Bridgewater Advisors Inc. 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More: the full row for Ifrah Financial Services, Inc. 665 $327K 0.08% +24 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 665 $327K 0.19% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 664 $326K 0.02% +2 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 662 $325K 0.02% -7 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 660 $324K <0.01% -14 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 660 $324K 0.03% -16 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 658 $323K 0.07% -135 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 656 $322K <0.01% -14,929 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 651 $320K 0.14% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 650 $319K 0.18% -40 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 648 $318K 0.03% -3 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 648 $318K 0.04% +33 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 648 $318K 0.18% -1,195 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 647 $318K 0.01% -127 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 640 $314K 0.13% -50 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 638 $313K 0.03% -28 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 638 $313K 0.01% +26 13F-HR Timeline Group Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 636 $312K 0.18% -22 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 636 $312K 0.07% +91 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 635 $312K 0.11% +58 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 635 $312K 0.1% -8 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 635 $312K 0.07% +7 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 648 $311K 0.01% -5 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 633 $311K 0.01% -10,084 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 632 $310K 0.02% -50 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 631 $310K 0.01% +334 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 631 $310K <0.01% +48 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 630 $309K 0.07% -7 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 627 $309K 0.02% -236 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 628 $308K 0.17% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 739 $308K 0.05% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 625 $307K 0.23% +105 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 624 $307K 0.07% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 663 $306K 0.02% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 622 $306K 0.03% -4 13F-HR Timeline Braun-Bostich & Associates Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 609 $299K <0.01% +21 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 608 $299K 0.25% +86 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 607 $298K 0.38% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 607 $298K 0.03% -583 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 605 $297K 0.12% 0 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 604 $297K 0.03% +70 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 601 $295K 0.17% -7 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 600 $295K 0.02% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 600 $295K 0.04% -1 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 600 $295K 0.09% -21 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 596 $293K 0.05% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 593 $291K 0.02% -3 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 591 $290K 0.03% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 590 $290K <0.01% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 589 $289K 0.12% -10 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 589 $289K 0.98% new 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 583 $286K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 582 $286K 0.08% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 578 $284K 0.21% 0 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for ShankerValleau Wealth Advisors, Inc. 523 $257K 0.07% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 522 $256K 0.05% +35 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 517 $254K 0.19% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 515 $253K 0.02% +26 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 514 $252K 0.01% -334 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 514 $252K 0.04% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 532 $251K 0.16% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 511 $251K 0.01% +19 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 510 $250K 0.23% 13F-HR Timeline Gladwyn Financial Advisors, Inc. 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