EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,096 $1.32M 0.32% +1 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 6,074 $1.31M 0.01% +2,051 13F-HR/A Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 6,067 $1.31M 0.52% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,057 $1.31M 0.15% +1,256 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,059 $1.31M 0.5% -263 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 6,046 $1.31M 0.44% +6 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 6,025 $1.3M 0.93% 0 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 6,000 $1.3M 0.34% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 5,983 $1.3M 0.17% +3,982 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,982 $1.29M 0.07% -8 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,971 $1.29M 0.09% -27 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,923 $1.28M 0.02% +741 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,913 $1.28M 0.6% -100 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,890 $1.28M 0.14% -428 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,872 $1.27M 0.02% -125 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 5,868 $1.27M 0.92% +100 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,840 $1.26M 0.08% +262 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,796 $1.25M 0.28% +106 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,692 $1.24M 0.18% +3,129 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,681 $1.23M 0.02% +51 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,674 $1.23M 0.06% -243 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,657 $1.22M 0.07% -4,794 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 5,656 $1.22M 0.46% -450 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 5,646 $1.22M 1.19% 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,640 $1.22M 0.13% +755 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,639 $1.22M 0.11% +824 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,601 $1.21M 0.33% -310 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,600 $1.21M 0.31% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,595 $1.21M 0.01% -219 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,594 $1.21M 0.05% +1,925 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,550 $1.2M 0.46% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 5,526 $1.2M 0.14% +618 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,518 $1.19M 0.16% -23 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,516 $1.19M 0.1% +1,897 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,501 $1.19M 0.39% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,499 $1.19M 0.03% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,494 $1.19M 0.26% -116 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 5,481 $1.19M 0.49% -128 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,450 $1.18M 0.9% 0 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 5,446 $1.18M 0.09% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,416 $1.17M 0.35% -5 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,405 $1.17M 0.19% +45 13F-HR Timeline InvesTrust More: the full row for InvesTrust 5,396 $1.17M 0.45% +66 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,392 $1.17M 0.09% -359 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,372 $1.16M 0.64% -118 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,346 $1.16M 0.07% +239 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,342 $1.16M 0.06% -39,345 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,340 $1.16M 0.22% -30 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,335 $1.15M 0.7% +76 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,278 $1.14M 0.07% -625 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,277 $1.14M 0.61% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,270 $1.14M 0.01% +2,661 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5,257 $1.14M 0.79% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,256 $1.14M 0.05% +123 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,246 $1.14M 0.01% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,244 $1.14M 0.26% +49 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,242 $1.13M 0.04% -328 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,184 $1.12M 0.01% -1,237 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,183 $1.12M 0.01% +99 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,183 $1.12M 0.25% -290 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,179 $1.12M 0.03% -1,119 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,165 $1.12M 0.14% -315 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,162 $1.12M 0.3% -466 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,152 $1.12M 0.28% -303 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,134 $1.11M 0.61% -1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,113 $1.11M 0.05% +429 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 5,112 $1.11M 0.06% +430 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,111 $1.11M 0.34% +395 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,100 $1.1M 0.16% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,092 $1.1M 0.02% -2,643 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,075 $1.1M 0.03% +85 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,062 $1.1M 0.1% +527 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,057 $1.09M 0.77% +50 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,056 $1.09M 0.28% -246 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,055 $1.09M 0.5% +22 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,040 $1.09M 0.55% -555 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,035 $1.09M 0.11% -62 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,016 $1.09M 0.3% +965 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,004 $1.08M 0.02% +629 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,995 $1.08M <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,988 $1.08M 0.15% -67 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,976 $1.08M 0.02% +236 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,964 $1.07M 0.07% +1,142 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,961 $1.07M 0.04% +101 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,913 $1.06M 0.29% +439 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,909 $1.06M 0.03% +512 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 4,900 $1.06M 0.91% 0 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,885 $1.06M 0.22% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,880 $1.06M 0.1% +660 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,883 $1.05M 0.36% +200 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,859 $1.05M 0.09% +1,120 13F-HR Timeline Group Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,856 $1.05M 0.41% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,856 $1.05M 0.41% +313 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,854 $1.05M 0.25% -483 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,839 $1.05M 0.2% +1,675 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,826 $1.04M 0.15% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 4,791 $1.04M 0.49% -7,031 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,785 $1.04M 0.02% +1,169 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 5,150 $1.03M 