SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,339 $467K 0.03% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,336 $467K 0.16% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,326 $466K 0.27% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,313 $465K 0.01% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,278 $462K 0.03% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 5,276 $462K 0.22% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,255 $460K 0.02% +2 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,255 $460K 0.03% +200 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,253 $460K 0.03% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,243 $459K 0.26% +4 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 5,215 $457K 0.06% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,202 $455K 0.01% +1,217 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,199 $455K 0.05% +12 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 5,202 $455K 0.04% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,190 $454K 0.03% -1,179 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,164 $452K 0.03% +29 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,162 $452K 0.01% +736 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,111 $448K <0.01% +2,296 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,091 $446K 0.22% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,085 $445K 0.02% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,078 $445K 0.14% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,076 $445K 0.1% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 5,066 $444K 0.31% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 5,066 $444K 0.08% -1,076 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,063 $443K 0.07% 0 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 5,050 $442K 0.03% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,043 $442K 0.02% -800 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,038 $441K 0.27% -178 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 5,023 $440K 0.03% +723 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 5,018 $439K 0.15% +403 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,010 $439K 0.01% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,006 $438K 0.04% -772 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,000 $438K 0.1% new 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 5,000 $438K 0.02% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,000 $438K <0.01% 0 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,995 $437K 0.1% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,981 $436K 0.05% -3,756 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,966 $435K 0.01% +1,527 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,793 $435K 0.15% +5 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,958 $434K 0.18% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,955 $434K 0.09% +23 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,953 $434K 0.01% -267 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,953 $434K 0.03% -474 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,942 $433K 0.01% +2,462 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,940 $433K 0.03% +202 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,936 $432K 0.05% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,932 $432K 0.01% +26 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,921 $431K 0.03% +560 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,918 $431K 0.02% +676 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,911 $430K 0.21% -2,494 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,043 $430K 0.22% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 4,902 $429K 0.02% -750 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,884 $428K 0.01% +1,103 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,878 $427K 0.14% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,844 $424K 0.1% +255 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,839 $424K 0.04% -5,563 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,834 $423K 0.1% -1,370 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,785 $419K 0.04% -5 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 4,766 $417K 0.12% -895 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,755 $416K 0.01% +364 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,688 $411K 0.03% -6,757 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,683 $410K 0.03% -286 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,676 $409K 0.18% +276 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,600 $409K 0.02% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,675 $409K 0.02% -75 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,675 $409K 0.12% -3,325 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,670 $409K 0.04% +768 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,662 $408K 0.01% +427 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,567 $406K 0.01% -1,059 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,620 $405K 0.09% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,744 $404K 0.05% +380 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 4,600 $403K 0.29% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,582 $401K 0.01% -799 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ledyard National Bank More: the full row for Ledyard National Bank 4,580 $401K 0.03% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,572 $400K 0.09% +250 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,567 $400K 0.24% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,564 $400K 0.04% -891 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,556 $399K 0.14% +524 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,545 $398K 0.04% -5,100 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,529 $397K 0.04% +514 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,515 $395K 0.01% +1 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,500 $394K 0.1% +640 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,495 $394K 0.01% -1,822 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,489 $393K 0.38% 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,485 $393K 0.26% -215 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 4,466 $391K 0.01% new 13F-HR Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 4,457 $390K 0.37% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,455 $390K 0.05% +1,655 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,452 $390K 0.13% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,450 $390K 0.04% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,445 $389K 0.01% -130 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,427 $387K 0.08% +497 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,389 $384K 0.06% 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,385 $384K 0.19% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,361 $382K 0.13% 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,360 $382K 0.04% +10 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,329 $379K 0.02% +185 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,320 $378K 0.06% -335 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,296 $376K 0.21% -312 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,295 $376K 0.05% +120 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,285 $375K 0.09% -2,541 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,272 $374K 0.02% -1,586 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,843 $373K 0.25% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,255 $373K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,258 $373K 0.04% -200 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,173 $372K 0.01% -25 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,239 $371K 0.13% +570 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,231 $370K 0.09% -2,429 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,586 $370K 0.06% +442 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,210 $369K 0.03% +655 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,209 $369K 0.06% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,205 $368K 0.01% -13,697 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,200 $368K 0.01% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,192 $367K 0.11% +1 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 4,194 $367K 0.07% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,160 $364K 0.06% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,141 $363K 0.02% -557 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 4,136 $362K 0.08% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,135 $362K 0.03% +15 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,133 $362K 0.01% +97 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 4,130 $362K 0.19% -474 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,126 $361K 0.08% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,104 $359K 0.06% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,096 $359K 0.06% -100 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,077 $357K 0.29% -970 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,075 $357K 0.2% -1,000 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,072 $357K 0.1% -3 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,067 $356K 0.07% -744 13F-HR/A Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,060 $355K 0.37% -5 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,148 $354K 0.08% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,014 $351K 0.06% +69 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,012 $351K 0.15% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,136 $351K 0.47% -524 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,000 $350K 0.28% 0 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 4,000 $350K 0.04% 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,994 $350K 0.14% -30 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,984 $349K 0.01% +338 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,973 $348K 0.08% -9,839 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,972 $348K 0.15% +230 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,970 $348K 0.2% +7 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 3,952 $346K 0.19% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,933 $344K 0.17% -263 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,929 $344K 0.02% -565 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 3,923 $343K 0.04% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,919 $343K 0.11% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,906 $343K 0.11% +132 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,890 $341K 0.1% -823 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,887 $340K 0.11% 0 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 3,888 $340K 0.21% -500 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,878 $340K 0.01% -17 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,862 $338K 0.03% -103 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,850 $337K 0.01% +12 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,845 $337K 0.03% +45 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,836 $336K 0.02% +92 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,827 $335K 0.02% +775 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,825 $335K 0.01% -2,963 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,824 $335K 0.05% +378 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,823 $335K 0.02% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,822 $335K 0.08% -707 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,821 $335K 0.18% -6 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,808 $333K 0.01% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,789 $332K 0.05% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,776 $331K 0.09% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,775 $331K 0.02% +144 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,768 $330K 0.11% -44 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,766 $330K 0.04% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,758 $329K 0.02% +3,526 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,455 $328K 0.06% -14 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,676 $327K 0.02% -392 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,728 $326K 0.14% -249 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,725 $326K 0.15% -475 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,723 $326K 0.01% -1,978 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,723 $326K 0.11% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,699 $324K 0.13% 0 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 3,675 $322K 0.12% -5,650 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,669 $321K 0.01% +157 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,668 $321K 0.09% +2 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 3,667 $321K 0.33% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,633 $318K 0.07% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,631 $318K 0.05% 0 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 3,615 $317K 0.11% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,607 $316K 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,578 $313K 0.03% +60 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,561 $312K <0.01% +1,099 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,551 $311K 0.21% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,544 $310K 0.06% +3 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,539 $310K 0.08% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,536 $310K 0.03% -26 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,515 $308K 0.06% -2,144 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,321 $307K 0.03% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,500 $306K 0.23% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,324 $305K 0.15% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,487 $305K 0.12% -140 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,485 $305K 0.01% +420 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,480 $305K 0.02% -23 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,473 $304K 0.07% -7,169 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,462 $303K 0.06% +6 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,443 $301K 0.04% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,437 $301K 0.02% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,434 $301K 0.23% -2,022 13F-HR Timeline