PARTHENON LLC More: the full row for PARTHENON LLC 7,073 $1.99M 0.22% -50 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,061 $1.99M 0.02% -1,763 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 7,060 $1.99M 0.81% -608 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,059 $1.99M 0.94% +478 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,046 $1.98M 0.12% +61 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,044 $1.98M 0.28% -328 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,029 $1.98M 0.3% -2,205 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,015 $1.97M 0.73% +32 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 7,000 $1.97M 0.18% new 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 7,000 $1.97M 4.25% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,988 $1.97M 1.01% -1,561 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,987 $1.97M 0.37% +567 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 6,979 $1.96M 0.39% -1,024 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,968 $1.96M 0.34% +521 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 6,922 $1.95M 0.31% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 6,920 $1.95M 0.34% -50 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,917 $1.95M 0.17% -11 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,912 $1.94M 0.21% +338 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,901 $1.94M 0.66% +105 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,894 $1.94M 0.16% +1,671 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,890 $1.94M 0.13% +654 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 6,888 $1.94M 1.5% -952 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,881 $1.94M 0.46% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 6,880 $1.93M 1.62% -647 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,874 $1.93M 0.08% -1,194 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,690 $1.93M 0.51% -990 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,864 $1.93M 0.19% +21 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,847 $1.93M 0.36% +553 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,808 $1.91M 0.21% -266 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,807 $1.91M 0.44% -92 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,806 $1.91M 0.12% -86 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,805 $1.91M 0.19% +3,951 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 6,786 $1.91M 1.04% new 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,785 $1.91M 0.66% 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 6,771 $1.9M -2,515 Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,734 $1.89M 0.59% +122 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,727 $1.89M 0.44% -474 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,720 $1.89M 0.4% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,705 $1.89M 0.12% +2,079 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,695 $1.88M 1% -910 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,694 $1.88M 0.16% -1,218 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,689 $1.88M 1.45% -1,319 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 6,684 $1.88M 0.75% -30 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,682 $1.88M 0.78% +431 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,675 $1.88M 0.25% -3 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,673 $1.88M 0.42% +1,888 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,672 $1.88M 0.24% +542 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 6,670 $1.88M 1.54% -780 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,644 $1.87M 0.18% +307 13F-HR Timeline MOTCO More: the full row for MOTCO 6,630 $1.86M 0.17% +1,087 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 6,624 $1.86M 0.22% -22 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,754 $1.86M 0.84% 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 6,600 $1.86M 0.29% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,599 $1.86M 0.07% +2,762 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,590 $1.85M -98 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,602 $1.85M 0.13% -164 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,590 $1.85M 0.23% -300 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,579 $1.85M 0.22% +257 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,571 $1.85M 0.22% +85 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,567 $1.85M 0.09% +1,692 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,562 $1.85M 0.14% +98 13F-HR/A Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 6,561 $1.85M 0.13% +1,366 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,559 $1.84M 0.17% +392 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,548 $1.84M 0.1% +231 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,531 $1.84M 0.23% +829 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,485 $1.82M 0.29% +28 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,485 $1.82M 1.26% -296 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 6,469 $1.82M 1% +2,660 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,466 $1.82M 0.91% +969 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 6,450 $1.81M 0.09% -235 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,449 $1.81M 0.02% 0 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,446 $1.81M 0.81% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,443 $1.81M 0.55% +2,306 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,434 $1.81M 0.38% -514 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 6,433 $1.81M 1.08% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 6,429 $1.81M 0.96% -100 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,420 $1.81M 0.11% -1,142 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,418 $1.8M 0.23% -1,281 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,405 $1.8M 0.2% +48 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,400 $1.8M 0.49% -682 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 6,398 $1.8M 0.29% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,396 $1.8M 0.26% -660 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,387 $1.8M 1.25% +1,211 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 6,364 $1.79M 1.08% +1,080 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,352 $1.79M 0.96% +129 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,343 $1.78M 0.71% -3,415 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,343 $1.78M 0.37% -39 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,338 $1.78M 0.66% +1,695 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,337 $1.78M 0.15% +7 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,312 $1.78M 0.05% +625 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 6,303 $1.77M 0.4% +26 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,296 $1.77M 0.04% +74 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,291 $1.77M 0.51% +310 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,244 $1.77M 0.46% -147 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 6,285 $1.77M 1.33% +27 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,258 $1.76M 0.01% -549 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,240 $1.75M 0.64% +1,028 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,239 $1.75M 0.11% +347 