Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,585 $1.04M 0.75% -234 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,576 $1.04M 0.32% -207 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,570 $1.04M 0.13% -31 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,567 $1.04M 0.01% -113 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,567 $1.04M 0.9% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,565 $1.04M 0.16% -250 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,557 $1.03M 0.49% -205 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,555 $1.03M 0.04% -209 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,552 $1.03M 0.22% -55 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,541 $1.03M 0.71% -1,727 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,535 $1.02M 0.69% 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,529 $1.02M 0.43% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,522 $1.02M 0.14% +11 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,521 $1.02M 0.18% +324 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,517 $1.02M 0.76% 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 2,516 $1.02M 0.67% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,512 $1.01M 0.09% -24 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,510 $1.01M 0.12% -584 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,426 $1.01M 1.01% -57 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,507 $1.01M 0.17% +719 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 2,500 $1.01M 0.34% -1,250 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,491 $1.01M 0.08% -122 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,486 $1M 0.41% -839 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,484 $1M 0.34% +621 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,482 $1M 0.02% +27 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,400 $1M 0.05% -136 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 2,478 $1M 0.07% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,475 $1000K 0.1% -588 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,474 $999K 0.1% +407 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,472 $998K 0.1% -126 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,470 $997K 0.59% +149 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,467 $996K 0.18% -258 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,464 $995K 0.12% -163 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,458 $993K 0.24% -88 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,457 $992K 0.2% -291 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,454 $991K 0.25% +325 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,448 $989K 0.21% 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,444 $987K 0.76% +49 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,441 $986K 0.38% +1,134 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,438 $985K 0.51% -380 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,436 $984K 0.12% -454 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,430 $981K 0.36% +678 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 2,428 $981K 0.21% +30 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,426 $980K 0.37% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,483 $979K 0.38% -89 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,421 $978K 0.16% -1,671 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,420 $977K 0.7% +9 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 2,419 $977K 0.37% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 2,416 $976K 0.24% -15 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,414 $975K 0.15% -332 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2,409 $973K 0.23% -105 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,409 $973K 0.08% -467 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,406 $972K 0.5% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,401 $970K 0.02% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,400 $969K 0.2% +100 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 2,400 $969K 0.48% new 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,389 $965K 0.8% -360 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,384 $963K 0.45% -11 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,382 $962K 0.3% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,382 $962K 1.15% 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,373 $958K 0.29% -97 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,373 $958K 0.29% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,370 $957K 0.35% +81 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,360 $953K 0.35% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,352 $950K 0.58% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,350 $949K 0.72% 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,348 $948K 0.55% +376 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,343 $946K 0.18% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,341 $945K 0.18% -140 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,339 $945K 0.18% +30 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 2,338 $944K 1.18% -253 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,337 $944K 0.11% -232 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,335 $943K 0.15% -30 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,333 $942K 0.04% +879 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,327 $940K 0.37% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,326 $939K 0.53% -177 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,954 $938K 0.06% +3,954 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,323 $938K 0.28% -64 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,322 $938K 0.06% -92 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,320 $937K 0.24% +75 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,318 $936K 0.04% -90 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,317 $936K 0.52% 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,315 $935K 0.06% +253 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,313 $934K 0.7% +963 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,309 $932K 0.85% 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,307 $932K 0.09% +614 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,306 $931K 0.16% +1,066 13F-HR Timeline Southern Style Financial, Inc. More: the full row for Southern Style Financial, Inc. 2,305 $931K 0.75% 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,305 $931K 0.07% +652 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,301 $929K 0.27% +89 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,300 $929K 0.7% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,295 $927K 0.07% -21 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 2,296 $927K 0.52% -1,000 13F-HR/A Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,294 $926K 0.16% -85 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,284 $922K 0.61% -1,120 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,280 $921K 0.47% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,280 $921K 0.2% +78 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,271 $917K 0.61% 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,267 $916K 0.71% -167 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,266 $915K 0.7% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,264 $914K 0.7% -136 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,261 $913K 0.14% +24 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,261 $913K 0.04% +157 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,260 $913K 0.86% -303 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,260 $913K 0.08% +253 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,260 $913K 0.31% -10 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,259 $912K 0.13% +21 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,258 $912K 0.1% -2,022 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,251 $909K 0.49% +22 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,249 $908K 0.17% +71 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,248 $908K 0.29% +181 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,246 $907K 0.2% +128 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,245 $907K 0.38% -1,040 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 2,168 $906K 0.23% 0 13F-HR/A Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,244 $905K 0.26% -14 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,241 $905K 0.29% -33 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,238 $904K 0.19% +109 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,238 $904K 0.22% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,236 $903K 0.54% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,235 $903K 0.58% -130 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,235 $902K 0.16% +522 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,233 $902K 0.31% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,227 $899K 0.82% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,225 $899K 0.02% +630 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 2,224 $898K 0.28% +2 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,222 $897K 0.17% +442 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,216 $895K 0.37% +117 13F-HR/A Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,215 $895K 0.6% +50 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,213 $894K 0.01% +2,190 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,213 $894K 0.13% -307 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 2,210 $892K 0.37% -103 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,210 $892K 0.67% +112 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,206 $891K 0.2% +918 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 2,205 $890K 0.66% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,200 $888K 0.59% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,233 $887K 0.22% -84 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 2,195 $886K 0.07% -3 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,188 $884K 0.97% +405 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,187 $883K 0.49% -864 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,182 $881K 0.33% +36 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,179 $880K 0.08% +283 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,176 $879K 0.49% +79 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,173 $878K 0.25% +49 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,171 $877K 0.21% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,170 $876K 0.01% -98 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 2,170 $876K 0.16% +163 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,168 $876K 0.16% -191 13F-HR/A Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,166 $875K 0.44% +27 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,160 $872K 0.02% -10 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,158 $871K 0.34% +278 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 2,154 $870K 0.47% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,154 $870K 0.27% +76 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 2,153 $869K 0.34% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,152 $869K 0.62% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 2,144 $866K 0.77% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 2,142 $865K 0.96% 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,140 $864K 0.2% -128 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,137 $863K 0.73% -213 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,136 $863K 0.47% 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,131 $861K 0.63% +551 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,130 $860K 0.28% +925 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,128 $859K 0.15% -408 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,128 $859K 1.55% -343 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,126 $859K 0.06% +237 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,125 $858K 0.17% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,123 $857K 0.76% +17 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,120 $856K 0.26% +250 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,117 $855K 0.55% -148 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,116 $855K 0.37% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,112 $853K 0.35% +176 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,110 $852K 0.72% 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 2,103 $849K 0.87% 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 2,102 $849K 0.33% -75 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,102 $849K 0.32% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,100 $848K 0.43% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,096 $846K 0.23% 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,096 $846K 0.26% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,174 $846K 0.45% +101 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,094 $846K 0.11% -67 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,092 $845K 0.56% 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,090 $844K 0.37% +100 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 2,089 $844K 0.06% -161 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,087 $843K 0.1% -80 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,077 $839K 0.08% -6 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,076 $838K 0.54% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,074 $838K 0.01% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,074 $838K 0.5% +1,003 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,074 $838K 0.69% +29 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,073 $837K 0.83% -3 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,072 $837K 0.06% -222 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 2,068 $835K 0.25% -5,838 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,064 $834K 0.3% new 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 2,064 $833K 0.15% +209 13F-HR Timeline TOBAM More: the full row for TOBAM 2,058 $831K 0.25% -533 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,058 $831K 0.1% +20 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,055 $830K 0.31% +290 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,052 $829K 0.25% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,050 $828K 0.24% +140 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,047 $827K 0.17% +254 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,049 $826K 0.83% -296 13F-HR Timeline