Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,049 $301K 0.1% -127 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,041 $300K 0.37% +345 13F-HR/A Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,038 $300K 0.08% -75 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,038 $300K 0.02% -44 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,035 $300K 0.06% +31 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 3,032 $299K 0.34% -36 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 3,291 $299K 0.03% -869 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,028 $299K 0.15% +12 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,023 $298K 0.06% +49 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,021 $298K 0.05% -1,645 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,021 $298K 0.04% -29 13F-HR/A Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,020 $298K 0.19% 0 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 3,000 $296K 0.05% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,999 $296K 0.29% -21 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,999 $296K 0.12% new 13F-HR Timeline DAGCO, INC. 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More: the full row for Broadway Wealth Solutions, Inc. 2,921 $288K 0.21% -68 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,917 $288K 0.07% -432 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,915 $288K 0.07% +248 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,913 $288K 0.04% -52 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,903 $287K 0.02% -495 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 2,906 $287K 0.16% +281 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,897 $286K 0.1% +156 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,896 $286K 0.04% -16,682 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,896 $286K 0.29% +17 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,926 $286K 0.11% -5 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 3,168 $286K 0.16% +3 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,888 $285K 0.12% -1,114 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,886 $285K 0.13% -9,379 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,884 $285K 0.15% -622 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,878 $284K 0.07% +151 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 2,877 $284K 0.19% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,877 $284K 0.08% +4 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 9,854 $284K 0.06% +202 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,873 $284K 0.06% +182 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for Freedom Investment Management, Inc. 2,808 $277K 0.02% -155 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,808 $277K 0.11% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,808 $277K 0.16% -16 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,807 $277K 0.15% +231 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,804 $277K 0.03% -437 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 3,257 $276K 0.05% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,798 $276K 0.03% +22 13F-HR Timeline Hudock, Inc. 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More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,762 $273K 0.04% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,760 $272K 0.23% +7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,758 $272K 0.09% +118 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 2,757 $272K 0.08% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,754 $272K 0.07% -237 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,752 $272K 0.18% -7 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,753 $272K 0.15% -15 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,748 $271K 0.14% -55 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,744 $271K 0.26% +56 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,741 $271K 0.05% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,734 $270K 0.07% +10 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,731 $270K 0.04% +33 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,725 $269K 0.07% -355 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,721 $269K 0.02% +44 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,952 $268K 0.23% +198 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,713 $268K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,705 $267K 0.17% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,705 $267K 0.05% +574 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,700 $266K 0.1% +703 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,694 $266K 0.08% +200 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,689 $265K 0.11% +16 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 2,683 $265K 0.1% new 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 2,679 $264K 0.1% -510 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,123 $264K 0.06% +180 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,675 $264K 0.08% -107 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 2,670 $264K 0.21% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 2,669 $263K 0.02% -2 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,668 $263K 0.17% +302 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 2,668 $263K 0.09% -29 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,662 $263K 0.08% +529 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,654 $262K 0.06% +408 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,651 $262K 0.27% +328 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,650 $262K 0.01% +393 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 2,646 $261K 0.03% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,646 $261K 0.3% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,331 $261K 0.02% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,640 $261K 0.08% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,635 $260K 0.12% -100 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 2,633 $260K 0.14% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,631 $260K 0.08% +75 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,631 $260K 0.08% -14 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,623 $259K 0.15% +8 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,622 $259K 0.36% -34 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,862 $258K 0.17% +60 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,630 $257K 0.15% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,605 $257K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,604 $257K 0.03% +60 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,603 $257K 0.07% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,601 $257K 0.03% +316 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,598 $256K 0.07% +4 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,597 $256K 0.31% +151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,596 $256K 0.12% +20 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,589 $256K 0.02% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,585 $255K 0.09% +1,131 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,581 $255K 0.14% +546 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,574 $254K 0.08% +150 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,572 $254K 0.05% +31 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,570 $254K 0.03% +463 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,566 $253K 0.07% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,566 $253K 0.13% +56 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,563 $253K 0.03% +9 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 2,561 $253K 0.01% +267 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,561 $253K 0.15% +1 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,558 $252K 0.03% -9 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,546 $251K 0.02% new 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 2,544 $251K <0.01% -3,962 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,544 $251K 0.1% +44 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,542 $251K 0.38% +1 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,534 $250K 0.03% -101 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,532 $250K 0.02% -25 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,531 $250K 0.04% -54 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,525 $249K 0.26% -126 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,522 $249K 0.21% -141 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,521 $249K 0.08% +10 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,521 $249K 0.14% +39 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,519 $249K 0.04% +38 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,717 $248K 0.08% -28 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,514 $248K 0.11% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,514 $248K 0.04% 0 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 2,509 $248K 0.11% +167 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,507 $247K 0.24% +359 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,506 $247K 0.02% -59 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,506 $247K 0.42% -5,563 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,500 $247K 0.05% 0 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,210 $246K 0.19% +200 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,491 $246K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,490 $246K 0.09% -78 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,489 $246K 0.12% -96 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,478 $245K 0.04% +53 13F-HR/A Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,476 $244K 0.06% -624 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,476 $244K 0.05% -239 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,475 $244K 0.03% +54 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,464 $243K 0.09% +26 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,466 $243K 0.05% -107 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,458 $243K 0.07% -193 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,456 $242K 0.03% -70 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,455 $242K 0.15% -800 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2,453 $242K 0.2% +68 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,664 $242K 0.05% +441 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,446 $241K 0.04% +200 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,446 $241K 0.09% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,441 $241K 0.05% -27 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,432 $240K 0.23% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,431 $240K 0.19% +14 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,430 $240K 0.05% 0 13F-HR Timeline Equita Financial Network, Inc. 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