PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 3,640 $618K 0.27% -147 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,613 $614K 0.01% -274 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,610 $613K 0.01% +683 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,609 $613K 0.16% -80 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,603 $612K 0.26% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 3,600 $612K 0.02% -17,000 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,598 $611K 0.1% -289 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,569 $606K 0.09% +1,130 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,491 $605K 0.02% +478 13F-HR Timeline Group RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 3,559 $605K 0.16% +62 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,543 $602K 0.07% new 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 3,543 $602K 0.05% -250 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,515 $597K 0.12% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,515 $597K 0.16% new 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,507 $596K 0.02% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,501 $595K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,487 $592K 0.27% +457 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,481 $591K 0.41% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,480 $591K 0.01% -61 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,477 $591K 0.29% +369 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,474 $590K 0.2% -226 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,473 $590K 0.02% +190 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,469 $589K 0.07% -1,022 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,463 $588K 0.07% +1,696 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 3,457 $587K 0.39% -364 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 3,456 $587K 0.07% +86 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,454 $587K 0.07% +1,045 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,452 $586K 0.04% -1,289 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,451 $586K 0.4% -72 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 3,441 $585K 0.31% +49 13F-HR/A Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,440 $584K 0.24% -200 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,428 $582K 0.24% +447 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,406 $579K 0.24% +137 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,390 $576K 0.53% -50 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,387 $575K 0.03% +30 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 3,386 $575K 0.27% -307 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,384 $575K 0.22% -1,249 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,381 $574K 0.1% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,379 $574K 0.05% +383 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,362 $571K -1,207 Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,359 $571K 0.03% -2,560 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 3,357 $570K 0.24% +398 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,344 $568K 0.02% -100 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,342 $568K 0.04% +129 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 3,311 $562K 0.42% new 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,310 $562K 0.33% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,294 $560K 0.02% +1,249 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,292 $559K 0.01% new 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,291 $559K 0.02% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,285 $558K 0.05% +903 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,280 $557K 0.34% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,264 $554K 0.15% -42 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,250 $552K 0.11% 0 13F-HR/A Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,161 $550K 0.06% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,239 $550K 0.07% -649 13F-HR/A Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,234 $549K 0.13% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 3,230 $549K 0.04% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,229 $549K 0.04% -9,507 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,226 $548K 0.01% +48 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,225 $548K 0.06% -45 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,219 $547K 0.05% +159 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,218 $547K 0.12% +463 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,215 $546K 0.33% -4,292 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,214 $546K 0.04% +507 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,209 $545K 0.03% +362 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,202 $544K 0.23% -2,200 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,201 $544K 0.06% +602 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,200 $544K 0.4% +170 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,200 $544K 0.11% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,200 $544K 0.38% new 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 3,191 $542K 0.32% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,189 $542K 0.43% +291 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,183 $541K 0.06% -2,148 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,181 $540K 0.03% +1,438 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,180 $540K 0.05% +99 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,228 $538K 0.06% 0 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 3,138 $533K 0.01% -297 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,137 $533K 0.16% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,131 $532K 0.08% -24,423 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,128 $531K 0.06% +937 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,124 $531K 0.01% -109,777 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,119 $530K 0.33% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3,106 $527K 0.23% +61 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,089 $525K 0.05% +46 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 3,087 $524K 0.45% -1,230 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 2,657 $524K 0.61% +11 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,084 $524K 0.1% +6 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,081 $523K 0.32% -202 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,079 $523K 0.06% -1,307 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,052 $518K 0.32% +73 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,033 $515K 0.01% +204 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,972 $515K 0.15% -40 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,019 $513K 0.32% +597 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,010 $511K 0.05% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,009 $511K 0.24% +266 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,001 $510K 0.02% -967 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,000 $510K 0.19% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,996 $509K 0.31% -326 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,653 $508K 0.21% +645 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,981 $506K 0.11% +683 