Wellington Grp LLC More: the full row for Wellington Grp LLC 1,097 $335K 0.11% 13F-HR/A Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,093 $334K 0.03% -34 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,092 $334K 0.1% -11 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,091 $333K 0.02% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,091 $333K 0.12% -20 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,091 $333K 0.04% +104 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,090 $333K 0.03% 0 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 1,002 $333K 0.32% 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,087 $332K 0.13% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,087 $332K 0.24% +12 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,086 $332K 0.07% +266 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,085 $332K 0.02% +1 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,085 $332K 0.04% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,080 $330K 0.08% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,079 $330K 0.14% +4 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,074 $328K 0.06% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,074 $328K 0.11% +4 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,086 $327K 0.2% +13 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,070 $327K 0.01% -78 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,070 $327K 0.12% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,069 $327K 0.13% +49 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,068 $326K 0.04% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,066 $326K 0.06% +153 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,065 $325K 0.09% +191 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,063 $325K 0.09% +6 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,063 $325K 0.15% +7 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,062 $325K 0.2% 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,062 $325K 0.05% +24 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,062 $325K 0.16% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,060 $324K 0.17% -200 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,059 $324K 0.16% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,059 $324K 0.1% +7 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,057 $323K 0.05% +146 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,056 $323K 0.03% +339 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,055 $322K 0.09% -57 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,055 $322K 0.2% 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,054 $322K 0.17% -38 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,054 $322K 0.04% +2 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,054 $322K 0.13% 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,051 $321K 0.13% -1 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,050 $321K 0.04% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,049 $321K 0.18% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,047 $320K <0.01% -714 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,047 $320K 0.07% -11 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,047 $320K 0.19% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,046 $320K 0.17% -18 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,044 $319K 0.05% new 13F-HR Timeline RTD Financial Advisors, Inc. 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More: the full row for Nova R Wealth, Inc. 1,034 $316K 0.12% +266 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,034 $316K 0.12% -1,245 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,034 $316K 0.1% +17 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,033 $316K 0.21% -4 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,032 $315K 0.2% +21 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,032 $315K 0.31% 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,030 $315K 0.16% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,028 $314K 0.12% +8 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,027 $314K 0.08% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,027 $314K 0.13% -19 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,027 $314K 0.22% -16 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,024 $313K 0.05% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,024 $313K 0.1% -53 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,023 $313K 0.2% +49 13F-HR Timeline Sulzberger Capital Advisors, Inc. 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More: the full row for Retirement Investment Advisors, Inc. 1,003 $307K 0.02% -47 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,000 $306K 0.12% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,000 $306K 0.22% 0 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 999 $305K 0.32% 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 998 $305K 0.13% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 998 $305K 0.23% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 995 $304K 0.02% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 995 $304K 0.06% 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 992 $303K 0.15% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 991 $303K 0.1% 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 988 $302K 0.12% +73 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 988 $302K 0.02% -397 13F-HR Timeline OPINICUS CAPITAL, INC. 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More: the full row for Family Capital Management, Inc. 948 $290K 0.13% -2 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 948 $290K 0.05% -80 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 947 $289K 0.04% +5 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 945 $289K 0.03% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 945 $289K 0.09% -100 13F-HR Timeline Sterling Financial Planning, Inc. 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More: the full row for Patten Group, Inc. 891 $272K 0.05% -38 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 891 $272K 0.06% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 890 $272K 0.04% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 890 $272K 0.04% 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 889 $272K 0.14% +70 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 877 $271K 0.23% 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 887 $271K 0.14% -8 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 887 $271K 0.08% +69 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 886 $271K 0.1% +156 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 885 $270K 0.01% 0 13F-HR/A Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 884 $270K 0.04% -25 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 884 $270K 0.03% +36 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 883 $270K 0.06% +108 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 883 $270K 0.08% 0 13F-HR Timeline