Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,488 $765K 0.01% +1,208 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,475 $763K 0.09% +636 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,479 $763K 0.34% -357 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 5,450 $760K 0.09% -2,238 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 5,438 $758K 0.07% 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,436 $758K 0.04% +63 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. 5,417 $755K 0.01% +247 13F-HR Timeline Group LAWOOD & CO More: the full row for LAWOOD & CO 5,414 $755K 0.7% +260 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,405 $753K 0.7% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 5,400 $753K 0.39% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,338 $744K 0.5% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,307 $740K 0.02% +81 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,287 $737K 0.16% +315 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,502 $734K 0.39% -149 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,219 $727K 0.19% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,217 $727K 0.15% -1,865 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5,187 $723K 0.11% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 5,186 $723K 0.08% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,134 $716K 0.53% +295 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,129 $715K 0.02% +2,941 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,121 $714K 0.37% +112 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,120 $714K 0.13% -1,493 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,121 $713K 0.19% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,109 $712K 0.24% -939 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,100 $711K 0.35% 0 13F-HR/A Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,098 $710K 0.53% +31 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,080 $708K 0.7% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,067 $706K 0.02% +50 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,029 $701K 0.05% +252 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,018 $699K 0.05% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,012 $699K 0.45% -120 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,999 $697K 0.24% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,996 $696K 0.28% -25 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,992 $696K 0.25% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,989 $695K 0.02% +188 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 4,969 $693K 0.24% -359 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,960 $691K 0.13% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,959 $691K 0.48% -60 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,063 $690K 0.04% -967 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 4,950 $690K 0.07% -540 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,918 $685K 0.08% -141 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,886 $681K 0.59% -20 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,862 $678K 0.23% +475 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,858 $677K 0.06% +5 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 4,858 $677K 0.51% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,857 $677K 0.05% +411 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,855 $677K 0.01% -178 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,852 $676K 0.04% -29,986 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,830 $673K 0.08% -2,480 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,829 $673K 0.01% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,805 $670K 0.07% -147 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,784 $667K 0.08% -262 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,782 $666K 0.06% +600 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,777 $666K 0.03% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,768 $664K 0.43% +2 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,766 $664K 0.13% -1,761 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,759 $663K 0.2% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,755 $663K 0.25% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,744 $661K 0.27% +2,028 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,736 $660K 0.17% +626 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,724 $658K 0.13% -22 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,721 $658K 0.23% -7,641 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,718 $657K 0.09% +146 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4,698 $655K 0.3% +687 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,697 $655K 0.02% +1,601 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,697 $655K 0.59% -137 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,689 $654K 0.03% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,681 $652K 0.23% +93 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,678 $652K 0.5% -7 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 4,668 $651K 0.05% -164 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,668 $651K 0.23% +23 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,648 $648K 0.1% +1,168 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,645 $647K 0.35% +98 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,637 $646K 0.04% -39 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,591 $640K 0.46% +467 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 4,760 $640K 0.3% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,586 $639K 0.07% -455 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,583 $639K 0.04% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,577 $638K 0.16% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,563 $636K 0.25% +616 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,562 $636K 0.11% +1,665 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,551 $634K 0.21% -1,742 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,539 $633K 0.21% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,539 $633K 0.32% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,700 $630K 0.4% +243 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,514 $629K 0.13% +13 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,511 $629K 0.35% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,505 $628K 0.19% +618 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,500 $627K 0.08% -25 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,489 $625K 0.04% +240 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,486 $625K 0.03% +1,171 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,483 $625K 0.23% +18 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,468 $623K 0.03% +705 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 4,466 $622K 0.29% -16 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,465 $622K 0.09% 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 4,464 $622K 0.32% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,460 $622K 0.36% +205 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,455 $621K 0.18% +449 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,435 $618K 0.13% +74 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,419 $616K 0.08% -1,378 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,404 $614K 0.28% -303 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,398 $613K 0.03% +1,316 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,383 $611K 0.04% +663 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,377 $610K 0.24% -79 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,325 $603K 0.33% +75 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,324 $603K 0.02% -9 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,309 $601K 0.3% -177 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,298 $599K 0.35% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,291 $598K 0.14% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,286 $597K 0.05% -376 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,282 $597K 0.16% -169 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,253 $593K 0.05% -20 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,248 $592K 0.11% -10 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,248 $592K 0.35% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 4,246 $592K 0.48% +143 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,245 $592K 0.05% -220 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,229 $589K 0.06% -33 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,216 $588K 0.05% -2,800 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,196 $585K 0.15% +39 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,194 $585K 0.07% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,436 $584K 0.19% +107 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,185 $583K 0.07% +893 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 4,184 $583K 0.57% +508 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,184 $583K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,179 $582K 0.03% +374 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,177 $582K 0.04% -53 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,165 $580K 0.14% -185 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,159 $580K 0.22% -1,704 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,145 $578K 0.01% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,144 $578K 0.13% -63 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,131 $576K 0.08% +126 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,126 $575K 0.09% +351 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,121 $574K 0.2% -354 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,116 $574K 0.01% new 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,106 $572K 0.55% +941 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,092 $570K 0.02% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,085 $569K <0.01% -948 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,083 $569K 0.49% -376 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,074 $568K 0.7% +861 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,012 $559K 0.04% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,006 $558K 0.08% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,000 $557K 0.01% 0 13F-HR Timeline Group Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 4,000 $557K 0.03% new 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,997 $557K 0.04% -184 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 3,988 $556K 0.07% +65 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,968 $553K 0.29% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,963 $552K 0.06% +714 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,959 $552K 0.01% +320 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,950 $551K 0.15% -15 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,944 $550K 0.01% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,943 $550K 0.05% -2,176 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,942 $549K 0.08% -121 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,935 $548K 0.35% +41 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,919 $546K 0.02% -176 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,916 $546K 0.16% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,916 $546K 0.03% -1,228 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,908 $545K 0.06% -65 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,899 $543K 0.18% +102 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,890 $542K 0.1% -50 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,215 $538K 0.18% -1,095 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,863 $537K 0.04% -519 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,850 $537K 0.11% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,839 $535K 0.13% -48 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,823 $533K 0.04% -1,183 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,814 $532K 0.04% +50 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,802 $530K 0.05% -55 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,801 $530K 0.01% +560 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,799 $529K 0.03% +182 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,793 $529K 0.48% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,791 $528K 0.09% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,789 $528K 0.12% -299 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,786 $528K 0.12% -150 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,780 $527K 0.36% +103 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,768 $525K 0.22% -822 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,757 $524K 0.18% +302 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,750 $523K 0.41% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 3,748 $522K 0.29% 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,743 $522K 0.18% -1,532 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,735 $521K 0.2% 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,728 $520K 0.16% -136 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,726 $519K 0.06% -9 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,717 $518K 0.06% +38 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,716 $518K 0.35% 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 3,714 $518K 0.05% +46 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,712 $517K 0.04% +211 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,706 $516K 0.04% +96 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,800 $516K 0.02% +127 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,684 $513K 0.04% -962 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,715 $511K 0.23% +60 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,648 $508K 0.51% -959 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,644 $508K 0.01% +12 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,640 $507K 0.04% 0 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,636 $507K 0.16% +302 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,633 $506K 0.34% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,629 $506K 0.11% -6,271 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,608 $503K <0.01% +287 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,607 $503K 0.1% +255 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,598 $501K 0.02% +1,934 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,593 $501K 0.07% +19 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,590 $500K 0.05% -45 13F-HR Timeline