Five Oceans Advisors More: the full row for Five Oceans Advisors 2,379 $292K 0.1% +4 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,367 $291K 0.21% +189 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,360 $290K 0.18% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,355 $289K 0.1% +1 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,348 $288K <0.01% -14,234 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,345 $288K 0.12% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,331 $286K 0.07% -345 13F-HR Timeline JGP Global Gestao de Recursos Ltda. 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More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,290 $281K 0.16% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,288 $281K 0.03% +119 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,286 $281K 0.08% +88 13F-HR/A Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,286 $281K 0.09% -84 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,284 $280K 0.06% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,282 $280K 0.08% -101 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,281 $280K 0.22% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,278 $280K 0.05% +261 13F-HR Timeline Bellecapital International Ltd. 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More: the full row for North Capital, Inc. 2,079 $255K 0.22% -1 13F-HR/A Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,078 $255K 0.07% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,072 $254K 0.07% 0 13F-HR Timeline QVR LLC More: the full row for QVR LLC 2,070 $254K 0.18% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,061 $253K 0.09% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,057 $253K 0.03% -54 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,054 $252K <0.01% -393 13F-HR Timeline SEARLE & CO. 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Planning Group LLC 2,000 $245K 0.07% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,996 $245K 0.1% +3 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,994 $245K 0.08% -22 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,990 $244K 0.11% -1,698 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,984 $244K 0.13% +12 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,014 $243K 0.04% +42 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,980 $243K 0.15% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,976 $243K 0.07% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,976 $243K 0.06% +45 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,961 $241K 0.06% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,962 $241K 0.11% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,960 $241K 0.08% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,974 $240K 0.04% new 13F-HR/A Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,671 $239K 0.2% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,949 $239K 0.02% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,943 $238K 0.05% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,938 $238K 0.07% +31 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,935 $238K 0.17% +12 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,935 $238K 0.02% +61 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,930 $237K 0.19% -67 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,925 $236K 0.02% +32 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,922 $236K 0.08% +98 13F-HR/A Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,920 $236K 0.09% -654 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,920 $236K 0.05% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,920 $236K 0.09% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,920 $236K 0.2% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,918 $235K 0.01% +244 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,916 $235K 0.08% -324 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,915 $235K 0.03% -4,944 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,112 $234K 0.03% -113 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,908 $234K 0.72% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,908 $234K 0.11% +23 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,904 $234K 0.02% -241 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,903 $234K 0.03% -1,822 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,903 $234K 0.12% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,902 $233K <0.01% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,900 $233K 0.01% new 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,898 $233K 0.22% 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,893 $232K 0.06% -4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,891 $232K 0.01% -188 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,889 $232K 0.19% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,881 $231K 0.07% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,880 $231K 0.01% +7 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,875 $230K 0.02% -1,160 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,871 $230K 0.07% -50 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,867 $229K 0.03% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,860 $228K 0.08% 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,856 $228K 0.16% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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Prosperity Capital Advisors 1,831 $225K 0.01% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,829 $224K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,828 $224K 0.01% -1,272 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,825 $224K 0.05% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,819 $223K 0.01% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,797 $223K 0.04% +13 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,816 $223K <0.01% -34 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 1,812 $222K 0.1% -7 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,810 $222K 0.06% -182 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,000 $222K 0.07% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,805 $222K 0.09% -145 13F-HR Timeline MIdWestOne Financial Group, Inc. 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More: the full row for Hudock, Inc. 1,765 $217K 0.03% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,764 $217K 0.17% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,761 $216K 0.01% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,492 $216K 0.08% new 13F-HR Timeline Lakeshore Financial Planning, Inc. 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