Accel Wealth Management More: the full row for Accel Wealth Management 1,058 $817K 0.31% +45 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,058 $817K 0.37% -59 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,057 $816K 0.21% 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,055 $814K 0.22% -3,953 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,055 $814K 0.32% -11 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,053 $813K 0.14% -12 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,052 $812K 0.67% +699 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,086 $811K 0.1% -945 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 1,050 $811K 0.26% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,049 $810K 0.69% +74 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,048 $809K 0.75% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,046 $808K 0.62% -135 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,045 $807K 0.04% +245 13F-HR/A Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 1,045 $806K 0.05% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,040 $803K 0.14% +34 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,040 $803K 0.17% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,039 $802K 0.07% -22 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,039 $802K 0.41% -25 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,034 $798K 0.18% -95 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,033 $797K 0.63% +775 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 1,031 $796K 0.37% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,029 $794K 0.35% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,027 $792K 0.11% +127 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,026 $792K 0.4% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 1,026 $792K 0.27% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 1,025 $791K 0.27% +133 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,025 $791K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Long Island Wealth Management, Inc. 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Hagan, LLC 1,020 $787K 0.41% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,020 $787K 0.14% +167 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,018 $786K 0.66% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,016 $784K 0.24% +100 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,014 $783K 0.05% +14 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,012 $781K 0.38% +35 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,048 $781K 0.28% +42 13F-HR Timeline CALTON & ASSOCIATES, INC. 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Kraus & Co 985 $760K 0.23% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 985 $760K 0.75% +52 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 984 $760K 0.18% new 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 983 $759K 0.25% +79 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 983 $759K 0.45% +66 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. 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More: the full row for Sterling Investment Advisors, Ltd. 918 $709K 0.17% -7 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 915 $707K 0.08% +14 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 915 $707K 0.15% +185 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 915 $706K 0.16% +130 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 913 $705K 0.13% -351 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 911 $703K 0.38% +95 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 907 $700K 0.16% -15 13F-HR Timeline ARVEST INVESTMENTS, INC. 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Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 870 $672K 0.27% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 863 $668K 0.11% -82 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. 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More: the full row for Veltria Advisors Corp. 824 $636K 0.26% -301 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 821 $634K 0.06% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 820 $634K 0.16% +230 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 819 $632K 0.05% -8 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 787 $630K 0.14% +371 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 814 $628K 0.4% +14 13F-HR Timeline Center for Financial Planning, Inc. 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