Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 7,111 $681K 0.01% +1,200 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,069 $680K 0.05% +574 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,057 $679K 0.13% -100 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 7,039 $678K 0.17% -1,175 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,018 $676K 0.2% +1,501 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,012 $675K 0.17% -333 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,011 $675K 0.12% -278 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,991 $673K 0.33% -250 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,962 $671K 0.08% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,965 $670K 0.01% +2,025 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,964 $670K 0.44% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,963 $670K 0.09% +861 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,956 $670K 0.26% +379 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,930 $667K 0.04% -44 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,925 $667K 0.17% -428 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,909 $665K 0.38% -75 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,907 $665K 0.12% -46 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,882 $662K 0.01% +52 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 6,845 $659K 0.03% -49 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 6,844 $659K 0.1% -340 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,839 $658K 0.09% -1,665 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,836 $658K 0.05% +23 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 6,820 $656K 0.17% -148 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,798 $654K 0.41% -606 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 6,764 $651K 0.22% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,711 $650K 0.02% -442 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,748 $650K 0.22% -49 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,747 $649K 0.08% -396 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,747 $649K 0.24% -761 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,737 $648K 0.06% +374 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,711 $646K 0.4% +157 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,710 $646K 0.06% -550 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 6,703 $645K 0.07% -299 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,694 $645K 0.01% -937 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,688 $644K 0.1% -3,610 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,678 $643K 0.06% -250 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,692 $642K 0.02% +1,415 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,664 $641K 0.43% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,660 $641K 0.1% -291 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 6,617 $636K 0.24% -1,535 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,596 $635K 0.08% -40 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,590 $634K 0.08% -301 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,551 $631K 0.08% -100 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,500 $630K 0.28% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,522 $628K 0.04% -540 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 6,527 $628K 0.16% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 6,496 $625K 0.28% +513 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,485 $624K 0.16% -605 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,475 $623K 0.05% +807 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 6,468 $623K 0.01% -31 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,449 $621K 0.05% +183 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,442 $620K 0.18% +854 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,407 $620K 0.07% -200 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,420 $618K 0.03% +152 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,413 $617K 0.13% -147 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,411 $617K 0.2% +256 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,409 $617K 0.07% +228 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 6,400 $616K 0.03% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,379 $614K 0.12% +3 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,364 $613K 0.14% -212 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,362 $612K 0.02% -5,859 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,356 $612K 0.13% -2,373 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,348 $611K 0.03% -200 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,343 $610K 0.27% -15 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 6,340 $610K 0.41% -611,649 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,284 $610K 0.12% -250 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,332 $609K 0.1% -156 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 6,331 $609K 0.37% -154 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,322 $608K 0.03% -173 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,311 $607K 0.06% -20 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 6,300 $606K 0.14% -489 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,267 $603K <0.01% -83 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,261 $603K 0.1% -100 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,260 $603K 0.12% -1,754 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,252 $602K 0.2% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 6,240 $601K <0.01% +512 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,243 $601K 0.05% +304 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,240 $601K 0.03% -131 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 6,233 $600K 0.02% +1,102 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,211 $598K 0.04% +508 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,210 $598K 0.08% -905 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,200 $597K 0.17% +390 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,199 $597K 0.33% +384 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 6,052 $596K 0.28% -334 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,192 $596K 0.03% -124 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,184 $595K 0.08% +992 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,182 $595K 0.13% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 6,141 $591K 0.35% +186 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 6,133 $590K 0.11% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,131 $590K 0.06% +1,721 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,070 $589K 0.42% -150 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,109 $588K 0.03% -1,717 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 6,100 $587K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,093 $586K 0.1% +373 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,093 $586K 0.02% -96 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,092 $586K 0.14% +35 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,086 $586K 0.04% -5,474 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 6,078 $585K 0.39% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,077 $585K 0.13% -105 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,070 $584K 0.06% +1,055 