WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,708 $247K 0.09% +5 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,709 $247K 0.07% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,707 $247K 0.15% -5 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,705 $246K 0.13% 0 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,696 $245K 0.1% -1,000 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,694 $245K 0.18% +4 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,688 $244K 0.02% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,687 $244K 0.21% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,734 $243K 0.08% -2 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,680 $243K 0.14% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,680 $243K 0.02% +18 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,678 $243K 0.02% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,671 $242K 0.06% new 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,682 $241K 0.05% -12 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,664 $241K 0.05% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,661 $240K 0.02% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,653 $240K 0.05% +117 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,660 $240K 0.11% -66 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,660 $240K 0.03% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,660 $240K 0.01% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,657 $240K 0.02% -2,142 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,652 $239K 0.06% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,650 $239K 0.03% -15 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,650 $238K 0.06% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,647 $238K 0.1% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,646 $238K 0.02% -23 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,646 $238K 0.01% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,645 $238K 0.16% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,635 $236K 0.1% +15 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,624 $235K 0.02% -15 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,623 $235K 0.04% new 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 1,622 $234K 0.07% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,622 $234K 0.02% new 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 1,620 $234K 0.05% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,617 $234K 0.05% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,626 $233K <0.01% -37,867 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,636 $233K 0.28% -406 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,611 $233K 0.02% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,602 $232K 0.17% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,602 $232K 0.04% -60 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,601 $231K 0.03% +244 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,600 $231K 0.3% new 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,599 $231K 0.05% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,597 $231K 0.06% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,593 $230K 0.03% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,598 $230K 0.02% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,585 $229K 0.11% -84 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,582 $229K 0.06% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,576 $228K 0.06% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,575 $228K 0.74% -5,007 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,572 $227K 0.07% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,560 $225K 0.05% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,554 $225K 0.02% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,552 $224K 0.1% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,551 $224K 0.11% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,549 $224K 0.02% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,547 $224K 0.04% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,541 $223K 0.12% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,539 $222K 0.07% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,536 $222K 0.02% new 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,600 $222K 0.03% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,532 $221K 0.09% 0 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,546 $221K 0.03% -282 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,529 $221K 0.03% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,525 $220K 0.04% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,516 $219K 0.06% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,563 $219K 0.04% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,515 $219K 0.07% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,512 $219K 0.03% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,511 $218K 0.08% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,507 $218K 0.13% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,507 $218K 0.1% 0 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1,506 $218K 0.22% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,506 $218K 0.04% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,504 $217K 0.16% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,501 $217K 0.04% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,500 $217K 0.05% -510 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,495 $216K 0.06% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,493 $216K 0.03% -130 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,490 $215K 0.01% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,488 $215K 0.17% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,484 $214K 0.06% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,484 $214K 0.01% -1,079 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,483 $214K 0.02% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,480 $214K 0.2% 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,472 $213K 0.03% new 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 1,511 $213K 0.18% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,462 $211K 0.01% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,462 $211K 0.05% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 1,461 $211K 0.06% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,460 $211K 0.07% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,457 $211K 0.05% new 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 1,452 $210K 0.01% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,470 $209K 0.02% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,447 $209K 0.04% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,441 $208K 0.02% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,440 $208K 0.13% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,440 $208K 0.06% -204 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,438 $208K 0.03% -1,040 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,432 $207K 0.09% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,423 $206K 0.14% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,420 $205K 0.02% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,417 $205K 0.1% -240 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 1,416 $205K 0.14% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,415 $205K 0.11% +1,250 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,413 $204K 0.12% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,410 $204K 0.03% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,413 $204K 0.05% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,413 $204K 0.02% -40 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,410 $204K 0.02% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,408 $204K 0.07% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,405 $203K 0.02% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,401 $203K 0.08% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,400 $202K 0.06% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,398 $202K 0.06% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,398 $202K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,397 $202K 0.07% -235 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,396 $202K 0.04% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,394 $201K 0.02% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,389 $201K 0.03% -551 13F-HR Timeline Group LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,386 $200K 0.07% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,386 $200K 0.07% -261 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,385 $200K 0.13% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,373 $198K 0.01% +50 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,368 $198K 0.03% +4 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,365 $197K 0.03% +152 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,351 $195K 0.03% -224 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,346 $195K 0.14% -43 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,296 $187K 0.04% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,262 $182K 0.09% +260 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,234 $178K 0.06% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,223 $177K 0.06% +160 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,214 $175K <0.01% +191 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,210 $175K 0.01% -83 13F-HR/A Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,208 $175K 0.19% -11 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,200 $173K 0.17% 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 1,200 $173K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,179 $170K 0.07% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,172 $169K 0.07% -7,532 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 1,146 $166K 0.06% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,118 $162K 0.05% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,116 $161K 0.05% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,104 $160K 0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,079 $156K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,059 $153K 0.02% +314 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,050 $152K 0.04% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,105 $151K 0.02% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,036 $150K 0.12% +21 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,035 $150K 0.03% -152 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,030 $149K 0.1% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,013 $146K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,005 $145K <0.01% -7,570 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,000 $143K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 986 $143K 0.04% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 967 $140K 0.04% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 899 $130K 0.06% +3 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 898 $130K 0.09% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 890 $129K <0.01% -156 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 871 $126K 0.04% +16 13F-HR Timeline CNB Bank More: the full row for CNB Bank 871 $126K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 870 $126K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 869 $126K <0.01% -38 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 857 $124K 0.03% +80 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 855 $124K 0.01% -46 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 845 $122K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 842 $122K 0.03% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 840 $121K 0.03% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 822 $119K 0.04% +313 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 818 $118K 0.02% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 810 $117K 0.02% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 790 $114K 0.04% -25 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 778 $113K 0.08% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 774 $112K 0.06% +195 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 764 $110K 0.09% +8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 753 $109K 0.03% +481 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 752 $109K 0.02% +166 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 749 $108K 0.03% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 740 $107K 0.06% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 738 $107K 0.21% -8,841 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 730 $106K 0.01% +62 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 723 $105K 0.02% +500 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 716 $103K <0.01% +51 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 700 $101K 0.02% +14 13F-HR/A Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 698 $101K 0.07% -200 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 684 $98.9K 0.02% +41 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 680 $98.3K 0.08% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 676 $97.6K 0.02% +73 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 667 $96.4K 0.02% +72 13F-HR Timeline TOBAM More: the full row for TOBAM 655 $95K 0.03% -328 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 655 $94.7K 0.02% +8 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 638 $92.2K 0.01% +8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 642 $92K 0.02% +23 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 629 $90.9K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 622 $89.9K 0.02% -5 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 617 $89.2K 0.03% -64 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 615 $88.9K 0.02% +15 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 608 $87.9K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 600 $86.7K 0.02% -65 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 611 $86.4K 0.01% -4 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 583 $84.3K <0.01% -420 13F-HR Timeline