FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,143 $228K 0.1% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,142 $228K 0.05% -10,566 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,141 $228K 0.06% +1,001 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,138 $227K 0.02% -353 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,134 $226K 0.05% -334 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 1,133 $226K 0.08% +2 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,132 $226K 4.39% +3 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,130 $225K 0.09% 0 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 1,127 $225K 0.01% -19 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1,127 $225K 0.19% -4,099 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,155 $224K 0.14% +1 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,123 $224K 0.02% +58 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,123 $224K 0.04% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,121 $224K 0.09% -600 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,120 $223K 0.26% -40 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,118 $223K 0.04% -209 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,117 $223K 0.05% -15 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,116 $223K <0.01% -155 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,115 $223K 0.05% -43 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,115 $222K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,113 $222K 0.03% -79 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,112 $222K 0.08% +637 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,109 $221K 0.09% +50 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,100 $219K 0.14% 0 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 1,097 $219K 0.15% -12,091 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,097 $219K 0.18% +2 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,092 $218K 0.05% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,090 $217K 0.02% +101 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,088 $217K 0.02% -29 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,086 $217K 0.06% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,078 $215K 0.11% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,075 $214K 0.02% -524 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,075 $214K 0.16% +61 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,074 $214K <0.01% -30 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,073 $214K 0.02% -3,893 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,070 $213K 0.08% -10,535 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,067 $213K 0.15% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,059 $213K 0.11% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,065 $213K 0.04% +65 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,064 $212K 0.06% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,061 $212K 0.08% +2 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 1,059 $211K 0.18% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,058 $211K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,054 $210K 0.04% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,053 $210K 0.09% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,050 $209K 0.04% -75 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,046 $209K 0.04% -598 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,046 $209K 0.04% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,042 $208K 0.09% -60 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,038 $207K 0.13% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,036 $207K 0.02% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 1,035 $206K 0.13% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,029 $205K 0.19% 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,026 $205K 0.13% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,022 $204K 0.03% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,017 $203K 0.08% -1,056 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,017 $203K 0.02% -75 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,014 $202K 0.01% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,014 $202K 0.24% -14 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,012 $202K 0.07% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,010 $201K 0.09% -14 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,008 $201K 0.11% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,007 $201K 0.06% -4 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,005 $200K 0.01% +52 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,001 $200K 0.16% -46 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,000 $199K 0.01% +680 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 976 $195K 0.08% -71 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 859 $190K 0.06% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 935 $186K 0.03% -118 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 930 $186K 0.08% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 921 $184K 0.02% 0 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 919 $183K 0.19% +2 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 919 $183K 0.08% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 908 $181K 0.01% +242 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 904 $180K 0.01% -2,525 13F-HR/A Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 904 $180K 0.1% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 903 $180K 0.05% -312 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 901 $180K <0.01% -95 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 890 $178K 0.14% -521 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 864 $172K 0.01% -7 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 850 $170K 0.09% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 839 $167K 0.06% +41 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 839 $167K 0.06% +9 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 837 $167K 0.05% -702 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 820 $164K 0.03% +228 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 820 $164K 0.04% -90 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 817 $162K 0.07% +10 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 810 $162K 0.08% -89 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 807 $161K 0.04% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 806 $161K 0.06% -158 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 800 $160K 0.09% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 784 $156K 0.03% -1,276 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 773 $154K 0.03% -4,627 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 771 $154K 0.02% +325 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 752 $150K 0.03% -53 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 750 $150K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 745 $149K 0.03% +45 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 743 $148K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 738 $147K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 725 $145K 0.07% +90 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 704 $140K 0.02% -178 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 699 $139K 0.09% +114 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 691 $138K 0.11% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 687 $137K 0.01% -60 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 623 $137K 0.04% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 683 $136K 0.08% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 678 $135K 0.03% +97 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 670 $134K 0.04% +1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 669 $133K 0.02% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 633 $126K 0.05% -17,811 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 617 $123K 0.02% -252 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 616 $123K 0.02% +1 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 615 $123K 0.12% -500 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 609 $121K 0.07% -7 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 606 $121K 0.09% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 590 $118K <0.01% +30 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 581 $116K 0.11% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 580 $116K 0.04% -40 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 576 $115K 0.1% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 574 $115K 0.07% +244 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 602 $114K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 558 $111K 0.1% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 553 $110K 0.1% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 556 $110K 0.04% new 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 556 $110K 0.07% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 548 $109K 0.11% -209 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 494 $109K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 547 $109K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 546 $109K 0.02% -70 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 546 $109K 0.08% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 546 $109K 0.04% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 543 $108K 0.08% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 543 $108K 0.01% -5 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 533 $106K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 493 $106K 0.1% +245 13F-HR Timeline Trust Co More: the full row for Trust Co 528 $105K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 527 $105K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 522 $104K 0.08% -33 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 517 $103K 0.08% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 514 $102K 0.01% -39 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 513 $102K 0.06% -22 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 500 $99.8K 0.03% +1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 500 $99.7K 0.03% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 500 $99.7K 0.05% new 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. 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More: the full row for HAZLETT, BURT & WATSON, INC. 442 $88K 0.04% -115 13F-HR Timeline MOTCO More: the full row for MOTCO 437 $87.2K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 423 $84.4K 0.05% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 422 $84K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 409 $81.6K 0.03% -75 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 404 $80.6K 0.02% +94 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 333 $66.4K 0.01% +16 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 330 $65.8K 0.03% -677 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 330 $65.8K 0.02% -82 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 327 $65.2K 0.02% -93 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 325 $64.8K 0.03% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 323 $64.4K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 321 $64K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 320 $63.8K 0.06% +250 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 320 $63.8K 0.02% -765 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 316 $63K 0.03% +93 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 317 $63K 0.01% -76 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 310 $61.9K 0.02% +210 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 307 $61.3K 0.06% -37,528 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 310 $61K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 306 $61K 0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 303 $60.4K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 301 $60.1K 0.02% +26 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 297 $59.2K 0.02% +45 13F-HR Timeline Ameliora Wealth Management Ltd. 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