Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,568 $487K 0.01% +112 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,568 $487K 0.01% -2,482 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,559 $485K 0.02% -17 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,551 $484K 0.06% +76 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,548 $483K 0.03% +150 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,529 $480K 0.04% +194 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,508 $476K 0.21% -75 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,503 $475K 0.17% +51 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,493 $473K 0.13% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,491 $472K 0.06% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,482 $471K 0.02% +169 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,469 $468K 0.07% -197 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,465 $467K 0.16% -1,442 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,458 $466K 0.07% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,455 $465K 0.32% -75 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,448 $464K 0.03% +12 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,435 $462K 0.04% -136 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,434 $461K 0.2% +26 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,433 $461K 0.17% 0 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 2,432 $461K 0.08% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 459,780 $460K 1.1% +457,273 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,425 $460K 0.06% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,422 $459K 0.04% -309 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,412 $457K 0.04% -210 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,408 $457K 0.14% +223 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,405 $456K 0.03% -17,558 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,399 $455K 0.43% +961 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,399 $455K 0.07% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,390 $453K 0.29% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,380 $451K 0.02% -39 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,361 $448K 0.02% -21 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,361 $448K 0.15% -244 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,358 $447K 0.04% -165 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,038 $447K 0.06% -64,371 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,348 $446K 0.1% +137 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,351 $446K 0.02% +1,015 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,349 $445K 0.19% -622 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,342 $444K 0.02% -125 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,339 $443K 0.17% +65 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,337 $443K 0.02% -132 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,329 $442K 0.06% -706 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,327 $441K 0.04% +1,158 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,318 $439K 0.09% +104 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,315 $439K 0.46% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,313 $439K 0.66% +439 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,306 $437K 0.15% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,306 $437K 0.01% -122,010 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,305 $437K 0.03% -2,180 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 2,233 $437K 0.09% -804 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,290 $434K 0.05% -1,010 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,283 $433K 0.03% +26 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,274 $431K 0.01% +257 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 2,271 $431K 0.29% -4 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 2,270 $430K 0.43% -75 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,257 $428K 0.09% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,256 $428K 0.05% -163 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,247 $426K 0.02% -737 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,246 $426K 0.03% -1,750 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,246 $426K 0.02% -4,005 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,242 $425K 0.41% +78 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,240 $425K 0.02% +8 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,227 $422K 0.02% +191 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,223 $421K 0.03% -466 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,219 $421K 0.18% -2,499 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,209 $419K 0.15% +23 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,209 $419K 0.03% +238 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,204 $419K 0.06% -11 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,192 $417K 0.03% -31 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,191 $416K 0.14% +595 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,191 $416K 0.03% -44 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,429 $416K 0.01% -224 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,190 $415K 0.27% +111 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,190 $415K 0.33% +131 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,321 $415K -538 Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,183 $414K 0.23% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,182 $414K 0.18% +70 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,178 $414K 0.01% -66 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,169 $411K 0.03% +1,098 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,169 $411K 0.02% +693 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,168 $411K -249 Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,162 $410K 0.37% +264 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,161 $410K 0.02% -635 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,085 $409K 0.3% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,147 $407K 0.1% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,142 $406K 0.06% -300 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,137 $405K 0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,132 $405K 0.01% +97 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,127 $404K 0.03% -383 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,195 $404K 0.06% -191 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,114 $401K 0.2% -44 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,109 $400K 0.09% +5 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,106 $399K 0.05% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,106 $399K 0.36% new 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 2,102 $399K 0.17% -6 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,092 $397K 0.13% -671 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,092 $397K 0.03% -704 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,090 $396K 0.06% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,080 $395K 0.05% +226 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,080 $394K <0.01% -702 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,074 $393K 0.04% -56 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,070 $392K 0.08% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,070 $392K 0.05% +619 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,064 $391K 0.01% +25 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,050 $389K 0.03% -62 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,047 $388K 0.08% -95 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,035 $386K 0.13% +313 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,025 $384K 0.02% +143 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,014 $382K 0.04% -17 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,993 $380K 0.03% -475 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,003 $380K 0.04% +90 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 2,000 $379K 0.35% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 2,000 $379K 0.03% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,997 $379K 0.08% -137 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,995 $378K 0.01% -6,337 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,992 $378K 0.05% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,986 $377K 0.31% +263 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,985 $376K 0.04% +475 13F-HR Timeline MOTCO More: the full row for MOTCO 1,968 $373K 0.03% +36 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,967 $372K 0.05% +557 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,963 $372K 0.16% -572 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,962 $372K 0.01% -310 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,810 $371K 0.12% +159 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,953 $370K 0.02% +963 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,954 $370K 0.06% +66 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,951 $370K 0.08% +123 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,938 $367K 0.03% +40 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,934 $367K 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,919 $365K 0.01% -555 13F-HR/A Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,923 $365K 0.04% +427 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,922 $364K 0.25% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LBP AM SA More: the full row for LBP AM SA 1,919 $364K <0.01% -55,390 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,919 $364K 0.03% -551 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,918 $364K 0.08% 0 13F-HR/A Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,914 $363K 0.05% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,912 $363K 0.12% +22 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,911 $362K 0.26% +862 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,910 $362K 0.04% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,908 $362K 0.05% +38 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,899 $360K 0.13% +34 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,898 $360K 0.06% +5 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,163 $359K 0.03% -793 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,889 $358K 0.15% +3 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,887 $358K 0.06% -270 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,887 $358K 0.05% +20 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,879 $356K 0.01% +542 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,877 $356K 0.04% -111 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,871 $356K 0.04% -519 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,874 $355K 0.02% +353 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,872 $355K 0.12% +45 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,871 $355K 0.05% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,863 $353K 0.03% +57 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,858 $352K 0.03% +1,307 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,856 $352K 0.07% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,855 $352K 0.08% -400 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,846 $351K 0.2% -104 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,846 $350K 0.02% -134 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,839 $349K 0.16% +105 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,838 $348K <0.01% -423 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,822 $347K 0.02% +52 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,823 $346K 0.07% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,814 $344K 0.1% -49 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,811 $343K 0.07% +665 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,801 $341K 0.05% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,800 $341K 0.03% +104 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,795 $341K 0.05% +469 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,793 $340K 0.05% +451 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,785 $338K 0.03% -28 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,733 $338K 0.15% +13 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,780 $337K 0.1% -5,447 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,776 $337K 0.05% +687 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,772 $336K 0.05% -159 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,770 $336K 0.03% +20 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,768 $335K 0.04% +70 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,761 $334K 0.03% +75 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,756 $333K 0.02% -827 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,745 $331K 0.03% +370 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,743 $331K 0.01% +378 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,743 $330K 0.02% +4 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,740 $330K 0.04% -177 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,728 $330K 0.21% -126 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,736 $329K 0.06% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,734 $329K 0.04% +74 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,733 $329K 0.04% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,696 $326K 0.04% -44 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,714 $325K 0.01% -112 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,702 $323K 0.07% -12 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,700 $322K 0.12% -72 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,699 $322K <0.01% +300 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,700 $322K 0.06% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,693 $321K 0.03% -10 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,690 $320K 0.33% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,689 $320K 0.01% -11 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,685 $320K 0.04% -1,416 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,684 $319K 0.05% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,676 $318K 0.02% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,666 $316K 0.08% +18 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,661 $315K 0.04% -12 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,660 $315K 0.1% +49 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,659 $315K 0.05% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,658 $314K 0.01% 0 13F-HR Timeline