Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,038 $407K 0.03% +3 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,027 $402K 0.35% +21 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,024 $401K 0.01% +177 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,025 $401K 0.01% -186 13F-HR Timeline Group Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,018 $399K 0.27% +218 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,018 $399K 0.01% +64 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,016 $398K 0.03% +561 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,015 $397K 0.19% -118 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,012 $396K 0.01% +96 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,009 $395K 0.01% +12 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,005 $394K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,004 $393K 0.02% -280 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,002 $392K 0.05% new 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,000 $392K 0.01% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,000 $392K 0.04% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 998 $391K 0.28% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 998 $391K 0.18% +195 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 991 $388K 0.1% +148 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 990 $388K 0.21% -30 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 987 $387K 0.02% -638 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 927 $385K 0.14% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 971 $380K 0.04% +158 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 970 $380K 0.34% +77 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 966 $378K 0.11% 0 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 957 $375K 0.1% -125 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 957 $375K 0.01% +263 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 954 $374K 0.01% -649 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 948 $371K 0.09% -68 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 945 $370K 0.16% -3 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 943 $369K 0.28% +7 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 942 $369K 0.23% -78 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 935 $366K 0.27% +399 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 932 $365K 0.21% +27 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 932 $365K 0.01% -14 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 926 $363K 0.01% -145 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 918 $360K 0.04% 0 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 912 $357K 0.01% new 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 909 $356K 0.01% +41 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 908 $356K 0.01% -79 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 903 $354K 0.1% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 900 $352K 0.03% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 900 $352K 0.09% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 899 $352K 0.05% +22 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 896 $351K 0.04% -163 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 893 $350K 0.03% +2 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 890 $349K 0.06% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 889 $348K 0.06% +9 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 881 $345K 0.13% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 875 $343K 0.18% -92 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 869 $340K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 869 $340K 0.05% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 864 $338K <0.01% -138 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 863 $338K 0.43% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 863 $338K 0.01% +52 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 855 $335K 0.05% -1,612 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 854 $334K 0.06% +350 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 852 $334K 0.02% +307 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 840 $329K 0.03% -105 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 837 $328K 0.01% +1 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 836 $327K 0.04% +260 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 835 $327K 0.13% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 827 $324K 0.09% +123 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 816 $320K 0.07% +30 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 816 $320K 0.09% +28 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 737 $311K 0.05% -5 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 789 $309K 0.01% -20 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 784 $307K 0.06% -268 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 782 $306K 0.05% +70 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 780 $305K 0.01% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 775 $303K 0.01% -360 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 771 $302K 0.01% -30,985 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 770 $302K <0.01% +667 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 768 $301K 0.05% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 767 $300K 0.22% +78 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 766 $300K 0.19% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 765 $300K 0.02% +8 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 764 $299K 0.05% -143 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 761 $298K 0.06% +129 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 758 $297K 0.02% -38 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 755 $296K 0.13% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 753 $295K 0.12% -39 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 750 $294K 0.06% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 748 $293K 0.25% -203 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 746 $292K 0.02% -50 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 743 $291K 0.1% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 740 $290K 0.01% +140 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 738 $289K 0.04% +144 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 735 $288K 0.17% +74 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 734 $287K 0.11% +159 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 732 $287K 0.01% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 730 $286K 0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 730 $286K 0.03% +19 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 728 $285K 0.01% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 722 $283K 0.14% +162 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 716 $280K 0.08% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 709 $278K 0.01% +2 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 709 $278K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 708 $277K 0.05% -52 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 699 $274K 0.01% +247 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 698 $273K 0.04% +157 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 695 $272K 0.18% +27 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 694 $272K 0.02% -190 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 664 $271K 0.01% -26 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 691 $271K 0.01% +158 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 640 $270K 0.18% -181 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 682 $267K 0.14% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 680 $266K 0.08% +23 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 679 $266K 0.1% +2 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 679 $266K <0.01% +55 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 630 $265K 0.07% -42 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,435 $265K 0.09% +843 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 657 $265K 0.01% +113 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 673 $264K 0.18% -149 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 671 $263K 0.13% -20 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 672 $261K 0.03% -1,681 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 663 $260K 0.14% +7 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 662 $259K 0.04% -84 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 660 $258K 0.17% -41 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 656 $257K 0.01% -110 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 655 $257K 0.05% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 653 $256K 0.02% -124 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 651 $255K 0.06% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 649 $254K 0.12% -34 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 648 $254K 0.01% +224 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 647 $253K <0.01% -90 13F-HR/A Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 645 $253K 0.03% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 640 $251K 0.07% -33 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 638 $250K <0.01% -997 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 634 $248K <0.01% -60,392 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 632 $247K 0.09% +28 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 631 $247K 0.03% -2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 629 $246K 0.01% -3,035 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 629 $246K 0.04% +28 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 628 $246K 0.02% -123 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 628 $246K <0.01% +3 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 626 $245K 0.04% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 621 $243K 0.01% -87 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 620 $243K 0.03% -21 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 620 $243K <0.01% +49 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 616 $241K 0.04% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 615 $241K 0.09% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 614 $240K 0.02% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 614 $240K 0.01% -162 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 611 $239K <0.01% -2 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 611 $239K 0.01% +81 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 609 $239K 0.02% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 609 $239K 0.06% -103 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 607 $238K 0.01% -10 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 605 $237K 0.06% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 600 $235K <0.01% +13 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 597 $234K 0.03% -3,145 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berman McAleer LLC More: the full row for Berman McAleer LLC 597 $234K 0.03% 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 596 $233K <0.01% -22,012 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 592 $232K <0.01% -1,008 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 591 $231K 0.13% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 589 $231K 0.08% -100 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 587 $230K 0.03% -121 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 587 $230K <0.01% +38 13F-HR Timeline Group JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 586 $230K 0.13% +5 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 586 $230K 0.1% +18 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 585 $229K 0.05% +84 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 585 $229K 0.06% -20 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 576 $226K 0.01% -45 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 498 $225K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 574 $225K 0.22% -145 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 572 $224K <0.01% +91 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 569 $223K 0.02% -1,002 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 568 $222K <0.01% -24 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 567 $222K 0.09% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 563 $220K 0.01% -33 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 561 $220K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 561 $220K <0.01% +62 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 559 $219K 0.07% -50 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 556 $218K 0.01% +20 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 555 $217K 0.01% new 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 555 $217K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 555 $217K 0.05% +279 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 554 $217K 0.02% -83 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 538 $217K 0.04% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 553 $217K 0.04% +55 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 550 $215K 0.06% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 549 $215K 0.12% +36 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 548 $215K 0.02% -53 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 547 $214K 0.08% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 539 $211K <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 539 $211K 0.01% -67 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 536 $210K 0.04% 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 536 $210K 0.05% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 506 $210K 0.01% +36 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 534 $209K 0.03% -36 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 469 $209K 0.01% -13 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 532 $208K 0.02% -454 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 480 $208K 0.03% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 532 $208K 0.02% -36 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 531 $208K 0.01% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 530 $208K 0.17% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elm Partners Management LLC More: the full row for Elm Partners Management LLC 530 $208K 0.01% new 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 524 $205K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 522 $204K 0.07% -17 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 480 $204K 0.05% 0 13F-HR Timeline