Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,786 $316K 0.1% +5 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,766 $315K <0.01% new 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,718 $313K 0.05% +484 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,675 $310K 0.02% +15 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 5,650 $309K 0.07% -395 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,639 $308K 0.14% 0 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 5,661 $302K 0.24% -276 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,479 $300K 0.23% -15 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,453 $298K 0.04% -73 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 5,451 $298K 0.11% -705 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 5,398 $295K 0.09% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,383 $294K <0.01% +3,604 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,338 $292K 0.01% -233 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,321 $291K 0.05% +2 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,284 $289K 0.08% -382 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,278 $289K 0.16% -1,075 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,153 $282K 0.02% +754 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,144 $281K 0.01% -265 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,094 $279K 0.13% +18 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,091 $278K 0.03% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,097 $276K 0.03% +36 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,025 $275K 0.05% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,019 $274K 0.01% -43 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,968 $272K 0.01% -685 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 4,965 $272K 0.09% -844 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 4,961 $271K 0.07% 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,953 $271K 0.08% +109 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,936 $270K 0.05% -34 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,915 $269K 0.09% -321 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,900 $268K 0.04% -100 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,843 $265K 0.01% -344 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,842 $265K 0.01% -1,217 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,810 $263K 0.07% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,790 $262K 0.01% +11 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,788 $262K 0.03% -33 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,739 $259K 0.03% -1,914 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,733 $259K 0.1% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,733 $259K 0.1% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,703 $257K 0.02% +91 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,669 $255K 0.03% -6 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,659 $255K 0.11% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,622 $253K 0.02% -107 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 4,605 $252K 0.01% -430 13F-HR/A Timeline JB Capital LLC More: the full row for JB Capital LLC 4,604 $252K 0.01% -1,084 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,600 $252K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,597 $251K 0.01% -338 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,590 $251K <0.01% -597 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,575 $250K 0.23% -1,310 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,489 $246K 0.1% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,452 $243K <0.01% +2,493 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,415 $241K 0.02% -5,787 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 4,398 $241K 0.08% -287 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 4,393 $240K 0.05% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,387 $240K 0.07% -574 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,364 $239K 0.01% -58 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,362 $239K 0.05% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,362 $239K 0.14% -381 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,339 $237K 0.08% -753 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,328 $237K 0.01% -83 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 4,336 $234K 0.17% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 4,466 $234K 0.05% +32 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,272 $234K 0.01% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,247 $232K 0.12% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,217 $231K 0.06% -815 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,171 $228K 0.02% -1,001 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,161 $228K <0.01% new 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 4,136 $226K 0.16% -595 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,115 $225K 0.02% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 4,075 $223K 0.14% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,062 $222K 0.13% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 4,057 $222K 0.04% new 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,047 $221K 0.11% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,047 $221K 0.01% -1,254 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,041 $221K <0.01% +3,443 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 4,022 $220K 0.02% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,175 $220K 0.06% -425 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,965 $217K 0.02% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 3,965 $217K 0.14% -90 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,941 $216K <0.01% -280 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 3,930 $215K 0.53% +1,858 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 3,914 $214K 0.1% -6,739 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,910 $214K 0.13% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,903 $213K 0.08% new 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 3,896 $213K 0.12% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 3,878 $212K <0.01% +73 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,865 $211K 0.03% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,864 $211K 0.08% -928 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,858 $211K <0.01% -1,313 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,847 $210K 0.02% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 3,823 $209K 0.09% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 3,805 $208K 0.08% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 3,755 $205K 0.08% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,749 $205K 0.05% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,720 $203K 0.01% new 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 3,709 $203K 0.07% new 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 3,698 $202K 0.07% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,698 $202K 0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,697 $202K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,659 $200K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,642 $196K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,514 $192K 0.1% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,493 $191K 0.08% -97 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,483 $190K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,425 $187K 0.02% +93 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,417 $182K 0.01% +191 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 3,235 $177K 0.05% +2,479 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,834 $155K 0.06% -176 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,783 $152K <0.01% -248 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,690 $147K 0.01% +923 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,688 $147K <0.01% -562 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,482 $136K 0.03% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 2,420 $132K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,257 $123K <0.01% +81 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,238 $122K 0.05% +16 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,200 $120K 0.02% new 13F-HR Timeline MOTCO More: the full row for MOTCO 2,184 $119K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,038 $111K <0.01% +59 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,004 $110K 0.03% -213 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,990 $109K <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,946 $106K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,907 $104K 0.06% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,895 $104K 0.08% -25 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,817 $99.4K 0.01% +1,108 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,800 $98.4K <0.01% new 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 1,797 $98.3K 0.05% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,759 $96.2K <0.01% -660 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,708 $93.4K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,692 $93K 0.05% -34 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,594 $87.2K <0.01% +929 13F-HR Timeline Group Frankly Finances, LLC More: the full row for Frankly Finances, LLC 1,593 $87.1K 0.07% new 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,562 $85.4K 0.03% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,487 $81.3K 0.04% -38 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,446 $79.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,445 $79K 0.05% +179 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,331 $72.8K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,274 $69.7K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,142 $64K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,104 $60.4K 0.02% -79 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,100 $60.2K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,107 $58.2K <0.01% +298 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,046 $57.2K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 934 $51.1K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 931 $50.9K <0.01% +772 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 889 $48.6K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 869 $47.5K <0.01% +2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 853 $46.7K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 842 $46K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 824 $45K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 769 $42.1K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 722 $39.5K 0.03% +84 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 711 $38.9K <0.01% +2 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 704 $38.5K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 701 $38.3K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 667 $36.5K <0.01% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 651 $35.6K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 591 $32.3K <0.01% -737 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 590 $32.3K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 578 $31.6K <0.01% -194 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 518 $28.3K <0.01% +10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 475 $26K <0.01% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 474 $25.9K <0.01% -54 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 462 $25.3K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 420 $23K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 395 $21.6K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 393 $21.5K 0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 375 $21K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 375 $20.5K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 373 $20.4K <0.01% 0 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 366 $20K <0.01% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 466 $20K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 360 $19.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 354 $19.4K <0.01% 0 13F-HR Timeline Group Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 341 $18.7K 0.03% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 325 $17.8K <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 313 $17.1K 0.01% -20 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 294 $16.1K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 290 $15.9K <0.01% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 290 $15.9K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 260 $14.2K <0.01% -385 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 241 $13.2K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 241 $13.2K 0.01% -9 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 236 $12.9K <0.01% -24,365 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 214 $11.7K <0.01% +6 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 212 $11.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 205 $11.2K <0.01% -69 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 204 $11.2K <0.01% +104 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 199 $10.9K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 191 $10.4K <0.01% -50 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 178 $10K <0.01% +3 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 178 $9.73K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 172 $9.41K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 167 $9.14K 0.01% +1 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 165 $9.03K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 160 $8.75K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 158 $8.64K <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 138 $8K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 145 $7.93K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 120 $6.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 100 $5.49K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 89 $5K <0.01% 0 13F-HR Timeline