Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,388 $230K 0.07% +114 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,388 $230K 0.14% -23 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,387 $230K 0.03% +3 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,386 $230K 0.18% +136 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,385 $230K 0.03% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,380 $229K 0.03% -9,599 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,378 $229K 0.07% +140 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,377 $229K 0.05% +48 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 2,376 $229K 0.12% -10 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,374 $229K 0.06% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,372 $228K 0.11% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,369 $228K 0.15% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,359 $227K 0.05% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,358 $227K 0.05% 0 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 2,357 $227K 0.1% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,356 $227K 0.09% new 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,356 $227K 0.1% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,353 $226K 0.06% +47 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,349 $226K 0.01% +60 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,348 $226K 0.01% +42 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 2,345 $226K 0.1% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,342 $225K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,344 $225K 0.1% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,335 $225K 0.02% -58 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,331 $224K 0.11% -48 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,325 $224K 0.19% -1,720 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,303 $223K 0.04% -21 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,319 $223K 0.04% -201 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,316 $223K 0.07% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,314 $223K 0.08% -12 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,302 $223K 0.13% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,313 $223K 0.01% -30 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,312 $223K 0.1% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,311 $222K 0.1% 0 13F-HR/A Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,311 $222K 0.03% +20 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,309 $222K 0.16% +7 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,301 $221K 0.05% +1,717 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,297 $221K 0.11% -45 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,292 $221K 0.11% +93 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,291 $221K 0.05% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,289 $220K 0.02% +61 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,286 $220K 0.03% -211 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,286 $220K 0.01% new 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 2,279 $219K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,274 $219K 0.02% -132 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,269 $218K 0.03% +110 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,269 $218K 0.02% -267 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,268 $218K 0.03% -72 13F-HR Timeline Group 25 LLC More: the full row for 25 LLC 2,267 $218K 0.06% new 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,266 $218K 0.01% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,264 $218K 0.05% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,255 $217K 0.05% -2 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,255 $217K 0.12% -22 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,248 $216K 0.03% -35 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,247 $216K 0.12% -45 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,244 $216K 0.12% -280 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 2,244 $216K 0.04% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,241 $216K 0.01% -243 13F-HR/A Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,236 $215K 0.04% -36 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,236 $215K 0.16% -239 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,234 $215K 0.03% new 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,231 $215K 0.15% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,233 $215K 0.02% -50 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,216 $215K 0.01% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,233 $215K 0.09% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,232 $215K 0.05% +238 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,229 $215K 0.01% +112 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,228 $214K 0.12% -101 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,225 $214K 0.02% -294 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,224 $214K 0.05% -43 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,223 $214K 0.01% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,221 $214K 0.07% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,220 $214K 0.07% -85 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,217 $213K 0.05% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 2,215 $213K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,215 $213K 0.07% +53 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,212 $213K 0.11% -360 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 2,212 $213K 0.11% -50 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 2,211 $213K 0.01% -506 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,205 $212K 0.04% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,205 $212K 0.01% 0 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,200 $212K 0.14% 0 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 2,198 $212K 0.12% 0 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 2,043 $211K 0.04% +12 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,190 $211K 0.05% -14 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,186 $211K 0.07% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,186 $210K 0.15% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,185 $210K 0.12% +97 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,181 $210K 0.21% -65 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,180 $210K 0.01% -353 13F-HR/A Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,179 $210K 0.04% -245 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,178 $210K 0.08% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,173 $209K 0.01% +13 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,172 $209K 0.11% +482 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,172 $209K <0.01% -2,119 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,172 $209K 0.05% +73 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,170 $209K 0.1% -30 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,169 $209K 0.03% -221 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,168 $209K 0.08% -142 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,159 $208K 0.17% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,159 $208K 0.08% -306 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,153 $207K 0.09% -45 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,151 $207K 0.02% -228 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,156 $207K <0.01% 0 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,152 $207K 0.01% +23 13F-HR Timeline Group NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 2,146 $207K 0.08% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,139 $206K 0.1% -350 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,139 $206K 0.01% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,132 $205K 0.09% +31 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,131 $205K 0.01% +304 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,124 $204K 0.11% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,110 $204K 0.02% +315 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,121 $204K 0.11% 0 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 2,118 $204K 0.04% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,128 $204K 0.07% -2,724 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,116 $204K 0.05% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,110 $203K 0.04% -158 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,109 $203K 0.04% -42 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,109 $203K 0.12% -137 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 2,108 $203K 0.17% -513 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 2,108 $203K 0.17% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,101 $203K 0.1% +363 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,102 $202K 0.04% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,102 $202K 0.05% -28 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,101 $202K 0.02% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,101 $202K 0.03% -165 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,100 $202K 0.04% -157 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,100 $202K 0.06% -40 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,093 $201K 0.01% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,091 $201K 0.02% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 2,075 $201K 0.22% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,087 $201K 0.02% -91 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,079 $200K 0.03% -566 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 2,069 $199K 0.09% +440 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,068 $199K 0.05% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,067 $199K 0.06% -45 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,050 $199K 0.08% -550 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,063 $199K 0.05% +1,848 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,062 $198K 0.09% -64 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,052 $197K 0.05% +605 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,032 $196K 0.11% +1,621 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,026 $195K 0.06% +245 13F-HR Timeline City State Bank More: the full row for City State Bank 2,025 $195K 0.04% -100 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,932 $186K 0.03% -1,597 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,898 $184K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,880 $181K 0.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,862 $181K 0.01% -216 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,865 $179K 0.11% -260 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,732 $179K 0.1% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,848 $178K 0.05% -161 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 1,842 $177K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,774 $171K 0.03% -451 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,778 $170K 0.02% -287 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,766 $170K 0.03% -219 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,733 $167K 0.17% -46 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,698 $163K 0.06% -26 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,698 $163K 0.04% -2,000 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,669 $161K 0.03% -1,287 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,650 $159K 0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,639 $158K 0.02% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,584 $154K <0.01% -792 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,593 $153K 0.02% +2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,588 $153K 0.1% -120 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,581 $152K 0.06% -260 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,563 $150K 0.03% +666 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,524 $147K 0.01% -31 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,523 $146K 0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,515 $146K 0.02% new 13F-HR Timeline Group Lipe & Dalton More: the full row for Lipe & Dalton 1,480 $142K 0.07% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,473 $142K 0.09% 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 1,441 $139K 0.03% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,432 $138K 0.05% +124 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,426 $137K 0.1% +1,000 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,420 $137K <0.01% +39 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,387 $133K 0.3% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,365 $131K 0.02% -99 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,362 $131K 0.07% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,334 $129K 0.08% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,313 $126K 0.03% -127 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,306 $126K 0.03% -197 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,295 $125K 0.06% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,256 $121K 0.02% +527 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,250 $120K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,249 $120K 0.04% -86 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 1,241 $119K 0.11% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,230 $118K 0.03% +499 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,223 $118K 0.06% +108 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,222 $118K 0.03% -575 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,220 $117K 0.04% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,206 $116K <0.01% -3,425 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,205 $116K 0.01% -395 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,178 $113K 0.01% +29 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,168 $112K 0.04% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,161 $112K 0.04% +44 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,158 $111K 0.05% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,146 $110K 0.02% -129 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1,136 $109K 0.07% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,123 $108K 0.05% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,123 $108K 0.02% +133 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,122 $108K 0.07% -63 13F-HR Timeline