Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 978 $337K 0.28% 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 976 $336K 0.14% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 975 $335K 0.11% +28 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 975 $335K 0.1% -52 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 974 $335K 0.05% -24 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 972 $334K 0.22% -61 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 970 $334K 0.22% -599 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 921 $334K 0.13% +377 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 969 $333K 0.05% 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 969 $333K 0.06% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 968 $333K 0.03% -107 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 969 $333K 0.1% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 965 $332K 0.25% -537 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 964 $332K 0.04% -65 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 962 $331K 0.02% -49 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 961 $331K 0.09% -13 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 960 $330K 0.09% +150 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 958 $330K 0.14% +17 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 957 $329K 0.11% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 956 $329K 0.05% +20 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 956 $329K 0.13% +21 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 955 $329K 0.27% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 954 $328K 0.22% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 953 $328K 0.14% +34 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 860 $328K 0.1% +74 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 947 $327K 0.08% -25 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 949 $327K 0.16% -115 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 949 $327K 0.13% -6 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 947 $326K 0.07% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 946 $325K 0.05% +10 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 945 $325K 0.14% -105 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 944 $325K 0.06% 0 13F-HR Timeline Group Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 943 $325K 0.19% 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 941 $324K 0.22% -481 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 939 $323K 0.09% 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 937 $322K 0.09% -103 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 937 $322K 0.33% -31 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 936 $322K 0.24% 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 934 $321K 0.08% -6 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 932 $321K 0.31% +29 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 931 $320K 0.07% -232 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 931 $320K 0.18% +396 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 930 $320K 0.18% +407 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 931 $320K 0.15% -387 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 926 $318K 0.03% -317 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 924 $318K 0.22% +30 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 922 $317K 0.11% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 921 $317K 0.13% +2 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 920 $317K 0.08% 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 919 $316K 0.15% -57 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 918 $316K 0.13% -19 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 918 $316K 0.07% -205 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 914 $315K 0.06% -1,169 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 913 $314K 0.18% -35 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 911 $313K 0.05% -50 13F-HR Timeline Essex LLC More: the full row for Essex LLC 911 $313K 0.06% +71 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 910 $313K 0.16% +79 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 904 $313K 0.09% -43 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 908 $312K 0.05% +11 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 908 $312K 0.11% -4 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 907 $312K 0.08% -500 13F-HR Timeline Group Stegent Equity Advisors, Inc. 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More: the full row for McLaughlin Asset Management, Inc. 905 $311K 0.28% 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 905 $311K 0.04% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 904 $311K 0.05% +370 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 903 $311K 0.17% -39 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 901 $310K 0.05% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 826 $310K 0.05% -486 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 807 $310K 0.04% -97 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 900 $310K 0.08% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 899 $309K 0.21% +23 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 899 $309K 0.25% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 899 $309K 0.12% -29 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 893 $307K 0.18% -27 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 893 $307K 0.15% 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 891 $307K 0.29% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 6,052 $306K 0.24% +4,926 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 890 $306K 0.06% +14 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 888 $306K 0.1% +17 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 887 $305K 0.01% -240 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 886 $305K 0.21% -8 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 886 $305K 0.09% -107 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 788 $305K 0.34% 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 886 $305K 0.16% 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 885 $305K 0.14% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 884 $304K 0.1% -14 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 879 $302K 0.24% +15 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 878 $302K 0.07% -13 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 876 $301K 0.16% +380 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 870 $300K 0.3% 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 869 $299K 0.04% +161 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 868 $299K 0.18% 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 867 $298K 0.16% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 866 $298K 0.22% +59 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 866 $298K 0.01% +27 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 864 $297K 0.1% -130 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 863 $297K 0.25% -1,758 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 862 $297K 0.27% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 862 $297K 0.05% +8 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 859 $296K 0.15% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 859 $296K 0.04% -438 13F-HR/A Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 859 $296K 0.16% -39 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 858 $295K 0.1% -27 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 857 $295K 0.06% +104 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 857 $295K 0.28% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 857 $295K 0.09% +2 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 854 $294K 0.06% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 850 $292K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 843 $292K 0.07% +49 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 848 $292K 0.06% 0 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 846 $291K 0.27% 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 844 $290K 0.06% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 843 $290K 0.11% +35 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 841 $289K 0.1% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 839 $289K 0.33% +154 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 839 $289K 0.09% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 838 $288K 0.1% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 836 $288K 0.09% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 835 $287K 0.1% -1 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 835 $287K 0.42% 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 834 $287K 0.03% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 832 $286K 0.2% -2,202 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 830 $286K 0.19% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 830 $286K 0.05% +141 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 830 $286K 0.07% +29 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 830 $285K 0.25% 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 829 $285K 0.16% +1 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 829 $285K 0.1% -2 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 828 $285K 0.04% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 828 $285K 0.02% -2 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 827 $285K 0.1% +227 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 827 $284K 0.06% +51 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 826 $284K 0.26% 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 825 $284K 0.1% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 824 $284K 0.08% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 823 $283K 0.15% -479 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 823 $283K 0.19% -3 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 821 $283K 0.03% +133 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 821 $283K 0.15% +12 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 821 $283K <0.01% 0 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 821 $283K 0.31% 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 820 $282K 0.25% 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 820 $282K 0.27% 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 820 $282K 0.14% -150 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 819 $282K 0.04% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 818 $281K 0.13% +250 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 740 $281K 0.16% +4 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 815 $280K 0.17% +2 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 815 $280K 0.19% -92 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 748 $280K 0.03% +50 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 814 $280K 0.04% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 814 $280K 0.39% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 812 $280K 0.08% +308 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 811 $279K 0.29% -25 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 806 $277K 0.13% -27 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 806 $277K 0.03% +112 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 805 $277K 0.07% 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 805 $277K 0.12% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 804 $277K 0.03% -40 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 803 $276K 0.03% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 803 $276K 0.15% -30 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 803 $276K 0.05% -11 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 802 $276K 0.02% +109 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 802 $276K 0.07% +201 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 800 $275K 0.08% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 802 $275K 0.04% +81 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 799 $275K 0.26% 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 798 $275K 0.06% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 795 $273K 0.21% 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 794 $273K 0.13% 13F-HR/A Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 794 $273K 0.03% +23 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 791 $272K 0.13% +31 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 791 $272K 0.12% -426 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 791 $272K 0.02% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 790 $272K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 790 $272K 0.26% 13F-HR/A Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 789 $272K 0.13% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 788 $271K 0.22% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 786 $270K 0.2% -1,894 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 786 $270K 0.02% new 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 786 $270K 0.17% +202 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 785 $270K 0.12% -9 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 785 $270K 0.05% +265 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 785 $270K 0.16% -283 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 784 $270K 0.02% +87 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 784 $270K 0.21% -14 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 784 $270K 0.14% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 783 $270K 0.07% -26 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 783 $269K 0.22% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 717 $269K 0.06% +200 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 782 $269K 0.07% -14 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 780 $268K 0.1% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 780 $268K 0.14% +24 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 778 $268K 0.19% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 777 $267K 0.21% 13F-HR Timeline