Baring Financial LLC More: the full row for Baring Financial LLC 1,335 $468K 0.28% +270 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,333 $468K 0.12% -9 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,332 $467K <0.01% +125 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,330 $467K 0.23% +82 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,330 $466K 0.13% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,330 $466K 0.04% -2,360 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,328 $466K 0.09% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,326 $465K 0.22% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,325 $465K 0.05% -167 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,321 $463K 0.17% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,321 $463K 0.12% 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,317 $462K 0.24% new 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,316 $461K 0.21% -63 13F-HR Timeline Financial Advisors Network, Inc. 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More: the full row for North Capital, Inc. 1,314 $461K 0.4% -1 13F-HR/A Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 1,313 $460K 0.31% +5 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,312 $460K 0.07% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,311 $460K 0.19% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,310 $460K 0.28% +61 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 1,309 $459K 0.08% +473 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 1,308 $459K 0.29% 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,307 $458K 0.02% 0 13F-HR/A Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,306 $458K 0.31% +2 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,305 $458K 0.03% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,303 $457K 0.03% -514 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,302 $457K 0.26% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 1,302 $457K 1.39% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,301 $456K <0.01% -3,603 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,300 $456K 0.12% -172 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 1,300 $456K 0.29% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,299 $456K 0.04% -61 13F-HR Timeline StoneCrest Wealth Management, Inc. 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More: the full row for Fullerton Fund Management Co Ltd. 1,273 $446K 0.02% -182 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,273 $446K 0.13% +680 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,268 $445K 0.3% 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,268 $445K 0.3% -21 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,267 $444K 0.1% +26 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,265 $444K 0.25% 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,263 $443K 0.39% 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,257 $441K 0.23% +15 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,255 $440K 0.13% -126 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,250 $439K 0.15% -83 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 1,245 $437K 0.44% 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,245 $437K 0.42% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,243 $436K 0.25% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,243 $436K 0.23% -55 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 1,242 $436K 0.22% -63 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Pacific Excel Wealth Advisors, Inc. 1,226 $429K 0.81% 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,220 $428K 0.38% +43 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 1,217 $427K 0.1% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,217 $427K 0.02% -888 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,213 $425K 0.1% +39 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,212 $425K 0.44% 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,212 $425K 0.18% 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,207 $424K 0.2% -56 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 1,206 $423K 0.35% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,205 $423K 0.04% +32 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,204 $422K 0.12% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,203 $422K 0.03% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,200 $421K 0.31% -267 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,198 $420K 0.29% -47 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 1,195 $419K 0.31% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,194 $419K 0.07% 0 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,193 $418K 0.33% 0 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 1,290 $418K 0.4% 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,191 $418K 0.15% -500 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,191 $418K 0.09% -3,113 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,190 $417K 0.24% +22 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,187 $416K 0.03% +78 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,185 $416K 0.42% +380 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,185 $416K 0.13% -207 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,184 $415K 0.33% 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,184 $415K 0.1% +1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,183 $415K 0.05% +395 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,182 $415K 0.2% -30 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,180 $414K 0.23% -75 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,180 $414K 0.09% +62 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,180 $414K 0.16% 13F-HR/A Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,180 $414K 0.25% +257 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,156 $413K 0.05% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,175 $412K 0.03% +125 13F-HR Timeline LifeSteps Financial, Inc. 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Investment Partners Ltd. 1,111 $394K 0.17% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,124 $394K 0.14% +108 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,123 $394K 0.19% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,123 $394K 0.09% +7 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,123 $394K 0.29% -319 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1,122 $393K 0.05% 0 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 1,120 $393K 0.11% -180 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,120 $393K 0.39% 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,118 $392K 0.33% -1,004 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,116 $391K 0.34% -1,245 13F-HR Timeline Legacy Capital Group California, Inc. 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