Indivisible Partners More: the full row for Indivisible Partners 7,599 $732K 0.06% -85 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,594 $732K 0.17% -12,869 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,595 $731K 0.04% +333 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 7,585 $731K 0.43% -325 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,555 $728K 0.02% +89 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,553 $728K 0.03% +2,239 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 7,542 $727K 0.34% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,510 $724K 0.05% -2,417 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,508 $724K 0.29% +201 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 7,468 $720K 0.06% -8,097 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,468 $720K 0.19% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,467 $720K 0.34% -895 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,461 $719K 0.09% +2,651 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 7,404 $714K 0.51% +1 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,563 $713K 0.11% +343 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 7,400 $713K 0.19% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,390 $712K 0.05% +3,750 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,379 $711K 0.21% +18 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,353 $709K 0.15% -172 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,345 $708K 0.2% +464 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 7,317 $705K 0.01% -699,642 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,314 $705K 0.14% +935 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,314 $705K 0.15% -1,000 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,289 $703K 0.14% +195 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 6,607 $702K 0.08% -44 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,281 $702K 0.04% +429 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,277 $701K 0.07% +1,114 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,275 $701K 0.09% -3 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 7,266 $700K 0.08% -1,375 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,260 $700K 0.08% +131 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,248 $699K 0.11% -2,116 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,241 $698K 0.37% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,233 $697K 0.07% -65 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,211 $695K 0.11% -18 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 7,200 $694K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,192 $693K 0.01% -1,481 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 7,184 $692K 0.12% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,164 $690K 0.32% +1 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,157 $690K 0.15% -38 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,153 $689K 0.03% +768 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,143 $688K 0.09% +8 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 7,129 $687K 0.11% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,129 $687K 0.16% -157 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 7,126 $687K 0.08% +1,043 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,119 $686K 0.25% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 7,115 $686K 0.1% +33 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,100 $684K 0.04% +198 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,090 $683K 0.19% -5,006 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 6,515 $682K 0.26% +262 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,078 $682K 0.04% +361 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 7,064 $681K 0.02% -1,433 13F-HR/A Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 7,062 $681K 0.05% +4,288 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 7,062 $681K 0.53% -890 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,058 $680K 0.04% -1,369 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7,051 $680K 0.29% +261 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,034 $678K 0.03% -1,953 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,005 $675K 0.31% -69 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 7,002 $675K 0.08% -1 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 6,418 $673K 0.27% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,984 $673K 0.43% -9 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,979 $673K 0.07% +451 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,978 $673K 0.1% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,974 $672K 0.05% -26 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 6,968 $672K 0.19% -147 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,962 $671K 0.08% -363 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,964 $671K 0.2% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,961 $671K 0.09% +156 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,953 $670K 0.14% -916 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,951 $670K 0.12% +721 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,928 $668K 0.06% -1,600 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 6,919 $667K 0.04% -41,920 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,918 $667K 0.04% -373 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,577 $665K 0.29% +216 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,894 $664K 0.03% +90 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,891 $664K 0.12% +53 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,875 $663K 0.19% +6 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,856 $661K 0.28% -150 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,842 $659K 0.13% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,830 $658K 0.01% -295 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 6,386 $658K 0.32% -39 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,829 $658K 0.08% -674 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 6,815 $657K 0.45% +749 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,813 $657K 0.05% -210 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 6,803 $656K 0.01% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,797 $655K 0.25% -517 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 6,789 $654K 0.18% -52 13F-HR/A Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,741 $650K 0.08% -34 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,705 $646K 0.02% -23 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,670 $643K 0.1% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,664 $642K 0.47% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,651 $641K 0.1% -629 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,636 $640K 0.09% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,634 $639K <0.01% +387 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,617 $638K 0.16% -789 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 6,583 $634K 0.41% +2,103 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,577 $634K 0.03% +178 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,576 $634K 0.16% -26 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,570 $633K 0.08% -82 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,566 $633K 0.19% -1,966 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,560 $632K 0.14% +46 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,554 $632K 0.43% +31 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,548 $631K 0.04% -72 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,534 $630K 0.14% +2,565 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 6,527 $629K 0.17% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,521 $628K 0.01% +1,107 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,188 $628K 0.27% +2,401 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 6,513 $628K 0.02% +40 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,500 $626K 0.31% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 6,499 $626K 0.02% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,495 $626K 0.03% -255 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,495 $626K 0.05% -227 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,488 $625K 0.12% -1,657 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 6,485 $625K 0.41% +318 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,471 $624K 0.23% +1,203 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,420 $619K 0.08% +122 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 617,989 $618K 1.47% +606,022 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,376 $615K 0.14% -1 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,371 $614K 0.03% -184 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,363 $613K 0.06% +1,083 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,361 $613K 0.11% -10 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,358 $613K 0.28% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,350 $612K <0.01% -3,330 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,342 $611K 0.07% -1,053 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,335 $611K 0.14% -329 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,950 $610K 0.08% -1,421 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,331 $610K 0.08% +22 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,326 $610K 0.1% +9 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,316 $609K 0.04% -823 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,295 $607K 0.24% 13F-HR/A Timeline Barton Investment Management More: the full row for Barton Investment Management 6,289 $606K 0.08% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,280 $605K 0.04% -4,897 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,268 $604K 0.04% -302 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,266 $604K 0.05% -38 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,258 $603K 0.07% -976 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,253 $603K 0.03% +197 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,252 $603K 0.25% 0 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 6,227 $600K 0.56% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,220 $599K 0.48% +105 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 6,209 $598K 0.49% -7,086 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,189 $597K 0.02% -76 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,182 $596K 0.13% -207 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,182 $596K 0.14% +452 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,181 $596K 0.07% -393 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,166 $594K 0.33% +39 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,163 $594K 0.03% -1,230 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,155 $593K 0.22% -230 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,150 $593K 0.01% -1,076 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,145 $592K 0.03% +5,494 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 6,136 $591K 0.08% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 6,133 $591K 0.12% -368 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,108 $589K 0.01% -5,957 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,102 $588K 0.09% +5 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 6,100 $588K 0.01% -1,132 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,088 $587K 0.01% -660 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,079 $586K 0.19% -232 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,057 $584K 0.16% -1,045 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,050 $583K 0.03% -745 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 6,042 $582K <0.01% -320 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,032 $581K 0.02% -153 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 6,032 $581K 0.12% -750 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 6,031 $581K 0.41% -744 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6,015 $580K 0.15% +1,659 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 6,013 $580K 0.19% -2,763 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,011 $579K 0.18% -629 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 6,002 $578K 0.22% 0 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 6,000 $578K 0.09% new 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 5,983 $577K 0.3% +515 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,978 $576K 0.07% -893 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,962 $575K 0.14% +41 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,957 $574K 0.41% -165 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,955 $574K 0.34% +1,741 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,947 $573K 0.55% -150 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,943 $573K 0.12% +177 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,939 $572K 0.07% +114 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,935 $572K 0.12% -47 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 5,478 $571K 0.03% -50,573 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 5,925 $571K 0.47% +85 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,923 $571K 0.04% -300 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 5,917 $570K 0.1% +53 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,911 $570K 0.01% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,006 $570K 0.09% -64 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,907 $569K 0.35% -649 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,905 $569K 0.16% -83 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,901 $569K 0.17% +25 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,883 $567K 0.25% -144 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 5,866 $565K 0.29% +155 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,833 $562K 0.09% -371 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,696 $562K 0.18% -706 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,826 $561K 0.27% -406 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,815 $560K 0.36% -409 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,811 $560K 0.08% -29 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,810 $560K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,801 $559K 0.12% +166 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 5,798 $559K 0.18% -227 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,794 $558K 0.02% +493 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,784 $557K 0.06% -1,023 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 5,783 $557K 0.27% -2,490 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,783 $557K 0.02% +466 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 5,779 $557K 0.16% +201 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,747 $554K 0.13% +768 13F-HR Timeline