Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,002 $434K 0.18% -128 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,994 $433K 0.08% 0 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,994 $433K 0.21% -1,236 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,992 $433K 0.25% -125 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,987 $432K 0.05% +154 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,985 $432K 0.16% -10 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,002 $430K 0.16% -29 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,975 $430K 0.09% +27 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,973 $430K 0.03% +269 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,967 $429K 0.37% +336 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,959 $428K 0.14% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,959 $428K 0.1% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,959 $428K 0.3% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,970 $428K 0.07% -457 13F-HR Timeline Group JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 2,954 $427K 0.31% 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,951 $427K 0.06% -96 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,951 $427K 0.39% +44 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,950 $427K 0.21% +178 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,941 $425K 0.34% -13 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 2,941 $425K 0.09% +5 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,943 $425K 0.12% -619 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,939 $425K 0.09% -170 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,938 $425K <0.01% -122 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,937 $425K 0.29% -94 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,929 $424K 0.18% -104 13F-HR/A Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,923 $423K 0.28% -212 13F-HR/A Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 2,921 $422K 0.31% +12 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,920 $422K 0.12% -219 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,919 $422K 0.06% +237 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,599 $421K 0.02% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,910 $421K 0.34% 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,900 $419K 0.93% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 2,900 $419K 0.23% -237 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,898 $419K 0.18% -138 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,897 $419K 0.1% +134 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,897 $419K 0.32% 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 2,883 $417K 0.09% -5 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,876 $416K 0.35% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,874 $416K 0.26% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,870 $415K 0.21% 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 2,868 $415K 0.26% -21 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,865 $414K 0.22% -17 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 2,860 $414K 0.21% +37 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 2,845 $411K 0.09% -3,610 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,842 $411K 0.11% -477 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,843 $411K 0.17% -68 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,841 $411K 0.2% 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,838 $410K 0.02% -800 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,835 $410K 0.21% 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 2,830 $409K 0.5% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,824 $408K 0.05% -28 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 2,824 $408K 0.13% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,823 $408K 0.04% -431 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,820 $408K 0.22% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,815 $407K 0.32% +1,066 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,814 $407K 0.17% +2 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,815 $407K 0.08% -10 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,813 $407K 0.29% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,809 $406K 0.01% 0 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,810 $406K 0.02% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,804 $406K 0.23% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,803 $405K 0.3% -915 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 2,800 $405K 0.05% -6,961 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,795 $404K 0.37% 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,794 $404K 0.06% -91 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,788 $403K 0.12% -150 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,780 $402K 0.08% +150 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,776 $401K 0.34% -39 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,770 $401K 0.28% -400 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,764 $400K 0.24% -2,261 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,760 $399K 0.14% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,756 $399K 0.02% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,746 $397K 0.17% 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,740 $396K 0.2% -62 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,740 $396K 0.14% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,733 $395K 0.22% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,728 $395K 0.27% -400 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,728 $394K 0.15% -435 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,724 $394K 0.06% -589 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,720 $393K 0.02% -7,338 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,717 $393K 0.28% -226 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,717 $393K 0.11% -125 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,715 $393K 0.27% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,714 $392K 0.3% +15 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,710 $392K 0.07% +361 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,709 $392K 0.13% 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,701 $391K 0.07% +178 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,700 $391K 0.08% -16,826 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,698 $390K 0.42% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,549 $390K 0.08% -924 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,704 $389K 0.15% -86 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,691 $389K 0.08% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,691 $389K 0.05% +14 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,690 $389K 0.23% -1,527 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,689 $389K 0.13% new 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 2,688 $389K 0.33% +3 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,685 $388K 0.02% -2,069 13F-HR Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,466 $388K 0.11% +874 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,681 $388K 0.39% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,689 $387K 0.21% +164 13F-HR/A Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,676 $387K 0.31% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,674 $387K 0.21% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,673 $387K 0.37% 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 2,673 $387K 0.25% -1,684 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,671 $386K 0.13% -193 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,668 $386K 0.2% -2 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,666 $386K 0.16% -489 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 2,665 $385K 0.08% -450 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,676 $385K 0.08% -178 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 2,663 $385K 0.1% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,658 $384K 0.2% -55 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,660 $384K 0.18% -30 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 2,654 $384K 0.1% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,652 $384K 0.04% -890 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,645 $383K 0.17% +361 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,415 $382K 0.12% -4 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,639 $382K 0.14% +39 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,629 $380K 0.08% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,626 $380K 0.32% -2,630 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,625 $380K 0.16% 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,630 $379K 0.12% -853 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,623 $379K 0.08% -584 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,619 $379K 0.08% -161 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 2,618 $379K 0.18% +6 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,606 $377K 0.07% -863 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,604 $377K 0.15% +649 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,604 $377K 0.06% -638 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,603 $376K 0.28% +37 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,602 $376K 0.27% -97 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,601 $376K 0.31% +63 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,601 $376K 0.09% -2,803 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,596 $375K 0.11% +396 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,596 $375K 0.2% +1,000 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,579 $375K 0.35% -2,115 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 2,639 $375K 0.26% +15 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 2,587 $374K 0.04% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,582 $373K 0.16% -3,289 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,582 $373K 0.21% -20 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 2,580 $373K 0.01% 0 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 2,575 $372K 0.27% 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,571 $372K 0.13% +896 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,570 $372K 0.11% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,569 $371K 0.3% -115 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,540 $371K 0.07% -171 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,564 $371K 0.2% -39 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,560 $370K 0.23% +303 13F-HR/A Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,555 $370K 0.1% +327 13F-HR Timeline Group PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 2,550 $369K 0.09% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,550 $369K 0.08% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,549 $369K 0.1% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,544 $368K 0.1% +233 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 2,541 $368K 0.14% +12 13F-HR Timeline Group BIP Alliance, LLC More: the full row for BIP Alliance, LLC 2,542 $368K 0.16% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,540 $367K 0.07% -303 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,535 $367K 0.13% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 2,531 $366K 0.22% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,530 $366K 0.07% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,530 $366K 0.29% +80 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 2,526 $365K 0.33% 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,343 $364K 0.27% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,515 $364K 0.29% -1,241 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,513 $363K 0.14% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,511 $363K 0.34% +2,448 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,509 $363K 0.32% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,511 $362K 0.08% -189 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 2,503 $362K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 2,502 $362K 0.04% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,502 $362K 0.31% +338 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 2,500 $362K 0.01% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,500 $362K 0.01% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,500 $362K 0.22% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,499 $361K 0.33% 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,499 $361K 0.1% +2 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,494 $361K 0.24% +43 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,490 $360K 0.11% -280 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,489 $360K 0.25% -75 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,487 $360K 0.15% +7 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,487 $359K 0.13% -11,194 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,483 $359K 0.07% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,481 $359K 0.18% -30 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,478 $358K 0.03% -23 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,467 $358K 0.19% 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,472 $358K <0.01% +125 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,471 $357K 0.01% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,466 $357K 0.18% +6 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 2,463 $356K 0.01% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,480 $356K 0.08% -116 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 2,460 $356K 0.26% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,458 $355K 0.2% -346 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,456 $355K 0.12% +19 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 2,450 $354K 0.28% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,446 $354K 0.05% -78 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 2,440 $353K 0.22% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,440 $353K 0.25% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,438 $353K 0.08% 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 2,437 $352K 0.01% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,435 $352K 0.01% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,433 $352K 0.1% -60 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,431 $352K 0.09% -1,045 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,430 $351K 0.1% 13F-HR Timeline