SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2 $1.51M 0.55% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2 $1.51M 0.65% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2 $1.51M 0.16% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2 $1.51M 0.11% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2 $1.51M 0.06% +1 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2 $1.51M 0.04% -2 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2 $1.51M 0.21% 0 13F-HR Timeline BIGLARI CAPITAL CORP. in group BIGLARI CAPITAL CORP. More: the full row for BIGLARI CAPITAL CORP. 2 $1.51M 0.16% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2 $1.51M 0.03% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2 $1.51M 0.11% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2 $1.51M 0.02% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $1.51M 0.06% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2 $1.51M <0.01% new 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2 $1.51M 0.68% 0 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 2 $1.51M 1.35% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $1.51M 0.14% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2 $1.51M 0.47% 0 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2 $1.51M 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $1.51M 0.11% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2 $1.51M 0.16% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2 $1.51M 0.56% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2 $1.51M 0.23% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2 $1.51M 0.24% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2 $1.51M 0.43% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2 $1.51M 0.07% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2 $1.51M 0.1% 0 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2 $1.51M 0.32% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICUS CAPITAL More: the full row for VICUS CAPITAL 2 $1.51M 0.11% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2 $1.51M 0.09% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2 $1.51M 0.03% +1 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2 $1.51M 0.15% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2 $1.51M 0.08% 0 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 2 $1.51M 0.11% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2 $1.51M 0.06% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2 $1.51M 0.06% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2 $1.51M 0.05% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2 $1.51M 0.26% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2 $1.51M 0.14% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2 $1.51M 0.32% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2 $1.51M 0.57% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2 $1.51M 0.09% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2 $1.51M 0.08% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2 $1.51M 0.2% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2 $1.51M 0.06% +1 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2 $1.51M 0.2% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2 $1.51M 0.23% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2 $1.51M 0.03% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2 $1.51M 0.13% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2 $1.51M 0.27% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2 $1.51M 0.5% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2 $1.51M 0.05% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2 $1.51M 0.04% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2 $1.51M 1.21% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2 $1.51M 0.11% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2 $1.51M 0.08% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2 $1.51M 0.7% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2 $1.51M 0.07% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2 $1.51M 0.22% 0 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 2 $1.51M 0.21% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2 $1.51M 0.2% 0 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 2 $1.51M 0.53% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2 $1.51M 0.24% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2 $1.51M 0.45% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2 $1.51M 0.07% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2 $1.51M 0.45% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2 $1.51M 0.24% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2 $1.51M 0.05% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2 $1.51M 0.38% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2 $1.51M 0.23% 0 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2 $1.51M 0.56% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2 $1.51M 0.19% 0 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2 $1.51M 0.26% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2 $1.51M 0.37% +1 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2 $1.51M 0.37% 0 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 2 $1.51M 0.54% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2 $1.51M 0.48% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2 $1.51M 0.63% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2 $1.51M 0.29% 0 13F-HR/A Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2 $1.51M 0.15% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2 $1.51M 0.59% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2 $1.51M 0.29% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2 $1.51M 0.2% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2 $1.51M 0.19% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2 $1.51M 0.74% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2 $1.51M 0.34% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2 $1.51M 0.21% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2 $1.51M 0.29% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2 $1.51M 0.11% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2 $1.51M 0.51% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2 $1.51M 0.1% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2 $1.51M 0.31% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2 $1.51M 0.1% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2 $1.51M 1.07% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2 $1.51M 0.7% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2 $1.51M 0.37% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2 $1.51M 0.12% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $1.51M 0.28% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2 $1.51M 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2 $1.51M 0.17% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2 $1.51M 0.09% +1 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2 $1.51M 0.61% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2 $1.51M 0.52% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2 $1.51M 0.3% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2 $1.51M 0.54% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2 $1.51M 0.43% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2 $1.51M 0.55% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2 $1.51M 0.2% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2 $1.51M 0.3% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2 $1.51M 0.5% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2 $1.51M 0.23% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2 $1.51M 0.4% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2 $1.51M 0.51% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2 $1.51M 0.95% 0 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 2 $1.51M 0.34% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2 $1.51M 0.14% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2 $1.51M 0.54% -1 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2 $1.51M 0.62% 0 13F-HR/A Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2 $1.51M 0.42% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2 $1.51M 0.28% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2 $1.51M 0.67% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 2 $1.51M 0.35% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2 $1.51M 0.26% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2 $1.51M 0.46% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2 $1.51M 0.33% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2 $1.51M 0.64% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2 $1.51M 1.05% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 2 $1.51M 0.52% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2 $1.51M 0.59% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2 $1.51M 0.45% 0 13F-HR/A Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 2 $1.51M 0.92% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2 $1.51M 0.02% 0 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2 $1.51M 0.37% 0 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 2 $1.51M 1.62% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2 $1.51M 0.69% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2 $1.51M 0.4% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2 $1.51M 0.25% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2 $1.51M 0.05% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2 $1.51M 0.1% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2 $1.51M 0.13% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $1.51M 0.46% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 2 $1.51M 0.53% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2 $1.51M 0.22% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2 $1.51M 0.44% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2 $1.51M 0.88% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2 $1.51M 0.11% 0 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 2 $1.51M 0.57% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2 $1.51M 0.19% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 2 $1.51M 0.83% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2 $1.51M 0.15% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2 $1.51M 0.72% 0 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2 $1.51M 0.87% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2 $1.51M 0.77% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2 $1.51M 1.73% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2 $1.51M 0.65% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2 $1.51M 0.45% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2 $1.51M 0.04% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2 $1.51M 0.95% 0 13F-HR/A Timeline Hingham Institution for Savings More: the full row for Hingham Institution for Savings 2 $1.51M 1.24% 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2 $1.51M 0.38% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 2 $1.51M 1.05% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2 $1.51M 0.32% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2 $1.51M 0.61% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2 $1.51M 0.43% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2 $1.51M 1.39% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2 $1.51M 0.53% 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2 $1.51M 1.14% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 2 $1.51M 1.16% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2 $1.51M 1.44% 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 2 $1.51M 1.26% 0 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 2 $1.51M 0.17% 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 2 $1.51M 1.2% 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2 $1.51M 0.75% 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2 $1.51M 0.57% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2 $1.51M 0.48% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $1.51M 0.41% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2 $1.51M 0.21% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2 $1.51M 0.39% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2 $1.51M 0.38% -2,376 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2 $1.51M 0.38% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2 $1.45M 1.16% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2 $1.45M 0.22% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2 $1.44M 0.27% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2 $1.44M 0.04% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2 $1.13M 0.45% +1 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1 $851K 0.17% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1 $763K 0.54% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1 $755K 0.05% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1 $755K <0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1 $755K 0.01% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1 $755K 0.26% -2 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $755K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1 $755K 0.08% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1 $755K 0.02% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1 $755K 0.07% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1 $755K 0.05% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1 $755K 0.19% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1 $755K 0.02% 0 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1 $755K 0.56% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $755K 0.09% 0 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. 1 $755K 0.02% 0 13F-HR Timeline Group