Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 5,060 $354K 0.16% -3,000 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,052 $353K 0.25% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 5,049 $353K 0.03% -30 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5,044 $353K 0.05% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,035 $352K 0.23% -328 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 5,034 $352K 0.07% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,024 $351K 0.08% -1,058 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,018 $351K 0.11% +833 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 4,906 $351K 0.06% -224 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,007 $350K 0.04% -813 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,006 $350K 0.02% +544 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 5,004 $350K 0.19% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,672 $350K 0.04% -124 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,993 $349K 0.15% +37 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,992 $349K 0.18% -28 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 4,986 $349K 0.28% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,985 $349K 0.2% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,983 $348K 0.01% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 4,976 $348K 0.11% +26 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,029 $348K 0.08% -12 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,958 $347K 0.2% +913 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,955 $346K 0.21% 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 4,948 $346K 0.33% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,946 $346K 0.1% +116 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,943 $346K 0.06% +1,538 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4,941 $345K 0.32% 13F-HR/A Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 4,940 $345K 0.25% 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,927 $344K 0.18% -130 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,926 $344K 0.1% -37 13F-HR Timeline CLG LLC More: the full row for CLG LLC 4,912 $343K 0.09% +16 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 4,911 $343K 0.15% +61 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,894 $342K 0.04% -749 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 4,892 $342K 0.12% -250 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,884 $341K 0.04% -2,026 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,882 $341K 0.06% -69 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,879 $341K 0.04% -100 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,879 $341K 0.12% +432 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4,866 $340K 0.01% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 4,863 $340K 0.14% -277 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,846 $339K 0.14% +32 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,817 $337K 0.09% -145 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,811 $336K 0.07% +231 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 4,800 $336K 0.14% -795 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,797 $335K 0.2% 0 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,796 $335K 0.04% -4,057 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,793 $335K 0.07% -173 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,772 $334K 0.22% 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 4,774 $334K 0.04% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,764 $333K 0.02% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,757 $333K 0.01% -472 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,754 $332K 0.06% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,751 $332K 0.04% -8 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,277 $331K 0.08% +151 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,724 $330K 0.15% -72 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 4,408 $330K 0.11% -2,341 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,710 $329K 0.27% -358 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,705 $329K 0.08% +494 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,694 $328K <0.01% -137 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,693 $328K 0.01% -298 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 4,678 $327K 0.22% 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,677 $327K 0.24% 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,674 $327K 0.16% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,671 $327K 0.02% -825 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,659 $326K 0.22% -118 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,653 $325K 0.11% -49 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,652 $325K 0.02% -63 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,651 $325K 0.03% -1,583 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 4,647 $325K 0.1% +452 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,646 $325K 0.06% -136 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,602 $324K 0.06% +206 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,632 $324K 0.09% -406 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,631 $324K 0.06% +28 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,627 $323K 0.17% +329 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 4,620 $323K 0.06% +338 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,616 $323K 0.03% -5,024 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,613 $322K 0.05% +1 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,610 $322K 0.04% +177 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,608 $322K 0.26% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,607 $322K 0.18% +214 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,590 $321K 0.18% 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,587 $321K 0.14% +207 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,515 $320K 0.26% -25 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 4,564 $319K 0.23% +3,568 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,559 $319K 0.17% -21,978 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,563 $319K 0.23% +13 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,556 $319K 0.15% +3 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,550 $318K 0.32% -132 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,549 $318K 0.12% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,530 $317K 0.07% +393 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,528 $317K 0.11% 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,522 $316K 0.04% -60 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,519 $316K 0.2% -73 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 4,516 $316K 0.09% +85 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4,500 $315K 0.21% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,487 $314K 0.05% +283 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,480 $313K 0.07% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,475 $313K 0.16% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,420 $312K 0.06% +189 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 4,455 $311K 0.2% 0 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 4,453 $311K 0.01% +713 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,453 $311K 0.19% +113 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 4,445 $311K 0.12% -85 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,441 $310K 0.14% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,434 $310K 0.04% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,137 $309K 0.04% -35 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,420 $309K 0.1% -224 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 4,400 $308K 0.14% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,396 $307K 0.1% +1 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,390 $307K 0.22% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,382 $306K <0.01% -7,383 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,372 $306K 0.04% -184 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,371 $306K 0.09% +968 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,361 $305K 0.08% +14 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,359 $305K 0.07% +4 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,356 $305K 0.08% -33 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,350 $304K 0.04% -95 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,344 $304K 0.01% +457 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 4,344 $304K 0.18% -1,748 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,474 $303K 0.04% -30 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,341 $303K 0.2% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,336 $303K 0.28% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,466 $303K 0.03% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,333 $303K 0.02% +102 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 4,321 $302K 0.06% -196 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,319 $302K 0.02% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,317 $302K 0.06% -44 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 4,442 $301K 0.05% -1 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,269 $301K 0.1% +180 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 4,308 $301K 0.07% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,911 $300K 0.13% +94 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,297 $300K 0.06% -25 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,296 $300K 0.06% -479 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,293 $300K 0.08% +532 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,284 $300K 0.09% -627 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 4,276 $299K 0.01% -624 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,089 $299K 0.03% -300 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,270 $299K 0.05% +544 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,266 $298K 0.04% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 4,264 $298K 0.02% +264 13F-HR Timeline Group TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,257 $298K 0.05% 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 4,257 $298K 0.16% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,251 $297K 0.08% +1,078 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,247 $297K 0.09% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,238 $296K 0.1% -715 13F-HR/A Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 4,235 $296K 0.06% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,238 $296K 0.03% +214 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,789 $295K 0.09% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,220 $295K 0.03% +355 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 4,217 $295K 0.06% -60 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,217 $295K 0.09% +82 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,213 $295K 0.03% new 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 4,280 $294K 0.14% -243 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,211 $294K 0.2% +11 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,205 $294K 0.08% -313 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,203 $294K 0.09% +5 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,202 $294K 0.13% -698 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,202 $294K 0.21% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 4,200 $294K 0.14% +61 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,197 $293K 0.25% -15,665 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 4,193 $293K 0.04% -6,075 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,190 $293K 0.03% -107 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,184 $293K 0.21% +41 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 4,184 $293K 0.07% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,881 $292K 0.04% 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 4,181 $292K 0.16% -150 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,163 $291K 0.03% -335 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,163 $291K 0.05% -4,037 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,157 $291K 0.05% +309 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,157 $291K 0.04% -1,328 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 4,150 $290K 0.2% -130 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,150 $290K 0.01% -5,688 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 4,149 $290K 0.1% new 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 4,146 $290K 0.12% +685 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,146 $290K 0.09% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,993 $290K 0.03% -1,000 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,128 $289K 0.23% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 4,126 $288K 0.25% 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 4,125 $288K 0.16% +39 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,123 $288K 0.18% -60 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,123 $288K 0.08% +259 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,117 $288K 0.16% +197 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,115 $288K 0.12% +621 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,114 $288K 0.05% +322 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,109 $287K 0.12% +99 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 4,108 $287K 0.03% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,105 $287K 0.09% +323 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,100 $287K 0.12% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 4,098 $287K 0.06% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,098 $286K 0.06% -130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 4,094 $286K 0.17% 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,094 $286K 0.47% +13 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,086 $286K 0.08% +52 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 4,083 $285K 0.07% +43 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,090 $285K 0.08% -9,320 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 4,059 $284K 0.09% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,067 $284K 0.08% -848 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,064 $284K 0.18% -448 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 4,059 $284K 0.1% -85 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,050 $283K 0.07% -576 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 4,046 $283K 0.26% +25 13F-HR Timeline