TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,602 $900K 0.06% -352 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,601 $900K 0.05% +309 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,600 $899K 0.11% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,600 $899K 0.14% -70 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,599 $899K 0.22% -200 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,594 $896K 0.03% +14 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,591 $894K 0.2% -70 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,591 $894K 0.03% +2 13F-HR/A Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,591 $894K 0.09% +386 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,591 $894K 0.31% +1 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,591 $894K 0.09% -114 13F-HR/A Timeline Group TFG Advisers LLC More: the full row for TFG Advisers LLC 1,590 $893K 0.31% +2 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,585 $891K 0.05% +867 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,584 $890K 0.52% -11 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,584 $890K 0.59% +359 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,582 $889K 0.43% 0 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 1,581 $888K 0.26% -17 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,578 $887K 0.49% -40 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,577 $886K 0.17% +291 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,575 $885K 0.08% -45 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,565 $879K 0.18% -80 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,560 $877K 0.06% -110 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,517 $877K 0.42% -79 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,560 $877K 0.81% -159 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,559 $876K 0.17% +184 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,550 $871K 0.12% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,550 $871K 0.03% +24 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,548 $870K 0.46% +70 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,547 $870K 0.17% +231 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,545 $868K 0.25% +127 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,542 $867K 0.06% +1,305 13F-HR/A Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,541 $866K 0.34% -40 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,539 $865K 0.31% +15 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,537 $864K 0.01% 0 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,535 $863K 1.1% -63 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,534 $862K 0.65% +15 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,533 $861K 0.23% -38 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,530 $860K 0.31% +58 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,530 $860K 0.31% +2 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,530 $860K 0.38% -33 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,529 $859K 0.05% +137 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,527 $858K 0.12% +860 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,527 $858K 0.24% +50 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,527 $858K 0.25% -135 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,515 $851K 0.19% +90 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,514 $849K 0.09% +201 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,508 $847K 0.08% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,508 $847K 0.33% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,505 $846K 0.44% +18 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,505 $846K 0.19% -9 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,501 $843K 0.02% -114 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 1,500 $843K 0.02% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,500 $843K 0.08% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,495 $840K 0.17% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,493 $839K 0.3% +7 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,491 $838K 1% +24 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,488 $836K 0.6% new 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,487 $836K 0.04% +69 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,486 $835K 0.26% -651 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,484 $834K 0.27% -7 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,481 $832K 0.05% -21 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 1,481 $832K 0.16% new 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 1,470 $826K 0.56% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,470 $826K 0.09% +14 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,568 $826K 0.57% +46 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,468 $825K 0.07% 0 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 1,466 $824K 0.03% +24 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,466 $824K 0.26% -10 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,465 $823K 0.25% +2 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,460 $820K 0.05% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,457 $819K 0.29% +168 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,455 $818K 0.01% +45 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,455 $818K 0.05% -116 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,442 $810K 0.26% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,438 $808K 0.22% -86 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,437 $808K 0.09% -16 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,432 $805K 0.24% -2 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,427 $802K 0.2% -47 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,427 $802K 0.22% -11 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 1,424 $800K 0.07% +398 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,419 $797K 0.27% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,417 $796K 0.13% -2,423 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,495 $792K 0.23% -1,001 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,409 $792K 0.06% +353 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,407 $790K 0.07% +1 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 1,400 $787K 0.25% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 1,397 $785K 0.23% +3 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,388 $780K 0.15% +120 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,385 $778K 0.1% +49 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,381 $776K 0.56% +231 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,380 $776K 0.08% -42 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 1,380 $775K 0.06% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,379 $775K 0.12% +159 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,379 $775K 0.21% +268 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,377 $774K 0.19% +9 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,376 $773K 0.03% -7 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,370 $770K 0.36% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,367 $768K 0.07% +56 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,365 $767K 0.4% +1 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 1,363 $766K 0.38% -3 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 1,363 $766K 0.23% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,358 $763K 0.12% -134 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,356 $762K 0.53% +104 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,353 $760K 0.04% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,349 $758K 0.06% -3 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,347 $757K 0.01% +1,072 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,343 $755K 0.37% -69 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,343 $755K 0.19% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,343 $755K 0.18% -66 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,343 $755K 0.49% -1,073 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,339 $753K 0.3% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,337 $752K 0.37% +7 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,337 $752K 0.1% +60 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,336 $751K 0.37% +56 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,336 $751K 0.09% +50 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,335 $750K 0.13% 0 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,331 $748K 0.85% -1,624 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,331 $748K 0.22% -167 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,330 $748K 0.27% +314 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,329 $747K 0.35% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,329 $747K 0.35% +327 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,327 $746K 0.08% +89 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,326 $745K 0.12% +222 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,325 $745K 0.41% +925 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,324 $744K 0.08% -101 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,322 $743K 0.16% +497 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,318 $743K 0.24% +1 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,321 $742K 0.24% +335 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,310 $736K 0.06% +1 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,309 $736K 0.24% -157 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,308 $735K 0.2% +164 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,305 $733K 0.18% -40 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,302 $732K 0.26% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,302 $732K 0.49% -9 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,300 $731K 0.04% -1 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,299 $730K 0.19% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,297 $729K 0.49% +15 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,296 $728K 0.23% +138 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,295 $728K 0.81% -380 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,291 $726K 0.17% -225 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,291 $725K 0.28% -21 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,289 $724K 0.01% +788 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,288 $724K 0.09% +330 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,288 $724K 0.12% +23 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 1,271 $724K 0.67% -157 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,287 $723K 0.5% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,301 $722K 0.4% -294 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,282 $720K 0.18% -15 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,280 $720K 0.09% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,276 $717K 0.28% +130 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,264 $711K 0.63% -1 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,263 $710K 0.17% -855 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,259 $708K 0.12% +540 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,259 $707K 0.04% -99 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,255 $705K 0.06% +30 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,250 $702K 0.09% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,250 $702K 0.39% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,247 $701K 0.58% -37 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,241 $701K 0.22% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,245 $700K 0.04% +70 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,243 $698K 0.08% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,241 $698K 0.48% +129 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 1,235 $697K 1.49% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,240 $697K 0.06% +23 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,240 $697K 0.13% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,239 $696K 0.29% -1 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,239 $696K 0.6% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,237 $695K 0.07% -80 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,230 $695K 0.31% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,236 $695K 0.1% -98 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,233 $693K 0.37% +154 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,232 $693K 0.11% +83 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,232 $692K 0.23% +47 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,231 $692K 0.03% +716 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,227 $690K 0.04% -61 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,227 $690K 0.13% -2,659 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,224 $688K 0.2% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,224 $688K 0.15% -254 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 1,222 $687K 0.49% -16 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,220 $686K 0.27% +296 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,219 $685K 0.25% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,191 $684K 0.08% -40 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,213 $682K 0.08% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,205 $677K 0.1% +505 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,204 $677K 0.14% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,202 $676K 0.29% +114 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,201 $675K 0.19% +58 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,194 $671K 0.53% -8 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,193 $670K 0.37% -129 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,192 $670K 0.13% +56 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,186 $670K 0.05% +621 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,187 $667K 0.2% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,185 $666K 0.5% +218 13F-HR Timeline TOBAM More: the full row for TOBAM 1,183 $665K 0.26% +270 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,182 $664K 0.1% -52 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,179 $663K 0.05% +7 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,179 $662K 0.12% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,178 $662K 0.59% -63 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,171 $661K 0.24% +409 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,176 $661K 0.02% +101 13F-HR Timeline