Trek Financial, LLC More: the full row for Trek Financial, LLC 942 $352K 0.02% +64 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 941 $352K 0.09% +50 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 941 $352K 0.07% -100 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 941 $352K 0.04% +5 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 940 $351K 0.09% -41 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 939 $351K 0.06% +10 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 938 $351K 0.13% +1 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 937 $350K 0.15% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 937 $350K 0.21% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 933 $349K 0.21% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 931 $348K 0.08% +14 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 931 $348K 0.04% -1,602 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 931 $348K 0.2% +14 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 930 $348K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 930 $348K <0.01% -2,679 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 929 $347K 0.16% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 929 $347K 0.07% +20 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 926 $346K 0.14% -220 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 925 $346K 0.04% 0 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 924 $345K 0.28% +60 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 924 $345K 0.07% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 919 $343K 0.02% +225 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 913 $341K 0.17% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 913 $341K 0.26% -3 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 911 $340K 0.04% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 911 $340K 0.05% -6 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 911 $340K 0.17% -14 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 890 $339K 0.2% +10 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 916 $339K 0.09% +2 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 905 $338K 0.08% -9 13F-HR Timeline Westerkirk Capital Inc. 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More: the full row for Financial Solutions Advisory Group, Inc. 915 $329K 0.04% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 879 $329K 0.15% +46 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 875 $327K 0.21% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 857 $327K 0.26% +45 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 874 $326K 0.06% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 873 $326K 0.05% +3 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 872 $326K 0.03% +130 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 872 $326K 0.07% -2,361 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 869 $325K 0.04% -3,379 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 868 $324K 0.15% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 866 $324K 0.05% +7 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 865 $323K 0.08% +142 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 865 $323K 0.25% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 862 $322K 0.09% +12 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 861 $322K 0.06% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 861 $322K 0.05% new 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 859 $321K 0.17% -7 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 856 $320K 0.07% +7 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 855 $320K 0.02% 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 855 $320K 0.08% -3 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 854 $319K 0.05% +4 13F-HR Timeline Index Fund Advisors, Inc. 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Root & Company, LLC More: the full row for D.B. Root & Company, LLC 843 $315K 0.07% +46 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 841 $314K 0.17% -115 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 840 $314K 0.13% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 840 $314K 0.45% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 837 $313K 0.02% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 837 $313K 0.04% +111 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 837 $313K 0.08% 0 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 834 $312K 0.18% +1 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 833 $311K 0.13% new 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 822 $311K 0.21% +3 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 831 $311K 0.09% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 830 $310K 0.1% +37 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 830 $310K 0.05% +69 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 896 $310K 0.07% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 828 $309K 0.05% -11 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 824 $308K 0.22% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 822 $307K 0.07% -159 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 822 $307K 0.12% +55 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 821 $307K 0.09% -134 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 820 $306K 0.02% -15 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 819 $306K 0.02% 0 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 818 $306K 0.08% +1 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 816 $305K 0.13% +1 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 816 $305K 0.03% 0 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 815 $305K 0.13% +1 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 813 $304K 0.03% +3 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 812 $304K 0.2% +61 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 812 $303K 0.19% +1 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 811 $303K 0.06% +37 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 811 $303K 0.24% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 810 $303K 0.03% -1,208 13F-HR Timeline BAYBAN More: the full row for BAYBAN 807 $302K 0.23% +17 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 806 $301K 0.15% +1 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,074 $301K 0.05% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 806 $301K 0.21% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 806 $301K 0.02% -85 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 804 $300K 0.17% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 803 $300K 0.19% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 802 $300K 0.08% -37 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 802 $300K 0.12% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 800 $299K 0.21% -4 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 799 $298K 0.03% +34 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 800 $298K 0.06% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 796 $297K 0.03% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 795 $297K 0.18% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 794 $297K 0.03% -6 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 794 $297K 0.2% +28 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 790 $295K 0.08% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 786 $294K 0.24% +14 13F-HR Timeline Horizon Advisory Services, Inc. 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More: the full row for Arkfeld Wealth Strategies, L.L.C. 725 $275K 0.08% +1 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 735 $275K 0.14% 0 13F-HR Timeline