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,971 $505K 0.12% +100 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,967 $504K 0.03% +135 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,967 $504K 0.03% +541 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,965 $504K 0.07% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,886 $502K 0.17% +24 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,953 $502K 0.07% +606 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,948 $501K 0.15% +831 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2,939 $499K 0.38% -3 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,936 $499K 0.1% +2,766 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,935 $499K 0.37% -417 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,929 $498K 0.3% -200 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,929 $498K 0.05% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,927 $497K 0.1% +5 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,913 $495K 0.23% -15 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,909 $494K 0.03% +501 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,903 $493K 0.17% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,896 $492K 0.43% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,890 $491K 0.01% -192 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,882 $490K 0.08% -1,293 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,875 $488K 0.01% -4,352 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,868 $487K 0.11% -12,910 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,848 $484K 0.19% -903 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,844 $483K 0.01% -8 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,844 $483K 0.09% -1,045 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,840 $482K 0.06% +14 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,820 $479K 0.08% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,814 $478K 0.27% -26 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,813 $476K 0.06% -107 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,802 $476K 0.06% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,821 $476K 0.18% +429 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,794 $475K 0.04% +26 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,785 $473K 0.03% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,779 $472K 0.67% -432 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,774 $471K 0.02% +245 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,771 $471K 0.08% -128 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,765 $470K 0.04% -485 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,750 $467K 0.01% -112 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,750 $467K 0.17% -50 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,725 $463K 0.05% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,720 $462K 0.05% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,761 $462K 0.02% +1,534 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,712 $461K 0.04% new 13F-HR Timeline Group NBH Bank More: the full row for NBH Bank 2,706 $460K 0.19% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,699 $459K 0.18% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,697 $458K 0.23% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,240 $456K 0.25% +32 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,677 $455K 0.12% +252 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,673 $454K 0.04% +1,793 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,665 $453K 0.27% +149 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,663 $452K 0.02% -74 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,652 $451K 0.13% +2 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,649 $450K 0.03% +70 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,638 $448K 0.62% +28 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,634 $447K 0.37% +52 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,628 $446K 0.1% +100 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,620 $445K <0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,620 $445K 0.04% +588 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,614 $444K 0.01% +39 13F-HR Timeline Group Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,613 $444K 0.23% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,607 $443K 0.06% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,589 $440K 0.05% +100 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,636 $439K 0.09% -19 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,425 $439K 0.13% +291 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,568 $436K 0.28% +171 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,566 $436K 0.01% +613 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,565 $436K 0.03% -867 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,557 $434K 0.06% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,549 $433K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,530 $430K 0.06% -82 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,530 $430K 0.18% new 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,524 $429K 0.06% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,518 $428K <0.01% -16 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,513 $427K 0.06% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,511 $427K 0.02% +61 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,506 $426K 0.02% +377 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,493 $424K 0.04% +552 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 2,491 $423K 0.19% -13,764 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,495 $422K 0.1% +1,802 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,484 $422K 0.01% +803 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,480 $421K 0.29% -200 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,480 $421K 0.29% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,474 $420K 0.04% +203 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,473 $420K 0.26% +823 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,472 $420K 0.02% +200 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,468 $419K 0.12% -1,717 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,457 $417K 0.22% new 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,450 $416K 0.23% +6 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,448 $416K 0.26% -2,387 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 2,446 $416K 1.41% new 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,437 $414K 0.03% -1,186 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,437 $414K 0.07% -12,493 13F-HR Timeline Napean Trading & Investment Co (Singapo… More: the full row for Napean Trading & Investment Co (Singapore) PTE Ltd 2,434 $413K 0.14% -30,604 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,433 $413K 0.03% +29 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,429 $413K 0.13% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,460 $413K 0.05% -855 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,423 $412K 0.19% +51 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,421 $411K 0.04% +392 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,418 $411K 0.08% +78 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,403 $408K 0.04% -518 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,402 $408K 0.22% -17 13F-HR Timeline