Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 12,126 $494K 0.05% -846 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 12,097 $493K 0.22% -313 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 12,061 $491K 0.13% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 12,024 $490K 0.11% -95 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 12,019 $490K 0.16% +654 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 12,013 $489K 0.21% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 12,012 $489K 0.25% 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 12,000 $489K 0.23% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,999 $489K 0.09% +1,056 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 11,913 $485K 0.32% +1,108 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,892 $484K 0.05% +1,353 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,881 $484K 0.03% -1,018 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 11,878 $484K 0.01% -318 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 11,874 $484K 0.22% +6,659 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 11,868 $483K 0.45% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 11,867 $483K 0.06% -3,070 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,844 $482K 0.02% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 12,327 $482K 0.11% -1,820 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 11,824 $482K 0.12% +78 13F-HR Timeline Boit C F David More: the full row for Boit C F David 11,897 $481K 0.21% -1,300 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 11,814 $481K 0.73% +1,244 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 11,807 $481K 0.14% +1,135 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 11,792 $480K 0.13% -187 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 11,761 $479K 0.1% -200 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11,759 $479K 0.06% +160 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,743 $478K 0.18% -500 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 11,734 $478K 0.27% -1,691 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 9,732 $477K 0.42% 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 11,696 $476K 0.21% +4,266 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,652 $475K 0.07% -186 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 11,648 $474K 0.08% +941 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,640 $474K 0.14% -28 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,632 $474K 0.07% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 11,625 $473K 0.42% +2,967 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,620 $473K 0.13% +336 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 11,600 $472K 0.21% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 11,570 $471K 0.48% +3,520 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 11,559 $471K 0.05% -442 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,501 $468K 0.03% +1,857 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 11,478 $468K 0.21% +58 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 11,466 $467K 0.02% -300 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 11,443 $466K 0.06% +851 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,452 $466K 0.11% +236 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 11,431 $466K 0.03% new 13F-HR/A Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 11,413 $465K 0.11% -131 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 11,403 $464K 0.13% -1,060 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 11,397 $464K 0.13% +9 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 11,390 $464K 0.17% +2,547 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,379 $463K 0.03% +886 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 11,374 $463K 0.17% -224 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 11,374 $463K 0.32% -2,621 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 11,372 $463K 0.22% -1,959 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,348 $462K 0.07% -247 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 11,346 $462K 0.28% 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 11,348 $462K 0.04% -3,150 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 11,341 $462K 0.06% -4,397 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 11,336 $462K 0.35% -6,734 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 11,394 $462K 0.16% -102 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 11,332 $462K 0.11% -607 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 11,331 $461K 0.23% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 11,310 $461K 0.27% -425 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 11,307 $461K 0.32% -483 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 11,303 $460K 0.08% +2,316 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 11,290 $460K 0.09% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 11,286 $460K 0.33% -326 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,282 $460K 0.04% -1,046 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 11,272 $459K 0.05% -54 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,232 $458K 0.24% +89 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 11,243 $458K 0.02% +2,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 11,648 $457K 0.37% -3,053 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 11,156 $454K 0.25% -8,625 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,128 $453K 0.09% -130 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 11,125 $453K 0.03% +407 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 11,121 $453K 0.19% -2,075 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,103 $452K 0.05% -2,854 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 11,086 $452K 0.21% -2,191 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 11,082 $451K 0.16% 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 11,079 $451K 0.36% -813 13F-HR Timeline United Bank More: the full row for United Bank 11,075 $451K 0.15% +1,328 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,054 $450K 0.3% -1,999 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 11,047 $450K 0.13% +3,835 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 11,034 $449K 0.18% +1,000 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,057 $449K 0.06% +9 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,994 $448K 0.05% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 10,969 $447K 0.04% -1,874 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 10,967 $447K 0.07% +1,577 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 10,959 $446K 0.21% +1,009 13F-HR Timeline Group PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 10,958 $446K 0.35% -850 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 10,932 $445K 0.52% 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 10,902 $444K 0.41% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 10,863 $442K 0.07% +228 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,859 $442K 0.04% +707 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,856 $442K 0.03% -104 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 10,846 $442K 0.15% -557 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,836 $441K 0.01% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 10,825 $441K 0.23% 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 10,774 $439K 0.22% -4,657 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 10,770 $439K 0.19% -1,172 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,766 $438K 0.03% +3,407 13F-HR/A Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 