ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,139 $441K 0.16% +104 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,134 $440K 0.07% +967 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 3,130 $440K 0.13% +14 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,123 $439K 0.21% +84 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,120 $438K 0.02% +254 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 3,113 $437K 0.06% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 3,111 $437K 0.29% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,108 $437K 0.14% +229 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,101 $436K 0.21% +651 13F-HR Timeline Ibex Investors LLC More: the full row for Ibex Investors LLC 3,100 $435K 0.36% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,100 $435K 0.04% -1 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,096 $435K 0.09% +8 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 3,086 $433K 0.13% +22 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,086 $433K 0.08% +4 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,083 $433K 0.13% +26 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,083 $433K 0.12% -115 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,081 $433K 0.27% +270 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,078 $432K 0.13% -20,234 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,092 $432K 0.36% +477 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 3,075 $432K <0.01% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,062 $430K 0.01% +1,358 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,057 $429K 0.05% +780 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,051 $428K 0.09% +615 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,043 $428K 0.2% +3 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,049 $428K 0.15% -503 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,043 $427K 0.04% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,042 $427K 0.07% -809 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,030 $426K 0.04% +104 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,029 $425K 0.03% -851 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,025 $425K 0.05% +140 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,022 $424K 0.15% -79 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,016 $424K 0.07% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,959 $423K 0.07% -8 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,005 $422K 0.32% -421 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 3,000 $421K 0.28% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $421K 0.07% 0 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 3,000 $421K 0.36% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,000 $421K 0.07% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,995 $421K 0.06% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,997 $421K 0.19% -97 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,993 $420K 0.11% +44 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,990 $420K 0.06% +3 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,989 $420K 0.07% +219 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,983 $419K 0.16% -124 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,978 $418K 0.1% +294 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,975 $418K 0.07% +633 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,966 $417K 0.09% +749 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,849 $416K 0.09% +31 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,959 $416K 0.02% -65 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,956 $415K 0.12% +1 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,951 $414K 0.09% 0 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,950 $414K 0.26% -550 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 2,945 $414K 0.75% 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,940 $413K 0.18% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,938 $413K 0.06% -335 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,937 $412K 0.06% -333 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,935 $412K 0.13% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,934 $412K 0.04% -35 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,928 $411K 0.05% -92 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,760 $411K 0.09% -864 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,923 $411K 0.27% -471 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 2,920 $410K 0.26% -535 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,827 $410K 0.18% +670 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,918 $410K 0.02% +1,149 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,915 $409K 0.09% +876 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,907 $408K 0.16% -1,257 13F-HR/A Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,907 $408K 0.01% +107 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,902 $408K 0.07% -34 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,900 $407K 0.11% -156 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,898 $407K 0.08% +26 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,891 $406K 0.11% +312 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,883 $405K 0.01% -50 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,882 $405K 0.18% +13 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,878 $404K 0.18% -67 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,864 $402K 0.03% -64 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,862 $402K 0.03% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,862 $402K 0.36% 0 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 2,855 $401K 0.13% -210 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 2,786 $391K 0.07% -1,118 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,785 $391K 0.09% -538 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,782 $391K 0.02% +497 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 2,782 $391K 0.15% -166 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,780 $390K 0.04% -3,066 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 2,775 $390K 0.04% +66 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,770 $389K 0.11% +250 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,763 $388K 0.08% -3 13F-HR Timeline Wall Street Financial Group, Inc. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,709 $380K 0.14% -10 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,707 $380K 0.09% -177 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,704 $380K 0.22% -417 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 2,700 $379K 0.06% -100 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,697 $379K 0.14% +360 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,688 $378K 0.17% -118 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,687 $377K 0.01% -19 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,683 $377K 0.12% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,678 $376K 0.31% -439 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,671 $375K 0.03% -392 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,667 $375K 0.11% 0 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,659 $373K <0.01% -212,121 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,652 $372K 0.11% -53 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,649 $372K 0.22% -271 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,644 $371K 0.12% +1,744 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,642 $371K 0.03% +445 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,640 $371K 0.14% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,631 $369K 0.12% +486 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,629 $369K 0.16% +236 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,602 $366K 0.06% +70 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,602 $365K 0.18% +21 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 2,600 $365K 0.03% 0 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 2,600 $365K 0.02% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,594 $364K 0.01% -66 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,593 $364K 0.1% -8 13F-HR Timeline Banque de Luxembourg S.A. 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More: the full row for TAGStone Capital, Inc. 2,577 $362K 0.14% +22 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,576 $362K 0.07% +219 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,572 $361K 0.03% -88 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,571 $361K 0.05% +138 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 2,570 $361K 4.97% -5,727 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 2,567 $361K 0.09% -108 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,563 $360K 0.14% +38 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,562 $360K 0.26% -18 13F-HR Timeline Alan B Lancz & Associates, Inc. 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More: the full row for BCS Private Wealth Management, Inc. 2,532 $356K 0.13% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,531 $355K 0.27% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,528 $355K 0.19% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,527 $355K 0.09% -991 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,518 $354K 0.23% +71 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,518 $354K 0.02% -870 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,516 $353K 0.04% -75 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,506 $352K 0.02% -2,240 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,506 $352K 0.03% -25 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,506 $352K 0.05% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,503 $352K 0.07% -307 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,501 $351K 0.25% -650 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,497 $351K 0.06% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,494 $350K 0.06% -232 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,490 $350K 0.11% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,490 $350K 0.14% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,487 $349K 0.26% +2 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,485 $349K 0.08% +2 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,478 $348K 0.15% +208 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,478 $348K 0.09% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,476 $348K 0.27% +268 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,473 $347K 0.03% +77 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,472 $347K 0.27% -39 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 2,398 $347K 0.13% +23 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,471 $347K 0.04% +685 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,295 $347K 0.17% -130 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 2,463 $346K 0.07% -1,132 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,461 $346K <0.01% -500 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 2,461 $346K 0.06% -50,416 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,459 $345K 0.26% +137 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,458 $345K 0.23% +633 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,456 $345K 0.28% +20 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,410 $345K 0.07% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,451 $344K 0.08% -281 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,444 $343K 0.08% +374 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 2,443 $343K 0.19% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,440 $343K 0.06% -261 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,436 $342K 0.09% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,448 $342K 0.21% -30 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,433 $342K 0.23% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,431 $341K 0.05% -132 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,429 $341K 0.02% -921 13F-HR Timeline