CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 5,101 $2.19M 1.49% +416 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,924 $2.19M 0.05% +380 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,918 $2.19M 0.11% +1,582 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,902 $2.18M 0.87% +2,148 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 4,901 $2.18M 0.26% -320 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,890 $2.17M 0.11% -9,080 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,883 $2.17M 0.15% +22 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 4,875 $2.17M 0.9% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,872 $2.17M 0.46% -39 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,870 $2.17M 0.17% -49 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 4,861 $2.16M 0.73% +114 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 4,857 $2.16M 2.79% +4,016 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,320 $2.16M 0.11% -44 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,848 $2.16M 0.05% -336 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,839 $2.15M 0.89% +106 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 4,807 $2.14M 0.59% +3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,778 $2.12M 0.26% -3 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,763 $2.12M 0.22% +1 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,759 $2.12M 0.16% +259 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,758 $2.12M 0.03% -3,141 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,748 $2.11M 0.28% -1,908 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,737 $2.11M 0.39% -318 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,735 $2.11M 1.41% -25 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,729 $2.1M 0.07% -178 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,718 $2.1M 0.19% -704 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,715 $2.1M 0.76% +380 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,703 $2.09M 1.03% -290 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,685 $2.08M 0.31% -1,085 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,659 $2.07M 0.23% +34 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,797 $2.07M 0.46% -30 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,639 $2.06M 0.25% +1,900 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,638 $2.06M 0.07% +897 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,632 $2.06M 1.25% +223 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,621 $2.06M 0.41% -798 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,605 $2.05M 0.06% -268 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 4,588 $2.04M 0.03% -150 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,588 $2.04M 0.21% -173 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 4,583 $2.04M 0.65% +119 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 4,579 $2.04M 0.64% +1,521 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,577 $2.04M 2.01% +130 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,544 $2.02M 0.16% -1,899 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,543 $2.02M 0.36% -1,132 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,539 $2.02M 0.36% -45 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,532 $2.02M 0.04% +120 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,524 $2.01M 0.29% -475 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 4,507 $2M 0.06% -217 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,540 $2M 0.17% -1,373,850 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,472 $1.99M 0.14% +3,400 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,467 $1.99M 0.22% +902 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,452 $1.98M 0.07% -21,100 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,433 $1.97M 1.93% 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 4,393 $1.95M 0.25% -8 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,393 $1.95M 0.26% +1,872 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,383 $1.95M 0.18% -98 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,381 $1.95M 0.03% +906 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,372 $1.94M 0.08% -128 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,371 $1.94M 0.17% +15 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,349 $1.93M 0.92% +19 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,343 $1.93M 0.71% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,331 $1.93M 0.14% -2,622 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,324 $1.92M 0.3% +1,447 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 4,317 $1.92M 1.45% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,313 $1.92M 0.45% -29 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,304 $1.91M 0.09% -69 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 4,297 $1.91M 0.12% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,283 $1.9M 0.48% +133 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,268 $1.9M 0.44% +4 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,264 $1.9M 0.23% +1,056 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,260 $1.89M 1.01% +5 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,252 $1.89M 0.03% +417 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,249 $1.89M 0.13% -205 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,243 $1.89M 0.05% +90 13F-HR Timeline Group Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 4,241 $1.89M 1.5% -374 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 4,236 $1.88M 0.35% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,224 $1.88M 0.21% +497 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,220 $1.88M 0.38% -251 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,220 $1.88M 0.06% +285 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,219 $1.88M 0.06% -696 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,219 $1.88M 0.16% +584 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,219 $1.88M 0.14% +3,224 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,214 $1.87M 0.09% -10,633 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,212 $1.87M 0.68% -1,043 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,197 $1.87M -517 Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,193 $1.86M 0.48% -129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 4,191 $1.86M 0.31% 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,167 $1.85M 0.75% +75 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,162 $1.85M 1.17% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,125 $1.83M 0.11% -624 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,123 $1.83M 0.44% +123 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,120 $1.83M 0.48% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,117 $1.83M 0.03% -1,227 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 4,110 $1.83M 0.7% -130 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,109 $1.83M 0.12% +157 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,109 $1.83M 0.11% -81 