KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,807 $590K 0.09% +777 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,783 $584K 0.09% +157 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,778 $583K 0.01% +151 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,775 $583K 0.11% -1,088 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,775 $583K 0.41% +1 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,768 $581K 0.01% -561 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 2,761 $580K 0.06% -304 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,837 $579K 0.04% +291 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,753 $578K 0.16% -169 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 2,739 $575K 0.01% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,734 $574K 0.7% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,732 $574K 0.01% +983 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,728 $573K 0.01% -14 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,728 $573K 0.03% +306 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,726 $573K 0.32% +60 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,720 $571K 0.08% +385 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,706 $568K 0.05% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,702 $568K 0.2% new 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 2,700 $567K 0.11% -300 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,693 $566K 0.08% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,692 $565K 0.12% -179 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,689 $565K 0.03% -1,085 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,876 $563K 0.01% +338 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,677 $562K 0.22% -13 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,664 $560K 0.03% +606 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,659 $558K 0.24% -87 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,614 $549K 0.04% +402 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,613 $549K 0.27% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,176 $546K 0.17% -401 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,600 $546K 0.01% -1,918 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,600 $546K 0.07% +136 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,589 $544K 0.35% +3 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,538 $533K 0.45% +14 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,532 $532K 0.01% -611 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,532 $532K 0.7% -50 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,521 $529K 0.19% -163 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,510 $527K 0.07% -3,391 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,496 $524K 0.01% +801 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,489 $523K 0.03% -28 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,484 $522K 0.04% +603 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,479 $521K 0.06% +452 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,470 $519K 0.3% -12 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,468 $518K 0.05% -1,625 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,457 $516K 0.11% new 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,452 $515K 0.42% +882 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 2,445 $514K 0.4% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,438 $512K 0.21% +160 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,437 $512K 0.03% -773 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,421 $508K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 2,417 $508K 0.39% +11 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,403 $505K 0.04% +2,054 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,403 $505K 0.21% +118 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,400 $504K 0.06% +542 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,400 $504K 0.12% +454 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,394 $503K 0.04% +978 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,390 $502K 0.27% +130 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,390 $502K 0.19% +197 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,385 $501K <0.01% -250 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,385 $501K 0.4% +375 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,384 $501K 0.07% +10 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,378 $499K 0.03% +166 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,370 $498K <0.01% +77 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,351 $494K 0.04% +60 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,338 $491K 1.01% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,480 $490K 0.13% +72 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,332 $490K 0.04% +110 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,557 $488K 0.37% +51 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,312 $486K <0.01% +54 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,310 $485K 0.35% -534 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,310 $485K 0.45% +1,204 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,309 $485K 0.04% +378 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,303 $484K 0.07% -745 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,300 $483K 0.15% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,292 $481K 0.03% +943 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,283 $479K 0.1% -57 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,276 $478K 0.01% -259 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,274 $478K 0.05% -2,017 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,269 $477K 0.05% -101 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,268 $476K 0.2% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,402 $473K 0.02% -595 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 2,242 $471K +1,135 Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,236 $470K 0.2% +469 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,216 $466K 0.07% -474 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,210 $464K 0.01% +111 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,209 $464K 0.01% -166 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,194 $461K 0.15% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,180 $458K 0.02% +28 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,175 $457K 0.02% -380 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,174 $457K <0.01% -24,994 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,156 $453K 0.04% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,155 $453K <0.01% -278 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 2,152 $452K 0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 2,151 $452K 0.22% -210 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,132 $448K 0.26% +865 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,118 $445K 0.03% +211 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,107 $443K 0.1% -1,189 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,105 $442K 0.02% +378 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,104 $442K 0.14% 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,097 $440K 0.02% +875 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,095 $440K 0.03% -2 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,095 $440K 0.14% +148 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,088 $439K 0.01% -1,115 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,087 $438K 0.03% +7 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,087 $438K 0.18% -50 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 2,083 $438K 0.35% -564 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,077 $436K 0.01% -116 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,061 $433K 0.2% -276 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,184 $433K 0.03% +1,091 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,055 $432K 0.08% +708 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,050 $431K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,049 $430K 0.02% -8,779 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,045 $430K 0.08% +40 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,024 $425K 0.15% +129 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,016 $423K 0.09% +1,000 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,013 $423K 0.06% +3 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 2,008 $422K 0.22% -4 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,988 $418K 0.03% -8 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,974 $415K 0.17% -170 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,974 $415K 0.12% +1 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,970 $414K 0.15% -7 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,966 $413K 0.04% +519 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,963 $412K 0.03% +99 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,958 $411K 0.03% +380 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,949 $409K 0.18% -284 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,939 $407K 0.23% -1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,930 $405K 0.11% +1,530 13F-HR Timeline Group KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,925 $404K 0.22% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,922 $404K 0.08% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,905 $403K 0.13% -12 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,906 $400K 0.02% +198 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,900 $399K 0.14% 0 13F-HR Timeline Group ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,899 $399K 0.01% -181,080 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,899 $399K 0.02% +536 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,895 $398K 0.08% 0 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1,894 $398K 0.22% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,882 $395K 0.02% -364 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,880 $395K 0.04% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,874 $394K 0.14% -248 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,870 $393K 0.22% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,868 $392K 0.03% +368 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,867 $392K 0.2% +341 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,867 $392K 0.08% -248 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,861 $391K 0.07% +24 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,860 $391K 0.12% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,841 $387K 0.09% +62 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,827 $384K 0.04% -105 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,827 $384K 0.07% -771 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,799 $378K 0.12% -159 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,794 $377K 0.03% -6,972 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,788 $376K 0.05% -994 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,995 $374K 0.04% -21 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,780 $374K 0.4% -197 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,774 $373K 0.06% +297 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,773 $372K 0.04% +4 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,765 $371K 0.06% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,765 $371K 0.01% +626 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,762 $370K 0.01% -781 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,758 $369K 0.04% +346 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,753 $368K 0.06% +101 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,751 $368K 0.08% +325 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,750 $368K 0.05% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,743 $366K 0.04% +128 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,736 $365K 0.02% -187 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,731 $364K 0.01% +258 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,731 $364K 0.02% +627 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,728 $363K 0.06% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,720 $361K 0.12% -24 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,708 $359K 0.03% +546 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,700 $357K 0.01% -105,793 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,688 $355K 0.09% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,686 $354K 0.02% -641 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,682 $353K 0.02% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,680 $353K 0.02% +31 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,662 $349K 0.02% +180 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,647 $346K 0.05% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,642 $345K 0.25% +465 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,642 $345K 0.18% +253 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,641 $345K 0.18% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,640 $344K 0.08% -100 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,634 $343K 0.03% +51 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,628 $342K 0.04% +1 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,625 $341K <0.01% +146 13F-HR/A Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,610 $338K 0.01% -1,590 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,605 $337K 0.01% new 13F-HR/A Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,603 $337K 0.13% +3 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,600 $336K 0.02% +73 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,600 $336K <0.01% new 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,599 $336K 0.09% -2,877 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,584 $333K 0.04% -129 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,582 $332K 0.02% +226 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,580 $332K 0.1% +11 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,570 $330K 0.04% +392 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,562 $328K 0.02% +37 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,562 $328K 0.06% +207 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,560 $328K <0.01% -4,332 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,559 $327K <0.01% -127 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,552 $326K 0.1% +6 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,552 $326K 0.01% +54 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,551 $326K 0.02% +53 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,550 $326K 0.06% +477 13F-HR Timeline