Community Bank of Raymore More: the full row for Community Bank of Raymore 5,785 $836K 0.56% -1,300 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,743 $835K 0.6% -94,405 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 5,773 $834K 0.86% -24 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,769 $833K 0.28% +1,461 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,768 $833K 0.06% -211 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,766 $833K 0.43% -14 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 5,750 $831K 0.2% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 5,747 $830K 0.33% -178 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,732 $828K 0.04% +193 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,724 $827K 0.09% +188 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,715 $825K 0.4% +163 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,708 $825K 0.06% -206 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,707 $824K 0.16% +11 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 5,700 $823K 0.27% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,698 $823K 0.08% +193 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,697 $823K 0.11% +2,814 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 5,719 $820K 0.55% +107 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,676 $820K 0.12% -309 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,675 $820K 0.07% -1,643 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 5,657 $817K 0.69% +3,435 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,651 $816K 0.53% +85 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,643 $815K 0.04% -7,493 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,643 $815K 0.06% +4,819 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,622 $812K 0.17% -1,465 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,615 $811K 0.16% -400 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,607 $810K 0.11% +97 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,605 $810K 0.08% -110 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,603 $809K 0.52% -50 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,603 $809K 0.08% -384 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 5,595 $808K 0.58% -195 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 5,595 $808K 0.98% -881 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 5,593 $808K 0.13% -66 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,440 $807K 0.27% -70 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,584 $807K 0.04% -39 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 5,580 $806K 0.01% 0 13F-HR/A Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,577 $805K 0.12% +1,458 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,570 $805K 0.4% +2,577 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 5,570 $805K 0.44% +2,897 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,558 $803K 0.33% -1,667 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,556 $802K 0.31% +2,266 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 5,553 $802K 0.19% -3 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,545 $801K 0.2% -4,777 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 5,539 $800K 0.46% +73 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,526 $798K 0.07% +1,322 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,523 $798K 0.27% +397 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,521 $797K 0.22% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,513 $796K 0.12% -398 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,539 $795K 0.57% -13 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,491 $793K 0.04% +583 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,293 $793K 0.36% -88 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,488 $793K 0.1% -146 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,478 $791K 0.16% -84 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 5,471 $790K 0.78% -97 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 5,464 $789K 0.3% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 5,452 $788K 0.23% +86 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,445 $786K 0.16% +50 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 5,443 $786K 0.64% +515 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,438 $785K 0.28% -499 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,437 $785K 0.18% +22 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,433 $785K 0.11% +281 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 5,429 $784K 0.14% -403 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,421 $783K 0.4% -293 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,420 $783K 0.37% -39 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,419 $783K 0.1% +666 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,416 $782K 0.05% -5,005 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 5,406 $781K 0.27% +99 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,403 $780K 0.67% +203 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,394 $779K 0.1% +321 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 5,445 $778K 0.07% -87 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,378 $777K 0.19% +416 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 5,380 $777K 0.77% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 5,378 $777K 0.48% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,376 $777K 0.15% -2 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,374 $776K 0.15% +6 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 5,366 $775K 0.64% +148 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,362 $774K 0.08% +2,131 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,360 $774K 0.07% -1,000 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,352 $773K 0.51% -106 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,345 $772K 0.27% -425 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 5,344 $772K 0.34% -21 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,339 $771K 0.3% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,327 $769K 0.11% +22 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 5,326 $769K 0.21% +56 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,310 $767K 0.52% -570 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 5,342 $766K 0.29% -51 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 5,296 $765K 0.47% +212 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 5,294 $765K 0.09% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,282 $763K 0.44% +221 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,269 $761K 0.15% +2,569 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,264 $760K 0.09% +370 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5,258 $760K 0.21% -23 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 5,251 $759K 0.17% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,240 $757K 0.56% -53 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 5,237 $756K 0.6% -5 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,226 $755K 0.19% +1 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 5,221 $754K 0.11% -27 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,215 $753K 0.1% -163 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,214 $753K 0.05% -466 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 5,209 $752K 0.77% +294 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 5,203 $752K 0.16% -356 