Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,587 $325K 0.18% +4 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 3,586 $325K 0.22% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,572 $324K 0.1% -5 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,570 $324K 0.03% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,569 $324K 0.11% +74 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,568 $324K 0.03% -877 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,563 $323K 0.07% -458 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 3,560 $323K 0.06% +102 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,555 $323K 0.14% -387 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,554 $323K 0.03% +100 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,552 $322K 0.04% +8 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,552 $322K 0.25% -787 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,542 $321K 0.02% -718 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,542 $321K 0.18% -199 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,534 $321K 0.02% +135 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,533 $321K 0.04% +807 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 3,533 $321K 0.15% +5 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,531 $320K 0.1% 0 13F-HR Timeline Group Wills Financial Group LLC More: the full row for Wills Financial Group LLC 3,531 $320K 0.12% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,529 $320K 0.01% +308 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,528 $320K 0.21% +226 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for Graves Light Lenhart Wealth, Inc. 3,455 $314K 0.03% -391 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,434 $312K 0.04% -3,718 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,433 $312K 0.03% +1,057 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,429 $311K 0.01% +138 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,428 $311K 0.13% +11 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,425 $311K 0.19% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 3,416 $310K -1,177 Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,415 $310K 0.02% -210 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 3,407 $309K 0.06% -371 13F-HR/A Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,406 $309K 0.02% +87 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,400 $309K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,400 $309K 0.04% +177 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,388 $307K 0.08% +30 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,388 $307K 0.06% -92 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,382 $307K 0.09% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,378 $307K 0.03% +901 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,370 $306K 0.05% -448 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,369 $306K 0.1% -293 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,366 $305K 0.13% 0 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 3,237 $305K 0.18% +17 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,361 $305K 0.04% new 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 3,359 $305K 0.14% +749 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,353 $304K 0.04% +8 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,352 $304K 0.05% -2,510 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,345 $304K 0.07% +17 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,338 $303K 0.03% -3,286 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,786 $303K 0.02% -272 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,335 $303K 0.02% +530 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,333 $302K 0.01% +361 13F-HR Timeline Strategic Financial Services, Inc. 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More: the full row for Westside Investment Management, Inc. 3,281 $298K 0.04% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,279 $298K 0.27% -129 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,275 $297K 0.03% -3,839 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,270 $297K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,264 $296K 0.03% -1,623 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,263 $296K 0.16% 0 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 3,256 $295K 0.25% +18 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,251 $295K 0.35% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,249 $295K 0.04% +40 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,249 $295K 0.03% -392 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,248 $295K 0.22% +229 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,247 $295K 0.02% -124 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 3,239 $294K 0.03% +2,848 13F-HR Timeline Group BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,239 $294K 0.12% +173 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 3,229 $293K 0.24% +1 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,225 $293K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,222 $292K 0.3% -508 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,202 $291K 0.03% +1,011 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,202 $291K 0.03% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,201 $290K 0.08% -662 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,200 $290K 0.09% -550 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,196 $290K 0.17% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,195 $290K 0.09% -86 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,178 $288K 0.12% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,070 $288K 0.1% +221 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,176 $288K 0.03% +557 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,175 $288K 0.21% +421 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,059 $288K 0.04% +436 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,173 $288K 0.03% -160 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,168 $287K 0.07% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,051 $287K 0.13% +30 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 3,156 $286K <0.01% -11,925 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,148 $286K 0.02% -709 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,034 $285K 0.19% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,133 $284K 0.04% +7 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,129 $284K 0.03% +25 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,125 $284K 0.15% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,119 $283K 0.04% +653 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,123 $283K 0.07% +365 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,114 $283K 0.15% +162 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,110 $282K 0.03% -4 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,100 $281K 0.05% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,096 $281K 0.06% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,095 $281K 0.04% -151 13F-HR/A Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,093 $281K 0.03% +580 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,084 $280K 0.01% +106 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 3,078 $279K 0.25% -275 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 3,078 $279K 0.17% -7 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 3,065 $278K 0.09% +250 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,062 $278K 0.22% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,058 $277K 0.03% -202 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,057 $277K 0.1% -22 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,052 $277K 0.02% -90 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. 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More: the full row for SJS Investment Consulting Inc. 3,030 $275K 0.03% +70 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,695 $274K 0.07% -2,811 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 2,505 $274K 0.15% 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,072 $273K 0.04% -461 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,011 $273K 0.06% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,005 $273K 0.06% +21 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,000 $272K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Widmann Financial Services, Inc. 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BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,956 $268K 0.18% -502 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,949 $268K 0.19% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,947 $267K 0.02% -412 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,946 $267K 0.01% new 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,940 $267K 0.16% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,925 $265K 0.13% -254 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,920 $265K 0.05% -1,092 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,020 $264K 0.04% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,909 $264K <0.01% +462 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,625 $264K 0.03% -47 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,909 $264K 0.08% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,569 $264K 0.01% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,907 $264K 0.02% +2 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,905 $264K 0.05% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,904 $264K 0.02% +350 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,899 $263K 0.08% +81 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 2,897 $263K 0.16% -578 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,890 $262K 0.07% +5 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,888 $262K 0.12% +152 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,881 $261K 0.02% -120 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,880 $261K 0.04% -81 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 2,879 $261K 0.05% new 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 2,878 $261K 0.17% 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 2,874 $261K 0.58% -220 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,869 $260K 0.01% -1,133 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,866 $260K 0.11% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,855 $259K 0.1% +92 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,854 $259K 0.13% -221 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,850 $259K 0.06% -1,075 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,806 $258K 0.04% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,840 $258K 0.16% -591 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,837 $257K 0.14% -207 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,836 $257K 0.06% +94 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,833 $257K 0.09% +1,614 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,832 $257K 0.1% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,829 $257K 0.02% -814 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,819 $256K 0.15% -99 13F-HR Timeline Spectrum Investment Advisors, Inc. 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