MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,059 $521K 0.09% +116 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,050 $520K 0.1% +33 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,049 $520K 0.06% +659 13F-HR Timeline McNamara Financial Services, Inc. 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Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 3,022 $515K 0.36% +1,262 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,232 $515K 0.46% -68 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,011 $513K 0.19% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,009 $513K 0.46% 0 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 3,000 $511K 0.03% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,998 $511K 0.39% 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,145 $510K 0.17% +11 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 2,987 $509K 0.26% +26 13F-HR Timeline Tarbox Family Office, Inc. 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More: the full row for Bright Futures Wealth Management, LLC. 2,832 $469K 0.51% -225 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,754 $469K 0.01% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,750 $469K 0.25% -84 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,749 $468K 0.12% -91 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,747 $468K 0.16% -45 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,744 $468K 0.19% -379 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 2,743 $467K 0.32% 0 13F-HR Timeline SAXON INTERESTS, INC. 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More: the full row for Nikulski Financial, Inc. 2,727 $465K 0.14% +489 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,723 $464K 0.22% +223 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,718 $463K 0.36% -15 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,708 $462K 0.05% +116 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,707 $461K 0.14% -4 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,705 $461K 0.16% +81 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,704 $461K 0.19% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,699 $460K 0.47% +13 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,696 $459K 0.31% +21 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,696 $459K 0.27% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,689 $459K 0.34% +7 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,731 $459K 0.12% +256 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,688 $458K 0.16% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,687 $458K 0.07% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,687 $458K 0.16% -2,799 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,684 $457K 0.47% -51 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,683 $457K 0.4% 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,679 $457K 0.24% +154 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,676 $456K 0.11% -79 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,674 $456K 0.44% +143 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,670 $455K 0.19% -845 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 2,665 $454K 0.13% -10 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,697 $453K 0.48% -157 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,659 $453K 0.09% -872 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,657 $453K 0.14% -1,497 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 2,657 $453K 0.16% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,657 $453K 0.38% -3 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 2,647 $451K 0.26% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2,645 $451K 0.28% +3 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,639 $450K 0.14% -191 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,614 $446K 0.51% +14 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,611 $445K 0.45% +208 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,607 $444K 0.19% -344 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,785 $444K 0.39% +59 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 2,597 $443K 0.33% +39 13F-HR Timeline FAGAN ASSOCIATES, INC. 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More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,549 $434K 0.66% +4 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,548 $434K 0.15% +271 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,548 $434K 0.23% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,543 $433K 0.1% -6 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,534 $432K 0.11% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,531 $431K <0.01% +511 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LAZARI CAPITAL MANAGEMENT, INC. 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More: the full row for Financial Insights, Inc. 2,503 $427K 0.17% +170 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,502 $426K 0.05% -276 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,500 $426K 0.14% +445 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,496 $425K 0.4% 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,495 $425K 0.05% +310 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,490 $424K 0.14% +275 13F-HR Timeline Seed Wealth Management, Inc. 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