Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,979 $703K 0.43% 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,893 $700K 0.12% +103 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,893 $700K 0.17% 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 1,889 $699K 0.63% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,887 $698K 0.01% +161 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,879 $695K 0.09% +184 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,878 $695K 0.15% -90 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 1,877 $694K 0.22% -252 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,876 $694K 0.26% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,873 $693K 0.13% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,871 $692K 0.1% +3 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,870 $692K 0.11% +267 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,869 $691K 0.04% +223 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,868 $691K 0.02% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,867 $691K 0.11% +24 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,866 $690K 0.65% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,864 $689K 0.25% -41 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,863 $689K 0.2% +41 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,861 $688K 0.08% +24 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,886 $686K 0.04% -43 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,849 $684K 0.17% -75 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,849 $684K 0.15% 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 1,845 $682K 0.27% -57 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,843 $682K 0.01% +228 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,831 $677K 0.22% +934 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,827 $676K 0.06% -4 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,825 $675K 0.36% +59 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,823 $674K 0.32% +202 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,822 $674K 0.2% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,820 $673K 0.15% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,819 $673K 0.26% -115 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,819 $673K 0.22% -154 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,817 $672K 0.29% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,813 $671K 0.15% +3 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,812 $670K 0.33% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,811 $670K 0.31% -215 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,806 $668K 0.26% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,804 $667K 0.08% +13 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,802 $667K 0.44% -57 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,797 $665K 0.12% -166 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,793 $663K 0.36% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,793 $663K 0.37% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,722 $661K 0.09% -32 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,784 $660K 0.13% -37 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,779 $658K 0.1% +280 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,771 $655K 0.52% -8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,767 $654K 0.01% +584 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthquest Corp More: the full row for Wealthquest Corp 1,766 $653K 0.05% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,764 $653K 0.08% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,764 $653K 0.1% -57 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,762 $652K 0.02% +130 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,760 $651K 0.03% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,745 $651K 0.23% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,750 $647K 0.09% -73 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,749 $647K 0.03% -362 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,749 $647K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,748 $647K 0.21% -27 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,741 $644K 0.11% +2 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,741 $644K 0.07% -199 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,730 $640K 0.21% +43 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,712 $639K 0.04% +25 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,726 $639K 0.08% -67 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,774 $638K 0.51% +201 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,720 $637K 0.23% -162 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,715 $634K 0.12% +48 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,715 $634K 0.03% -9 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 1,713 $634K 0.62% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,712 $633K 0.14% -11 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,708 $632K 0.08% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,707 $632K 0.13% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,707 $632K 0.05% -101 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,706 $631K 0.08% +2 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,706 $631K 0.16% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,704 $630K 0.12% +215 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,702 $629K 0.13% +160 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,700 $629K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,700 $629K 0.11% +1,144 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,698 $628K 0.08% -33 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 1,697 $628K 0.06% -5 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,693 $626K 0.01% -79 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,692 $626K 0.38% -51 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,688 $624K 0.12% -49 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,681 $622K 0.08% -100 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,679 $621K 0.4% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,678 $621K 0.18% -10 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,672 $619K 0.05% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,668 $617K 0.06% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,664 $615K 0.09% +193 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,661 $614K 0.27% -81 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,659 $614K 0.04% +6 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,659 $614K 0.09% -423 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,649 $610K 0.11% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,644 $608K 0.18% +2 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,641 $607K 0.6% 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,640 $607K 0.17% -6 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,635 $605K 0.1% +1 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,633 $604K 0.06% +66 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,631 $604K 0.13% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,630 $603K 0.03% -31 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,630 $603K 0.02% -7,900 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,629 $603K 0.17% -113 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,626 $602K 0.03% -25 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,626 $602K <0.01% +72 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,626 $602K 0.07% +30 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,625 $601K 0.06% +10 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,624 $601K 0.1% +34 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,619 $599K 0.15% -429 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,617 $598K 0.13% -14 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,617 $598K 0.36% +79 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,616 $598K 0.07% +260 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,614 $597K 0.17% +2 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,612 $596K 0.03% +288 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,688 $596K 0.13% +150 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,605 $594K 0.04% -9 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,600 $592K 0.14% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,598 $591K 0.14% +9 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,598 $591K 0.23% 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,595 $590K 0.21% +2 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,587 $587K 0.06% +124 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,586 $587K 0.02% +1,451 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,579 $584K 0.32% -291 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,575 $583K 0.16% +101 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,572 $582K 0.17% 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,572 $582K 0.2% new 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,570 $581K 0.32% -251 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,570 $581K 0.22% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,566 $579K 0.17% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,564 $579K 0.17% +17 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,561 $578K 0.1% +174 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,560 $577K 0.17% -1,940 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,560 $577K 0.07% +109 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,558 $576K 0.01% -590 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,556 $576K 0.03% -7 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,556 $576K 0.09% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,555 $575K 0.5% -152 13F-HR/A Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,555 $575K 0.3% -25 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,553 $575K 0.38% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,554 $575K 0.08% +32 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 1,553 $575K 0.53% 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,525 $573K 0.25% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,546 $572K 0.13% 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,544 $571K 0.06% -191 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,544 $571K 0.42% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,541 $570K 0.25% +476 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,488 $570K 0.08% -3 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,538 $569K 0.05% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,535 $568K 0.1% -198 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,534 $568K 0.06% -10 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,531 $566K 0.01% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,531 $566K 0.11% -69 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,525 $564K 0.02% 0 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 1,525 $564K 0.03% -60 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,524 $564K 0.1% -50 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,523 $563K 0.31% +74 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,518 $562K 0.07% -2,896 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,517 $561K 0.24% +8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,515 $560K 0.05% +5 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,510 $559K 0.04% +327 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,510 $559K 0.01% +237 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,508 $558K 0.03% +3 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,507 $557K 0.08% +129 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,505 $557K 0.09% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,504 $557K 0.3% +2 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,503 $556K 0.14% +14 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,500 $555K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 1,500 $555K 0.19% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,500 $555K 0.03% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,500 $555K 0.26% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,500 $555K 0.05% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,497 $554K 0.18% +357 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,494 $553K 0.05% -13 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,491 $552K 0.05% +22 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,490 $551K 0.18% -120 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 1,488 $550K 0.34% -12 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,488 $550K 0.04% +18 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,486 $550K 0.16% +24 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,480 $548K 0.11% +54 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,480 $548K 0.1% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,472 $545K 0.05% +4 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,470 $544K 0.06% -546 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,469 $543K 0.05% -134 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,467 $543K 0.03% +57 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,460 $540K 0.34% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,460 $540K <0.01% -223 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,459 $540K 0.35% -403 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,459 $540K 0.06% -3 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,456 $539K 0.06% +91 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,454 $538K 0.16% +135 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,454 $538K 0.56% -245 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,451 $537K 0.04% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,449 $536K 0.1% +898 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,448 $536K 0.23% -112 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,445 $535K 0.08% -154 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,442 $533K 0.16% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,431 $529K 0.23% +1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,430 $529K 0.48% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,430 $529K 0.02% -110 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,426 $528K 0.02% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,416 $524K 0.28% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,416 $524K 0.19% 0 13F-HR Timeline