Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,373 $503K 0.21% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,373 $503K 0.01% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,372 $503K 0.18% +3 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,367 $501K 0.06% +26 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,364 $500K 0.1% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,364 $500K 0.19% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,285 $500K 0.35% -132 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,363 $500K 0.31% +220 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,363 $500K 0.2% +297 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,363 $500K 0.04% +209 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,360 $499K 0.07% +35 13F-HR Timeline Strategic Financial Services, Inc. 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More: the full row for Violich Capital Management, Inc. 1,350 $495K 0.07% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 1,350 $495K 0.46% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,349 $494K 0.39% +37 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,349 $494K 0.16% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,348 $494K 0.16% -88 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,344 $492K 0.06% -56 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 1,340 $491K 0.21% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 1,340 $491K 0.39% 0 13F-HR/A Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,339 $491K 0.18% -66 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,336 $490K 0.22% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,336 $490K 0.23% +2 13F-HR Timeline Avantra Family Wealth, Inc. 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Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,308 $480K <0.01% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,308 $479K 0.2% -12 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,308 $479K 0.2% +89 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,306 $479K 0.05% -109 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,303 $478K 0.08% -182 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,303 $478K 0.1% +2 13F-HR Timeline Willis Johnson & Associates, Inc. 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More: the full row for ACCESS FINANCIAL SERVICES, INC. 1,284 $471K 0.19% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,281 $470K 0.1% -20 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,281 $470K 0.19% +102 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,281 $470K 0.43% +1 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,279 $469K 0.13% -93 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,317 $468K 0.25% +7 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,348 $468K 0.05% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,273 $467K 0.17% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,272 $466K 0.06% -246 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,268 $465K 0.13% -28 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,266 $464K 0.04% +50 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,264 $463K 0.17% +40 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,261 $462K 0.12% +560 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,397 $462K 0.35% +621 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,259 $462K 0.05% +6 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,257 $461K 0.31% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,256 $460K 0.35% +108 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,256 $460K 0.42% 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,254 $460K 0.24% +7 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,254 $460K 0.03% -91 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 1,253 $459K 0.18% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,364 $457K 0.2% 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,245 $456K 0.06% -1,444 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 1,245 $456K 0.3% +100 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,240 $454K 0.2% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,239 $454K 0.2% +9 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,237 $453K 0.03% +26 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,237 $453K 0.18% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,259 $453K 0.09% +122 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,348 $452K 0.47% -128 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,232 $452K 0.1% +14 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,231 $451K 0.11% -3,781 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,229 $451K 0.12% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,229 $450K 0.14% +303 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,318 $450K 0.09% +3 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,227 $450K 0.19% -154 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,226 $449K 0.32% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,224 $449K 0.04% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,225 $449K 0.23% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,222 $448K 0.26% -77 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,221 $447K 0.1% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,219 $447K 0.15% -71 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,218 $446K 0.39% -34 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,218 $446K 0.11% +392 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,244 $446K 0.47% +191 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,212 $444K 0.53% -10 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,210 $443K 0.39% +8 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,209 $443K 0.03% +22 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,225 $443K 0.05% +100 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,208 $443K 0.03% -585 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,207 $442K 0.1% +88 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,206 $442K 0.17% +41 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,205 $442K 0.21% -5 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,205 $442K 0.22% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,205 $442K 0.19% -74 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,204 $441K 0.18% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,203 $441K 0.16% +102 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,252 $441K 0.08% +382 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,202 $441K 0.21% -2,284 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 1,201 $440K 0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,199 $439K 0.06% +539 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,195 $438K 0.3% +3 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,195 $438K 0.18% -42 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,192 $437K 0.26% +8 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,191 $437K 0.08% +43 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,190 $436K 0.1% -182 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,187 $435K 0.34% -80 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,186 $435K 0.03% +52 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,185 $434K 0.23% +63 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,185 $434K <0.01% +639 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Jain Global LLC More: the full row for Jain Global LLC 1,183 $434K 0.01% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,181 $433K 0.44% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,180 $432K 0.05% +5 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,178 $432K 0.05% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,172 $430K 0.04% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,171 $429K 0.28% +2 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,171 $429K 0.15% -146 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,169 $428K 0.31% +13 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,169 $428K 0.2% +779 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,168 $428K 0.05% -7 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,167 $428K 0.26% -1 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,166 $427K 0.35% +20 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,163 $426K 0.47% -15 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,162 $426K 0.21% -50 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,160 $425K 0.16% +2 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 1,160 $425K 0.45% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,159 $425K 0.1% +17 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,156 $424K 0.5% -312 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,156 $424K 0.1% +16 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,155 $423K 0.31% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,153 $423K 0.15% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,153 $423K 0.08% +9 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,153 $423K 0.64% -3 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 1,153 $423K 0.19% +12 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,152 $422K 0.38% +102 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,149 $421K 0.09% -59 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,147 $420K 0.35% +248 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,147 $420K 0.17% +200 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,146 $420K 0.03% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,145 $420K 0.02% +36 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,174 $419K 0.1% +123 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,142 $419K 0.09% 0 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,140 $418K 0.43% -25 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,139 $417K 0.18% +45 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,138 $417K 0.02% -31 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,135 $416K 0.21% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,135 $416K 0.01% +29 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,132 $415K 0.15% -37 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,132 $415K 0.63% -270 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,120 $415K 0.04% +90 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,131 $414K 0.06% -30 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,130 $414K 0.36% -225 13F-HR/A Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,127 $413K 0.01% 0 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 1,126 $413K 0.25% +477 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,124 $412K 0.12% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,119 $410K 0.23% +155 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 1,117 $410K 0.19% -924 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,117 $409K 0.09% -50 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,117 $409K 0.14% +6 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,115 $409K 0.08% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,115 $409K 0.28% -262 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 1,114 $408K 0.28% -8 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,113 $408K 0.05% +2 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,111 $407K 0.14% +8 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,110 $407K 0.27% -6,028 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,109 $407K 0.08% +3 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,109 $406K 0.09% 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,108 $406K 0.2% +1 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,106 $405K 0.05% +17 13F-HR Timeline Security Financial Services, INC. 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