10,747 $438K 0.1% +1,033 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,746 $438K 0.03% -7,198 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 10,742 $438K 0.03% +825 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 10,740 $437K 0.13% -111 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 10,735 $437K 0.17% -494 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 10,730 $437K 0.03% +181 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 10,690 $435K 0.06% -164 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 10,687 $435K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,676 $435K 0.08% -430 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 10,674 $435K 0.16% +189 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 10,671 $435K 0.36% 0 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 10,582 $431K 0.36% -742 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 10,565 $430K 0.26% +80 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 10,554 $430K 0.11% -2,316 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,547 $430K 0.04% -125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 9,257 $429K 0.16% +234 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 10,540 $429K 0.04% -1,250 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 10,529 $429K 0.17% -1,828 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,522 $429K 0.08% +250 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 10,520 $428K 0.27% +128 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 10,512 $428K 0.02% -1,000 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,500 $428K 0.08% -2,236 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 10,485 $427K 0.1% -24,070 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,466 $426K 0.31% +264 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 10,441 $425K 0.15% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 10,375 $423K 0.24% -1,290 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 10,356 $422K 0.22% 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,340 $421K 0.02% -140 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10,306 $420K 0.02% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 10,305 $420K 0.1% -5,355 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 10,301 $420K 0.06% -1,243 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,284 $419K 0.04% +3,755 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 10,404 $419K 0.14% -393 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,245 $417K 0.19% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,244 $417K 0.03% -153 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,559 $416K 0.01% new 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 10,192 $415K 0.13% -312 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 10,173 $414K 0.01% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 10,157 $414K 0.24% +2,533 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,153 $414K 0.14% -2,600 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,113 $412K 0.23% +832 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,109 $412K 0.06% +314 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 10,069 $410K 0.11% -8,616 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 10,067 $410K 0.08% -2,692 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,066 $410K 0.19% +36 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 10,047 $409K 0.09% 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 10,033 $409K 0.01% 0 13F-HR/A Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10,019 $408K 0.2% +97 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 10,004 $407K 0.18% +2,137 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 10,001 $407K 0.05% -1,098 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 9,994 $407K 0.33% +1,565 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 9,912 $404K 0.08% -6,284 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 9,893 $403K 0.08% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 9,886 $403K 0.09% -1,563 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 9,870 $402K 0.34% -1,235 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 9,852 $401K 0.1% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,820 $400K 0.03% -1,092 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 9,800 $399K 0.12% -722 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 9,792 $399K 0.36% -1,900 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,788 $399K 0.06% +240 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 9,758 $397K 0.32% 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 9,764 $397K 0.11% -839 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 9,741 $397K 0.25% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,730 $396K 0.18% -8 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 9,726 $396K 0.35% 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 9,705 $395K 0.25% +4,038 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 9,687 $395K 0.69% -222 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,850 $395K 0.05% +4 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 9,677 $394K 0.1% +898 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 9,677 $394K 0.13% -1,343 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 9,648 $393K 0.09% +484 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 9,623 $392K 0.06% -162 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,607 $391K 0.02% -107 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,596 $391K 0.03% +1,417 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 9,579 $390K 0.1% -1,804 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9,578 $390K 0.03% +553 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,422 $390K 0.08% -734 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,567 $390K 0.01% +528 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 9,557 $389K 0.1% +4,058 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,522 $388K 0.03% +38 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,522 $388K 0.06% -2,520 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,518 $388K 0.06% +40 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,513 $387K 0.18% +1,138 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 9,510 $387K 0.04% +3,842 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,461 $385K 0.02% -2,180 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 9,450 $385K 0.1% new 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 9,447 $385K 0.29% 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 9,445 $385K 0.21% -4,190 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,411 $383K 0.04% +1,306 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 9,398 $383K 0.16% +723 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 9,380 $382K 0.11% -2,023 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,358 $381K 0.05% -1,164 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,357 $381K 0.02% -108 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 8,081 $381K 0.15% -687 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,434 $380K 0.07% +1,278 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 9,323 $380K 0.1% +742 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 9,323 $380K 0.16% +883 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 9,306 $379K 0.11% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 9,305 $379K 0.17% -107 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,289 $378K 0.04% +577 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 9,262 $377K <0.01% +2,226 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.