0.32% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,726 $1.02M 0.06% -392 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,716 $1.02M 0.05% -99 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,694 $1.02M 0.06% -121 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,690 $1.02M 0.04% +40 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,686 $1.01M 0.12% -90 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,684 $1.01M 0.19% +3 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,675 $1.01M 0.09% +1 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,675 $1.01M 0.07% +472 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,672 $1.01M 0.02% +73 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,670 $1.01M 0.23% -11 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,658 $1.01M 0.08% +151 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,647 $1.01M 0.06% +617 13F-HR Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 15,000 $1M 0.46% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,642 $1M 0.31% +217 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,639 $1M 0.05% +338 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,640 $1M 0.69% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,624 $1M 0.23% +276 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,615 $999K 0.4% +59 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,610 $998K 0.02% -276 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,610 $998K 0.3% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,594 $994K 0.02% -200 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,593 $994K 0.46% +364 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,585 $993K 0.05% +552 13F-HR Timeline Group Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 4,582 $992K 0.39% +325 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 4,565 $988K 0.25% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,565 $988K 0.25% +2,140 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,552 $985K 0.24% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,547 $984K 0.12% -40 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,545 $984K 0.19% 0 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,538 $982K 0.06% -12 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,531 $981K 0.56% +100 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 4,530 $981K 0.72% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,174 $979K 0.09% -262 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,522 $979K 0.1% +40 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,516 $978K 0.2% +21 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,506 $975K 0.15% +327 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,491 $972K 0.01% +1,663 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 4,488 $970K 0.75% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,470 $968K 0.01% +97 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,449 $963K 0.11% -207 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,429 $959K 0.06% +205 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,425 $958K 0.11% +267 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,423 $957K 0.7% -6,732 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,400 $952K 0.07% -158 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,383 $949K 0.64% -867,965 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,382 $949K 0.09% -38 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,383 $948K 0.06% +79 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,371 $946K 0.05% +1,259 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,369 $946K 0.08% +205 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,104 $945K 0.05% +725 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,365 $945K 0.05% -350 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,352 $942K 0.13% -1,000 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,343 $940K 0.15% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,326 $940K 0.02% +2,711 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,341 $940K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,315 $934K 0.02% -130 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,311 $933K 0.66% -718 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,301 $931K 0.1% +1,587 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,273 $925K 0.05% +540 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,272 $925K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,271 $924K 0.5% -15 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,270 $924K 0.01% +62 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,269 $924K 0.32% +43 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,264 $923K 0.4% +240 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,251 $920K 0.56% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,279 $919K 0.71% +73 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,231 $916K <0.01% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,213 $912K 0.28% +849 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,202 $910K 0.08% +376 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,201 $909K 0.78% +52 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 4,187 $906K 0.16% +633 13F-HR/A Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,172 $906K 0.59% -51 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,162 $901K 0.03% -174 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 4,157 $900K 0.7% -208 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,155 $899K 0.1% +41 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,152 $899K 0.24% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,128 $894K 0.07% +77 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 4,127 $893K 0.02% +80 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,125 $893K 0.18% -42 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,125 $893K 0.05% -81 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,120 $892K 0.02% -242 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,112 $890K 0.02% -353 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,111 $890K 0.03% -142 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,100 $888K 0.43% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,095 $886K 0.66% -100 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,093 $886K 0.2% +99 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,088 $885K 0.01% +879 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,087 $885K 0.02% +257 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,075 $882K 0.41% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,063 $879K 0.12% -714 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,058 $879K 0.04% -19 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,047 $876K 0.03% +10 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,041 $875K 0.17% -17 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,034 $873K 0.25% -87 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 4,025 $871K 0.58% -853 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,025 $871K 0.08% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,021 $870K 0.08% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,021 $870K 0.12% +1 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,001 $866K 0.46% +137 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 4,000 $866K 0.13% -10,000 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,989 $863K 0.17% +642 13F-HR Timeline