Essex LLC More: the full row for Essex LLC 3,073 $301K 0.06% -148 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,073 $300K 0.44% +70 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,073 $300K 0.13% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,070 $300K 0.19% 0 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 3,069 $300K 0.13% -15 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 3,065 $300K 0.23% +16 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 3,060 $299K 0.15% -103 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,059 $299K 0.08% -33 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 3,060 $299K 0.11% new 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 3,050 $298K 0.01% -150 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,030 $296K 0.14% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,025 $296K 0.01% +160 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 3,024 $296K 0.15% +105 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,013 $295K 0.03% -655 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,009 $294K 0.27% -41 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 3,008 $294K 0.17% +85 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,006 $294K 0.11% 0 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,006 $294K 0.25% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,000 $293K 0.06% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,000 $293K 0.1% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,000 $293K 0.03% 0 13F-HR Timeline NWK Group, Inc. 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Beadell Investment Counsel, Inc. 3,000 $293K 0.22% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,995 $293K 0.18% +3 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,991 $292K 0.36% -654 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,990 $292K 0.14% -3 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 2,990 $292K 0.16% -716 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,989 $292K 0.08% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,989 $292K 0.29% -2 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 2,988 $292K 0.04% +110 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,984 $292K 0.12% 0 13F-HR Timeline Scott & Selber, Inc. 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More: the full row for Heritage Investment Group, Inc. 2,958 $289K 0.05% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,949 $288K 0.13% -41 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,948 $288K 0.21% +56 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,947 $288K 0.15% -205 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,946 $288K 0.07% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,932 $287K 0.03% +9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,884 $286K 0.06% -791 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,925 $286K 0.1% -20 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,921 $286K 0.13% 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,918 $285K 0.01% -86 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,917 $285K 0.09% +6 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 2,890 $284K 0.06% -53 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,891 $284K 0.05% +57 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,883 $282K 0.15% +33 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 2,880 $282K 0.05% +30 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for ETF Portfolio Partners, Inc. 2,859 $280K 0.08% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,850 $279K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,848 $278K 0.12% -167 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 2,848 $278K 0.1% -2,849 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,841 $278K 0.16% +4 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,825 $278K 0.1% +6 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,835 $277K 0.14% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,833 $277K 0.15% +96 13F-HR/A Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,833 $277K 0.05% +321 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 2,829 $277K 0.19% +28 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2,827 $276K 0.31% +55 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,817 $275K 0.2% -49 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,815 $275K 0.05% -25 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 2,809 $275K 0.13% -103 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,806 $274K 0.2% -405 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,796 $273K 0.06% +1,159 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,795 $273K 0.01% new 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,800 $272K 0.13% -300 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,777 $272K 0.02% +250 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,771 $271K 0.1% -18 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 2,767 $271K 0.01% +2,247 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,764 $270K 0.18% -741 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,762 $270K 0.22% -807 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 2,754 $269K 0.12% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 2,754 $269K 0.14% 0 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 2,745 $268K 0.03% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 2,745 $268K 0.08% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,739 $268K 0.08% +47 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 2,736 $268K 0.13% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,734 $267K 0.28% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,733 $267K 0.05% +66 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,732 $267K 0.01% +255 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,723 $266K 0.09% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,722 $266K 0.16% -21 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,720 $266K 0.03% 0 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 2,714 $265K 0.18% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,711 $265K 0.06% +12 13F-HR Timeline Colorado Capital Management, Inc. 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More: the full row for Stockman Wealth Management, Inc. 2,530 $247K 0.03% +206 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,525 $247K 0.03% +1 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,387 $247K 0.09% new 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,520 $246K 0.11% -600 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,518 $246K 0.14% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,517 $246K 0.02% 0 13F-HR/A Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,378 $246K 0.35% 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,505 $245K 0.2% +13 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,501 $245K 0.15% -399 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,496 $244K 0.18% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,494 $244K 0.06% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,486 $243K 0.14% +99 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 2,476 $242K 0.02% -28 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,475 $242K 0.16% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,475 $242K 0.01% -8,975 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,471 $242K 0.12% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,472 $241K 0.05% 0 13F-HR Timeline Lighthouse Wealth Management Inc. 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