CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 717 $257K <0.01% -289 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 701 $257K 0.03% -473 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 713 $256K 0.01% +85 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 712 $256K 0.05% -140 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 710 $255K 0.03% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 707 $254K 0.03% -60 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 706 $253K <0.01% +38 13F-HR/A Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 706 $253K <0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 703 $252K 0.02% +1 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 701 $252K 0.02% -95 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 700 $251K 0.05% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 699 $251K 0.03% +43 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 699 $251K 0.11% +2 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 696 $250K 0.06% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 695 $249K 0.02% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 694 $249K 0.05% +142 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 694 $249K 0.09% -1,162 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 693 $249K 0.1% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 690 $248K 0.01% +2 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 688 $247K 0.02% -5 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 684 $245K 0.02% +1 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 681 $244K 0.06% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 680 $244K 0.13% +4 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 679 $244K 0.04% +3 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 679 $244K 0.06% +1 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 678 $243K 0.01% -3,432 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 667 $240K <0.01% +4 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 666 $239K 0.06% 0 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 665 $239K 0.06% +1 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 664 $238K 0.01% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 663 $238K 0.08% -11 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 663 $238K 0.02% +4 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 661 $237K 0.01% -72 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 660 $237K 0.05% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 659 $237K <0.01% -753 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 655 $235K <0.01% -2 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 655 $235K 0.02% +7 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 653 $234K 0.01% +23 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 651 $234K 0.16% new 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 651 $234K 0.2% new 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 645 $231K 0.04% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 640 $230K 0.02% +520 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 638 $229K 0.01% +63 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 637 $229K 0.02% -788 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 636 $228K <0.01% +18 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 635 $228K 0.06% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 634 $228K 0.02% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 633 $227K 0.02% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 632 $227K 0.03% +54 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 631 $226K 0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 630 $226K 0.04% +178 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 628 $225K 0.04% new 13F-HR Timeline Group CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 627 $225K <0.01% -21 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 625 $224K 0.17% -50 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 625 $224K 0.01% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 623 $224K 0.09% -10 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 623 $224K 0.07% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 621 $223K 0.01% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 619 $222K 0.12% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 616 $221K 0.02% -8 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 614 $220K 0.01% +41 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 614 $220K 0.03% -29 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 612 $220K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 610 $219K <0.01% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 610 $219K 0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 609 $219K 0.03% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 545 $218K 0.04% -66 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 608 $218K 0.01% +91 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 560 $218K 0.13% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 607 $218K 0.02% +41 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 607 $218K 0.03% +68 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 605 $217K 0.06% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 605 $217K 0.05% +5 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 600 $215K 0.01% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 600 $215K 0.03% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 600 $215K 0.14% -70 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 600 $215K 0.03% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 598 $215K 0.12% +543 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 471 $214K 0.01% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 548 $213K 0.02% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 594 $213K 0.01% +3 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 458 $212K 0.13% new 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 591 $212K 0.2% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 590 $212K 0.02% -12 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 590 $212K 0.01% +427 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 588 $211K 0.01% -20 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 585 $210K 0.02% new 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 574 $210K 0.07% -81 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 583 $209K 0.03% -149 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 583 $209K 0.01% +16 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 582 $209K 0.01% +10 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 580 $208K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 579 $208K 0.05% +15 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 577 $207K 0.01% -9 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 575 $206K 0.03% -50 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 574 $206K 0.01% +25 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 574 $206K 0.02% +1 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 573 $206K 0.04% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 571 $205K 0.04% +2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 556 $204K <0.01% +10 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 568 $204K <0.01% -20 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 568 $204K 0.02% -642 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 567 $203K 0.1% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 566 $203K 0.11% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 566 $203K 0.07% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 512 $203K 0.02% -7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 565 $203K 0.02% +6 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 565 $203K 0.06% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 564 $202K 0.04% +357 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 562 $202K <0.01% +6 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 561 $201K 0.03% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 561 $201K 0.01% -6,798 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 560 $201K <0.01% new 13F-HR/A Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 577 $201K 0.01% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 559 $201K 0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 556 $200K <0.01% +194 13F-HR Timeline City State Bank More: the full row for City State Bank 530 $190K 0.05% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 530 $190K 0.16% -1,185 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 523 $188K 0.01% -30 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 520 $187K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 509 $183K 0.01% -4 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 481 $173K 0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 474 $170K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 462 $166K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 459 $165K 0.02% -40 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 442 $159K 0.01% -88 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 423 $152K <0.01% +18 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 414 $149K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 406 $146K 0.06% -24 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 402 $144K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 400 $144K 0.02% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 400 $144K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 399 $143K 0.02% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 392 $141K 0.08% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 380 $136K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 374 $134K 0.01% +2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 374 $134K 0.02% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 353 $126K 0.07% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 346 $124K 0.01% +86 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 341 $122K <0.01% +79 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 340 $122K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 331 $119K 0.07% +3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 326 $117K 0.09% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 309 $114K 0.07% -22 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 311 $112K 0.01% -9 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 304 $109K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 300 $108K <0.01% new 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 300 $108K 0.02% -300 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 262 $108K 0.01% -1,465 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 299 $107K 0.02% +276 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 297 $107K 0.02% +9 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 287 $103K 0.07% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 286 $103K 0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 279 $100K 0.02% -17 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 274 $98.3K 0.11% -470 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 262 $94K 0.02% +10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 255 $91.5K <0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 254 $91.2K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 249 $90K 0.03% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 250 $89.8K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 242 $86.8K 0.01% -242 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 242 $86.8K 0.05% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 241 $86.5K 0.02% +41 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 240 $86K <0.01% 0 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 236 $84.7K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 226 $81.1K 0.03% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 225 $80.7K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 218 $78K <0.01% +79 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 213 $76.5K 0.01% -5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 206 $73.9K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 200 $71.8K 0.03% +17 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 199 $71.4K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 192 $68.9K 0.01% -15 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 190 $68.2K 0.02% +4 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 185 $66.4K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 184 $66K 0.02% +82 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 175 $63K 0.01% -48 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 173 $62.1K 0.04% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 169 $60.7K 0.04% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 169 $60.6K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 168 $60.5K <0.01% -11,157 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 178 $59.1K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 151 $55.8K 0.03% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 154 $55.3K 0.02% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 150 $53.8K 0.02% -300 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 146 $52.6K 0.01% +134 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 139 $49.9K 0.02% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 138 $49.5K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 135 $48.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 134 $48.1K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 130 $46.7K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 130 $46.7K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 129 $46.3K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 125 $44.9K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 125 $44.9K 0.03% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 124 $44.5K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 133 $44.2K 0.02% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 123 $44K 0.02% +1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 120 $43.1K 0.01% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 120 $43.1K 0.01% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.