Fulcrum Equity Management More: the full row for Fulcrum Equity Management 970 $847K 0.82% +2 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 970 $847K 0.24% +14 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 969 $846K 0.06% +10 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 969 $846K 0.21% +7 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 968 $845K 0.03% -9,943 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 967 $844K 0.54% +81 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 964 $841K 0.08% +171 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 960 $838K 0.24% +58 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 960 $838K 0.04% -96 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 960 $838K 0.17% +34 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 959 $837K 0.1% +242 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 959 $837K 0.01% -76 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 960 $837K 0.26% +20 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 958 $836K 0.35% -224 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 956 $835K 0.02% -1 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 956 $834K 0.12% -26 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 955 $834K 0.33% -13 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 952 $831K 0.12% +11 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 951 $830K 0.42% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 950 $829K 0.14% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 947 $827K 0.01% +24 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 947 $827K 0.3% 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 945 $825K 0.06% +13 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 943 $823K 0.43% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 936 $817K 0.08% -1,457 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 933 $814K 0.03% +77 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 933 $814K 0.09% +2 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 931 $813K 0.39% -20 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 930 $812K 0.32% -5 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 928 $810K 0.33% +335 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 926 $808K 0.08% -1 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 926 $808K 0.62% -40 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 924 $807K 0.01% +66 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 924 $807K 0.06% +11 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 922 $805K 0.06% -99 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 921 $804K 1.03% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 920 $803K 0.34% -214 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 919 $802K 0.09% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 919 $802K 0.32% -13 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 918 $801K 0.16% +4 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 917 $801K 0.07% +19 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 917 $800K 0.06% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 911 $795K 0.05% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 910 $794K 0.06% +538 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 909 $793K 0.03% +76 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 908 $793K 0.04% +15 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 908 $792K 0.2% +110 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 907 $792K 0.27% +37 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 907 $792K 0.17% +180 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 801 $791K 0.11% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 906 $791K 0.38% -8 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 904 $789K 0.4% +24 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 903 $788K 0.52% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 901 $787K 0.17% -18 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 901 $786K 0.41% -128 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 901 $786K 0.05% -87 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 900 $786K 0.41% +200 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 899 $785K 0.15% -1 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 899 $785K 0.21% +48 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 898 $784K 0.24% -163 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 896 $782K 0.2% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 894 $780K 0.13% +102 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 892 $779K 0.03% -140 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 891 $778K 0.39% -20 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 889 $776K 0.02% -2 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 886 $773K 0.03% +78 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 884 $772K 0.11% -69 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 877 $766K 0.02% -51 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 877 $766K 0.26% +130 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 877 $766K 0.04% +76 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 877 $766K 0.09% -46 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 875 $764K 0.06% +45 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 769 $762K 0.07% +243 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 873 $762K 0.69% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 872 $761K 0.04% +227 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 872 $761K 0.04% -8 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 676 $756K 0.72% +44 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 866 $756K 0.18% -122 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 864 $754K 0.49% +3 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 862 $753K 0.04% +309 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 861 $752K 0.03% +428 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 858 $749K 0.08% +19 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 857 $748K 0.27% -26 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 854 $745K 0.33% +27 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 850 $742K 0.31% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 850 $742K 0.06% +116 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 850 $742K 0.06% -957 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 849 $741K <0.01% -289 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 849 $741K 0.41% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 848 $740K 0.1% +86 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 763 $739K 0.05% +57 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 846 $739K 0.49% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 846 $738K 0.01% -87 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 844 $737K 0.13% +7 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 740 $733K 0.14% -40 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 840 $733K 0.38% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 840 $733K 0.04% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 839 $733K 0.21% new 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 839 $732K 0.53% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 838 $731K 0.03% +37 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 835 $729K 0.01% -152 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 828 $723K 0.14% +7 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 827 $722K 0.07% -15 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 825 $721K 0.23% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 820 $716K 0.08% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 818 $714K 0.12% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 816 $712K 0.48% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KG Capital Management More: the full row for KG Capital Management 815 $711K 0.51% -2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 814 $711K 0.4% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 814 $711K 0.16% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 814 $711K 0.15% -229 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 813 $710K 0.11% -3,560 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 812 $709K 0.02% -141 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 812 $709K 0.01% -18,805 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 811 $708K 0.01% +271 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 810 $707K 0.11% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 809 $707K 0.2% +237 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 809 $706K 0.09% 0 13F-HR/A Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 807 $704K 0.13% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 807 $704K 0.12% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 804 $702K 0.22% -100 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 801 $699K 0.03% +255 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 801 $699K 0.08% -129 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 801 $699K 0.4% +9 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 800 $698K 0.3% +22 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 800 $698K 0.38% -106 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 798 $697K 0.03% -124 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 798 $696K 0.28% -6 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 796 $695K 0.16% +34 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 795 $694K 0.15% +183 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 792 $691K 0.04% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 791 $690K 0.43% -16 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 791 $690K 0.02% +128 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 791 $690K 0.24% -9 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 643 $690K 0.52% -65 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 790 $690K 0.04% new 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 789 $689K 0.42% +11 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 788 $688K 0.1% -286 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 787 $687K 0.29% -228 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 787 $687K 0.5% -47 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 783 $684K 0.34% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 782 $683K 0.02% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 777 $678K 0.23% -5 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 776 $677K 0.29% -32 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 776 $677K 0.06% +98 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 776 $677K 0.05% +46 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 774 $676K 0.13% -35 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 773 $675K 0.05% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 770 $672K 0.04% -15 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 768 $670K 0.01% -33 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 768 $670K 0.02% -46 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,177 $670K 0.13% +79 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 766 $669K 0.35% -36 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 766 $669K 0.3% -162 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 766 $669K 0.49% -154 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 746 $667K 0.43% -48 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 763 $666K 0.14% +34 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,599 $665K 0.14% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 626 $665K 0.04% -652 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 762 $665K 0.04% +195 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 760 $664K 0.05% +94 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 760 $663K 0.15% +3 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 760 $663K 0.04% +159 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 759 $662K 0.01% +125 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 758 $662K 0.06% +6 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 757 $661K 0.04% +7 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 754 $658K 0.06% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 753 $658K 0.18% +119 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 752 $656K 0.05% +1 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 751 $656K 0.34% -181 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 751 $656K 0.19% -805 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 750 $655K 0.16% +321 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 749 $654K 0.06% +85 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 749 $654K 0.61% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 748 $653K 0.12% +3 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 748 $653K 0.11% -36 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 744 $649K 0.24% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 744 $649K 0.16% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 744 $649K 0.15% +225 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 743 $649K 0.09% +16 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 739 $648K 0.04% +174 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 742 $648K 0.12% +5 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 741 $647K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 741 $647K 0.16% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 738 $644K 0.58% -12 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 736 $642K 0.29% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 736 $642K 0.1% +12 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 735 $642K 0.36% +10 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 735 $641K 0.13% +36 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 734 $641K 0.03% +345 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 734 $641K 0.55% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 734 $641K 0.15% +136 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 732 $639K 0.27% +103 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 731 $638K 0.22% -489 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 731 $638K 0.52% -54 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 727 $635K 0.07% +9 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 726 $634K 0.15% +1 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 726 $634K 0.05% +38 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 722 $633K 0.05% +294 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 725 $633K 0.1% +47 13F-HR Timeline