Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,043 $230K 0.13% +282 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,042 $230K 0.07% -258 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,041 $230K 0.01% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,037 $229K 0.04% -50 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,036 $228K 0.12% -5 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,034 $228K 0.23% 0 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 1,034 $228K 0.06% +84 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,032 $228K 0.02% -14 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,030 $227K 0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,029 $227K 0.14% +47 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,028 $227K 0.04% -236 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,026 $226K 0.03% -274 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,026 $226K 0.09% +99 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,025 $226K 0.07% -6 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,025 $226K 0.03% +3 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,023 $226K 0.11% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,015 $225K 0.02% -72 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,022 $225K 0.02% +39 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,021 $225K 0.11% -28 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 1,020 $225K 1.02% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,020 $225K 0.03% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,015 $224K 0.12% -72 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,014 $224K 0.04% -74 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,007 $222K 0.09% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,006 $222K 0.08% -150 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,006 $222K 0.19% -225 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,006 $221K 0.08% -25 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,002 $221K 0.05% -5 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,000 $220K 0.02% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,000 $220K 0.03% -100 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,000 $220K 0.04% -62 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,000 $220K 0.15% 0 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 1,000 $220K 0.08% 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 1,000 $220K 0.11% -183 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 1,000 $220K 0.14% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 996 $220K 0.04% +123 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 996 $220K 0.05% +54 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,037 $219K 0.15% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 995 $219K 0.05% +9 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 995 $219K 0.06% +7 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 994 $219K 0.07% -47 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 994 $219K 0.03% -517 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 994 $219K 0.05% +117 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 990 $218K 0.02% -30 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,009 $218K 0.08% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 988 $218K 0.03% -244 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 988 $218K 0.03% -318 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 987 $218K 0.12% -6 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 987 $218K 0.01% -8 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 987 $218K 0.14% -154 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 978 $216K 0.06% -80 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 977 $215K 0.03% +38 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 976 $215K 0.07% +1 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 973 $215K 0.03% -225 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 972 $214K 0.01% +3 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 970 $214K 0.07% -46 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 969 $214K 0.02% +16 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 968 $213K 0.12% +6 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 963 $212K 0.08% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 963 $212K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 961 $212K 0.01% +39 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 956 $211K 0.06% +1 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 955 $211K 0.05% -17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 951 $210K 0.02% -2 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 950 $209K 0.01% 0 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 949 $209K 0.2% 13F-HR/A Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 949 $209K 0.07% 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 948 $209K 0.07% -103 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 948 $209K 0.08% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 948 $209K 0.1% 0 13F-HR Timeline Cannon Financial Strategists, Inc. 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More: the full row for Cape Investment Advisory, Inc. 738 $163K 0.04% new 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 726 $160K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 719 $158K 0.05% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 710 $157K 0.01% -4,993 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 708 $156K 0.05% -1,126 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 701 $155K 0.06% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 698 $154K 0.02% -151 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 684 $151K 0.03% +13 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 684 $151K 0.04% +149 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 683 $151K 0.03% -48 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 682 $150K 0.09% +60 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 682 $150K 0.02% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 600 $132K 0.04% -7 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 588 $130K 0.04% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 579 $128K 0.09% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 584 $127K 0.02% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 578 $127K 0.08% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 576 $127K 0.05% -60 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 576 $127K <0.01% -79 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 574 $127K 0.09% -35 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 571 $126K 0.02% 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 529 $125K 0.14% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 567 $125K 0.06% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 600 $125K 0.02% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 565 $125K 0.06% +492 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 560 $123K 0.02% -19 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 560 $123K 0.05% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 559 $123K 0.07% -28 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 560 $123K 0.03% -21 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 555 $122K 0.07% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 551 $121K 0.03% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 534 $118K 0.02% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 520 $114K 0.04% +2 13F-HR Timeline Financial Management Professionals, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 475 $105K 0.07% -52 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 468 $103K 0.03% -121 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 468 $103K 0.03% -96 13F-HR Timeline Quarry LP More: the full row for Quarry LP 464 $102K 0.02% +92 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 443 $97K 0.02% -27 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 437 $96.4K 0.03% +17 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 435 $95.9K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 435 $95.9K 0.11% 0 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 433 $95.5K <0.01% -160 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 430 $94.8K 0.04% +35 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 415 $91.5K 0.03% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 414 $91.3K 0.02% +198 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 409 $90.2K 0.05% -14 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 404 $89.1K 0.04% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $88.2K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 393 $86.7K 0.05% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 390 $86K <0.01% 0 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 390 $86K 0.03% +44 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 379 $84.1K 0.01% -213 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 375 $82.7K 0.05% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 395 $80.6K 0.01% -70 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 365 $80.5K 0.01% -45 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 365 $80.5K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 364 $80.2K 0.01% +15 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 363 $80K 0.02% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 360 $79.5K 0.04% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 359 $79.2K 0.01% +73 13F-HR Timeline Group