Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,665 $508K 0.31% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,664 $507K 0.09% +509 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,658 $505K 0.09% -100 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 1,656 $505K 0.15% 0 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 1,650 $503K 0.17% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,650 $503K 0.01% +125 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,647 $502K 0.28% -80 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,645 $501K 0.34% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,644 $501K 0.23% -792 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,641 $500K 0.21% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,638 $499K 0.08% +36 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,633 $498K 0.23% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,633 $498K 0.08% +71 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,631 $497K 0.12% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,630 $497K 0.08% +5 13F-HR/A Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,629 $497K 0.23% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,625 $495K 0.06% -100 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,625 $495K 0.28% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,625 $495K 0.08% +133 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 1,624 $495K 0.26% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,622 $494K 0.01% +549 13F-HR Timeline Group Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 1,620 $494K 0.45% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,619 $494K 0.22% -200 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 1,615 $492K 0.46% -127 13F-HR/A Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,611 $491K 0.05% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,610 $491K 0.1% -2,372 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,576 $490K 0.18% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,600 $488K <0.01% -2,000 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,600 $488K 0.24% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,600 $488K 0.08% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,598 $487K 0.04% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,595 $486K 0.21% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,590 $485K 0.05% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,590 $485K 0.21% +1,584 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,609 $485K 0.06% -231 13F-HR/A Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,588 $484K 0.28% +75 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,677 $483K 0.23% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,585 $483K 0.15% +250 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,582 $482K 0.08% +32 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,581 $482K 0.09% +180 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,578 $481K 0.16% +91 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,578 $481K 0.43% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,575 $480K 0.07% -890 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,574 $480K 0.09% +154 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 416 $480K 0.13% -1,156 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,573 $479K 0.03% -115 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,570 $479K 0.38% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,565 $477K 0.01% +65 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,565 $477K 0.36% 0 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 1,561 $476K 0.61% -26 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,561 $476K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 1,560 $476K 0.1% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,556 $474K 0.08% +210 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,554 $474K 0.24% +192 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,553 $473K 0.15% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,551 $473K 0.01% +750 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,550 $472K 0.11% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,547 $472K 0.08% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,540 $471K 0.21% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,543 $470K 0.05% 0 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,542 $470K 0.33% -100 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,542 $470K 0.19% +65 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,537 $469K 0.13% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,536 $468K 0.21% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,535 $468K 0.24% +28 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,528 $466K 0.02% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,526 $465K 0.07% +122 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,523 $464K 0.13% -3,045 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,515 $462K 0.01% 0 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,510 $460K 0.12% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,509 $460K 0.11% -10 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,507 $459K 0.11% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,504 $459K 0.02% -1,525 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,503 $458K 0.03% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,503 $458K 0.14% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,501 $458K 0.17% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,500 $457K 0.2% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,500 $457K 0.17% -1,250 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,500 $457K 0.28% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $457K 0.15% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,499 $457K 0.39% -150 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,494 $455K 0.17% -8,231 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,478 $455K 0.02% -45 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,487 $453K 0.17% +136 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,483 $452K 0.03% +18 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,500 $452K 0.06% new 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 1,476 $450K 0.04% +435 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,457 $449K 0.25% +135 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,472 $449K 0.12% -250 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,470 $448K 0.02% -1,000 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,468 $447K 0.13% +561 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,447 $447K 0.06% -60,001 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,464 $446K 0.04% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,455 $444K 0.09% -4 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,450 $442K 0.43% -160 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,509 $441K 0.25% +159 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,445 $440K 0.19% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,441 $439K 0.01% +20 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,438 $438K 0.16% -37 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,438 $438K 0.06% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,435 $437K 0.03% -293 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,435 $437K 0.16% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,435 $437K 0.16% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,429 $436K 0.06% -64 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,400 $435K 0.21% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,424 $434K 0.21% -88 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,423 $434K 0.22% -127 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,422 $433K 0.51% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,430 $433K 0.2% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,420 $433K 0.37% -8 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,414 $431K 0.04% -76,343 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,410 $430K 0.09% +160 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,410 $430K 0.08% +14 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,409 $430K 0.33% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,405 $428K 0.11% -50 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,404 $428K 0.04% -130 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,402 $427K 0.14% -328 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,400 $427K 0.03% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,400 $427K 0.1% -424 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 1,400 $427K 0.2% 0 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 1,398 $426K 0.15% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,394 $425K 0.08% 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,390 $424K 0.08% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,386 $422K 0.02% +835 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 1,385 $422K 0.02% -5,422 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,381 $421K 0.19% +312 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,381 $421K 0.29% -3 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,381 $421K 0.18% -21,498 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,379 $420K 0.16% -1,029 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,378 $420K 0.14% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,378 $420K 0.18% +209 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,377 $420K 0.21% +200 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,376 $419K 0.25% +202 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,376 $419K 0.09% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,376 $419K 0.06% -24 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,374 $419K 0.18% +5 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,371 $418K 0.11% -50 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,370 $418K 0.02% +75 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,369 $417K 0.06% +128 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,368 $417K 0.38% -284 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,365 $416K 0.05% -1 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,364 $416K 0.14% -19,969 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 1,362 $415K 0.06% 0 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 1,361 $415K 0.18% +8 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,358 $414K +811 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,358 $414K 0.07% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,356 $413K 0.09% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,350 $412K 0.21% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,350 $412K 0.11% -111 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,350 $412K 0.32% -100 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,348 $411K 0.15% -121 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,345 $410K 0.31% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,340 $408K 0.08% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,340 $408K 0.02% +115 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,339 $408K 0.15% +89 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,337 $408K 0.34% -85 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,335 $407K <0.01% +135 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,334 $407K 0.24% -95 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,334 $407K 0.27% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,330 $406K 0.02% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,333 $406K 0.15% +45 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,329 $405K 0.12% +16 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,324 $403K 0.09% -519 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,317 $401K 0.05% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,316 $401K 0.15% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,314 $401K 0.04% -385 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,312 $400K 0.13% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,300 $400K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,310 $399K 0.07% -193 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,308 $399K 0.12% +84 13F-HR/A Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,307 $398K 0.12% -30 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,304 $397K 0.09% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,304 $397K 0.02% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,300 $396K 0.06% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,300 $396K 0.09% -110 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,298 $396K 0.05% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,299 $396K 0.03% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,298 $396K 0.07% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 1,297 $395K 0.06% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,296 $395K 0.04% +560 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,295 $395K 0.1% 0 13F-HR/A Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,291 $394K 0.28% +33 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,290 $393K 0.14% -497 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,289 $393K 0.3% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,285 $392K 0.04% -200 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,277 $389K 0.03% +17 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,277 $389K 0.17% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,276 $389K 0.12% +69 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,273 $388K 0.28% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,271 $387K 0.38% -186 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,268 $387K 0.26% -123 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,266 $386K 0.11% +130 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,265 $386K 0.21% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,263 $385K 0.01% +46 13F-HR Timeline Group GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,256 $383K 0.09% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,245 $383K 0.2% -2 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,250 $381K 0.03% +213 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,322 $381K 0.15% 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,248 $380K 0.19% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,242 $379K 0.18% 0 13F-HR Timeline