ETF Store, Inc. More: the full row for ETF Store, Inc. 785 $906K 0.76% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 785 $906K 0.03% -48 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 784 $905K 0.05% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 783 $904K 3.67% -601 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 875 $904K 0.12% -452 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 783 $903K 0.25% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 782 $903K 0.53% +23 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 778 $899K 0.07% +123 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 777 $897K 0.66% +18 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 908 $894K 0.61% +6 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 774 $893K 0.05% -222 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 774 $893K 0.6% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 774 $892K 1% +66 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 773 $892K 0.21% +60 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 771 $890K 0.39% +126 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 770 $889K 0.13% -400 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 880 $886K 0.96% -2,648 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 765 $883K 0.33% -482 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 765 $883K 0.48% -37 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 763 $881K 0.15% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 928 $881K 0.27% +200 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 762 $880K 0.4% +509 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 761 $878K 0.44% -45 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 758 $875K 0.03% -721 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 757 $874K 0.43% -21 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 756 $872K 0.25% new 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 755 $871K 0.1% +384 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 753 $869K 0.22% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 752 $868K 0.14% +119 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 750 $866K 0.68% -1,435 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 750 $865K 0.1% +175 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 748 $863K 0.12% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 746 $862K 0.14% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 745 $860K 0.08% +45 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 744 $859K 0.54% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 744 $858K 0.04% -547 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 743 $858K 0.19% -4,335 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 743 $857K 0.24% -198 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 742 $856K 0.15% +44 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 741 $855K 0.11% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 740 $854K 0.42% -15 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 740 $854K 0.09% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,033 $850K 0.28% -1,319 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 734 $847K 0.19% +37 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 734 $847K 0.36% new 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 732 $845K 0.15% -1 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 732 $845K 0.47% +86 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 729 $841K 0.1% +616 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 727 $839K 0.07% -70 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 725 $837K 0.23% +55 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 724 $836K 0.47% -14 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 721 $832K 0.12% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 720 $831K 0.07% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 720 $831K 0.18% -473 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 724 $829K 0.02% -842 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 718 $829K 0.29% -77 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 718 $829K 0.42% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 718 $828K 0.09% -37 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 717 $827K 0.13% -497 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 712 $822K 0.29% +79 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 710 $820K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 709 $818K 0.22% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 709 $818K 0.54% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 708 $817K 0.09% -881 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 706 $815K 0.1% +24 13F-HR Timeline American Trust More: the full row for American Trust 706 $815K 0.06% +100 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 706 $815K 0.18% 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 705 $814K 0.12% -232 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 705 $814K 0.41% -330 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 704 $813K 0.08% -426 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 703 $811K 0.11% -41 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 701 $809K 0.15% -134 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 700 $808K 0.02% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 700 $808K 0.53% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 700 $808K 0.41% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 700 $808K <0.01% new 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 698 $806K 0.08% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 697 $805K 0.39% -101 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 696 $804K 0.13% -379 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 695 $802K 0.1% -117 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 695 $802K 0.23% -169 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 694 $801K 0.1% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 694 $801K 0.15% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 690 $796K 0.23% +98 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 690 $796K 0.51% -139 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 688 $794K 0.44% new 13F-HR Timeline TOBAM More: the full row for TOBAM 686 $792K 0.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elgethun Capital Management More: the full row for Elgethun Capital Management 685 $790K 0.11% +38 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 683 $788K 0.56% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 682 $788K 0.27% -84 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 682 $787K 0.28% +60 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 682 $787K 0.29% -69 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 681 $786K 0.04% +193 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 680 $785K 0.49% new 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 680 $785K 0.04% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 680 $785K 0.33% +15 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 680 $785K 0.13% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 680 $785K 0.06% +330 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 679 $784K 0.15% -398 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 678 $783K 0.13% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 678 $783K 0.48% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 677 $781K 0.42% 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 675 $779K 0.27% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 675 $779K 0.67% -126 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 674 $778K 0.62% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 673 $777K 0.19% -13 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 669 $772K 0.45% +189 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 667 $770K 0.52% -138 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 667 $770K 0.35% -1,796 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 666 $769K 0.13% -53 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 665 $768K 0.64% -789 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 665 $768K 0.07% +39 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 774 $767K 0.36% -116 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 664 $766K 0.48% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 663 $766K 0.53% +26 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 658 $760K 0.1% -92 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 657 $758K 0.53% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 653 $753K 0.05% +52 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 651 $752K 0.13% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 651 $751K 0.03% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 650 $751K 0.25% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 650 $750K 0.28% -650 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 650 $750K 0.35% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 650 $750K 0.51% -50 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 648 $748K 0.04% -127 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 648 $748K 0.09% new 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 648 $748K 0.69% new 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 648 $748K 0.65% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 647 $747K 0.16% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 646 $746K 0.08% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 645 $745K 0.15% new 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 644 $743K +45 Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 643 $742K 0.19% -22 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 642 $741K 0.05% +6 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 642 $741K 0.21% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 700 $741K 0.11% -300 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 641 $740K 0.42% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 640 $739K 0.13% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 640 $739K 0.12% -320 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 638 $736K 0.24% -2,363 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 637 $735K 0.02% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 635 $733K 0.06% -1,871 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 635 $733K 0.07% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 634 $731K 0.01% -12 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 632 $730K 0.39% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 631 $728K 0.74% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 630 $727K 0.13% new 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 630 $727K 0.29% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 630 $727K 0.37% -31 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 629 $726K 0.16% -74 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 627 $724K 0.2% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 626 $723K 0.2% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 625 $721K 0.23% -28 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 625 $721K 0.05% +18 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 624 $720K 0.18% -1,115 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 624 $720K 0.14% +170 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,116 $715K 0.51% +1,762 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 619 $715K 0.56% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 616 $711K 0.27% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 615 $710K 0.27% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 614 $709K 0.34% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,096 $708K 0.03% +102 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 613 $708K 0.1% -34 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 610 $704K 0.05% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 610 $704K 0.11% new 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 610 $704K 0.2% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 607 $701K 0.22% -67 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 607 $701K 0.38% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 607 $701K 0.26% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 606 $700K 0.18% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 606 $700K 0.3% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 606 $700K 0.17% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 605 $698K 0.36% -16 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 605 $698K 0.16% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 605 $698K 0.16% +5 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 603 $697K 0.38% -374 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 603 $696K <0.01% -21,242 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 603 $696K 0.56% -60 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 603 $696K 1.02% -3 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 602 $695K 0.17% -270 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 601 $694K 0.13% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 600 $693K 0.04% new 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 600 $693K 0.04% 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 600 $693K 0.59% -15 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 599 $691K 0.08% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 597 $690K 0.07% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 597 $689K 0.06% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 597 $689K 0.17% new 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 597 $689K 0.21% -160 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 595 $687K 0.8% +114 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 595 $687K 0.33% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 594 $686K 0.16% -9 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 594 $685K 0.09% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 593 $684K 0.01% -39,656 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 593 $684K 0.05% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 592 $683K 0.32% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 592 $683K 0.09% new 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 592 $683K 0.11% new 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 591 $682K 0.57% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 660 $681K 0.59% 0 13F-HR Timeline