FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,512 $400K 0.03% +20 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,507 $399K 0.03% +229 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,504 $399K 0.33% -4 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,503 $399K 0.04% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,502 $399K 0.04% +453 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,500 $398K 0.12% +305 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,496 $398K 0.03% +53 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,496 $398K 0.05% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,489 $396K 0.14% -183 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,487 $396K 0.05% +23 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,486 $396K 0.3% -143 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,480 $395K 0.05% +1 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,478 $395K 0.16% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,472 $394K 0.31% +30 13F-HR Timeline American Trust More: the full row for American Trust 2,470 $393K 0.04% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,470 $393K 0.38% +40 13F-HR/A Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,464 $392K 0.2% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 2,458 $391K 0.09% -84 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,457 $391K 0.1% +152 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,453 $391K 0.02% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,451 $390K 0.23% +389 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,450 $390K 0.23% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,441 $389K 0.05% +1 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,438 $388K 0.18% +143 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,389 $388K 0.07% -1 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,426 $386K 0.05% -700 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,415 $386K 0.1% +446 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,419 $385K 0.02% -12 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,412 $384K 0.18% +264 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,411 $384K 0.07% -470 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,400 $382K 0.29% -325 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,398 $382K 0.18% +35 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,387 $380K 0.06% -96 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 2,386 $380K 0.16% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,377 $379K 0.06% +43 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,370 $377K 0.11% +430 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,369 $377K 0.06% +473 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,362 $376K 0.03% -150 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,358 $376K 0.08% +8 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,355 $375K 0.06% -314 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,353 $375K 0.06% +64 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,350 $374K 0.2% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,344 $373K 0.13% -235 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,343 $373K 0.04% -95 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,342 $373K 0.21% +605 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,341 $373K 0.04% +528 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,331 $371K 0.21% -5 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,320 $369K 0.08% -4,432 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,320 $369K 0.03% -141 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,319 $369K 0.13% -423 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,312 $368K 0.23% +214 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,304 $367K 0.02% -864 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,302 $367K 0.05% -187 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 2,300 $366K 0.29% -100 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 2,300 $366K 1.3% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,294 $365K 0.04% new 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,287 $364K 0.07% +100 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,279 $363K 0.03% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,276 $362K 0.13% +15 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,274 $362K 0.23% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,356 $362K 0.17% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,270 $362K 0.09% -175 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,265 $361K 0.06% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,265 $361K 0.03% +61 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,250 $358K 0.21% -2,221 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,247 $358K 0.01% -55 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,242 $357K 0.05% +32 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 2,230 $355K 0.18% +122 13F-HR/A Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,230 $355K 0.06% -509 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,223 $354K <0.01% +233 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,219 $353K 0.07% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,215 $353K 0.1% +2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,167 $352K 0.03% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,201 $351K 0.01% -952 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,195 $350K 0.27% +70 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,193 $349K 0.28% +138 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,191 $349K 0.08% +400 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,191 $349K 0.2% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,190 $349K 0.04% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,188 $348K 0.02% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,181 $347K 0.11% -2 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,180 $347K 0.06% -228 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,177 $347K 0.03% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,172 $346K 0.01% +16 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,172 $346K 0.04% -149 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,169 $345K 0.13% +185 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,159 $344K 0.02% -182 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,158 $344K 0.21% +120 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,155 $343K 0.03% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,155 $343K 0.12% new 13F-HR/A Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,153 $343K 0.32% +8 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,150 $342K 0.12% -30 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,146 $342K 0.16% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,139 $341K 0.25% -471 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,135 $340K 0.23% -41 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 2,130 $339K 0.18% +785 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,124 $338K 0.03% -173 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,122 $338K 0.03% +150 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,121 $338K 0.08% +12 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,121 $338K 0.27% -1 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,118 $337K 0.11% +223 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,117 $337K 0.05% +8 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,117 $337K 0.01% -4 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,113 $337K 0.09% +162 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,108 $336K 0.13% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,106 $335K 0.03% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,105 $335K 0.02% +175 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,270 $334K 0.15% -277 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,091 $333K 0.01% +14 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,086 $333K 0.19% +221 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,082 $332K 0.1% +373 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,073 $330K 0.16% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,072 $330K 0.06% +468 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,070 $330K 0.05% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,065 $329K 0.04% -167 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,059 $328K 0.03% -30 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,056 $327K 0.06% 0 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 2,056 $327K 0.16% -277 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,055 $327K 0.01% -237 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,051 $327K 0.06% -48 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,050 $326K 0.09% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,045 $326K 0.05% +107 13F-HR/A Timeline Members Trust Co More: the full row for Members Trust Co 2,043 $325K 0.01% -11 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,043 $325K 0.08% -1,764 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,038 $325K 0.04% +106 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,038 $325K 0.18% +16 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,036 $324K 0.15% -33 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,035 $324K 0.03% -3 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,031 $324K 0.21% -44 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,030 $323K 0.03% +76 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,025 $323K 0.28% +215 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,047 $322K 0.11% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,023 $322K 0.08% +69 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,016 $321K 0.05% -50 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,015 $321K 0.1% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,014 $321K 0.09% -122 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,014 $321K 0.02% -138 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,012 $320K 0.15% +392 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,005 $319K 0.32% -101 13F-HR/A Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,004 $319K 0.25% +671 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 2,000 $319K 0.09% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,002 $319K 0.31% -511 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,000 $319K 0.03% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 2,000 $319K 0.16% -2,500 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,999 $318K 0.11% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,992 $317K 0.07% +199 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,980 $315K 0.25% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,980 $315K 0.12% +120 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,979 $315K 0.06% +338 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,978 $315K 0.29% -530 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,978 $315K 0.1% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,973 $314K 0.1% -542 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,972 $314K 0.02% -199 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,970 $314K 0.01% +1,217 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,966 $313K 0.21% -320 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,962 $313K 0.04% -196 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,956 $312K 0.02% +154 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,953 $311K 0.09% +1 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,944 $310K 0.01% -33,001 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,940 $309K 0.28% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,939 $309K 0.04% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,935 $308K <0.01% 0 13F-HR Timeline Group TOBAM More: the full row for TOBAM 1,926 $307K 0.12% +538 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,927 $307K 0.13% +57 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,925 $307K 0.03% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,919 $306K 0.05% -1,377 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,917 $305K 0.02% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,917 $305K 0.24% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,915 $305K 0.03% -50 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,913 $305K 0.03% +410 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,911 $304K 0.05% +174 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,910 $304K 0.12% +357 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,905 $303K 0.06% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,905 $303K 0.17% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,904 $303K 0.13% -14 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,903 $303K 0.08% -50 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,900 $303K <0.01% -52 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,900 $303K 0.3% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EHP Funds Inc. More: the full row for EHP Funds Inc. 1,900 $303K 0.35% -1,400 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,899 $302K 0.01% -150 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,899 $302K 0.06% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 1,897 $302K 0.02% -38,881 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,896 $302K 0.1% -420 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,896 $302K 0.01% -424 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,894 $302K 0.04% -75 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,894 $302K 0.17% -73 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,889 $301K 0.11% +87 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,888 $301K 0.2% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,887 $301K 0.07% new 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 1,886 $300K 0.1% -350 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,884 $300K 0.04% -33 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,883 $300K 0.02% +313 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,881 $300K 0.25% +2 13F-HR/A Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,875 $299K 0.09% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,872 $298K 0.04% +10 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,867 $297K 0.34% +11 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,863 $297K 0.02% -165 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,863 $297K 0.07% +152 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,861 $296K 0.17% -128 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,861 $296K 0.08% -10 13F-HR Timeline