BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,245 $3.8M 1.07% -10,100 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 18,239 $3.8M 3.49% +6,392 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 18,235 $3.8M 0.33% +1,309 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 18,235 $3.8M 2.15% +994 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 18,234 $3.8M 1.05% +1,028 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 18,215 $3.79M 1.28% +3,028 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 18,193 $3.79M 0.43% -8,675 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 18,185 $3.79M 1.92% +1,320 13F-HR Timeline ANB BANK More: the full row for ANB BANK 18,176 $3.79M 1.53% -443 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17,938 $3.78M 0.79% +7,416 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 18,136 $3.78M 0.9% +1,201 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 18,793 $3.78M 0.73% -329 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 18,131 $3.78M 1.72% -10 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 18,130 $3.78M 1.84% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 18,117 $3.77M 1.09% +3,097 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 15,175 $3.77M 0.99% +1,774 13F-HR Timeline Heard Capital LLC More: the full row for Heard Capital LLC 18,060 $3.76M 0.19% +1,440 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 18,053 $3.76M 0.65% +370 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 18,050 $3.76M 0.8% +911 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 18,042 $3.76M 0.15% -814 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 18,021 $3.75M 1.64% +140 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 18,001 $3.75M 1.37% +35 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 18,000 $3.75M 0.82% +5,500 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 17,985 $3.75M 0.74% +627 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 17,983 $3.75M 1.29% +1,303 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 17,977 $3.74M 0.77% +424 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 17,962 $3.74M 0.76% +4,135 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 17,960 $3.74M 1.05% +802 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 17,956 $3.74M 0.63% +616 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 17,954 $3.74M 0.66% -9,762 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 17,953 $3.74M 2.09% +819 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 17,927 $3.73M 2.54% -1,143 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 17,921 $3.73M 0.19% -1,446 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 17,889 $3.73M 2.87% -196 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 17,887 $3.73M 2.39% -200 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 17,880 $3.72M 1.84% +2,895 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 17,879 $3.72M 0.26% -70,675 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 17,864 $3.72M 0.23% -113 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 17,843 $3.72M 1.7% -111 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 17,838 $3.72M 4.09% -889 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 17,814 $3.71M 0.76% +284 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 17,782 $3.7M 1.98% +167 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 17,781 $3.7M 1.86% +220 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,776 $3.7M 0.77% +622 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 17,773 $3.7M 2.43% +370 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 17,752 $3.7M 1.18% +2,733 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 17,711 $3.69M 1.71% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 17,704 $3.69M 1.97% +817 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 17,700 $3.69M 2.15% +700 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 17,669 $3.68M 1% +1,415 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 17,649 $3.68M 0.65% -1,802 13F-HR/A Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 17,628 $3.67M 1.59% -90 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 17,624 $3.67M 0.33% +175 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 17,608 $3.67M 1.09% -509 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 17,607 $3.67M 0.19% -246 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 17,601 $3.67M 2.46% +535 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 17,593 $3.66M 2.01% +131 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 17,583 $3.66M 1.32% +13,047 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 17,573 $3.66M 0.53% +410 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 17,563 $3.66M 1.09% -98 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 17,559 $3.66M 0.99% -299 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 17,557 $3.66M 1.77% +42 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 17,525 $3.65M 1.01% -706 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 17,509 $3.65M 1.28% +498 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17,497 $3.64M 0.78% +4,210 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 17,497 $3.64M 1.4% -12 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 17,486 $3.64M 0.71% -126,514 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 17,472 $3.64M 3.4% +1,429 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 17,472 $3.64M 2.12% 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 17,471 $3.64M 0.11% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 13,413 $3.64M 2.29% +1,362 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 15,155 $3.64M 1.07% +207 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 17,440 $3.63M 2.9% -222 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,416 $3.63M 0.01% +5,121 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 17,406 $3.63M 0.45% +3,139 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 17,377 $3.62M 0.43% +311 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 15,405 $3.62M 2.95% +71 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 17,363 $3.62M 1.62% -3,674 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 17,341 $3.61M 0.49% -12 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 17,335 $3.61M 0.06% -2,464 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 17,321 $3.61M 1.53% +581 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 17,317 $3.61M 2.64% +65 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 17,314 $3.61M 0.2% -7,224 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 17,308 $3.6M 0.95% -884 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 17,285 $3.6M 0.26% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 17,280 $3.6M 0.53% +179 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,274 $3.6M 0.68% -556 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 17,256 $3.59M 0.71% -2,492 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 17,251 $3.59M 0.21% +1,529 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 17,251 $3.59M 1.28% -5,398 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 17,240 $3.59M 3.64% +1,369 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 17,227 $3.59M 1.31% +926 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 17,206 $3.58M 0.31% +324 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 17,198 $3.58M 2.12% +120 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 17,195 $3.58M 0.58% +875 