Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,573 $758K 0.22% -47 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,572 $758K 0.05% -575 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,564 $757K 0.31% +264 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,564 $757K 0.08% +668 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,561 $756K 0.24% -88 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,545 $753K 0.2% +309 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,545 $753K 0.13% +46 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,540 $753K 0.25% -45 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 4,525 $750K 0.12% +450 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 4,520 $749K 0.12% +2,223 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,518 $749K 0.45% -30 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,517 $749K 0.56% -451 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,517 $749K 0.45% -1,125 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,517 $749K 0.17% -1,350 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,514 $748K 0.32% -174 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,498 $746K 0.11% +35 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,497 $745K 0.17% +286 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,491 $744K 0.04% -2,020 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,483 $743K 0.49% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,481 $743K 0.4% +153 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,474 $742K 0.15% -39 13F-HR Timeline Miller Capital Partners, Inc. 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More: the full row for Huntleigh Advisors, Inc. 4,054 $672K 0.09% -210 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,045 $670K 0.05% +67 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,036 $669K 0.27% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,021 $667K 0.17% +816 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,020 $666K 0.04% +214 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 4,015 $665K 0.45% +119 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,009 $665K 0.09% +228 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,008 $664K 0.1% +50 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,006 $664K 0.65% -40 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,005 $664K 0.46% -287 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $663K 0.28% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 4,000 $663K 0.07% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $663K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 3,985 $661K 0.15% 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,981 $660K 0.39% +5 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,980 $660K 0.28% +1,070 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,978 $659K 0.11% -14 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,963 $657K 0.32% -6,379 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,960 $656K 0.06% +76 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,949 $655K 0.13% +23 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,948 $654K 0.02% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,945 $654K 0.19% -950 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,944 $654K 0.1% -6,095 13F-HR Timeline BOK Financial Private Wealth, Inc. 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MANNING & CO., INC. 3,832 $635K 0.54% 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,827 $634K 0.12% -24 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,825 $634K 0.14% +1,222 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,824 $634K 0.43% +14 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,820 $633K 0.43% -36 13F-HR Timeline JM2 Capital Inc. 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More: the full row for SOA Wealth Advisors, LLC. 3,798 $630K 0.11% -60 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 3,797 $629K 0.26% 0 13F-HR Timeline Jones Kertz & Associates, Inc. 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