Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,896 $421K 0.23% -221 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,892 $421K 0.23% -1,943 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 5,865 $419K 0.21% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,853 $418K 0.24% -315 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,835 $417K 0.03% -125 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 5,832 $416K 0.07% +145 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,831 $416K 0.06% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,824 $416K 0.07% -238 13F-HR Timeline Summit Financial Strategies, Inc. 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More: the full row for Financial Insights, Inc. 5,670 $405K 0.11% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 5,670 $405K 0.19% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 5,670 $405K 0.24% -10 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,446 $405K 0.06% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,667 $405K 0.27% -1,640 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 5,662 $404K 0.12% +47 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 5,661 $404K 0.02% +2,054 13F-HR Timeline Graham Capital Management, L.P. 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More: the full row for Veratis Advisors, Inc. 5,430 $388K 0.27% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,413 $386K 0.07% +1,946 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,410 $386K 0.1% -529 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,400 $386K 0.01% -341,013 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,389 $385K 0.02% -103 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,382 $384K 0.01% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,375 $384K 0.04% +1,157 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 5,375 $384K 1.09% +485 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,070 $383K 0.04% +10 13F-HR Timeline Abacus Planning Group, Inc. 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Inc. 4,980 $356K 0.15% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,964 $354K 0.11% +245 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,854 $354K 0.02% new 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 4,959 $354K 0.02% 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 4,959 $354K 0.08% -351 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,950 $353K 0.18% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,941 $353K 0.19% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,927 $352K 0.07% +527 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 4,923 $352K 0.15% -133 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 4,920 $351K 0.13% -2,345 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,917 $351K 0.2% -7,252 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,914 $351K 0.13% +389 13F-HR Timeline Lafayette Investments, Inc. 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More: the full row for McGlone Suttner Wealth Management, Inc. 4,878 $348K 0.04% -1,207 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 4,875 $348K 0.32% -680 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,870 $348K 0.2% -547 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,867 $348K 0.05% +100 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 4,851 $346K 0.2% +327 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for Warwick Investment Management, Inc. 4,663 $333K 0.04% -17 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 4,648 $332K 0.21% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,645 $332K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,630 $331K 0.1% -805 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,634 $331K 0.07% +917 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 4,797 $331K 0.09% +11 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,630 $331K 0.05% +88 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,627 $330K 0.05% -1,106 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,626 $330K 0.1% +26 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,626 $330K 0.07% +1,776 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 4,626 $330K 0.04% +713 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,625 $330K 0.09% +985 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,620 $330K 0.05% -331 13F-HR Timeline Stanley-Laman Group, Ltd. 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