MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,140 $277K 0.03% -56 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,140 $277K 0.09% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,137 $276K 0.02% -298 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,137 $276K 0.07% new 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 1,125 $273K 2.53% new 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 1,125 $273K 0.3% +225 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,123 $273K 0.08% +443 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,116 $271K 0.11% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,115 $271K 0.06% -212 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,104 $268K 0.04% -471 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,100 $267K 0.01% -308 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,096 $266K 0.02% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,094 $266K 0.07% -7 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,089 $265K 0.04% +294 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,089 $265K 0.24% +199 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,088 $264K 0.04% -874 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,087 $264K 0.01% -934 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,086 $264K 0.09% +546 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,084 $263K 0.06% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,083 $263K 0.05% +160 13F-HR Timeline City State Bank More: the full row for City State Bank 1,081 $263K 0.07% +460 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,076 $262K 0.04% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,076 $262K 0.11% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,073 $261K 0.21% +152 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,073 $261K <0.01% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,073 $261K 0.04% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,055 $261K 0.03% -8,612 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,072 $261K 0.02% -207 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,070 $260K 0.05% +7 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,065 $259K 0.04% +3 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,062 $258K 0.1% +8 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,062 $258K 0.11% -186 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,058 $257K 0.27% 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,057 $257K 0.01% -222 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,055 $256K 0.06% -62 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,053 $256K 0.08% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,050 $255K 0.02% -972 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,050 $255K 0.03% +17 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,047 $255K 0.01% -50 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,046 $254K 0.93% +422 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,045 $254K 0.09% +285 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,044 $254K 0.01% -1,518 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,042 $253K 0.02% -223 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,041 $253K 0.01% -146 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,040 $253K 0.04% -2,000 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,037 $252K 0.09% +148 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,035 $252K 0.16% -208 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,033 $251K 0.07% 0 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,031 $251K 0.02% -6 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 1,030 $250K 0.21% +79 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,029 $250K 0.01% +200 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,026 $249K 0.08% +5 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,013 $246K 0.02% new 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,013 $246K 0.18% +323 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,011 $246K 0.07% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,010 $246K 0.02% +635 13F-HR Timeline Group PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,010 $246K <0.01% +173 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,009 $245K 0.01% -17 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,005 $244K 0.01% +234 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,003 $244K 0.01% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,003 $244K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,003 $244K 0.03% -200 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,000 $243K 0.02% +300 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,000 $243K 0.1% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 998 $243K 0.24% -38 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 997 $242K 0.22% -11 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 997 $242K -2,185 Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 996 $242K 0.01% -32 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 993 $241K 0.04% -571 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,006 $241K 0.06% +400 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 990 $241K 0.02% -539 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 984 $239K 0.05% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 980 $238K 0.02% -2,675 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 975 $237K 0.02% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 972 $236K 0.03% -63 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 970 $236K 0.08% -920 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 969 $236K 0.03% -97 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 967 $235K 0.04% +159 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 966 $235K 0.01% -2,968 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 965 $235K 0.07% -252 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 964 $234K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 964 $234K 0.03% -83 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 960 $233K 0.02% +195 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 959 $233K 0.15% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 958 $233K 0.04% -80 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 956 $232K 0.01% -6,367 13F-HR Timeline Williams Jones Wealth Management, LLC. 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More: the full row for Godfrey Financial Associates, Inc. 939 $228K 0.2% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 938 $228K 0.06% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 938 $228K <0.01% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 937 $228K 0.11% +190 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 935 $227K 0.08% +247 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 935 $227K 0.03% -1,016 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 932 $227K 0.02% -326 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 931 $226K 0.08% -641 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 931 $226K 0.08% -432 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 929 $226K 0.06% -931 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 929 $226K 0.07% -10 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 928 $226K 0.02% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 927 $225K 0.09% -202 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 927 $225K 0.02% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 925 $225K 0.2% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 925 $225K 0.08% -753 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 923 $224K 0.03% -493 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 899 $224K 0.06% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 918 $223K 0.02% -14 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 915 $222K 0.02% -5,973 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 915 $222K 0.01% -1,029 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 19,795 $222K 0.08% +152 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 915 $222K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 909 $221K 0.03% +105 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 907 $220K 0.14% -74 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 903 $220K 0.01% +238 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 901 $219K 0.01% -142 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 900 $219K 0.11% -68 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 899 $219K 0.02% +68 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 896 $218K 0.01% -38 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 896 $218K 0.04% -351 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 896 $218K 0.09% -37 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 896 $218K 0.08% +4 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 895 $218K 0.12% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 895 $217K 0.04% -64 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 893 $217K 0.13% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 888 $215K 0.03% -157 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 884 $215K 0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 883 $215K 0.02% -137 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 882 $214K 0.02% +294 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 881 $214K 0.05% +210 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 879 $214K 0.1% +53 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 878 $213K 0.07% -2,903 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 876 $213K 0.06% -69 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 876 $213K 0.04% new 13F-HR/A Timeline Zullo Investment Group, Inc. 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More: the full row for Hartford Financial Management Inc. 866 $211K 0.05% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 865 $210K 0.03% -72 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 864 $210K 0.08% -490 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 864 $210K 0.04% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 598 $209K 0.01% -55 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 860 $209K 0.2% +5 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 859 $209K 0.05% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 857 $208K 0.18% 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 857 $208K 0.09% -117 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 856 $208K 0.07% +281 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 855 $208K 0.12% new 13F-HR Timeline Core Wealth Advisors, Inc. 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More: the full row for AMG Asset Management Group, Inc. 825 $201K 0.16% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 821 $199K 0.03% -964 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 788 $199K 0.05% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 802 $195K 0.02% -325 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 800 $194K 0.16% -9 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 794 $193K 0.06% +8 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 780 $190K 0.06% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 780 $190K 0.07% -16 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 768 $187K 0.07% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 767 $186K 0.08% -15 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 754 $183K 0.08% -440 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 750 $182K 0.02% +100 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 755 $182K 0.01% +177 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 748 $182K 0.03% -302 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 728 $177K 0.11% -50 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 696 $169K 0.02% -95 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 695 $169K 0.01% -103 13F-HR Timeline