Core Alternative Capital More: the full row for Core Alternative Capital 5,384 $729K 0.22% +348 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,367 $727K 0.23% -195 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,350 $724K 0.2% +175 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,345 $724K 0.05% -740 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,320 $720K 0.13% +15 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,303 $718K 0.16% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,297 $717K 0.44% +12 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,296 $717K 0.56% +726 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,295 $717K 0.08% -55 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,286 $716K 0.28% +114 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,283 $715K 0.07% +243 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,280 $715K 0.33% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,270 $714K 0.19% -256 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,268 $713K 0.02% -1,643 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,263 $713K 0.14% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,251 $711K 0.16% -30 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,224 $707K 0.12% +32 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,222 $707K 0.46% -1,871 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 5,138 $706K 0.5% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,209 $705K 0.05% +101 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,207 $705K 0.36% -380 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5,206 $705K 0.2% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 5,199 $704K 0.3% +153 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,186 $702K 0.32% +697 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,182 $702K 0.18% -2,194 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,182 $702K 0.04% -137 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,174 $701K 0.1% -293 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,165 $700K 0.48% +257 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,163 $699K 0.02% -45 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,161 $699K 0.04% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,161 $699K 0.33% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 5,137 $696K 0.08% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,129 $694K 0.06% -454 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,113 $692K 0.03% -188 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,108 $692K 0.11% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,102 $691K 0.22% +75 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,098 $690K 0.38% +230 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,097 $690K 0.15% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,086 $689K 0.08% +62 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 5,084 $688K 0.33% -49 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,232 $686K 0.12% -288 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,064 $686K 0.23% -33 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,030 $681K 0.03% +350 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 5,025 $680K 0.13% +209 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,001 $677K 0.29% +23 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,998 $677K 0.02% -6,471 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,998 $677K 0.15% +77 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,865 $674K 0.16% -27 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,973 $673K 0.18% +3,320 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,970 $673K 0.04% +148 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 4,968 $673K 0.02% +300 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,967 $673K 0.09% -352 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,963 $671K 0.23% -375 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,927 $667K 0.19% -45 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,923 $667K 0.1% +429 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,913 $665K 0.53% 0 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 4,900 $663K 0.06% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,889 $662K 0.05% +904 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,886 $662K 0.12% -674 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,884 $661K 0.09% +102 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,881 $661K <0.01% -2,904 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,865 $659K 0.36% -712 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,864 $659K 0.33% +50 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,861 $658K 0.16% -11 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,855 $657K 0.1% +1,975 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 4,854 $657K 0.17% -21,121 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,845 $656K 0.11% -1,267 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,843 $656K 0.16% -488 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,842 $656K 0.26% -167 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,842 $656K 0.12% +1,782 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,836 $655K 0.14% +5 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,832 $654K 0.08% +287 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,822 $653K 0.05% -4,003 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,821 $653K 0.27% +7 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 4,820 $653K 0.22% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,815 $652K 0.18% +3,375 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,814 $652K 0.12% -164 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,806 $651K 0.03% +241 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,801 $650K 0.38% -125 13F-HR Timeline Trust Co More: the full row for Trust Co 4,797 $650K 0.06% -2,076 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,779 $647K 0.03% +827 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,779 $647K 0.21% -20 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 4,778 $647K 0.4% -20 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,755 $644K 0.16% -65 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,735 $642K 0.27% +426 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,737 $641K 0.26% +27 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,733 $641K 0.09% +224 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 4,723 $640K 0.35% -336 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 4,715 $638K 0.47% -125 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,713 $638K 0.04% +240 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,710 $638K 0.05% -31 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,693 $635K 0.1% +252 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,693 $635K 0.14% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,689 $635K 0.14% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,654 $630K 0.5% -48 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,650 $630K 0.21% -111 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,642 $629K 0.16% -228 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,636 $628K 0.11% -13 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,631 $627K 0.06% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,631 $627K 0.08% -241 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,627 $626K 0.1% -77 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,625 $626K 0.34% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,623 $626K 0.04% +469 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,619 $625K 0.23% +18 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,614 $625K 0.16% -261 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,613 $625K 0.06% +27 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,610 $624K 0.48% -2,428 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,602 $623K 0.08% -331 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,591 $622K 0.13% -95 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,581 $620K 0.29% -123 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,579 $620K 0.07% -27 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,578 $620K 0.14% +63 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,558 $617K 0.06% +507 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,547 $616K 0.28% -3,451 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,545 $615K 0.04% -35 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 4,544 $615K 0.15% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,539 $615K 0.09% +60 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,532 $614K 0.1% -200 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 4,531 $614K 0.21% +600 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,522 $613K 0.02% -782 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 4,522 $612K 0.19% +57 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,520 $612K 0.17% -249 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,515 $611K 0.08% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,510 $611K 0.23% -240 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,506 $610K 0.12% -394 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,502 $610K 0.15% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,500 $609K 0.04% -2,556 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,314 $609K 0.4% +409 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 4,494 $608K 0.37% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,489 $608K 0.21% +40 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,479 $606K 0.11% -121 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,477 $606K 0.36% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,474 $606K 0.17% -600 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,466 $605K 0.13% -446 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,461 $604K 0.11% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 4,446 $602K 0.47% +163 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,443 $602K 0.04% -789 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,440 $601K <0.01% +761 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,433 $600K 0.05% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,428 $600K 0.09% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 4,411 $597K 0.36% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,402 $596K 0.11% +276 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,396 $595K 0.18% +278 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 4,396 $595K 0.51% -739 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,391 $595K 0.04% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 4,376 $593K 0.13% -417 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 4,370 $592K 0.26% -551 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,362 $591K 0.04% -3,029 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,359 $590K 0.28% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,357 $590K 0.11% -70 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,353 $589K 0.06% -5 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,348 $589K 0.18% -213 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,341 $588K 0.05% 0 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 4,338 $587K 0.24% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,336 $587K 0.13% -12,818 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,334 $587K 0.05% +63 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,330 $586K 0.43% -10 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 4,326 $586K 0.39% +653 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,040 $586K 0.43% +222 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,325 $586K 0.08% -1,668 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,303 $583K 0.04% -440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,293 $581K 0.08% +214 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,291 $581K 0.35% +75 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,286 $580K 0.21% -276 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,278 $579K 0.09% +4 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 4,274 $579K 0.31% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,725 $578K 0.07% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,252 $576K 0.22% -2,626 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,252 $576K 0.22% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,243 $575K 0.22% -125 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,240 $574K 0.04% +63 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,239 $574K 0.08% -12 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,239 $574K 0.07% -278 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,227 $572K 0.03% -82 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,227 $572K 0.11% -4 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,224 $572K 0.04% +43 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,214 $571K 0.17% -375 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,205 $569K 0.1% +2,874 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,201 $569K 0.06% +2,507 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,197 $568K 0.58% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,192 $568K 0.11% -35 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,189 $567K 0.19% -46 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,189 $567K 0.05% +37 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,187 $567K 0.11% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,178 $566K 0.13% -5 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,175 $565K 0.17% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,173 $565K 0.04% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,169 $565K 0.03% +6 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,104 $564K 0.26% -77 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,162 $564K 0.03% -294 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,157 $563K 0.16% +263 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,150 $562K 0.32% +936 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 4,142 $561K 0.32% +2,439 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,016 $560K 0.37% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,121 $558K 0.05% -715 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,121 $558K 0.02% -103 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,112 $557K 0.13% -724 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,110 $556K 0.33% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 4,100 $555K 0.22% 0 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 4,096 $555K 0.13% 13F-HR Timeline