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 17,193 $3.58M 1.64% +1,249 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 17,193 $3.58M 2.02% +310 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 17,169 $3.58M 2.47% -2,108 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 17,166 $3.58M 0.41% +610 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 17,137 $3.57M 0.62% +1,050 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 17,121 $3.57M 3.04% -488 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 17,120 $3.57M 1.79% -309 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 17,118 $3.57M 0.58% +4,659 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 17,094 $3.56M 1.16% +222 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 17,087 $3.56M 1.11% +4,975 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 17,056 $3.55M 0.75% +525 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 17,052 $3.55M 0.34% -1,326 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 17,027 $3.55M 1.56% -200 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 17,019 $3.54M 1.35% -12,901 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 17,010 $3.54M 0.56% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 17,004 $3.54M 0.26% +10,494 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 16,970 $3.53M 1.37% -5,596 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 16,856 $3.51M 3.3% 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 16,848 $3.51M 2.66% +2,275 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 16,845 $3.51M 0.78% +1,085 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 16,829 $3.51M 0.47% -469 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,827 $3.5M 0.84% +763 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 16,808 $3.5M 2.72% +12,706 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 16,806 $3.5M 3.07% +46 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 16,804 $3.5M 0.25% +10 13F-HR/A Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 13,161 $3.5M 3.04% -233 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 16,797 $3.5M 3.13% +751 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 16,782 $3.5M 0.29% -738 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 16,780 $3.49M 0.06% +1,939 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 16,772 $3.49M 1.61% -167 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 16,761 $3.49M 0.35% +2,981 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 16,724 $3.48M 0.61% +1,978 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 16,707 $3.48M 0.56% +3,665 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 16,692 $3.48M 0.04% -1,232 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 16,675 $3.47M 0.39% -2,599 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 16,662 $3.47M 3.06% -52,382 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 16,639 $3.47M 3.18% +1,430 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 16,634 $3.46M 1.98% -572 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,630 $3.46M 1.37% -674 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 16,621 $3.46M 1.27% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 16,603 $3.46M 0.67% -1,326 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 16,598 $3.46M 1.45% -492 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 16,550 $3.45M 2.86% +180 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 16,555 $3.45M 0.93% +2,750 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 16,545 $3.45M 1.02% +624 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 16,525 $3.44M 0.59% +6,288 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 16,500 $3.44M 2.4% 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 16,477 $3.43M 0.49% +196 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 16,469 $3.43M 0.59% -916 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 16,421 $3.42M 0.45% -2,148 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 16,408 $3.42M 1.34% +881 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 16,402 $3.42M 0.99% +984 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 16,382 $3.41M 1.43% -7,025 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 16,381 $3.41M 0.37% -1,059 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 16,375 $3.41M 0.77% -144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 16,359 $3.41M 1.13% +511 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 16,343 $3.4M 0.72% -2,936 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 16,324 $3.4M 0.19% +2,223 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 16,308 $3.4M 1.06% +1,397 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 16,260 $3.39M 1.03% -936 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,242 $3.38M 0.96% -789 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16,236 $3.38M 1.54% -360 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 16,210 $3.38M 1.38% +353 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 16,203 $3.37M 1.63% -3,138 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 16,191 $3.37M 1.14% +258 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 16,184 $3.37M 1.72% +535 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 16,174 $3.37M 1.79% -135 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 16,160 $3.37M 2.53% +5,299 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 12,888 $3.37M 0.46% +5,980 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 16,155 $3.36M 0.98% 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 16,141 $3.36M 0.35% +3,433 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 16,120 $3.36M 1.01% -76 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 16,116 $3.36M 2.5% -5,288 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,105 $3.35M 0.48% -1,451 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 16,092 $3.35M 0.74% +1,918 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 16,088 $3.35M 1.04% -358 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 16,060 $3.34M 0.7% +8,641 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 16,054 $3.34M 2.19% +3,235 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 16,048 $3.34M 1.24% -835 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 16,042 $3.34M 0.91% +7,794 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 16,032 $3.34M 0.64% -580 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 16,009 $3.33M 2.47% +1,541 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 16,009 $3.33M 3.22% -1,677 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 16,000 $3.33M 0.1% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 15,981 $3.33M 1.9% +371 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 15,965 $3.33M 1.34% -220 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 15,958 $3.32M 0.71% +1,060 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 15,952 $3.32M 1.75% +635 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 15,949 $3.32M 1.37% -3,281 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 15,945 $3.32M 0.17% +260 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 15,905 $3.31M 0.9% -1,880 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 15,894 $3.31M 1.48% -795 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 15,888 $3.31M 1.87% -632 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 15,882 $3.31M 1.13% +4,369 13F-HR Timeline PCA Investment Advisory Services Inc. 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