BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,612 $527K 0.02% -403 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,609 $527K 0.45% +1,419 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,605 $526K 0.06% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,597 $525K 0.47% -120 13F-HR Timeline WORLD EQUITY GROUP, INC. 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KOHN & COMPANY 3,486 $509K 0.14% -1,001 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,286 $509K 0.06% +12 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,482 $509K 0.17% +121 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,481 $508K 0.17% +223 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,478 $508K 0.38% -500 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,475 $507K 0.24% +12 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,473 $507K 0.06% +4 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,469 $506K 0.03% -160 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,465 $506K <0.01% new 13F-HR Timeline Group MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 3,334 $505K 0.09% +250 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,459 $505K 0.31% -267 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,440 $502K 0.25% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 3,430 $501K 0.05% +506 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,417 $499K 0.03% +629 13F-HR/A Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,417 $499K 0.06% +493 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,416 $499K 0.14% -100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,431 $498K 0.09% +230 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,411 $498K 0.09% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,406 $497K 0.07% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,403 $497K 0.26% -82 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,401 $497K 0.28% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,399 $496K 0.15% +854 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,396 $496K 0.15% +478 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,396 $496K 0.08% +11 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,390 $495K 0.17% +500 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,383 $494K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 3,364 $491K 0.4% +16 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,361 $491K 0.07% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,359 $490K 0.39% -80 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,358 $490K 0.29% +1,020 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,357 $490K 0.08% +1,512 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,355 $490K 0.16% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 3,355 $490K 0.02% -67 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,355 $490K 0.02% -12 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,354 $490K 0.14% -100 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,353 $490K 0.1% -110 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,350 $489K 0.12% +8 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,347 $489K 0.16% +122 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,346 $489K 0.05% +2 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,345 $489K 0.15% +178 13F-HR Timeline Gold Investment Management Ltd. 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More: the full row for Brucke Financial, Inc. 3,210 $469K 0.33% +93 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,193 $466K 0.03% -471 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,190 $466K 0.03% -236 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,186 $465K 0.13% +299 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,185 $465K 0.33% +727 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,171 $463K 0.14% -515 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,169 $463K 0.04% +9 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,166 $462K 0.02% -422 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,204 $462K 0.11% -614 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,162 $462K 0.2% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,161 $462K 0.07% +198 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,161 $462K 0.16% +38 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,201 $461K 0.18% +156 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,159 $461K 0.17% -310 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,151 $460K 0.04% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,150 $460K 0.17% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,145 $459K 0.3% +2 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,136 $458K 0.2% -200 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,132 $457K 0.21% -150 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,123 $456K 0.03% +59 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,122 $456K 0.08% -1,138 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 3,121 $456K 0.28% +320 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,781 $455K 0.13% new 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 3,096 $452K 0.03% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,094 $452K 0.19% +876 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,089 $451K 0.45% -1,676 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,086 $451K 0.16% -37 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,084 $450K 0.09% -1,875 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,077 $449K 0.33% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,075 $449K 0.35% -193 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,075 $449K 0.34% +512 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,069 $448K 0.07% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,069 $448K 0.04% -244 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,052 $446K 0.06% -24 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,041 $444K 0.37% +311 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,037 $443K 0.01% -435 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,031 $443K 0.03% +519 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,026 $442K 0.07% +143 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 3,024 $442K 0.26% +784 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,021 $441K <0.01% -579 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,020 $441K 0.16% +154 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,020 $441K 0.12% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,018 $441K 0.05% -14 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,014 $440K 0.04% -277 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,010 $440K 0.19% 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,012 $440K 0.15% +69 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,002 $438K 0.2% -163 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,000 $438K 0.11% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,000 $438K 0.27% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,982 $435K 0.06% +3 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,977 $435K 0.02% -1,864 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,964 $433K 0.28% -99 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,964 $433K 0.06% +200 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,963 $433K 0.15% +826 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,953 $431K 0.07% -325 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,950 $431K 0.23% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,944 $430K 0.07% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,940 $429K 0.08% -1,761 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,938 $429K 0.25% +9 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,933 $428K 0.13% 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,933 $428K 0.15% -163 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,922 $427K 0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 2,757 $427K 0.11% -48 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,914 $426K 0.21% +16 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,900 $423K 0.26% +1 13F-HR Timeline IronOak Wealth LLC. 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More: the full row for Hillsdale Investment Management Inc. 2,860 $418K 0.02% +1,820 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,859 $417K 0.28% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,852 $416K 0.05% +95 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,847 $416K 0.2% +284 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,846 $415K 0.11% +18 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,837 $414K 0.19% -279 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 2,828 $413K 0.12% +8 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,821 $412K 0.14% +94 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,819 $412K 0.27% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,822 $411K 0.05% -7 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,815 $411K 0.21% -46 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,806 $410K 0.19% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,805 $410K 0.14% -132 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,801 $409K 0.04% +842 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,796 $408K 0.21% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,795 $408K 0.16% +56 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,793 $408K 0.33% +1 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,792 $408K 0.07% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,785 $407K 0.28% +52 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,780 $406K 0.06% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. 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