First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,938 $972K 0.53% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,935 $971K 0.04% +29 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3,917 $967K 0.6% +35 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,907 $964K 0.02% 0 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,907 $964K 0.27% 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,905 $964K 0.19% +11 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,881 $958K 0.17% +14 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,872 $956K 0.61% +10 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 3,871 $955K 0.55% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,857 $952K 0.01% +198 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,856 $952K 0.14% +2,742 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,850 $950K 1.11% -50 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,846 $949K 0.2% +232 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,838 $947K 0.05% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,813 $941K 0.2% -549 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,806 $939K 0.85% 0 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,800 $938K 0.19% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,799 $938K 0 Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,792 $936K 0.29% -19 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 3,791 $936K 0.37% +8 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3,790 $935K 0.35% -25 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,772 $931K 0.27% +196 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,750 $926K 0.04% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,743 $924K 0.49% -23 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,740 $923K 0.03% +194 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,732 $921K 0.34% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,723 $919K 0.26% -39 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,705 $914K 0.3% -15 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,702 $914K 0.42% +426 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,700 $913K 0.14% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,700 $913K 0.1% -71 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,688 $910K 0.16% -97 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,678 $908K 0.18% -1,533 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,669 $906K 0.26% -280 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,664 $904K 0.15% -68 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,664 $904K 0.07% +503 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 3,652 $901K 0.7% -383 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,649 $901K 0.45% +9 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,649 $900K 0.09% -39 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,632 $896K 0.15% +344 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,631 $896K 0.26% +36 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,628 $895K 0.11% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,610 $891K 0.88% +15 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,604 $890K 0.56% +50 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,603 $889K 0.11% +2,191 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 3,600 $888K 0.01% +700 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,594 $887K 0.96% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,573 $882K 0.07% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,571 $881K 0.12% +164 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,570 $881K 0.09% -36 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,557 $878K 0.13% -3 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,531 $871K 0.11% +37 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,523 $869K 0.42% -180 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,517 $868K 0.41% +114 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,529 $866K 0.39% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,505 $865K 0.33% 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,502 $864K 0.11% -269 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,500 $864K 0.33% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,417 $863K 0.35% -145 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,494 $862K 0.72% +357 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,466 $859K 0.1% -369 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 3,469 $856K 0.21% -20 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,468 $856K 0.05% +135 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,466 $855K 0.31% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,464 $855K 0.39% -269 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,448 $851K 0.44% -187 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,443 $850K 0.09% +200 13F-HR/A Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 3,440 $849K 0.13% +576 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,429 $846K 0.07% +1,444 13F-HR/A Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,422 $844K 0.38% +27 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,421 $844K 0.03% -4,167 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,419 $844K 0.06% +69 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,417 $843K <0.01% -445 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,400 $839K 0.17% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,395 $838K 0.02% +218 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,392 $837K 0.18% +136 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,082 $835K 0.27% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,371 $832K 0.18% -75 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,366 $831K 0.01% new 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,366 $831K 0.55% -1,212 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,357 $829K 0.26% -47 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,333 $826K 0.02% 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,342 $825K 0.21% -35 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,341 $825K 0.15% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,335 $823K 0.31% -70 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,331 $822K 0.14% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,328 $821K 0.07% -598 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,311 $817K 0.18% +1,953 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,309 $817K 0.02% +278 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,307 $816K 0.22% -91 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,296 $813K 0.03% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,296 $813K 0.29% 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,294 $813K 0.26% -23 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,280 $810K 0.09% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,266 $806K 0.41% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,260 $805K 0.13% -814 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,258 $804K 0.07% +306 13F-HR/A Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,254 $803K 0.69% +16 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 3,233 $798K 0.09% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,232 $798K 0.26% -919 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,226 $796K 0.27% +1,376 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,227 $796K 0.06% -388 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,225 $796K 0.03% -4,427 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 3,221 $795K 0.84% 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 3,222 $795K 0.34% -61 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,218 $794K 0.61% -60 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 3,213 $793K 0.07% -1,022 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,212 $793K 0.52% 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 3,200 $790K 0.03% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,194 $788K 0.01% +28 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,190 $787K 0.07% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,184 $786K 0.15% -3,312 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,170 $782K 0.14% -7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,166 $781K 0.01% +42 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,157 $779K 0.12% +14 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,155 $779K 0.01% +1,710 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,155 $779K 0.2% +3,152 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,152 $778K 0.08% -467 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 3,139 $775K 0.21% -130 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,137 $774K 0.03% -43 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,134 $773K 0.45% -633 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,122 $770K 0.03% -944 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,113 $768K 0.11% +783 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 3,106 $767K 0.27% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,100 $765K 0.55% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,098 $765K 0.39% -200 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,098 $765K 0.15% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,085 $761K 0.23% +45 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,083 $761K 0.08% -85 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,080 $760K <0.01% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,074 $759K 0.09% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,073 $758K 0.26% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,071 $758K 0.13% +4 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 3,069 $757K 0.47% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,068 $757K 0.05% -481 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,067 $757K 0.05% -800 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,064 $756K 0.35% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,054 $754K 0.19% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,045 $752K 0.24% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,040 $750K 0.1% +2 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,875 $748K 0.64% 13F-HR Timeline City State Bank More: the full row for City State Bank 3,026 $747K 0.26% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,014 $744K 0.04% +447 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,009 $743K 0.12% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,007 $742K 0.07% -50 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,005 $742K 0.14% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,005 $742K <0.01% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,999 $740K 0.3% +12 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,994 $739K 0.62% +6 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,993 $739K 0.07% -6,225 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,983 $736K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,980 $735K 0.1% +296 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,980 $735K 0.08% +501 13F-HR/A Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,971 $733K 0.09% -800 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,970 $733K 0.11% -72 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,969 $733K 0.23% +2 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,962 $731K 0.02% +358 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,962 $731K 0.05% -54 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,955 $729K 0.05% -153 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,946 $727K 0.28% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,936 $725K 0.7% 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,921 $721K 0.32% -2 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,920 $721K 0.07% -3 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,917 $720K 0.42% -45 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,914 $719K 0.21% -15 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,911 $718K 0.25% 0 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 2,909 $718K 0.11% +401 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,908 $718K 0.03% -139 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,908 $718K 0.06% +124 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,907 $717K 0.47% -31 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,896 $715K 0.23% +42 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,892 $714K 0.14% +8 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,886 $712K 0.25% +146 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,883 $712K 0.23% +65 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,877 $710K 0.19% +533 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,869 $708K 0.16% -204 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,867 $708K 0.15% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,861 $706K 0.27% +80 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,860 $706K 0.5% -97 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,859 $706K 0.03% +34 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,856 $705K 0.32% +381 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,829 $701K 0.13% +6 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 2,841 $701K -5,334 Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,828 $698K 0.14% -67 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,822 $696K 0.27% +115 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,822 $696K 0.48% -175 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,819 $696K 0.13% 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 2,813 $694K 0.36% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,797 $690K 0.19% +2 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,792 $689K 0.02% +278 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,790 $689K 0.44% -82 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,786 $688K 0.05% +100 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,785 $687K 0.4% +156 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,779 $686K 0.14% -538 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,767 $683K 0.18% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,765 $682K 0.96% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,749 $678K 0.37% +72 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,736 $675K 0.06% -39 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,730 $674K 0.07% -147 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,725 $673K 0.05% -1,077 13F-HR Timeline