Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,653 $1.17M 0.49% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,652 $1.17M 0.49% +530 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,651 $1.17M 0.52% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,647 $1.17M 0.15% +60 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,644 $1.17M 0.47% -394 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 4,641 $1.17M 1.05% +38 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,629 $1.16M 0.42% -425 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,727 $1.16M 0.91% +227 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 4,623 $1.16M 0.78% +162 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,617 $1.16M 0.01% -1,502 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,615 $1.16M 0.22% -210 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,612 $1.16M 0.27% -180 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,610 $1.16M 0.19% +1,645 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,609 $1.16M 0.74% +487 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 4,590 $1.16M 0.5% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,589 $1.15M 0.12% -441 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,581 $1.15M 0.08% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 4,581 $1.15M 0.69% +1,081 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,577 $1.15M 0.36% +1,067 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,574 $1.15M 0.53% +127 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 4,574 $1.15M 0.11% -1,323 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,563 $1.15M 0.04% +569 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,553 $1.15M 0.83% -66 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,550 $1.14M 0.23% +95 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 4,547 $1.14M 0.32% +174 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,532 $1.14M 0.28% -2 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,514 $1.14M 0.31% -60 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,506 $1.13M 0.23% -166 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,504 $1.13M 0.14% -2,284 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,500 $1.13M 0.04% 0 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,499 $1.13M 0.23% +32 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,500 $1.13M 0.14% +1,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,497 $1.13M 0.45% -152 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,478 $1.13M 0.72% -785 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 4,457 $1.12M 0.35% +587 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,457 $1.12M 0.22% +42 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,570 $1.12M 0.73% -67 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 4,437 $1.12M 0.22% +27 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 4,418 $1.11M 0.26% -22 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,413 $1.11M 0.25% +1 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,409 $1.11M 0.32% +60 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,402 $1.11M 0.96% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,402 $1.11M 0.42% +116 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,398 $1.11M 0.22% +168 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,388 $1.1M 0.07% -87,009 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,387 $1.1M 0.24% -652 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,375 $1.1M 0.44% 0 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,363 $1.1M 0.62% -86 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,355 $1.1M 0.19% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,355 $1.1M 0.42% +260 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,334 $1.1M 0.12% +692 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,352 $1.1M 1.04% -29 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,348 $1.09M 0.11% new 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,347 $1.09M 0.1% +19 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,344 $1.09M 0.21% +134 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,335 $1.09M 0.07% +717 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 4,328 $1.09M 0.38% -263 13F-HR Timeline TOBAM More: the full row for TOBAM 4,327 $1.09M 0.26% +4,200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,326 $1.09M 0.07% -363 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,316 $1.09M 0.26% +13 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,372 $1.08M 0.26% -220 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,307 $1.08M 0.71% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,314 $1.08M 0.71% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,300 $1.08M 0.25% +1 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,300 $1.08M 0.13% +1,249 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 4,299 $1.08M 0.6% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,298 $1.08M 0.37% +1,445 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,295 $1.08M 0.14% +129 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,279 $1.08M 0.13% -14 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,275 $1.08M 0.14% +408 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,254 $1.08M 0.37% +1 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,269 $1.07M 0.12% -653 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,266 $1.07M 0.52% -348 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,291 $1.07M 0.32% +79 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,265 $1.07M 0.13% -257 13F-HR Timeline Group Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,249 $1.07M 0.67% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,200 $1.07M 0.04% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,226 $1.06M 0.13% +432 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,225 $1.06M 0.21% -26 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,219 $1.06M 0.28% +25 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 4,203 $1.06M 0.15% -300 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,201 $1.06M 0.19% +296 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 4,200 $1.06M 0.19% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,198 $1.06M 0.09% -258 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 4,193 $1.06M 0.58% -3,670 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 4,211 $1.05M 0.69% -788 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,157 $1.05M 0.13% +419 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,155 $1.05M 0.05% 0 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 4,154 $1.05M 0.42% 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,149 $1.04M 0.2% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,149 $1.04M 0.2% +204 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,148 $1.04M 0.08% +303 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,147 $1.04M 0.2% -110 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,146 $1.04M 0.47% +44 13F-HR/A Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,146 $1.04M 0.09% +207 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,145 $1.04M 0.65% +1,975 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,143 $1.04M 0.11% +248 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,135 $1.04M 0.19% +141 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 4,133 $1.04M 0.79% +612 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,132 $1.04M 0.13% +108 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,125 $1.04M 0.01% +1,935 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,113 $1.03M 0.2% 0 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 4,109 $1.03M 0.61% -41,606 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,109 $1.03M 0.46% -97 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 4,107 $1.03M 0.71% +289 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,097 $1.03M 0.22% +266 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,149 $1.03M 0.7% +50 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,092 $1.03M 0.41% +40 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,079 $1.03M 0.56% +1 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,077 $1.03M 0.37% +2 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,076 $1.03M 0.21% +52 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 4,070 $1.02M 0.27% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,069 $1.02M 0.02% -341 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,063 $1.02M 0.29% +366 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,061 $1.02M 0.21% +187 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,056 $1.02M 0.58% -47 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 4,056 $1.02M 0.8% +2 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4,052 $1.02M 0.08% +2,652 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,051 $1.02M 0.37% +173 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 4,106 $1.02M 0.37% +374 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,040 $1.02M 0.1% -721 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 4,037 $1.02M 0.03% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,965 $1.02M 0.27% +19 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,032 $1.01M 0.29% +70 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,031 $1.01M 0.35% -243 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,023 $1.01M 0.13% +16 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,023 $1.01M 0.1% -526 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,016 $1.01M 0.19% +56 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,013 $1.01M 0.79% -109 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 4,011 $1.01M 0.63% +1 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 4,003 $1.01M 0.23% -107 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,000 $1.01M 0.55% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,997 $1.01M 0.16% +436 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,996 $1.01M 0.08% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,995 $1.01M 0.05% 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,980 $1M 0.12% +31 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 3,980 $1M 0.04% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,978 $1M 0.03% +912 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,975 $1M 0.42% -402 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,975 $1M 0.15% -223 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,970 $999K 0.29% -900 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,963 $997K 0.16% -138 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 3,959 $996K 0.14% -3,141 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,951 $994K 0.38% +57 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,951 $994K 0.09% +251 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,947 $993K 0.59% +10 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,945 $993K 0.37% -149 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,945 $993K 0.27% -2,390 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,945 $993K 0.51% +106 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,940 $991K 0.06% +525 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,797 $991K 0.12% +1,014 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,936 $990K 0.23% -2,726 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,932 $989K 0.23% +214 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 3,917 $986K 0.69% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,915 $985K 0.78% +1 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,915 $985K 0.41% +961 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,915 $985K 0.08% +108 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,914 $985K 0.05% +55 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,862 $984K 0.33% +244 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,906 $983K 0.06% -776 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 3,893 $980K 0.34% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,891 $979K 0.24% +11 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,889 $979K 0.14% +224 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,883 $977K 0.54% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,882 $977K 0.65% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,881 $977K 0.24% +107 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,871 $974K 0.12% -126 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,869 $974K 0.02% -1,276 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,858 $971K 0.66% +167 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Holocene Advisors, LP More: the full row for Holocene Advisors, LP 3,855 $970K <0.01% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,854 $970K 0.48% +4 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,851 $969K 0.15% +428 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,850 $969K 0.98% -102 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,846 $968K 0.16% -89 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,901 $967K 0.33% +377 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,842 $967K 0.4% +27 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,842 $967K 0.74% +37 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 3,841 $967K 0.64% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,834 $965K 0.17% -246 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,817 $961K 0.22% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,815 $960K 0.06% -59 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,814 $960K 0.03% +143 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,813 $960K 0.06% +12 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 3,809 $958K 0.5% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3,729 $958K 0.35% +180 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,760 $958K 0.12% -58 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,802 $957K 0.27% -120 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,802 $957K 0.2% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,787 $953K 0.97% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,768 $948K 0.06% +197 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 3,761 $946K 0.7% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,761 $946K 0.14% +198 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,751 $944K 0.47% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,747 $943K 0.72% +50 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3,743 $942K 0.06% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,743 $942K 0.02% +1,244 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 3,739 $941K 0.16% +49 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,737 $940K 0.07% +237 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,731 $939K 0.31% +83 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,720 $936K 0.05% -11 13F-HR Timeline