0.12% +704 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,564 $709K 0.18% +136 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,561 $708K 0.3% -161 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,561 $708K 0.31% +48 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,553 $707K 0.48% -42 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 4,545 $706K 0.26% +487 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,542 $705K 0.07% -119 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,539 $705K 0.3% -422 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,538 $705K 0.37% +845 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,532 $704K 0.17% -1,344 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,531 $704K 0.11% +1,313 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,530 $703K 0.4% -713 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,529 $703K 0.3% +425 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,528 $703K 0.11% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,511 $701K 0.38% +79 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,510 $700K 0.17% +664 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 4,500 $699K 0.4% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,500 $699K 0.14% -29,498 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 4,500 $699K 0.24% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 4,497 $698K 0.04% -900 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,515 $698K 0.56% -237 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,483 $696K 0.51% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,479 $696K 0.1% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 4,480 $696K 0.05% -147 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,477 $695K 0.03% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,470 $694K 0.12% +783 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,462 $693K 0.08% +1,651 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,459 $692K 0.09% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,458 $692K 0.06% +118 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,456 $692K 0.08% +154 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,451 $691K 0.24% +26 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 4,446 $690K 0.39% -2,607 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,439 $689K 0.1% +526 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 4,651 $689K +3,690 Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,431 $688K 0.1% -73 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,430 $688K 0.21% +573 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,418 $686K 0.36% +44 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 4,416 $686K 0.12% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,415 $686K 0.18% +9 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,413 $685K 0.12% +167 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,408 $685K 0.28% +32 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,411 $685K 0.16% +671 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,396 $683K 0.22% -63 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,383 $681K 0.02% +280 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,377 $680K 0.22% +586 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,368 $678K 0.1% -1,601 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 4,364 $678K 0.5% -277 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,361 $677K 0.39% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 4,360 $677K 0.27% -10 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,357 $677K 0.99% +295 13F-HR/A Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,356 $676K 0.32% +85 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 4,355 $676K 0.04% -83 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,350 $676K 0.05% -293 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,337 $674K 0.08% -288 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,337 $673K 0.03% -174 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,331 $673K 0.22% -209 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,327 $672K 0.06% +43 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,326 $672K 0.18% +35 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 4,337 $670K 0.24% +645 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,313 $670K 0.89% +2,400 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,395 $669K 0.23% +615 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,300 $668K 0.04% new 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 4,298 $667K 0.3% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,290 $666K 0.04% +73 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,286 $666K 0.11% +383 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,269 $663K 0.13% -45 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,268 $663K 0.18% +309 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,267 $663K 0.06% +897 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,264 $662K 0.23% -447 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,257 $661K 0.34% -5 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,254 $661K 0.11% -2,092 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 4,247 $660K 0.01% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 4,247 $659K 0.37% +46 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,236 $658K 0.43% +43 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,235 $658K 0.16% +80 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,233 $657K 0.46% +356 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,220 $655K 0.04% +2,514 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,202 $653K 0.13% 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 4,200 $652K 0.09% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,199 $652K 0.06% -1,221 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 4,199 $652K 0.58% +1,812 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,194 $651K 0.7% +156 13F-HR/A Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 4,194 $651K 0.16% +12 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,189 $651K 0.11% -906 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,189 $651K 0.2% -826 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,188 $650K 0.04% 0 13F-HR Timeline Group South Street Advisors LLC More: the full row for South Street Advisors LLC 4,186 $650K 0.09% +1,580 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,181 $649K 0.19% +158 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,177 $649K 0.11% +515 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,172 $648K 0.12% +5 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,171 $648K 0.64% -6,447 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,162 $646K 0.43% +1,887 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,158 $646K 0.06% +1,166 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,155 $645K 0.42% -4,088 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,150 $644K 0.18% -677 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 4,150 $644K 0.21% +899 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 4,150 $644K 0.11% +47 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,146 $644K 0.03% +634 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,144 $643K 0.14% +200 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,140 $643K 0.14% 0 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 4,140 $643K 0.49% +229 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,127 $641K 0.14% +650 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,117 $639K 0.14% -53 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,117 $639K 0.09% +3,362 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,112 $639K 0.18% +1,706 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 4,112 $639K 0.12% -3 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,112 $639K 0.16% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,100 $637K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,093 $636K 0.12% +303 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,090 $635K 0.01% +1,490 13F-HR/A Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,090 $635K 0.03% -342 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,090 $635K 0.25% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,081 $634K 0.11% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,079 $633K 0.15% -713 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,075 $633K 0.04% +95 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,074 $633K 0.08% +94 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,066 $631K 0.46% +2 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,060 $630K 0.47% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,055 $630K 0.22% +19 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,047 $628K 0.14% +27 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,046 $628K 0.19% -196 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 4,044 $628K 0.34% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,042 $628K 0.39% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,042 $628K 0.06% -2,414 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,039 $627K 0.19% +798 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,037 $627K 0.36% -8 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,030 $626K 0.1% +2,433 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,028 $626K 0.63% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,019 $624K 0.25% -357 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,019 $624K 0.5% +5 13F-HR/A Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,001 $621K 0.12% +151 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $621K 0.28% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,992 $620K 0.25% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,987 $619K 0.23% -3,150 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,978 $618K 0.08% +95 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,976 $617K 0.05% +157 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,976 $617K 0.06% +512 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,973 $617K 0.01% +133 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,970 $617K 0.51% -850 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,969 $616K 0.23% +87 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,960 $615K 0.61% -283 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,958 $615K 0.1% +319 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,950 $613K 0.15% +50 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,951 $613K 0.26% +12 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,948 $613K 0.02% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,945 $613K 0.84% 0 13F-HR Timeline