Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 3,102 $1.3M 0.18% -13,520 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,099 $1.3M 0.22% +554 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,098 $1.3M 0.28% +17 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,095 $1.3M 0.15% -21 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,091 $1.3M 0.32% 0 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,080 $1.3M 0.85% -85 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,077 $1.29M 0.14% +298 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 3,076 $1.29M 0.48% +1,150 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,075 $1.29M 0.85% +279 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,066 $1.29M 0.2% 0 13F-HR Timeline FSA Advisors, Inc. 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More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,030 $1.27M 0.15% -134 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,029 $1.27M 0.34% +1,718 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,024 $1.27M 0.69% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,014 $1.27M 0.18% +3 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,004 $1.26M 0.13% +62 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,002 $1.26M 0.08% -10 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,000 $1.26M 0.36% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. 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More: the full row for Peak Retirement Planning, Inc. 2,962 $1.25M 0.2% +821 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,960 $1.24M 0.53% +169 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,973 $1.24M 0.43% -652 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,956 $1.24M 0.15% +310 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,956 $1.24M 0.25% -345 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,954 $1.24M 0.32% -1,032 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,953 $1.24M 0.14% +36 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,952 $1.24M 0.19% -194 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,951 $1.24M 0.09% +777 13F-HR Timeline OARSMAN CAPITAL, INC. 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More: the full row for Blackstone Inc. 2,758 $1.16M <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sovereign Financial Group, Inc. 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