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,203 $751K 0.34% +136 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,199 $751K 0.36% -95 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,186 $749K 0.15% -53 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,184 $749K 0.39% -963 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,182 $748K 0.36% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 5,177 $748K 0.13% +791 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,175 $747K 0.06% -769 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,187 $747K 0.04% +154 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 5,155 $745K 0.01% +768 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 5,145 $743K 0.28% -458 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,143 $743K 0.37% -369 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5,138 $742K 0.3% -61 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 5,125 $740K 0.49% +27 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 5,118 $739K 1.03% +7 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,113 $739K 0.21% +926 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,105 $737K 0.07% new 13F-HR Timeline Group COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 5,103 $737K 0.52% -5 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,103 $737K 0.27% +142 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 5,099 $737K 0.25% +4 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,091 $735K 0.02% +93 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 5,090 $735K 0.05% -3,538 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,083 $734K 0.27% +575 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 5,072 $733K 0.37% +1,000 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,071 $733K 0.28% +290 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 5,068 $732K 0.2% +3 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 5,046 $729K 0.4% +49 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,025 $726K 0.09% +72 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 5,006 $723K 0.32% +453 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 5,003 $723K 0.08% -1,006 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 5,000 $722K 0.04% 0 13F-HR/A Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,979 $719K 0.03% -32,209 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,976 $719K 0.52% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,975 $719K 0.07% +136 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 4,958 $716K 0.23% 13F-HR/A Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,951 $715K 0.68% -494 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,948 $715K 0.42% +488 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,949 $715K 0.3% -112 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,947 $715K 0.25% -117 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 4,940 $714K 0.08% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,929 $712K 0.12% +83 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,927 $712K 0.04% +1,418 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 4,915 $710K 0.07% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,897 $710K 0.38% -680 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,905 $708K 0.24% 0 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 4,904 $708K 0.27% -55 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,897 $707K 0.11% -26 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,891 $706K 0.5% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,886 $706K 0.1% -650 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 4,884 $705K 0.5% -152 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,872 $704K 0.11% -1,780 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 4,868 $703K 0.2% +925 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,864 $703K 0.69% +235 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,851 $701K 0.03% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,879 $701K 0.21% -28 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 4,844 $700K 0.27% +2,800 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,840 $699K 0.11% +284 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,825 $697K 0.41% +3,118 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,818 $696K 0.53% -82 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,817 $696K 0.24% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,789 $692K 0.23% -562 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,785 $691K 0.15% -1,610 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,773 $689K 0.1% -563 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,828 $689K 0.22% -68 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,767 $689K 0.05% -12,909 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,803 $688K 0.41% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,761 $688K 0.28% +178 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,802 $688K 0.03% +15 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 4,760 $688K 1.51% -42 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,751 $686K 0.14% +3 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,745 $685K 0.27% +83 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,737 $684K 0.12% -16 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,725 $683K 0.27% +3 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,724 $682K 0.07% +169 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 4,721 $682K 0.18% +225 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,716 $681K 0.41% +701 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 4,704 $679K 0.58% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,703 $679K 0.12% -3,080 13F-HR/A Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,696 $678K 0.1% -47 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,688 $677K 0.01% +1,486 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,698 $677K 0.1% -108 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,685 $677K 0.07% -522 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 4,685 $677K 0.19% -35 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,684 $677K 0.46% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,727 $677K 0.15% +363 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,675 $675K 0.1% -62 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,669 $674K 0.1% +20 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,664 $674K 0.15% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,585 $670K 0.39% -299 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,635 $669K 0.49% +443 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,629 $669K 0.11% +80 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,625 $668K 0.09% +1,609 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,610 $666K 0.22% -240 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 4,605 $665K 0.09% +3,081 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,605 $665K 0.51% -54,078 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 4,604 $665K 0.33% -100 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,602 $665K 0.05% -22 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 4,598 $664K 0.63% +446 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,595 $664K 0.12% +30 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,625 $662K 0.28% -11 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,574 $661K 0.36% +1 13F-HR Timeline