Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,626 $471K 0.15% -22 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,624 $471K 0.07% +48 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,622 $470K 0.03% -5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,621 $470K 0.27% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,619 $469K 0.36% 13F-HR/A Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1,620 $469K 0.13% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,615 $468K 0.47% +51 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,612 $467K 0.1% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,610 $467K 0.14% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,609 $466K 0.07% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,608 $466K 0.27% -35 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,609 $466K 0.06% +27 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,601 $464K 0.21% +8 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,600 $464K 0.45% 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,595 $462K 0.21% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,589 $461K 0.1% +22 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,589 $461K 0.04% +284 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,585 $459K 0.11% -140 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,581 $458K 0.06% 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,577 $457K 0.14% -18 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,575 $457K 0.11% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,569 $456K 0.06% +72 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,568 $454K 0.06% +2 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,565 $454K 0.4% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,559 $452K 0.32% +25 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,559 $452K 0.25% +1 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,557 $451K 0.06% +11 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,556 $451K 0.12% +231 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,555 $451K 0.59% 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 1,552 $450K 0.34% +10 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,550 $449K 0.05% +47 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,549 $449K 0.09% -44 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,548 $449K 0.25% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,548 $449K 0.07% -44 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,544 $447K 0.38% 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,542 $447K 0.23% -136 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,537 $446K 0.07% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,534 $445K 0.1% +120 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,533 $444K 0.14% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,531 $444K 0.05% +9 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,532 $444K 0.34% 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,525 $442K 0.16% +1 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,525 $442K 0.02% +651 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,520 $441K 0.08% -382 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,520 $441K 0.14% 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 1,519 $440K 0.15% +152 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,519 $440K 0.19% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,519 $440K 0.3% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,517 $440K 0.29% +243 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,514 $439K 0.09% +326 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,514 $439K 0.16% +2 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,512 $438K 0.05% +19 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,511 $438K 0.17% +3 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,508 $437K 0.11% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,508 $437K 0.34% +8 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,511 $436K 0.38% 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,502 $435K 0.15% -320 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,500 $435K 0.11% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,497 $434K 0.19% +492 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,493 $433K 0.2% +1 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,490 $432K 0.05% -1,591 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,487 $431K 0.09% -202 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,255 $431K 0.01% 0 13F-HR Timeline Group Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,481 $429K 0.01% -981 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,477 $428K 0.14% 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,473 $427K 0.65% 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,471 $426K 0.31% -1,112 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,469 $426K 0.26% -146 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,469 $426K 0.31% +49 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,467 $425K 0.03% 0 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 1,461 $424K 0.04% +499 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,461 $424K 0.1% +1 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,460 $423K 0.07% +1 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,460 $423K 0.05% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,460 $423K 0.19% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,459 $423K 0.05% +59 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,458 $423K 0.14% +9 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,457 $422K 0.03% +24 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,440 $422K 0.09% +81 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,455 $422K 0.05% -38 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,453 $421K 0.18% +32 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,453 $421K 0.1% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,452 $421K 0.2% +19 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,446 $419K 0.07% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,446 $419K 0.06% -110 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,445 $419K 0.5% 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,443 $418K 0.03% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,443 $418K 0.36% -220 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,443 $418K 0.3% -15 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,441 $418K 0.06% -410 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,439 $417K 0.05% +2 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 1,435 $416K 0.3% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,432 $415K 0.34% 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,431 $415K 0.04% -525 13F-HR Timeline Group WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,430 $415K 0.19% 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,414 $414K 0.06% -81 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,428 $414K 0.16% 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,425 $413K 0.09% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,424 $413K 0.17% -100 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,422 $412K 0.03% +17 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,420 $412K 0.28% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,416 $410K 0.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,415 $410K 0.24% +122 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,415 $410K 0.23% 0 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,413 $410K 0.35% 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,412 $409K 0.31% +7 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,411 $409K <0.01% +205 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,387 $409K 0.17% -68 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,400 $406K 0.9% +400 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,400 $406K 0.1% -2 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,417 $404K 0.23% -13 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,394 $404K 0.17% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,393 $404K 0.13% 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,391 $403K 0.28% 0 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,390 $403K 0.13% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,383 $401K 0.18% +12 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,381 $400K 0.34% 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,379 $400K 0.23% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,379 $400K 0.23% -25 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,378 $399K 0.2% +142 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,377 $399K 0.32% +1 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1,377 $399K 0.05% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,377 $399K 0.25% -313 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,377 $399K 0.28% 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,375 $399K 0.21% +96 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,374 $398K 0.1% +346 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,372 $398K 0.68% +13 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,370 $397K 0.76% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,370 $397K 0.07% -4,829 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 1,278 $396K 0.36% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,366 $396K 0.08% 13F-HR Timeline Maiden Cove Capital, LLC More: the full row for Maiden Cove Capital, LLC 1,366 $396K 0.37% -45 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,364 $395K 0.09% +14 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,362 $395K 0.2% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,360 $394K 0.04% +208 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,359 $394K 0.17% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,359 $394K 0.13% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,359 $394K 0.21% 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,357 $393K 0.09% -493 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,383 $392K 0.18% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,353 $392K 0.06% -46 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,353 $392K 0.08% +15 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,354 $392K 0.13% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,350 $391K 0.06% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,387 $390K 0.22% -200 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,345 $390K 0.04% -77 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,345 $390K 0.27% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,343 $389K 0.38% 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,340 $388K 0.22% -25 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,339 $388K 0.06% -63 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,334 $387K 0.11% +302 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,334 $387K 0.13% -36 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,332 $386K 0.34% 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,331 $386K 0.21% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,329 $385K 0.12% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,327 $385K 0.04% -379 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,325 $384K 0.12% +42 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,325 $384K 0.29% -20 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,324 $384K 0.21% +114 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,322 $383K 0.04% +22 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,322 $383K 0.11% 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,319 $382K 0.1% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,318 $382K 0.01% +55 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,318 $382K 0.09% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,317 $382K 0.08% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 1,315 $381K 0.08% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,314 $381K 0.27% +47 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,694 $381K 0.1% +503 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,312 $380K 0.29% +165 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,312 $380K 0.12% -50 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,308 $379K 0.07% -7 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,302 $378K 0.26% -200 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,302 $377K 0.12% -23 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,301 $377K 0.18% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,300 $377K 0.03% -150 13F-HR Timeline Group Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,299 $377K 0.34% 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,296 $376K 0.05% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,287 $375K 0.12% -6 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,291 $374K 0.06% new 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,289 $374K 0.17% -157 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,286 $373K 0.17% -9 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,285 $373K 0.11% +5 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,283 $372K 0.07% +109 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,277 $370K 0.07% +204 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,274 $369K 0.42% 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,267 $367K 0.2% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,266 $367K 0.18% -23 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,264 $366K <0.01% +881 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 1,263 $366K 0.11% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,263 $366K 0.08% -1 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,262 $366K 0.11% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,262 $366K 0.04% -18 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,244 $366K 0.28% 0 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 1,260 $365K 0.14% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,257 $364K 0.21% +4 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,256 $364K 1.73% -20 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,255 $364K 0.23% +67 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 1,254 $364K 0.13% -68 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,254 $363K 0.09% +3 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,253 $363K 0.07% -34 13F-HR Timeline