Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 1,132 $425K 0.4% -9 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,128 $423K 0.07% -1,311 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,119 $420K 0.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,118 $420K 0.3% -19 13F-HR Timeline Group COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 1,142 $419K 0.4% -23 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 1,115 $419K 0.19% +118 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 1,111 $417K 0.43% -6 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,108 $416K 0.06% -47 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,105 $415K 0.34% -418 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,100 $413K 0.21% +79 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,099 $413K 0.45% -503 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 1,098 $412K 0.41% -736 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,095 $411K 0.12% -170 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 1,094 $411K 0.16% 0 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 1,092 $410K 0.13% -250 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 1,090 $409K 0.19% 0 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 1,085 $407K 0.07% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 1,082 $406K 0.22% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,079 $405K 0.15% +63 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 1,078 $405K 0.22% -14 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 1,067 $401K 0.07% -1,252 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,067 $401K 0.32% +18 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,057 $397K 0.13% -231 13F-HR Timeline Highlander Partners, L.P. 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GARRY & ASSOCIATES, LLC 1,037 $389K 0.36% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 1,033 $388K 0.14% -220 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,032 $387K 0.29% +40 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 1,031 $387K 0.04% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,031 $387K 0.17% -99 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,030 $387K 0.37% -15 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,028 $386K 0.42% +101 13F-HR/A Timeline Wela Strategies, Inc. 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More: the full row for PINNEY & SCOFIELD, INC. 974 $366K 0.26% -40 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 971 $365K 0.23% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 966 $363K 0.14% +337 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 965 $362K 0.38% +1 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 960 $361K 0.14% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 955 $358K 0.16% 0 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 953 $358K 0.17% -46 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 953 $358K 0.65% +196 13F-HR Timeline Keystone Financial Group, Inc. 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More: the full row for LAM GROUP, INC. 925 $347K 0.26% +12 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 922 $346K 0.3% -159 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 921 $346K 0.24% -56 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 914 $343K 0.11% +355 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 983 $342K 0.06% -1,882 13F-HR Timeline Group INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 900 $338K 0.27% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 896 $336K 0.15% +23 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 896 $336K 0.55% +14 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 896 $336K 0.26% -3 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 886 $333K 0.34% +207 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 880 $330K 0.19% -2,094 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 877 $329K 0.13% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 876 $329K 0.22% -453 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 873 $328K 0.25% -212 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 873 $328K 0.24% -523 13F-HR Timeline Cardinal Capital Management, Inc. 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More: the full row for Investment Planning Advisors, Inc. 802 $301K 0.12% new 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 802 $301K 0.14% +25 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 801 $301K 0.08% 0 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 800 $300K 0.17% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 799 $300K 0.16% -33 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 799 $300K 0.02% +116 13F-HR/A Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 798 $300K 0.09% +83 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 797 $299K 0.36% new 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 797 $299K 0.27% 0 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 795 $298K 0.17% -12 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 795 $298K 0.76% +105 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 791 $297K 0.31% +42 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 787 $295K 0.18% -474 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 784 $294K 0.17% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 782 $293K 0.19% -354 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 775 $291K 0.11% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 773 $290K 0.18% -52 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 772 $290K 0.12% +38 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 767 $288K 0.13% 13F-HR/A Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 767 $288K 0.19% -76 13F-HR Timeline AMARA FINANCIAL, LLC. 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More: the full row for Ergawealth Advisors, Inc. 741 $278K 0.14% -10 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 740 $278K 0.29% -35 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 740 $278K 0.28% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 740 $278K 0.14% -28 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 739 $278K 0.23% -8 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 725 $277K 0.2% +134 13F-HR Timeline LPF Advisors LLC More: the full row for LPF Advisors LLC 736 $276K 0.23% 0 13F-HR Timeline McNamara Financial Services, Inc. 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More: the full row for eCIO, Inc. 686 $258K 0.09% 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 685 $257K 0.1% -48 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 682 $256K 0.18% +3 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 680 $255K 0.16% -374 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 680 $255K 0.2% 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 679 $255K 0.28% -1,263 13F-HR Timeline DISCIPLINED GROWTH INVESTORS INC /MN More: the full row for DISCIPLINED GROWTH INVESTORS INC /MN 679 $255K 0.01% 0 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 676 $254K 0.39% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 661 $248K 0.24% +68 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 658 $247K 0.11% -25 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 658 $247K 0.18% -49 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 656 $246K 0.1% new 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 654 $246K 0.13% +1 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 650 $244K 0.26% -760 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 649 $244K <0.01% 0 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 644 $242K 0.12% -8 13F-HR Timeline Elite Financial, Inc. 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