Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,275 $328K 0.03% +2,765 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,263 $327K 0.05% -606 13F-HR Timeline City State Bank More: the full row for City State Bank 6,250 $326K 0.12% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,217 $325K 0.11% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,155 $321K 0.21% +2,335 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,140 $321K 0.17% +536 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 6,133 $320K 0.18% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,120 $320K 0.07% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,081 $318K 0.1% +38 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,078 $317K 0.06% +565 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6,189 $317K 0.27% 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,056 $316K 0.05% +168 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 6,044 $316K 0.33% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,032 $315K 0.06% +2,384 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,980 $312K 0.05% -680 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 5,972 $312K 0.16% +1,057 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,957 $311K 0.08% +659 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 5,954 $311K 0.04% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,069 $311K 0.31% +28 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,920 $309K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,915 $309K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,912 $309K 0.06% +2,075 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,908 $309K 0.04% +101 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 5,898 $308K 0.38% -999 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 5,882 $307K 0.09% -165 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 5,881 $307K 0.05% -40 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 5,866 $306K 0.12% 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 5,845 $305K 0.11% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,844 $305K 0.24% -8 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,821 $304K 0.18% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,803 $303K 0.08% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5,770 $301K 0.09% 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,767 $301K 0.13% +76 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,744 $301K 0.05% +1,774 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,753 $300K 0.09% -218 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,744 $300K 0.05% -267 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,721 $299K 0.1% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,718 $299K 0.17% -2,041 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,718 $299K 0.1% -2,110 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,713 $298K 0.01% +2,416 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 5,696 $297K 0.12% -2,065 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,696 $297K 0.04% new 13F-HR/A Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,681 $297K 0.1% +469 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,675 $296K 0.06% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,668 $296K 0.15% +25 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 5,655 $295K 0.04% -405 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,654 $295K 0.01% +299 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,651 $295K 0.03% -2,147 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,600 $292K 0.06% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,572 $291K 0.04% -796 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,569 $291K <0.01% -1,199 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,541 $289K 0.03% -1,769 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 5,535 $289K 0.04% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 5,504 $287K 0.08% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,499 $287K 0.07% +1,389 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 5,484 $286K 0.12% -100 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 5,475 $286K 0.1% new 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 5,446 $284K 0.02% +55 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 5,426 $283K 0.6% 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,417 $283K 0.13% -97 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 5,406 $282K 0.04% -255 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,408 $282K 0.02% -173 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,396 $282K 0.06% +26 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 5,374 $281K 0.42% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,362 $280K 0.07% -1,251 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,328 $278K 0.03% +404 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,180 $270K 0.02% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,173 $270K 0.18% +20 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 5,147 $269K 0.09% +489 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,146 $269K 0.07% -493 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,176 $268K 0.12% -716 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 5,132 $268K 0.06% +1,384 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,103 $267K 0.07% -403 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,090 $266K 0.01% -481 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,084 $266K 0.04% 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,077 $265K 0.08% +95 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 5,022 $263K 0.34% 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,999 $261K 0.07% -115 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,938 $260K 0.11% +62 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,967 $259K 0.16% -437 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 4,937 $258K 0.03% +11 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,930 $257K 0.08% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,925 $257K 0.02% +898 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,916 $257K 0.01% -2,861 13F-HR/A Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 4,912 $256K 0.17% -16 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,906 $256K 0.06% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,900 $256K 0.2% -287 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 4,891 $255K 0.14% -2,635 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,880 $255K 0.05% +41 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,876 $255K 0.04% +282 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,832 $252K 0.08% +62 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,829 $252K 0.1% -4,629 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,818 $252K 0.06% -408 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4,816 $251K 0.21% 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,810 $251K 0.09% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,777 $249K 0.27% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,760 $249K 0.08% -977 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,733 $247K 0.01% -499 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 4,714 $246K 0.11% -541 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,705 $246K 0.06% -234 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,703 $246K 0.12% +101 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,686 $245K 0.06% -200 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,666 $244K 0.15% +271 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,647 $243K 0.16% +1,356 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,643 $242K 0.03% +8 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,639 $242K 0.05% +24 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,622 $241K 0.07% -931 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,607 $241K 0.12% +185 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,605 $240K 0.07% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,599 $240K 0.09% +48 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 4,571 $239K 0.21% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,554 $238K 0.15% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,530 $237K 0.1% -1,300 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 4,525 $236K 0.09% -1,401 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,507 $235K 0.05% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 4,508 $235K 0.08% new 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 4,507 $235K 0.02% +80 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 4,465 $233K 0.05% -210 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 4,470 $233K 0.02% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,443 $232K 0.05% +96 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,440 $232K 0.11% -3,162 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,428 $231K 0.08% +53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,405 $230K 0.06% +762 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 4,394 $229K 0.07% -7,164 13F-HR Timeline Trust Co More: the full row for Trust Co 4,372 $228K 0.03% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,369 $228K 0.07% -189 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 4,368 $228K 0.07% -5,102 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,337 $227K 0.02% -2,053 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,314 $225K 0.12% +78 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,298 $224K 0.17% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,290 $224K 0.07% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,279 $223K <0.01% +442 13F-HR/A Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,278 $223K 0.11% -19 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,267 $223K 0.11% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,260 $222K <0.01% +1,597 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,248 $222K 0.13% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4,240 $221K 0.09% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,209 $220K 0.03% -144 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,209 $220K 0.01% -5,976 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,204 $220K 0.07% -1,774 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,199 $219K 0.07% 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 4,196 $219K 0.1% -1,169 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 4,193 $219K 0.14% -224 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,188 $219K 0.04% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,170 $218K 0.15% +45 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 3,995 $217K 0.16% -106 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,153 $217K 0.05% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,971 $217K 0.06% +720 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,142 $216K 0.09% -40 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,140 $216K <0.01% 0 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,137 $216K 0.14% +393 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,121 $215K 0.04% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,100 $214K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,098 $214K 0.04% +3,843 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 4,087 $213K 0.21% 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,949 $213K 0.04% -172 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,036 $211K 0.03% new 13F-HR/A Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,027 $210K 0.03% +525 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,019 $210K 0.12% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 4,010 $209K 0.17% 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 4,000 $209K 0.03% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,993 $209K 0.02% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,985 $208K 0.19% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,980 $208K 0.16% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,972 $207K 0.12% 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,962 $207K 0.04% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,962 $207K 0.04% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,954 $206K 0.18% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,951 $206K 0.09% -106 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,934 $205K 0.15% +21 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,928 $205K 0.1% 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,939 $205K 0.07% +140 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,930 $205K 0.12% +1,013 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,905 $204K 0.03% +161 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,901 $204K 0.15% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,892 $203K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,891 $203K 0.03% -448 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 3,886 $203K <0.01% -1,812,342 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,704 $194K 0.02% -27,707 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,691 $193K 0.09% +9 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3,681 $192K 0.49% 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,463 $181K new Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,314 $173K 0.02% -177 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,165 $165K 0.15% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,934 $153K 0.01% -1,098 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,848 $149K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,805 $146K 0.01% +7 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,778 $145K 0.07% +506 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,769 $145K 0.06% +226 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,658 $139K 0.02% -2,656 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,609 $137K 0.03% -37 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,554 $133K 0.07% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,516 $131K 0.02% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,479 $129K 0.03% -141 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,414 $126K 0.02% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,386 $125K 0.1% +1,009 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,387 $125K 0.28% +288 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2,269 $119K 0.1% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,267 $118K 0.05% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,219 $116K 0.03% 0 13F-HR Timeline