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 6,225 $1.75M 0.13% +387 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,219 $1.75M 0.35% +87 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 6,216 $1.75M 0.48% -81 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,208 $1.75M 0.23% +133 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,193 $1.74M 0.51% -110 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 6,185 $1.74M 0.18% -400 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,178 $1.74M 0.32% +2,476 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 6,176 $1.74M 0.18% -686 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,167 $1.73M 0.06% -27,650 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,162 $1.73M 0.73% -1,419 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 6,147 $1.73M 0.72% -214 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,138 $1.73M 0.16% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,137 $1.73M 0.25% -378 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,135 $1.73M 0.42% +2,288 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,130 $1.72M 2.52% -43 13F-HR/A Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,126 $1.72M 0.48% -13 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,114 $1.72M 0.13% +2,646 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,107 $1.72M 0.5% +4,521 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,088 $1.71M 1.02% -999 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,068 $1.71M 0.28% -94 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,057 $1.7M 0.43% -100 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,054 $1.7M 0.18% +60 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,050 $1.7M 0.27% -1,126 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,048 $1.7M 0.2% +347 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 6,042 $1.7M 0.91% +162 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,038 $1.7M 0.02% +1,010 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,760 $1.7M 1.36% -2,239 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,031 $1.7M 1.33% -60 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,025 $1.69M 0.7% +350 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,024 $1.69M 0.11% +804 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,017 $1.69M 0.41% +1,650 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,011 $1.69M 0.81% +50 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,002 $1.69M 0.43% -821 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,000 $1.69M 0.52% -1,811 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 6,000 $1.69M 0.12% +1,835 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,000 $1.69M 0.15% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,994 $1.69M 0.92% -796 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,608 $1.68M 0.49% -943 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,955 $1.68M 0.49% -3,000 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,927 $1.67M 0.33% -283 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,889 $1.66M 0.54% -235 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,889 $1.66M 0.75% -725 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 5,882 $1.65M 3.26% +4,392 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,880 $1.65M 0.21% +1,229 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,877 $1.65M 0.05% +55 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,853 $1.65M 0.1% -1,028 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,832 $1.64M 0.45% +587 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 5,828 $1.64M 1.08% -50 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,826 $1.64M 0.24% +33 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 5,825 $1.64M 0.6% -1,250 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,787 $1.63M 0.06% -17 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,787 $1.63M 0.47% +1,858 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,759 $1.62M 0.52% +1,455 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,759 $1.62M 0.16% +1,139 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,750 $1.62M 0.05% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,745 $1.62M 0.41% +478 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,741 $1.61M 0.11% -2 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,724 $1.61M 1.42% -81 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,723 $1.61M 0.07% -296 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,708 $1.61M 0.1% -120 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,706 $1.6M 0.39% +441 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 5,705 $1.6M 0.92% +60 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 5,705 $1.6M 0.31% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 5,704 $1.6M 0.75% +32 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,700 $1.6M 0.48% +38 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,700 $1.6M 0.3% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,695 $1.6M 0.07% +588 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,688 $1.6M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,530 $1.6M 0.04% +1,642 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,656 $1.59M 0.45% +1,308 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 5,654 $1.59M 0.76% +4,476 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,651 $1.59M 0.87% +69 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 5,646 $1.59M 0.67% +2,125 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 5,630 $1.58M 0.42% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,630 $1.58M 0.26% -690 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,619 $1.58M 0.2% -412 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,606 $1.58M 0.47% +2,461 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,602 $1.58M 0.71% +278 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,601 $1.58M 0.33% -470 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,595 $1.57M 0.38% +106 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,576 $1.57M 0.06% -4,298 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,571 $1.57M 0.19% -75 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,554 $1.56M 0.36% -420 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,542 $1.56M 0.42% +15 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,515 $1.55M 0.52% +728 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,319 $1.55M 0.32% +36 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,513 $1.55M 0.2% -146 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 5,500 $1.55M 1.08% -1,500 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,494 $1.55M 0.28% +456 13F-HR/A Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,491 $1.54M 0.69% -7 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,488 $1.54M 0.87% +47 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,479 $1.54M 0.18% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,468 $1.54M 0.67% -49 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 5,464 $1.54M 0.07% -85,084 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,439 $1.53M 0.6% -5,736 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,432 $1.53M 0.33% -94 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,431 $1.53M 1.14% 13F-HR Timeline Kingsman Wealth Management, Inc. 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