OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,113 $471K 0.02% +400 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,106 $470K 0.06% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,105 $470K 0.01% -268 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,100 $469K 0.06% +4 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,079 $466K 0.15% +31 13F-HR/A Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,073 $465K 0.09% -667 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,064 $464K 0.01% +3 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,061 $463K 0.07% +4 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,057 $463K 0.06% +1,150 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,044 $461K 0.02% -50 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,028 $458K 0.04% -1,052 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,026 $458K 0.32% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,016 $457K 0.17% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,015 $457K 0.02% +55 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,013 $456K 0.03% 0 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 3,010 $456K 0.39% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,007 $455K 0.01% +158 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,000 $454K 0.11% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,975 $450K 0.06% -100 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,972 $450K 0.16% +56 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,970 $450K 0.02% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,967 $449K 0.02% +100 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,960 $448K 0.1% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,936 $445K 0.13% +14 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,929 $444K 0.1% +22 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,928 $443K 0.03% -215 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,895 $438K 0.16% +578 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,884 $437K 0.08% +738 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,881 $436K 0.02% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,875 $435K 0.02% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 2,872 $435K 0.09% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,868 $434K 0.02% +2 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,867 $434K 0.01% +9 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,835 $429K 0.07% -1,750 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,823 $427K 0.01% +400 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,816 $426K 0.11% +591 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 2,808 $425K 0.24% -15 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 2,806 $425K 0.03% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 2,797 $424K 0.12% -5 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,791 $423K 0.01% new 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,784 $421K 0.13% -84 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 2,755 $417K 0.42% +15 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,755 $417K 0.04% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,734 $414K 0.1% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,731 $414K 0.17% -70 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,710 $412K 0.27% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,713 $411K 0.12% -2,713 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 2,710 $410K 0.38% -167 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,710 $410K 0.02% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,703 $409K <0.01% +600 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,696 $408K 0.07% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,692 $408K 0.01% -156 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,679 $406K 0.03% -697 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,671 $404K 0.03% 0 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 2,667 $403K 0.2% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,637 $399K 0.12% +21 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,606 $399K 0.01% -549 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,617 $396K 0.03% -390 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,613 $396K 0.18% +5 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,607 $395K 0.13% +450 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,605 $394K 0.05% +16 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 2,600 $394K 0.38% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,598 $393K 0.03% -14,123 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,590 $392K 0.04% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,578 $391K 0.14% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,572 $389K 0.1% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,578 $389K 0.05% -203 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,569 $389K 0.05% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,567 $389K 0.05% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,561 $388K 0.02% +205 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 2,553 $387K 0.19% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,550 $386K 0.16% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,548 $386K 0.03% 0 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,533 $384K 0.06% -50 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,531 $383K 0.2% -90 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,515 $381K 0.06% -6 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,512 $380K 0.05% 0 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,501 $379K 0.17% +1 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,500 $379K 0.07% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,500 $379K 0.11% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,500 $379K 0.19% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,495 $378K <0.01% 0 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,492 $377K 0.18% +100 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,486 $376K <0.01% -1,636 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,476 $375K 0.01% -20 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,475 $375K 0.01% 0 13F-HR Timeline Group Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,471 $374K 0.06% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,462 $373K 0.02% +1,072 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,438 $369K <0.01% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,423 $367K 0.01% -139 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,422 $367K 0.04% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,395 $365K 0.09% +2 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,405 $364K 0.1% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,403 $364K 0.03% +82 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,399 $363K 0.05% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,389 $362K 0.03% +20 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 2,388 $362K 0.08% +29 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,386 $361K 0.02% +270 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 2,383 $361K 0.06% -18 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,380 $360K <0.01% +330 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,374 $359K 0.08% -60 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,360 $357K 0.07% +7 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,351 $356K 0.52% +480 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,351 $356K 0.01% -4 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 2,345 $355K 0.16% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,341 $354K 0.01% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 2,341 $354K 0.27% -198 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,340 $354K 0.01% +345 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,336 $354K 0.02% +1,660 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,334 $353K 0.28% -872 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,333 $353K 0.01% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,329 $353K 0.13% 0 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,400 $352K 0.32% +180 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 2,319 $351K 0.38% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,318 $351K 0.04% new 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 2,302 $349K 0.26% -1,324 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,298 $348K 0.05% +9 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 2,285 $346K 0.29% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,283 $346K 0.02% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,278 $345K 0.03% +38 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,275 $344K 0.06% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,275 $344K 0.03% -84 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,271 $344K 0.03% -31 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,260 $342K 0.01% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,250 $341K 0.23% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,241 $339K 0.01% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,236 $339K 0.04% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 2,233 $338K 0.11% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,226 $337K 0.04% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,210 $335K 0.04% -26 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,209 $334K 0.06% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,202 $333K 0.28% +72 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,197 $333K 0.03% -123 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,191 $332K 0.01% -1,702 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,187 $331K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,190 $331K 0.01% new 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 2,170 $329K 0.19% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,169 $328K 0.05% new 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 2,169 $328K 0.32% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,169 $328K 0.08% +32 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,166 $328K <0.01% +177 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,162 $327K 0.06% +715 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,150 $326K 0.12% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,150 $326K 0.07% +7 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 2,142 $324K 0.11% -251 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,139 $324K 0.07% +389 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,135 $323K 0.06% +25 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 2,134 $323K 0.21% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,130 $323K 0.11% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,130 $323K 0.18% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,128 $322K 0.02% +5 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,110 $319K 0.13% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,110 $319K 0.02% +701 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,103 $318K 0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,095 $317K 0.01% +55 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,092 $317K 0.14% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,083 $315K 0.03% +124 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,082 $315K 0.01% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,076 $314K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,075 $314K 0.03% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,068 $313K 0.03% -187 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,061 $312K 0.03% +7 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,057 $312K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,051 $311K 0.03% +43 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,050 $310K 0.02% 0 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 2,047 $310K 0.28% -1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,045 $310K 0.03% +1,250 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,041 $309K 0.06% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,036 $308K 0.02% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,033 $308K 0.02% -300 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,024 $306K 0.01% +500 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 2,021 $306K 0.03% 0 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 1,988 $305K 0.21% +269 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,011 $304K 0.03% +495 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,007 $304K 0.2% -60 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,006 $304K 0.02% +506 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 2,000 $303K 0.05% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,000 $303K 0.07% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,990 $301K 0.17% -278,856 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,979 $300K 0.01% +8 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,979 $300K 0.03% 0 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,979 $300K 0.03% +351 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,978 $299K 0.01% -173 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,975 $299K 0.02% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 1,975 $299K 0.17% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,981 $299K 0.04% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,978 $299K 0.06% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,961 $297K 0.01% +14 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,961 $297K 0.08% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,953 $296K 0.01% -1,300 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,949 $295K 0.01% -29 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,944 $294K 0.18% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,939 $294K 0.07% +262 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,938 $293K 0.02% +672 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,925 $291K 0.11% -423 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,922 $291K 0.28% +14 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,922 $291K 0.09% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,918 $290K 0.06% -40 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,906 $289K 0.19% -275 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,905 $288K 0.17% 0 13F-HR Timeline