Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,134 $421K 1.08% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,132 $420K 0.25% -54 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,131 $419K 0.17% +65 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,128 $418K 0.04% +149 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,128 $418K 0.46% -55 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 1,122 $416K 0.04% +178 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,148 $416K 0.05% -6 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,120 $415K 0.04% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,119 $415K 0.14% -313 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,116 $414K 0.15% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,115 $413K 0.21% +8 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,109 $411K 0.09% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,108 $411K 0.23% +24 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,117 $411K 0.22% -18 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 1,107 $411K 0.11% -4 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,107 $410K 0.16% +44 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,107 $410K 0.07% +14 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,103 $409K 0.31% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,102 $409K 0.03% -114 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,101 $408K 0.11% +58 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,101 $408K 0.08% +151 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for D'Orazio & Associates, Inc. 1,065 $395K 0.06% +1 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,065 $395K 0.05% +110 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 1,064 $395K 0.61% +2 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,063 $394K 0.23% +1 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,063 $394K 0.2% +25 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,061 $393K 0.16% -7 13F-HR Timeline Zullo Investment Group, Inc. 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More: the full row for StoneCrest Wealth Management, Inc. 1,011 $375K 0.24% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,008 $374K 0.05% -221 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,006 $373K <0.01% -11,241 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,002 $372K 0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,002 $371K 0.13% -370 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 991 $371K 0.21% +36 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,000 $371K 0.08% +1 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,000 $371K 0.17% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 999 $370K <0.01% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 998 $370K 0.43% +8 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 998 $370K 0.08% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 997 $370K 0.21% 0 13F-HR/A Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 993 $368K 0.21% +149 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 990 $367K 0.1% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,032 $367K 0.17% +27 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 989 $367K 0.33% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 988 $366K 0.21% +1 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 988 $366K 0.04% +128 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 987 $366K 0.11% -70 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 986 $366K 0.03% -91 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 983 $365K 0.18% +6 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 981 $364K 0.12% -402 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 975 $362K 0.01% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 973 $361K 0.23% -57 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 972 $360K 0.16% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 970 $360K 0.27% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 967 $359K 0.1% -68 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 960 $356K 0.05% -342 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 960 $356K 0.32% +330 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 957 $355K 0.03% +228 13F-HR Timeline Group Sustainable Growth Advisers, LP More: the full row for Sustainable Growth Advisers, LP 952 $353K <0.01% +105 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 951 $353K 0.04% +96 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 946 $351K 0.06% -146 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 946 $351K 0.23% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 944 $350K 0.15% +16 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 942 $349K 0.32% +47 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 941 $349K 0.07% +10 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 940 $349K 0.34% -10 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 940 $349K 0.07% +132 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 939 $348K 0.05% +1 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 938 $348K 0.15% 0 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 937 $348K 0.19% +66 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 937 $347K 0.02% +205 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 972 $347K 0.07% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 936 $347K 0.01% +201 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 934 $346K 0.01% -1,827 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 934 $346K 0.15% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 934 $346K 0.08% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 973 $346K 0.16% +1 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 931 $345K 0.23% -354 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 923 $342K 0.11% +1 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 922 $342K 0.01% -199 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 919 $341K 0.04% 0 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 919 $341K 0.26% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 919 $340K 0.03% +85 13F-HR/A Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 914 $339K 0.1% +5 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 913 $339K 0.03% -13 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 937 $338K 0.26% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 872 $338K 0.04% -375 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 905 $336K 0.31% -156 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 902 $334K 0.07% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 902 $334K 0.12% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 902 $334K 0.14% +57 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 901 $334K 0.08% +8 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 901 $334K 0.02% +6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 900 $334K 0.01% +139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 900 $334K 0.08% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 900 $334K 0.31% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 825 $306K 0.21% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 824 $305K 0.18% +1 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 823 $305K 0.06% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 823 $305K 0.07% +10 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 820 $304K 0.1% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 820 $304K 0.05% -435 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 819 $304K 0.04% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 818 $303K 0.03% -20 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 817 $302K 0.14% -29 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 814 $302K 0.03% +39 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 812 $301K 0.12% +662 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 810 $300K 0.13% +43 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 809 $300K 0.12% -88 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 808 $300K 0.25% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 806 $299K 0.19% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 804 $298K 0.16% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 790 $298K 0.1% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 803 $298K 0.08% +1 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 846 $298K 0.04% +174 13F-HR Timeline