US Asset Management LLC More: the full row for US Asset Management LLC 1,219 $626K 0.48% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,218 $626K 0.19% +203 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,218 $626K 0.17% -830 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,216 $625K 0.03% -82 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,216 $624K 0.21% +1 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,215 $624K 0.04% -57 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,211 $622K 0.06% +521 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,208 $620K 0.09% +780 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,205 $619K 0.14% +52 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,202 $618K 0.2% +328 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,202 $617K 0.13% -68 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,200 $616K 0.32% -489 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,197 $615K 0.03% +155 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,190 $611K 0.45% +3 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,189 $611K 0.24% -5 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,188 $610K 0.47% -499 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,120 $609K 0.56% -320 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 54,174 $608K 0.14% +53,680 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,176 $604K 0.16% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,173 $602K 0.26% +751 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 1,172 $602K 0.01% +750 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,169 $600K 0.4% -305 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,168 $600K 0.03% +387 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,161 $597K 0.2% +1 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,162 $597K 0.21% +20 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,160 $596K 0.17% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,140 $596K 0.39% +105 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,157 $594K 0.34% +15 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,155 $593K 0.27% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,154 $593K 0.11% +27 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,153 $592K 0.13% +207 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,151 $591K <0.01% -106 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,149 $590K 0.2% +157 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,147 $589K 0.36% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,144 $587K 0.13% +77 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,143 $587K 0.03% -97 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,142 $587K 0.33% -1,334 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,140 $586K 0.13% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,140 $586K 0.1% -60 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,139 $585K 0.07% -8 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,136 $583K 0.06% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,132 $581K 0.07% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,131 $581K 0.21% +41 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,131 $581K 0.38% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,129 $580K 0.2% -5 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,127 $579K 0.36% +55 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,127 $579K 0.31% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,124 $577K 0.02% -46 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,124 $577K 0.16% -1 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,124 $577K 0.05% -280 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,120 $575K 0.14% +117 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,117 $574K 0.07% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,115 $573K 0.44% +135 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,115 $573K 0.18% -610 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,115 $573K 0.77% +80 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,062 $572K 0.15% -129 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,113 $572K 0.07% +183 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,110 $570K 0.18% +206 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,109 $570K 0.03% -3,325 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,109 $570K 0.16% +410 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 1,108 $569K 0.44% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,107 $569K 0.16% +43 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,106 $568K 0.06% -152 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,103 $567K 0.06% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,103 $566K 0.07% -7 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,102 $566K 0.12% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,100 $565K 0.18% +10 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,099 $564K 0.01% +468 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,099 $564K 0.06% +123 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,098 $564K 0.14% -15 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 1,096 $563K 0.16% -65 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,095 $563K 0.31% +67 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,095 $563K 0.24% +88 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,095 $562K 0.04% -71 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,094 $562K 0.11% 0 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 1,094 $562K 0.47% +200 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,094 $562K 0.03% +133 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 1,094 $562K 0.48% -48 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 1,094 $562K 0.48% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,093 $561K 0.11% -260 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,092 $561K <0.01% -43 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,091 $560K 0.04% +504 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,090 $560K 0.05% +1 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,090 $560K 0.22% -100 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,090 $560K 0.11% -8 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,082 $556K 0.06% -432 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,081 $555K 0.04% -332 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,073 $551K 0.12% -391 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,073 $551K 0.14% +41 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 1,073 $551K 0.35% 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,072 $551K 0.08% -191 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,072 $551K 0.07% +50 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,072 $551K 0.02% -74 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,072 $550K 0.07% -33 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,071 $550K 0.43% -146 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,070 $550K 0.45% +36 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,018 $549K 0.04% -82 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,066 $547K 0.05% +50 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,065 $547K 0.05% +10 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,064 $546K 0.15% +28 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,064 $546K 0.06% -1,418 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,064 $546K 0.03% -73 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,063 $546K 0.21% -25 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,062 $546K 0.22% -171 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,062 $545K 0.25% -42 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,059 $544K 0.48% -3 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,059 $544K 0.09% -13 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,057 $543K 0.05% +213 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,056 $542K 0.27% -16 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,056 $542K 0.04% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,055 $542K 0.49% -22 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,054 $541K 0.09% -104 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,051 $540K 0.21% -125 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,049 $539K 0.1% +12 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 981 $537K 0.05% -4 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,045 $537K 0.08% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,044 $536K 0.11% +55 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,044 $536K 0.04% -27 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,042 $535K 0.17% -17 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,042 $535K 0.04% +97 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,041 $535K 0.03% +172 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,040 $534K 0.11% +17 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,040 $534K 0.12% -28 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,040 $534K 0.03% -800 13F-HR Timeline MOTCO More: the full row for MOTCO 1,038 $533K 0.05% -4 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,038 $533K 0.15% -48 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,035 $532K 0.07% +224 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,034 $531K 0.13% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,031 $530K 0.28% +175 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,059 $529K 0.07% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,029 $528K 0.36% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,028 $528K 0.07% -18 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,027 $528K 0.13% -19 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,028 $528K 0.03% +99 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,027 $527K 0.12% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,024 $526K 0.07% -5 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,022 $525K 0.1% -49 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,022 $525K 0.32% -143 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,021 $524K 0.46% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,020 $524K 0.09% new 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,019 $523K 0.36% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,017 $522K 0.1% -6 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,016 $522K 0.06% +1 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,016 $522K 0.22% +186 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,015 $521K 0.03% -49 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,015 $521K 0.07% +257 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,013 $520K 0.03% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,013 $520K 0.29% +51 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,012 $520K 0.34% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,012 $520K 0.32% +41 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,011 $519K 0.18% +53 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,007 $517K 0.12% -155 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,005 $516K 0.24% -49 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,005 $516K 0.07% +503 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,004 $516K 0.05% +7 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 1,003 $515K 0.27% -205 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,001 $514K 0.27% +228 13F-HR Timeline Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 1,000 $514K 0.13% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 999 $513K 0.01% -20 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 998 $513K 0.03% +388 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 995 $511K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 992 $509K 0.16% +10 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 989 $508K 0.01% -117 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 987 $507K 0.08% +21 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 986 $506K 0.25% 0 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 986 $506K 0.28% -7 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 985 $506K 0.22% -58 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 985 $506K 0.11% -31 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 979 $503K 0.18% -329 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 978 $502K 0.05% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 977 $502K 0.14% -104 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 977 $502K 0.09% -115 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 976 $501K 0.26% +329 13F-HR Timeline Group WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 975 $501K 0.07% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 973 $500K 0.04% -20 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 972 $499K 0.29% -193 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 967 $497K 0.29% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 962 $494K 0.18% +20 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 962 $494K 0.04% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 960 $493K 0.27% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 959 $493K 0.02% +155 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 958 $492K 0.04% +60 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 958 $492K 0.04% +28 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 958 $492K 0.18% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 954 $490K 0.06% -115 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 953 $489K 0.14% +12 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 949 $488K 0.28% -21 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 950 $488K 0.09% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 946 $486K 0.16% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 946 $486K 0.04% +154 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 945 $485K <0.01% -3,033 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 944 $485K 0.03% +109 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 943 $484K 0.02% -49 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 943 $484K 0.17% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 943 $484K 0.3% -507 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 877 $484K 0.36% 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 942 $484K 0.2% +23 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 942 $484K 0.01% +44 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 940 $483K 0.02% +286 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 940 $483K 0.06% -694 13F-HR Timeline