Rinkey Investments More: the full row for Rinkey Investments 5,325 $780K 0.18% -2,124 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 5,322 $780K 0.01% -6,658 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,309 $778K 0.08% +1,002 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,308 $778K 0.15% +138 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,303 $777K 0.09% +553 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,301 $777K 0.15% +181 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,297 $776K 0.46% +100 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 5,297 $776K 0.11% +145 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,296 $776K 0.2% +652 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,272 $773K 0.05% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,263 $771K 0.08% +929 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,258 $771K 0.06% -35 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,248 $769K 0.08% +1,715 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,237 $769K 0.06% +3 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,245 $769K 0.04% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,908 $767K 0.16% +523 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,232 $767K 0.13% -15,671 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,225 $766K 0.46% -261 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,224 $766K 0.08% +75 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,224 $766K 0.16% -96 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 5,220 $765K 0.31% -6,208 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,211 $764K 0.27% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,203 $762K 0.05% -509 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,201 $762K 0.3% +292 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,201 $762K 0.17% +215 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,199 $762K 0.24% -2,242 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,193 $761K 0.33% +11 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,190 $761K 0.03% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 5,187 $760K 0.19% -45 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,180 $759K 0.04% +222 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,180 $759K 0.02% +101 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,175 $758K 0.26% +300 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,163 $757K 0.19% +2,100 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 5,156 $756K 0.02% -936 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. 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More: the full row for McLaughlin Asset Management, Inc. 4,944 $725K 0.56% +192 13F-HR/A Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,944 $725K 0.47% -46 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 4,930 $722K 0.36% -1,380 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,929 $722K 0.23% -30 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,916 $720K 0.06% +2 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,907 $719K 0.15% -1,538 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 4,904 $719K 0.25% +5 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,891 $717K 0.16% +415 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,882 $715K 0.07% +55 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,881 $715K 0.07% +255 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,879 $715K 0.07% -73 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,868 $713K 0.35% -95 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 4,868 $713K 0.32% +4,242 13F-HR Timeline Graham Capital Management, L.P. 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Harrison & Partners Inc 4,551 $667K 0.09% -4,900 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,548 $667K 0.29% -219 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,548 $667K 0.08% -1,317 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,533 $664K 0.16% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,518 $662K 0.05% +27 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,518 $662K 0.17% +1 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,507 $661K 0.57% -319 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. 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More: the full row for NWF Advisory Services Inc. 4,341 $636K 0.06% -947 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,341 $636K 0.12% -1,548 13F-HR/A Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 4,333 $635K 0.21% +1,211 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,329 $634K 0.06% -107 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,326 $634K 0.09% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,325 $634K 0.1% +8 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,322 $633K 0.29% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,318 $633K 0.03% -883 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,315 $632K 0.14% -112 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,314 $632K 0.08% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,307 $631K 0.19% +90 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,306 $631K 0.13% -236 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,303 $631K 0.06% +893 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,296 $630K 0.16% +198 13F-HR Timeline Group New Covenant Trust Company, N.A. 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Mason LLC 4,166 $611K 0.19% +3 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,165 $610K 0.22% +310 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,165 $610K 0.37% -187 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,159 $610K 0.26% 0 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 4,153 $609K 0.26% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,150 $608K 0.36% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,145 $607K 0.06% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 4,138 $606K 0.54% 0 13F-HR/A Timeline