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,100 $1.82M 0.34% +147 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,094 $1.82M 0.13% -134 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,078 $1.81M 1.1% +431 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,050 $1.8M 0.19% -682 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,042 $1.8M 1.25% +60 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 4,017 $1.79M 1.81% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,005 $1.78M 0.06% +18 13F-HR Timeline Group Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 4,005 $1.78M 1.54% -148 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,985 $1.77M 0.11% -189 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 3,980 $1.77M 0.48% +70 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,980 $1.77M 0.19% -190 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,971 $1.77M 0.25% +342 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3,973 $1.77M 0.4% -41 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,971 $1.77M 0.37% -4,572 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,923 $1.74M 0.69% -33 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,922 $1.74M 0.08% -9,709 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,922 $1.74M 0.13% +61 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,918 $1.74M 0.92% -128 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,913 $1.74M 0.36% +387 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,896 $1.73M 0.08% -50 13F-HR Timeline S&CO INC More: the full row for S&CO INC 3,887 $1.73M 0.12% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,877 $1.72M 0.76% +388 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,877 $1.72M 0.7% 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,868 $1.72M 0.23% -426 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 3,850 $1.71M 0.59% -2,360 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,838 $1.71M 0.09% -205 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,836 $1.71M 0.02% -5 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,291 $1.7M 1.18% +693 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,820 $1.7M 0.26% +1,965 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,819 $1.7M 0.18% +507 13F-HR Timeline STF Management LP More: the full row for STF Management LP 3,816 $1.7M 0.76% -2,693 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,813 $1.7M 0.22% -413 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,805 $1.69M 0.02% -250 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,789 $1.69M 0.12% -132 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,788 $1.68M 0.44% -61 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 3,786 $1.68M 0.82% +109 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,784 $1.68M 0.59% +1 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,779 $1.68M 0.46% -45 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,758 $1.67M 0.69% +12 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,745 $1.67M 0.93% +16 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,745 $1.67M 0.28% +18 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,736 $1.66M 0.09% -2,805 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,731 $1.66M 0.82% -96 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 3,730 $1.66M 1.59% 13F-HR/A Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,730 $1.66M 0.36% -2,826 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,728 $1.66M 0.49% -24 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,721 $1.65M 0.12% -240 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,718 $1.65M 0.08% +960 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,711 $1.65M 1.53% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,710 $1.65M 0.1% -68 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,706 $1.65M 0.92% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,705 $1.65M 0.07% -19,753 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,704 $1.65M 0.08% +154 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,683 $1.64M 0.17% -49 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,669 $1.63M 0.14% -2,146 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,654 $1.62M 0.24% +9 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,648 $1.62M 0.06% -272 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,646 $1.62M 0.09% +1,093 13F-HR/A Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,641 $1.62M 0.01% +33 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 3,640 $1.62M 0.97% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,634 $1.62M 0.19% +393 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,629 $1.61M 0.12% +1,633 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,622 $1.61M 0.24% +416 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,614 $1.61M 0.21% +66 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,613 $1.61M 0.14% -44 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,613 $1.61M 0.1% +932 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 3,600 $1.6M 0.18% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,591 $1.6M 0.32% +510 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 3,560 $1.58M 0.04% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,558 $1.58M 0.67% +2,618 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 3,548 $1.58M 0.74% +60 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,548 $1.58M 0.09% +1,106 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 3,540 $1.57M 0.54% +2,695 13F-HR Timeline United Bank More: the full row for United Bank 3,535 $1.57M 0.66% +939 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,533 $1.57M 0.41% +16 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,522 $1.57M 0.02% -4,230 13F-HR/A Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,500 $1.56M 0.01% +2,372 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 3,495 $1.55M 0.47% -86 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,474 $1.54M 0.11% -16 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,463 $1.54M 0.4% -136 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,457 $1.54M 0.04% +60 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,456 $1.54M 0.05% 0 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,452 $1.54M 0.47% -130 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,451 $1.53M 0.08% -130 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,451 $1.53M 1.59% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,451 $1.53M 0.71% +121 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,443 $1.53M 0.09% +501 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 3,442 $1.53M 0.56% +250 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,435 $1.53M 0.15% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,658 $1.53M 0.09% -82 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,432 $1.53M 0.05% -1,822 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,429 $1.52M 0.21% +75 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,415 $1.52M 0.13% -83 13F-HR Timeline LGT Fund Management Co Ltd. 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