SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,522 $519K 0.03% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,518 $518K 0.03% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,518 $518K 0.03% +82 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,515 $517K 0.11% -204 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,515 $517K 0.01% -2,420 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,514 $516K 0.13% -402 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,514 $516K 0.09% -98 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,511 $515K 0.04% -25 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,510 $515K 0.16% +910 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,508 $514K 0.1% +125 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,575 $513K 0.3% +70 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 1,504 $513K 0.09% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,500 $512K 0.1% -14 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,500 $512K 0.07% -1,302 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,496 $510K 0.07% -1,202 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,494 $509K 0.07% -251 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,493 $509K 0.05% -157 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,489 $508K 0.06% -499 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,486 $507K 0.14% -115 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,485 $506K 0.02% -925 13F-HR/A Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,436 $506K 0.2% +8 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,482 $505K 0.05% -564 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,474 $503K 0.28% +8 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,473 $502K 0.06% +120 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,470 $501K 0.19% +5 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,309 $501K 0.16% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,468 $501K 0.22% +110 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 1,465 $500K 0.2% 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,462 $499K 0.02% new 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,460 $498K 0.08% new 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 1,459 $498K 0.27% 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,458 $497K 0.04% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,454 $496K 0.11% 0 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,453 $496K 0.01% -243 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,453 $496K 0.34% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,446 $493K 0.46% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,445 $493K 0.25% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,443 $492K 0.18% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,441 $491K 0.15% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,431 $488K 0.02% -242 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,431 $488K 0.19% +87 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,430 $488K 0.12% -102 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,430 $488K 0.03% -2,376 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,428 $487K 0.06% 0 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,426 $486K 0.06% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,424 $486K 0.02% +68 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,423 $485K 0.04% +261 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,418 $484K 0.03% -274 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,416 $483K 0.27% +28 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,416 $483K 0.25% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,416 $483K 0.04% -3,633 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,409 $480K 0.1% +90 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,408 $480K 0.19% -1,072 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,407 $480K 0.32% -228 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,406 $479K 0.16% -41 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,406 $479K 0.24% -37 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,463 $478K 0.07% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,400 $477K 0.09% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,400 $477K 0.17% +200 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,397 $476K 0.05% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,396 $476K 0.06% -495 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,392 $475K 0.11% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,392 $475K 0.02% -82 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,386 $473K 0.21% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,384 $472K 0.08% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,380 $471K 0.2% +730 13F-HR/A Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,380 $471K 0.03% +14 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,379 $470K 0.27% -294 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,377 $470K 0.08% -619 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,376 $469K 0.06% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,371 $468K 0.02% -300 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,370 $467K 0.01% -297 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,366 $466K 0.07% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,361 $464K 0.03% -2 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,360 $464K 0.08% -194 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,356 $462K 0.04% new 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 1,355 $462K 0.16% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,355 $462K 0.05% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,354 $462K 0.06% -60 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 1,350 $460K 0.32% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,350 $460K 0.04% -40 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,349 $460K 0.43% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,348 $460K 0.05% -565 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,342 $458K 0.01% +13 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 1,341 $457K 0.05% -16 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 1,341 $457K 0.16% 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,340 $457K 0.11% +15 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,340 $457K 0.27% -368 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,339 $457K 0.05% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,338 $456K 0.06% -12 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,333 $455K 0.04% -4 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,330 $454K 0.18% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,330 $453K 0.02% -1,599 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,327 $453K 0.13% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,325 $452K 0.17% +1 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,324 $452K 0.21% -142 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 1,323 $451K 0.48% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,320 $450K 0.08% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,318 $449K 0.34% -35 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,313 $448K 0.1% -1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,312 $447K 0.04% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 1,309 $446K 0.26% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,307 $446K 0.11% -375 13F-HR/A Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,306 $445K 0.1% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,275 $445K 0.24% +225 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,302 $444K 0.06% -2,988 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,301 $444K 0.08% +44 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,298 $443K 0.11% +30 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,298 $443K 0.08% -62 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,290 $440K 0.25% -392 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,283 $438K 0.02% new 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 1,271 $433K 0.37% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,267 $432K 0.04% new 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,263 $431K 0.14% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,261 $430K 0.05% -2 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,261 $430K 0.06% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,259 $429K 0.02% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,257 $429K 0.02% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,257 $429K 0.1% +1,123 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,257 $429K 0.17% -72 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,254 $428K 0.53% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,254 $428K 0.06% new 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 1,253 $427K 0.02% 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,244 $424K 0.03% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,244 $424K 0.05% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,241 $423K 0.02% -205 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,200 $422K 5.77% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,239 $422K 0.07% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,237 $422K 0.12% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,234 $421K 0.12% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,155 $420K 0.11% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,232 $420K 0.08% -24 13F-HR/A Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 1,190 $420K 0.29% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,231 $420K 0.01% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,229 $419K 0.05% -53 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,228 $419K 0.03% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,227 $418K 0.01% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,228 $418K 0.46% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,226 $418K 0.32% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,222 $417K 0.34% new 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,216 $415K 0.19% -193 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 1,211 $413K 0.39% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,208 $412K 0.04% -480 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,204 $411K 0.12% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,202 $410K 0.21% -94 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,200 $409K <0.01% -5,195 13F-HR Timeline Group Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 1,120 $408K 0.16% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,194 $407K 0.14% new 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,190 $406K 0.24% -256 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,187 $405K 0.01% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,185 $404K 0.08% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,184 $404K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,180 $402K 0.03% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,180 $402K 0.06% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,175 $401K 0.02% -93 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,175 $401K 0.11% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,174 $400K 0.12% -187 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,171 $399K 0.26% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,170 $399K 0.06% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,169 $399K 0.07% -24 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,167 $398K 0.06% new 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 1,167 $398K 0.16% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,167 $398K 0.06% -3,015 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,166 $398K 0.05% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,165 $397K 0.14% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,164 $397K 0.04% +436 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,164 $397K 0.17% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,219 $397K 0.25% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,162 $396K 0.01% -113 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,192 $396K 0.08% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,158 $395K 0.08% new 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,157 $395K 0.21% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,155 $394K 0.03% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,152 $393K 0.03% -58,069 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,150 $392K 0.24% -295 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,150 $392K 0.01% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,150 $392K 0.1% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,149 $392K 0.05% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,146 $391K 0.06% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,145 $390K 0.06% -140 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,136 $387K 0.05% new 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,134 $387K 0.16% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,134 $387K 0.09% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,132 $386K 0.07% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,132 $386K 0.23% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,130 $385K <0.01% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,130 $385K 0.04% -496 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,128 $385K 0.18% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,126 $384K 0.14% +148 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,124 $383K <0.01% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,121 $382K 0.12% -1,495 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,120 $382K 0.02% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,120 $382K 0.24% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,119 $382K 0.04% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,118 $381K 0.01% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,115 $380K 0.11% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,115 $380K 0.21% +461 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,090 $380K 0.04% +41 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,111 $379K <0.01% -88 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 1,109 $378K 0.01% new 13F-HR Timeline