Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 933 $401K 0.29% -18 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 932 $401K 0.07% +48 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 930 $400K 0.02% -128 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 934 $399K 0.03% +69 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 926 $398K 0.12% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 925 $398K 0.13% +31 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Accredited Investors Inc. 919 $395K 0.02% -47 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 918 $395K 0.1% +16 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 918 $395K 0.2% -230 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 918 $395K 0.23% 0 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 917 $395K 0.45% -19 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 916 $394K 0.26% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 915 $394K 0.15% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 913 $393K 0.17% +25 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 907 $390K 0.06% -159 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 906 $390K 0.26% -2 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 905 $389K 0.1% +30 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 905 $389K 0.32% +22 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 904 $389K 0.1% 0 13F-HR Timeline Planning Center, Inc. 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LLC 895 $385K 0.34% 0 13F-HR/A Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 889 $383K 0.23% -28 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 888 $382K 0.11% +310 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 887 $382K 0.02% +725 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 887 $382K 0.13% +304 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 886 $381K 0.44% +158 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 885 $381K 0.13% -253 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 885 $381K 0.34% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 884 $380K 0.21% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 884 $380K 0.26% -536 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 883 $380K 0.05% +100 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 883 $380K 0.23% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 882 $380K 0.02% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 881 $379K 0.17% -200 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 881 $379K 0.16% -1,156 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 880 $379K 0.21% -80 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 880 $379K 0.06% +294 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 877 $377K 0.17% -196 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 876 $377K 0.16% +91 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 875 $377K 0.06% +122 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 875 $377K 0.22% 0 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 875 $377K 0.14% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 874 $376K <0.01% -8,993 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 874 $376K 0.08% -165 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 873 $376K 0.14% +107 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 872 $375K 0.12% -116 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 869 $374K 0.15% -275 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 869 $374K 0.07% +16 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 867 $373K 0.08% -50 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 866 $373K 0.57% -33 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 865 $372K 0.03% -5 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 863 $371K 0.31% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 862 $371K 0.1% -55 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 862 $371K 0.34% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 861 $371K 0.38% +210 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 860 $370K 0.2% +78 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 860 $370K 0.09% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 859 $370K 0.24% -308 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 857 $369K 0.2% -33 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 856 $368K 0.03% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 855 $368K 0.08% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 855 $368K 0.03% +135 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 855 $368K 0.05% +1 13F-HR Timeline Group PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 927 $368K 0.22% +233 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 851 $366K 0.06% +145 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 850 $366K 0.08% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 850 $366K 0.06% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 850 $366K 0.15% +36 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 850 $366K 1.06% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 850 $366K 0.31% +93 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 850 $366K 0.16% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 849 $365K 0.09% -30 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 848 $365K 0.07% -8 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 847 $364K 0.19% +182 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 845 $364K 0.14% +70 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 845 $364K 0.08% -7 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 844 $363K 0.13% +85 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 843 $363K 0.15% -6 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 843 $363K 0.04% -129 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 841 $362K 0.3% 0 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 840 $361K 0.2% -85 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 839 $361K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 838 $361K 0.1% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 836 $360K 0.07% -750 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 835 $359K 0.05% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 833 $358K 0.01% -377 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 832 $358K 0.12% -190 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 832 $358K 0.02% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 828 $356K 0.26% 0 13F-HR Timeline AEGIS FINANCIAL CORP More: the full row for AEGIS FINANCIAL CORP 828 $356K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 827 $356K 0.19% -20 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 825 $355K 0.06% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 825 $355K 0.04% -85 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 825 $355K 0.33% +139 13F-HR Timeline Ranch Capital Advisors Inc. 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More: the full row for Heritage Wealth Management, Inc. 814 $350K 0.17% +9 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 813 $350K 0.15% +100 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 809 $348K 0.12% +690 13F-HR/A Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 839 $348K 0.02% +1 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 808 $348K 0.16% 0 13F-HR Timeline Parkshore Wealth Management, Inc. 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Younker & Associates, Ltd. 766 $330K 0.22% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 766 $330K 0.11% +54 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 765 $329K 0.06% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 765 $329K 0.13% +58 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 764 $329K 0.04% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 763 $328K 0.09% +36 13F-HR Timeline Cascade Investment Advisors, Inc. 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More: the full row for Peak Retirement Planning, Inc. 756 $325K 0.06% +59 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 771 $323K 0.56% new 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 750 $323K 0.03% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 750 $323K 0.02% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 747 $321K 0.04% -25 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 747 $321K 0.21% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 745 $321K 0.04% +140 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 757 $320K 0.13% -164 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 743 $320K 0.33% +21 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 742 $319K 0.15% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 741 $319K 0.16% +100 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 741 $319K 0.29% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 741 $319K 0.29% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 740 $318K 0.17% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 740 $318K 0.09% +190 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 739 $318K 0.09% +160 13F-HR Timeline Rodgers Brothers Inc. 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