Burt Wealth Advisors More: the full row for Burt Wealth Advisors 5,101 $428K 0.1% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 5,046 $427K 1.11% -17,500 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,093 $427K 0.19% +2,300 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,093 $427K 0.03% -4,038 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,088 $426K 0.2% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,087 $426K 0.03% -147 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,079 $426K 0.02% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,078 $426K 0.33% +28 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,063 $424K 0.12% +4 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,031 $422K 0.24% +25 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,029 $422K 0.04% -171 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,016 $420K 0.03% +139 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,014 $420K 0.15% -518 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,012 $420K 0.12% -376 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 5,000 $419K 0.11% 0 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 5,000 $419K 0.02% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 5,000 $419K 0.68% -4,280 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,998 $419K 0.3% +358 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 4,997 $419K 0.01% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,994 $419K 0.05% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,968 $416K 0.07% +547 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,966 $416K 0.16% +248 13F-HR/A Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,957 $416K 0.14% +333 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,947 $415K 0.05% -219 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,950 $415K 0.04% +2,334 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,950 $415K 0.03% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,948 $415K 0.14% -262 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,932 $413K 0.21% -56 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,927 $413K 0.02% +924 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,924 $413K 0.1% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,920 $412K 0.18% +551 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,916 $412K 0.02% +2,062 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,910 $412K 0.25% -400 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,904 $411K 0.01% +613 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,900 $411K 0.05% -95 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,899 $411K 0.04% -3 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,898 $411K 0.02% -20 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,895 $410K 0.15% +231 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,880 $409K 0.08% +4 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,879 $409K 0.02% +113 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,873 $408K 0.08% -25 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 4,872 $408K 0.05% new 13F-HR Timeline Group Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 4,871 $408K 0.26% +23 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 4,856 $407K 0.08% +11 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,850 $407K 0.3% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,845 $406K 0.15% -54 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,831 $405K 0.05% +2,109 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,831 $405K 0.06% +708 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,827 $405K 0.09% -189 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,826 $405K 0.02% +204 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 4,812 $403K 0.05% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 4,763 $403K 0.57% 13F-HR/A Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,807 $403K 0.33% +32 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,800 $402K 0.21% 0 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,796 $402K 0.03% -393 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,771 $400K 0.11% +51 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,763 $399K 0.1% +63 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,763 $399K 0.07% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,757 $399K 0.07% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,739 $397K 0.04% -500 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 4,735 $397K 0.16% +1,875 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,735 $397K 0.17% +3 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,732 $397K 0.02% +855 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,729 $396K 0.29% +691 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,722 $396K 0.05% +105 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,721 $396K 0.01% -3,999 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,718 $395K 0.23% -127 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 4,697 $394K 0.21% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,675 $392K 0.03% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 4,673 $392K 0.18% +2 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,884 $391K 0.05% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,668 $391K 0.01% -42,072 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,564 $391K 0.08% +683 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,642 $389K 0.02% +14 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 4,638 $389K 0.27% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,631 $388K 0.07% +1,290 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,622 $387K 0.05% +1,471 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,593 $385K 0.13% +193 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,582 $384K 0.11% +86 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 4,561 $382K 0.2% +36 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,560 $382K 0.22% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,559 $382K 0.03% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,556 $382K 0.07% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,553 $382K 0.05% +151 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,542 $381K 0.09% -56 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,538 $380K 0.1% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,526 $379K 0.02% -437 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,511 $378K 0.08% +118 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,509 $378K 0.1% new 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,500 $377K 0.21% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,500 $377K <0.01% +10 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,496 $377K 0.17% +22 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,480 $376K 0.02% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,472 $375K 0.2% -113 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,465 $374K 0.05% +1,008 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,458 $374K 0.13% +1,168 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,448 $373K 0.04% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,441 $372K <0.01% -1,360 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 4,602 $372K 0.1% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,440 $372K 0.12% +91 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,440 $372K 0.08% -26 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,432 $371K 0.15% +25 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,431 $371K 0.03% -1,015 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,431 $371K 0.25% +38 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,422 $371K 0.02% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,417 $370K 0.37% -864 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 4,413 $370K 0.02% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 4,406 $369K 0.18% -84 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 4,400 $369K 0.09% 0 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 4,400 $369K 0.29% -32,700 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,399 $369K 0.06% +33 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,399 $369K 0.13% +178 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,372 $366K 0.07% -126 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,347 $364K 0.11% +49 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,343 $364K 0.08% +22 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 4,334 $363K 0.04% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,325 $363K 0.13% +294 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,324 $362K 0.11% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,353 $361K 0.04% -685 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,307 $361K 0.02% -150 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 4,295 $360K 0.09% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,294 $360K 0.12% 0 13F-HR Timeline American Trust More: the full row for American Trust 4,292 $360K 0.03% +1,430 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,283 $359K 0.19% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,278 $359K 0.08% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,276 $358K 0.15% +1 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,263 $357K 0.04% +60 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,263 $357K 0.09% -156 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,249 $356K 0.15% +303 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,241 $355K 0.06% +1,649 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,240 $355K 0.11% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,236 $355K 0.05% -1,702 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,231 $355K 0.04% +18 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,231 $355K 0.06% +152 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,230 $355K 0.03% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,220 $354K 0.16% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,219 $354K 0.14% +335 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,211 $353K 0.01% +1,140 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,210 $353K 0.01% -259 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,202 $352K 0.28% -309 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,200 $352K 0.07% +44 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,181 $350K 0.24% +1 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,179 $350K 0.25% -628 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,334 $350K 0.16% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,174 $350K 0.03% +717 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,168 $349K 0.04% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,166 $349K 0.13% +300 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,165 $349K 0.02% +674 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,159 $349K 0.08% -58 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 4,159 $349K 0.27% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,154 $348K 0.06% +1 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,148 $348K 0.1% -759 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,147 $348K 0.09% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,141 $347K 0.1% +58 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,134 $347K 0.1% -4 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,128 $346K 0.05% -32 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,123 $346K 0.23% +795 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,117 $345K 0.33% +572 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 4,117 $345K 0.2% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,185 $344K 0.13% +104 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,101 $344K 0.08% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,100 $344K 0.03% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,100 $344K 0.21% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,097 $343K 0.07% -288 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,239 $343K 0.13% -181 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,089 $343K 0.04% +450 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,076 $342K 0.03% +300 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,074 $342K 0.18% -1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,038 $341K <0.01% -130 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,068 $341K 0.01% -2,231 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,057 $340K 0.02% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,050 $339K 0.09% +41 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,047 $339K 0.04% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,036 $338K 0.09% -53 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,026 $337K 0.03% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,025 $337K 0.06% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 4,024 $337K 0.07% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,118 $337K 0.19% new 13F-HR/A Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,019 $337K 0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,017 $337K 0.09% +6 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,014 $336K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,008 $336K 0.05% +20 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,000 $335K 0.04% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 4,000 $335K 0.16% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,984 $334K 0.05% +20 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,979 $334K 0.04% -1,234 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,974 $333K 0.01% -33 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,969 $333K 0.01% -644 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,971 $333K 0.3% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 3,964 $332K 0.02% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,958 $332K 0.04% +886 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,957 $332K 0.09% +91 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 3,949 $331K 0.29% +37 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,947 $331K 0.04% +517 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,870 $329K 0.15% -925 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,918 $328K 0.2% +765 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,916 $328K 0.36% +88 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,909 $328K 0.01% +766 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,906 $327K 0.07% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,895 $326K 0.05% -49 13F-HR Timeline