Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,470 $818K 0.85% -50 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,452 $815K 0.12% -5,639 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 6,800 $811K 0.32% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,357 $803K 0.02% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,282 $802K 0.09% +648 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,336 $802K 0.06% +72 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 6,190 $800K 0.28% -464 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,322 $799K 0.6% -1,794 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,320 $799K 0.11% new 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 6,256 $790K 0.27% +700 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 6,230 $787K 0.24% -15 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,228 $787K 0.18% +135 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,223 $786K 0.1% +3,883 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,168 $779K 0.09% +2,564 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,167 $779K 0.05% 0 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 6,132 $776K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,140 $776K 0.01% +1,908 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 6,133 $775K 0.56% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,313 $774K 0.05% +28 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,127 $774K 0.22% -433 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 6,131 $774K 0.2% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 6,122 $774K 0.42% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,105 $771K 0.11% -1,373 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,050 $764K 0.04% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,047 $764K 0.01% -1,558 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 6,023 $761K 0.39% 0 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 6,022 $761K 0.21% -12,568 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,016 $760K 0.09% -1,242 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,012 $760K 0.04% +2,864 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,011 $759K 0.13% -1,357 13F-HR Timeline Group Settian Capital LP More: the full row for Settian Capital LP 6,000 $758K 0.53% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,988 $757K 0.23% +486 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,976 $755K 0.45% +3,046 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,975 $755K 0.01% +1,254 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,970 $754K 0.31% -1,228 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,969 $754K 0.05% -484 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 5,943 $751K 0.41% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,930 $749K 0.05% +1,196 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,975 $737K 0.12% -17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,830 $737K 0.07% +1,465 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,781 $730K 0.3% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,772 $729K 0.25% -1,195 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,764 $728K 0.45% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,754 $727K 0.09% -2,828 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,741 $725K 0.02% +1,245 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,729 $724K 0.25% +447 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $722K 0.31% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,695 $720K 0.15% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,648 $714K 0.07% +947 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,628 $711K 0.04% +1,681 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 5,959 $710K 0.23% -325 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,616 $710K 0.12% +645 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 5,602 $708K 0.21% -48 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 5,600 $708K 0.11% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 5,600 $708K 0.21% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,598 $707K 0.23% -1,317 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,576 $705K <0.01% -164 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 5,565 $703K 0.03% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,550 $701K 0.09% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,545 $701K 0.04% +1,474 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,535 $699K 0.14% +1,754 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,738 $698K 0.05% +2,768 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,498 $695K 0.19% -500 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 5,488 $693K <0.01% new 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 5,478 $692K 0.75% -40 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 5,476 $692K 0.14% +2,296 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,426 $685K 0.19% -25 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,410 $684K 0.03% -20 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,399 $682K 0.05% -6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,355 $677K 0.05% -35 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,339 $675K 0.03% +15 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 5,336 $674K 0.42% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,334 $674K 0.03% +65 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,293 $669K 0.02% -4,458 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 5,272 $667K 0.18% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,281 $666K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,226 $660K 0.07% +66 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,220 $660K 0.1% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,205 $658K 0.01% +232 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,187 $655K 0.2% +192 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,187 $655K 0.01% -6,777 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,185 $655K 0.03% -320 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,148 $651K 0.03% +2,062 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,134 $649K 0.18% +382 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,113 $646K 0.03% -762 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,105 $645K 0.1% +3,245 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,101 $645K 0.01% +908 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,101 $645K 0.12% +182 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,066 $640K 0.37% +18 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,066 $640K 0.06% -1,724 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,065 $640K 0.05% -270 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,059 $639K 0.01% +1,300 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,023 $635K 0.13% +607 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 5,019 $634K 0.04% -34,500 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,013 $633K 0.09% -103 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,004 $632K 0.43% -544 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,993 $631K 0.03% -1,541 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,979 $629K 0.25% -6,467 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,972 $628K 0.13% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,936 $624K 