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 6,051 $582K 0.09% +2,941 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 6,038 $581K 0.34% +352 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,031 $580K 0.06% +81 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,023 $580K 0.1% +276 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,998 $579K 0.01% -152 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,006 $578K 0.02% -44 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,991 $577K 0.13% -24 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,988 $576K 0.34% -178 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,938 $576K 0.13% +233 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,984 $576K 0.12% +22 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 5,966 $574K 0.49% -243 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,915 $574K 0.26% +659 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,954 $573K 0.03% -2,314 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,937 $571K 0.01% -151 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,912 $569K 0.48% -35 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5,902 $568K 0.16% -100 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,901 $568K 0.15% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 5,892 $567K 0.42% -33 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,882 $566K 0.22% -1 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,863 $564K 0.14% -1,516 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,840 $562K 0.07% +29 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,832 $561K 0.07% +171 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,823 $560K 0.04% -100 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,822 $560K 0.03% -458 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,801 $558K 0.1% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 5,779 $556K 0.14% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,778 $556K 0.11% -254 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,774 $556K 0.25% +2,765 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,766 $555K 0.13% -139 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,765 $555K 0.02% -267 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 5,756 $554K 0.41% +872 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 5,755 $554K 0.08% -162 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,750 $553K 0.02% -33 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,733 $552K 0.07% -1,096 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,724 $551K 0.04% +1,961 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,715 $550K 0.02% +357 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,714 $550K 0.02% +792 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,709 $549K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,708 $549K 0.04% +141 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,691 $548K 0.05% -651 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,687 $547K 0.1% -248 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,679 $547K 0.09% -39 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,568 $546K 0.03% +2,420 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,669 $546K 0.1% -274 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,659 $545K 0.11% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,643 $543K 0.18% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,642 $543K 0.16% -371 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,629 $542K 0.14% -382 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,629 $542K 0.03% -534 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,626 $542K 0.07% +99 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,625 $541K 0.41% +240 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,621 $541K 0.06% +1,374 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,616 $541K 0.01% +45 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,614 $540K 0.12% +5 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,607 $540K 0.17% +294 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 5,596 $539K 0.22% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,587 $538K 0.12% +544 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,579 $537K 0.08% -254 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 5,575 $537K 0.14% -2,347 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,574 $537K 0.01% -220 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,560 $535K 0.05% -9 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,555 $535K 0.04% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,546 $534K 0.05% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,534 $533K 0.36% -693 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,519 $531K 0.09% +138 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,508 $530K 0.1% +422 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,500 $529K 0.02% -95,483 13F-HR Timeline Group CV Advisors LLC More: the full row for CV Advisors LLC 5,500 $529K 0.1% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,487 $528K 0.37% -133 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,483 $528K 0.05% +494 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,448 $524K 0.07% -878 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 5,443 $524K 0.08% -16 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,429 $523K 0.18% -192 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 5,423 $522K 0.01% -1,090 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,417 $521K 0.05% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,403 $520K 0.04% +459 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,400 $520K 0.14% -1,475 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,393 $519K 0.06% -6,046 13F-HR/A Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,391 $519K 0.31% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,387 $518K 0.11% -2,207 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,386 $518K 0.09% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,006 $518K 0.16% +426 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,377 $518K 0.28% -530 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 5,294 $517K 0.48% -1,970 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,358 $516K 0.14% +1,042 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,330 $515K 0.06% +2,621 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,342 $514K 0.28% -689 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,321 $512K 0.05% +14 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,319 $512K 0.03% -934 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,318 $512K 0.16% +157 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,317 $512K 0.02% -5,529 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 5,316 $512K 0.23% -467 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,313 $511K 0.03% -329 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,309 $511K 0.22% -25 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,303 $510K 0.19% +200 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,302 $510K 0.04% +303 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,293 $509K 0.02% -14 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 5,292 $509K 0.06% -39 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 5,289 $509K 0.07% -1,000 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 5,275 $508K <0.01% new 13F-HR Timeline