Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 9,091 $701K 0.17% +6,096 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,500 $695K 0.22% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,499 $695K 0.02% -1,278 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,473 $691K 0.07% +1,880 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,467 $691K 0.23% -658 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 5,462 $690K 0.32% +62 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,454 $689K 0.06% -459 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,454 $689K 0.04% -350 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,453 $689K 0.26% -373 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,437 $687K 0.04% +800 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 5,436 $687K 0.03% -39,672 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,409 $683K 0.08% +1,278 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,399 $682K 0.48% +265 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,395 $682K 0.13% +2,341 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,380 $680K 0.58% -25 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,376 $679K 0.08% -118 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 4,730 $678K 0.29% -30 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,340 $675K 0.04% +322 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,338 $674K 0.41% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 5,333 $674K 0.16% -751 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,321 $672K 0.08% +673 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 5,311 $671K 0.15% +552 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 5,244 $671K 0.08% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,307 $670K 0.3% -368 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,290 $668K 0.04% -960 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,255 $664K 0.02% -181 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,219 $659K 0.17% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,219 $659K 0.04% +156 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,217 $659K 0.13% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,212 $658K 0.2% +757 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,200 $657K 0.11% +2,400 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,193 $656K 0.22% +789 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,138 $649K 0.01% -279 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,134 $649K 0.49% +437 13F-HR/A Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,130 $648K 0.41% +32 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,127 $648K 0.11% +7 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,121 $646K 0.14% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,103 $645K 0.01% +1,514 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,100 $644K 0.28% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,089 $641K 0.01% +944 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,012 $633K 0.36% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,999 $632K 0.19% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,996 $631K 0.01% +141 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,996 $631K 0.23% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,992 $631K 0.14% 0 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,990 $630K 0.39% +31 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,981 $629K 0.04% -48 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,978 $629K 0.17% +427 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 4,969 $628K 0.19% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 4,952 $626K 0.06% +2 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,931 $623K 0.06% +345 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,930 $623K 0.1% -30 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,910 $620K 0.47% +24 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,700 $619K 0.37% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 4,843 $619K 0.04% -48,559 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,715 $618K 0.04% +1,003 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,890 $618K 0.33% +592 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,880 $617K 0.04% +23 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,879 $616K 0.05% +21 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,862 $614K 0.09% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,860 $614K 0.18% +297 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 4,859 $614K 0.39% +1,299 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,829 $610K 0.01% 0 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,810 $608K 0.07% -20 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,820 $607K 0.4% +229 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,777 $604K 0.03% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,777 $604K 0.01% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,769 $603K 0.32% +1 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,746 $600K 0.26% -9 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,736 $598K 0.14% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,732 $598K 0.05% -50 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,699 $594K 0.02% +515 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,696 $593K 0.02% -293 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,689 $592K 0.03% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,684 $592K 0.04% +2,901 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,681 $591K 0.18% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,666 $589K 0.3% +21 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,661 $589K 0.38% -17 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 4,648 $587K 0.03% -1,703 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,635 $586K 0.02% +716 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,608 $582K 0.01% -2,469 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 4,605 $582K 0.3% -8,609 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,601 $581K 0.28% +276 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,595 $581K 0.1% +1,188 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,593 $580K 0.07% +174 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,577 $578K 0.13% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,555 $575K 0.1% +785 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,542 $574K 0.34% +82 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,540 $574K 0.08% +75 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,539 $573K 0.23% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,532 $573K 0.09% +3,034 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,524 $572K 0.15% +19 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,520 $571K 0.02% +1,095 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,515 $570K 0.07% +15 13F-HR Timeline Group Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,503 $569K 0.18% +20 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,496 $568K 0.11% -18 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,488 $567K 0.16% -374 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,429 $560K 0.1% -6 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,405 $557K 0.02% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,403 $556K 0.05% -1,339 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,397 $556K 0.18% +629 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,368 $552K 0.02% -118 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,340 $548K 0.14% -199 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,332 $547K 0.01% +240 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,190 $546K 0.18% -25 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,315 $545K 0.23% +6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,302 $544K 0.04% +125 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,283 $541K 0.04% +30 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,283 $541K -68,276 Timeline Key Financial Inc More: the full row for Key Financial Inc 4,257 $538K 0.09% +9 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,231 $535K 0.1% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,227 $534K 0.12% +31 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 4,213 $532K 0.04% new 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,213 $532K 0.04% +216 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 4,200 $531K 0.1% -2,000 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,165 $526K 0.11% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,163 $526K 0.06% -31 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,151 $524K 0.25% -360 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,147 $524K 0.02% -251 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,144 $524K 0.11% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 4,144 $524K 0.09% +2,662 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,142 $523K 0.03% +279 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,088 $516K 0.16% -71 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,090 $516K 0.04% -139 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,083 $516K 0.56% +9 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,072 $514K 0.42% -34 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,064 $513K 0.02% +264 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,060 $513K 0.01% -56 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,042 $511K 0.16% -79 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,023 $508K 0.12% -259 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,012 $507K 0.03% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,007 $506K 0.28% +72 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,006 $506K 0.07% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,003 $506K 0.12% +87 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,000 $505K 0.01% 0 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,000 $505K 0.04% +57 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 4,000 $505K 0.02% 0 13F-HR Timeline Group PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 4,000 $505K 0.12% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,997 $505K 0.01% -700 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,994 $505K 0.02% -495 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,993 $504K 0.16% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,977 $503K 0.39% -207 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,974 $502K 0.01% +15 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,970 $502K 0.12% +242 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,965 $501K 0.14% +557 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,942 $498K 0.07% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,938 $498K 0.09% +798 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,910 $494K 0.05% -23,685 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,910 $494K 0.04% -895 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,908 $494K 0.04% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 3,904 $493K 0.23% +156 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,883 $491K 0.05% -105 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 3,873 $489K 0.15% -795 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,850 $486K 0.09% 0 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,847 $486K <0.01% -97 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,841 $485K 0.04% -445 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,822 $483K 0.03% +254 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,818 $482K 0.1% -21 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,803 $480K 0.07% -323 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,539 $480K 0.14% +152 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,802 $480K 0.04% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,802 $480K 0.03% +118 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,799 $480K 0.12% +514 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,793 $479K 0.1% +4 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,786 $478K 0.1% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,775 $477K 0.13% +139 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,775 $477K 0.13% -1,849 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,768 $476K 0.22% -200 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,755 $474K 0.03% -68 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,750 $474K 0.31% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,735 $472K 0.21% +20 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,726 $471K 0.05% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,450 $470K 0.35% -26 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,716 $469K 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,710 $469K 0.04% -4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,687 $466K 0.08% +80 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,088 $466K 0.38% -2,992 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,682 $465K 0.02% -497 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,678 $465K 0.14% +504 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,680 $465K 0.03% +154 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,660 $462K 0.31% -120 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,659 $462K 0.03% +345 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,643 $460K 0.11% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,643 $460K 0.01% -1 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,641 $460K 0.03% -173 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,636 $459K 0.01% +38 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,633 $459K 0.26% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,619 $457K <0.01% +11 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,619 $457K 0.35% +637 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,618 $457K 0.16% +152 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,611 $456K 0.01% -190 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,605 $455K 0.02% -311 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,578 $452K 0.04% -12 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,574 $452K 0.18% -892 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,563 $450K 0.04% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,226 $450K 0.03% 0 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,554 $449K 0.03% -152 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 3,546 $448K 0.09% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,544 $448K 0.24% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,544 $448K 0.11% -406 13F-HR Timeline