0.39% -2,359 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,916 $621K 0.14% -48,766 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,910 $620K 0.04% -203 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,900 $619K 0.11% -900 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,882 $617K 0.02% -5,229 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 4,879 $616K 0.02% -2,155 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,868 $615K 0.22% +233 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,841 $612K 0.02% +517 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,042 $611K 0.01% +1,762 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,828 $610K 0.06% +132 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,819 $609K 0.26% +1,405 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,813 $608K 0.33% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,796 $606K 0.04% +37 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,781 $604K 0.03% -246 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,760 $601K 0.22% 0 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,742 $599K 0.09% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,724 $597K 0.06% +253 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,719 $596K 0.05% +532 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,706 $595K 0.05% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,691 $593K 0.02% -24,737 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,672 $590K 0.02% -1,469 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,640 $586K 0.05% +928 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,633 $585K 0.08% +696 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,625 $584K 0.02% +130 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,606 $582K 0.57% +469 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 4,600 $581K 0.08% +1,700 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,599 $581K 0.32% +350 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,583 $579K 0.03% +68 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,581 $579K 0.05% +1,807 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,384 $579K 0.45% +380 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,530 $572K 0.05% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,516 $571K 0.2% +299 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,471 $565K 0.01% +1,405 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,448 $563K 0.02% +87 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,451 $562K <0.01% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,441 $561K 0.03% +38 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,424 $559K 0.19% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,400 $556K 0.05% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,400 $556K 0.29% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,390 $555K 0.18% -130 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,358 $551K 0.23% -1,280 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,334 $548K 0.05% +1,097 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,330 $547K 0.13% +112 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,323 $546K 0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,309 $546K 0.04% -156 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 4,314 $545K 0.43% +787 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,298 $544K 0.16% +1,215 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,300 $543K 0.04% -2,529 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,255 $539K 0.05% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,247 $537K 0.1% -646 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,203 $532K 0.03% +25 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,207 $531K 0.01% +3,773 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,200 $531K 0.02% +938 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,199 $531K 0.04% -172 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,768 $530K 0.05% -287 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,329 $530K 0.4% +192 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,160 $526K 0.21% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,142 $523K 0.17% +438 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,130 $522K 0.02% +128 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,112 $521K 0.04% +427 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,116 $520K 0.15% +405 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,110 $519K 0.01% +536 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,069 $514K 0.08% -96 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4,089 $514K 0.33% +4,063 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,059 $513K 0.36% +8 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,054 $512K 0.01% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,044 $511K 0.06% +1,114 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 4,040 $510K 0.46% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,014 $507K 0.03% +111 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 4,002 $506K 0.03% -3 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,001 $506K 0.08% -617 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,000 $505K 0.13% 0 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 4,000 $505K 0.05% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,992 $504K 0.14% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,985 $504K 0.05% -150 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 3,985 $504K 0.54% +1,583 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,977 $502K 0.19% -530 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,975 $502K 0.17% +2,370 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,969 $501K 0.19% +2,564 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,945 $498K 0.07% +130 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 3,948 $498K 0.1% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,918 $495K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,911 $494K 0.09% -1,765 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,908 $494K 0.04% -11 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,908 $494K 0.01% -3,840 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,904 $493K 0.17% -7,579 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,900 $493K 0.05% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,132 $492K 0.29% +320 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,866 $489K 0.03% +2,287 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,864 $488K 0.06% -13 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,862 $488K 0.01% +496 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 3,851 $487K 0.05% +1,673 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,848 $486K 0.09% +314 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,838 $485K 0.03% -718 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,837 $485K 0.06% -5,586 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,498 $484K 0.46% -1,928 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,828 $484K 0.06% -352 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,820 $483K 0.13% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,815 $482K 0.03% -2,080 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,812 $482K 0.06% +12 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 3,558 $481K 0.27% 0 13F-HR Timeline