NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 11,110 $692K 0.3% new 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 11,100 $692K 0.63% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 11,060 $689K 0.23% +3,595 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,035 $688K 0.12% -535 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 11,009 $686K 0.74% -145 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 11,007 $686K 0.18% -483 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 10,981 $684K 0.46% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 10,925 $681K 0.11% +414 13F-HR Timeline Planned Solutions, Inc. 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More: the full row for Clark Capital Management Group, Inc. 10,842 $676K <0.01% +1,580 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 10,825 $675K 0.78% -1,050 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 10,802 $673K 0.02% +881 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 10,795 $673K 0.06% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,776 $671K 0.03% +221 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 10,776 $671K 0.24% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 10,767 $671K 0.05% +1,412 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,755 $670K 0.24% -675 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 10,738 $669K 0.57% -273 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 10,737 $669K 0.53% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,704 $667K 0.35% -114 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 10,677 $665K 0.06% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,645 $663K 0.07% -258 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,635 $663K 0.05% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,634 $663K 0.07% +4 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 10,623 $662K 0.09% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 10,615 $661K 0.12% -565 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 10,603 $661K 0.08% -103 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. 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More: the full row for Financial Insights, Inc. 10,483 $653K 0.24% -2,880 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 10,482 $653K 0.5% 0 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 10,372 $646K 0.11% +182 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 10,372 $646K 0.35% -15 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 10,347 $645K <0.01% +927 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 10,343 $644K 0.07% +15 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 10,324 $643K 0.24% +798 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,311 $642K 0.26% +955 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,290 $641K 0.13% -625 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 10,285 $641K 0.08% +403 13F-HR Timeline Group Terril Brothers, Inc. 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More: the full row for Ballast, Inc. 10,123 $631K 0.18% -70 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,093 $629K 0.21% +1,808 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,085 $628K 0.09% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,937 $619K 0.43% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 9,925 $618K 0.29% -548 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,907 $617K 0.12% -474 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 9,890 $616K 0.14% -474 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 9,845 $613K 0.27% +1,563 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 9,830 $613K 0.26% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,820 $612K 0.04% +1,985 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 9,779 $609K 0.23% +11 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 9,756 $608K 0.14% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,751 $608K 0.16% +791 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 9,730 $606K 0.04% +800 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 9,712 $605K 0.24% -176 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 9,711 $605K 0.08% +312 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 9,680 $603K 0.42% new 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 9,653 $601K 0.31% +12 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,646 $601K 0.35% -5 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,621 $599K 0.09% -2,304 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 9,588 $597K 0.15% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 9,562 $596K <0.01% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,552 $595K 0.07% -179 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 9,546 $595K 0.33% +5,270 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 9,469 $590K 0.43% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 9,455 $589K 0.11% -2,845 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,436 $588K 0.1% -2,760 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 9,433 $588K 0.55% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,348 $582K 0.02% +11 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,315 $580K 0.17% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,289 $579K 0.16% +151 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,263 $577K 0.12% +313 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 9,166 $577K 0.1% -355 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 9,250 $576K 0.41% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,232 $575K 0.01% +631 13F-HR/A Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 9,213 $574K 0.05% +343 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,204 $574K 0.17% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,192 $573K 0.09% +1,061 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 9,185 $572K 0.2% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 9,173 $572K 0.18% 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 9,165 $571K 0.12% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 9,150 $570K 0.26% +1,125 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,140 $570K 0.44% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 9,126 $569K 0.15% -735 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 9,098 $567K 0.21% -236 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,095 $567K 0.19% +17 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 9,086 $566K 0.23% +21 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 9,100 $566K 0.09% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,060 $565K 0.08% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 9,057 $564K 0.27% -882 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,063 $563K 0.4% -982 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 9,050 $563K 0.01% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 9,039 $563K 0.51% +18 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 8,766 $560K 0.27% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 9,003 $560K 0.14% +321 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 8,986 $560K 0.03% +659 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,985 $560K 0.35% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,969 $559K 0.13% +5,411 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 8,966 $559K 0.44% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,957 $558K 0.06% +731 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 8,955 $558K 0.14% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 8,946 $557K 0.43% -138 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,969 $555K 0.19% -24,216 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 8,908 $555K 0.18% -134 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 8,908 $555K 0.12% -186 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,902 $555K 0.07% -57 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 8,900 $555K 0.33% 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 8,863 $552K 0.05% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,812 $549K 0.21% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,803 $549K 0.11% +597 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,781 $547K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,776 $547K 0.04% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,772 $547K 0.09% +1,445 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,745 $545K 0.17% -272 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,713 $543K 0.16% +3 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8,716 $542K 0.23% +1,396 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,685 $541K 0.32% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 8,620 $537K 0.2% 0 13F-HR/A Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 8,563 $534K 0.4% +228 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,251 $533K 0.24% 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 8,550 $533K 0.28% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,545 $532K 0.13% +500 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,525 $531K 0.12% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 8,476 $528K 0.04% +247 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 8,470 $528K 0.3% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,449 $526K 0.04% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 8,425 $525K 0.07% -265 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,100 $524K <0.01% +305 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,400 $523K 0.11% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 8,400 $523K 0.18% -70 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 8,396 $523K 0.07% -212 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,392 $523K 0.02% +8 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,376 $522K 0.08% +4,855 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,374 $522K 0.33% -50 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 8,358 $521K 0.19% +10 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,337 $519K 0.07% +1,148 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 8,320 $518K 0.45% -2,087 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 8,278 $516K 0.25% -28 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 8,256 $514K 0.18% -2,125 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,249 $514K 0.08% +1,000 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 8,240 $513K 0.1% -3,450 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 8,236 $513K 0.43% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,225 $512K 0.19% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,211 $512K 0.02% +1,010 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,210 $512K 0.4% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,160 $508K 0.24% +4,525 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,159 $508K 0.07% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 8,156 $508K 0.38% -199 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 8,149 $508K 0.34% +126 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 8,144 $507K 0.47% 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 8,125 $506K 0.42% 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 8,115 $506K 0.26% 0 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 8,086 $504K 0.4% 13F-HR/A Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,072 $503K 0.08% -1,858 13F-HR Timeline Equita Financial Network, Inc. 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More: the full row for SGL Investment Advisors, Inc. 7,841 $497K 0.25% -24 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 7,971 $497K 0.05% -3,123 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,967 $496K 0.12% -109 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,961 $496K 0.05% -155 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,895 $492K 0.03% +3,512 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,874 $491K 0.37% -310 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,865 $490K 0.31% +7,735 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,801 $486K 0.03% +4,528 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7,759 $483K 0.03% -9 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 7,755 $483K 0.1% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,750 $483K 0.09% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,733 $482K 0.02% +1,243 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 7,719 $481K 0.12% -1,661 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,711 $480K 0.21% -35 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,701 $480K 0.04% +11 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 7,674 $478K 0.41% +38 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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