Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9,045 $225K 0.12% +901 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 9,030 $225K 0.05% +1,015 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,990 $224K 0.07% -2,140 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,990 $224K 0.06% +733 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,988 $224K 0.08% -2 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,986 $224K 0.03% +168 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,971 $223K 0.06% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,965 $223K 0.02% -3,016 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,963 $223K 0.03% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 8,962 $223K 0.16% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 8,932 $222K 0.47% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 8,926 $222K 0.07% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,921 $222K 0.04% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 8,872 $221K 0.03% -2,600 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,865 $221K 0.04% -707 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 8,860 $221K 0.13% 0 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,857 $221K 0.02% +338 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,856 $221K 0.06% -562 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,733 $220K 0.06% -1,577 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 8,848 $220K 0.04% new 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,845 $220K 0.09% +94 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,844 $220K 0.09% -181 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 8,837 $220K 0.03% -2,708 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,845 $220K 0.05% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,833 $220K 0.07% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $220K 0.09% -9,762 13F-HR Timeline Amount filed as zero, left out of ratios. J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 8,806 $219K 0.22% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,799 $219K 0.02% -136 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,798 $219K 0.02% +7,220 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,797 $219K 0.02% new 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 8,786 $219K 0.12% -128 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,783 $219K 0.13% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,780 $219K 0.02% +95 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,773 $218K 0.02% -212 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,761 $218K 0.05% -1,271 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 8,749 $218K 0.09% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 8,748 $218K 0.06% +3,630 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 8,738 $218K 0.06% -1,112 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,731 $217K 0.04% 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 8,730 $217K 0.08% +88 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,729 $217K 0.01% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,804 $217K 0.02% +4 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,712 $217K 0.03% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,701 $217K 0.01% -1,282 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,695 $217K 0.04% -750 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,666 $216K 0.15% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 8,650 $215K 0.01% -3,139 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,643 $215K 0.02% +608 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,639 $215K 0.19% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,625 $215K 0.03% -170 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,604 $214K 0.04% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 8,601 $214K 0.08% -125 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,597 $214K <0.01% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,593 $214K 0.1% -330 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 8,566 $213K 0.08% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 8,563 $213K 0.14% -300 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 8,547 $213K 0.01% -2,936 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,546 $213K 0.01% -5,653 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,544 $213K 0.15% +274 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,514 $212K 0.03% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,500 $212K 0.19% 0 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 8,498 $212K 0.06% +30 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 8,234 $211K 0.03% -8 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 8,469 $211K 0.09% -10 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,450 $210K 0.03% -1,364 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,426 $210K <0.01% -436 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 8,422 $210K 0.06% +110 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 8,410 $209K 0.13% new 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 8,401 $209K 0.13% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 8,376 $209K 0.01% -41 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 8,372 $208K 0.15% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,347 $208K <0.01% -28 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,345 $208K 0.01% -450 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,307 $207K 0.06% -435 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 8,288 $206K 0.15% 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,283 $206K 0.02% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,265 $206K 0.17% -710 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 8,252 $205K 0.02% -100 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 8,237 $205K 0.04% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 8,220 $205K 0.02% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 8,221 $204K 0.07% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 8,181 $204K 0.13% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 8,169 $203K 0.05% +225 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,161 $203K 0.1% +24 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,141 $203K 0.06% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 8,141 $203K 0.12% 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 8,135 $203K 0.02% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,127 $202K 0.03% -877 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 8,115 $202K 0.14% +91 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 8,102 $202K 0.02% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 8,101 $202K 0.03% -1,401 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,998 $201K 0.18% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 8,087 $201K 0.05% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 8,082 $201K 0.05% -460 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,865 $201K 0.04% +155 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,073 $201K 0.01% -488 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 8,052 $200K 0.1% +1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,052 $200K 0.02% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,050 $200K 0.08% -1,500 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 8,047 $200K 0.17% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 8,012 $199K 0.03% -4,984 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8,011 $199K 0.02% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,009 $199K 0.02% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 7,932 $198K 0.04% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 7,884 $196K 0.1% 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,761 $193K 0.01% +1,387 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,751 $193K 0.02% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 7,714 $192K 0.11% -206 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 7,579 $189K 0.06% -19,707 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 7,530 $187K 0.13% -597 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 7,508 $187K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,478 $186K 0.06% -157 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7,461 $186K 0.04% -1,993 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7,362 $183K 0.02% -1,739 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 7,344 $183K 2.88% -659 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,330 $182K 0.05% -15,592 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 7,300 $182K 0.02% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,243 $180K <0.01% -411 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 7,238 $180K 0.18% -493 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,184 $179K 0.01% +792 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,108 $177K 0.07% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7,074 $176K 0.13% +3,022 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 7,015 $175K 0.02% -1,463 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 7,000 $174K 0.11% -3,800 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,970 $174K 0.16% -961 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 6,888 $172K 0.03% +1,940 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,802 $169K 0.02% -1,799 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,550 $163K 0.09% +1,821 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 6,544 $163K 0.07% +3,907 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 6,524 $162K 0.03% -762 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,472 $161K <0.01% -616 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,429 $160K 0.04% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,398 $159K 0.03% -638 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,286 $157K 0.16% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 6,265 $156K 0.08% +2,869 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,198 $154K 0.09% +286 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,186 $154K 0.01% +1,883 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6,078 $151K 0.04% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 5,940 $148K 0.11% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,787 $143K <0.01% -454 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 5,720 $142K 0.06% +7 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 5,650 $141K 0.06% -300 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 5,583 $139K 0.04% +2,549 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,575 $139K 0.02% -3,523 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 5,553 $138K 0.08% -2,994 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,545 $138K <0.01% +153 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,435 $135K 0.01% -206 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 5,401 $134K 0.08% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,345 $133K <0.01% -1,525 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 5,321 $132K 0.08% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,130 $128K 0.01% +60 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 5,119 $127K 0.12% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,107 $127K 0.02% +337 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 5,000 $124K 0.09% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,983 $124K <0.01% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 4,954 $123K 0.06% +2,295 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 4,929 $123K 0.04% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,919 $122K 0.04% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,915 $122K 0.02% +61 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,904 $122K 0.06% -200 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,857 $121K 0.02% -158 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,857 $121K 0.03% +336 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,833 $120K 0.1% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,630 $115K 0.04% -150 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,623 $115K <0.01% -300 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,503 $115K 0.03% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,585 $114K 0.1% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,572 $114K 0.09% -1,500 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,538 $113K 0.05% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,346 $112K 0.02% +4,194 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,512 $112K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,497 $112K 0.06% -1,500 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,447 $111K 0.05% +300 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4,393 $109K 0.04% +112 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,383 $109K 0.01% +213 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,359 $109K 0.03% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 4,280 $107K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,220 $105K 0.1% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,088 $102K 0.05% +34 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 4,039 $101K 0.05% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,035 $100K 0.02% +668 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 4,000 $100K <0.01% 0 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4,000 $99.6K 0.14% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,900 $97.1K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,756 $93.5K 0.04% -4,269 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,754 $93.5K 0.02% +200 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3,745 $93.3K 0.08% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,735 $93K <0.01% 0 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 3,717 $92.5K 0.04% +31 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,715 $92.5K 0.07% +2,041 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,706 $92.3K 0.03% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,663 $91.2K 0.01% +89 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,657 $91.1K 0.03% +199 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,656 $91K 0.01% -505 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,596 $89.6K 0.03% +1,162 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,570 $88.9K 0.03% +30 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,547 $88.3K 0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,535 $88K 0.03% +593 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 3,526 $87.8K 0.05% +3,039 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,486 $86.8K 0.01% 0 13F-HR Timeline