Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 3,687 $1.85M 0.59% -34 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,684 $1.85M 0.89% -85 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,683 $1.85M 0.5% -36 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,681 $1.85M 0.73% -23 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,680 $1.85M 0.62% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,679 $1.85M 0.05% -24,235 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,669 $1.84M 0.43% -87 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,668 $1.84M 0.1% +14 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,662 $1.84M 0.5% -55 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,662 $1.84M 0.42% +66 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,654 $1.84M 1.02% +91 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,650 $1.84M 0.25% +480 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,646 $1.83M 1.13% -126 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,634 $1.83M 0.54% +1,916 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,634 $1.83M 0.79% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,694 $1.82M 0.4% +9 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 3,628 $1.82M 0.71% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,626 $1.82M 0.74% +6 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,616 $1.82M 0.28% -850 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,607 $1.81M 0.41% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,587 $1.8M 0.31% -210 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,581 $1.8M 0.36% +610 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,577 $1.8M 0.38% -102 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,569 $1.79M 0.17% -127 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,566 $1.79M 0.48% +35 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,564 $1.79M 0.37% +113 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,559 $1.79M 0.14% -53 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,552 $1.79M 1.39% +1,328 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,550 $1.78M 0.88% -77 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,547 $1.78M 0.42% +222 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,542 $1.78M 0.31% +10 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,542 $1.78M 1.38% +91 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,535 $1.78M 0.94% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,535 $1.78M 0.55% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,529 $1.77M 0.29% +119 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,527 $1.77M 0.16% +679 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,512 $1.77M 0.89% -3,357 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,510 $1.76M 0.7% -176 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,509 $1.76M 0.27% -17 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,506 $1.76M 0.12% +91 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,506 $1.76M 0.51% +12 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,491 $1.76M 1.3% -46 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,484 $1.75M 0.42% -199 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,477 $1.75M 1.13% -15 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 3,474 $1.75M 0.39% 0 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,465 $1.74M 0.43% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 3,459 $1.74M 0.67% -75 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,457 $1.74M 0.14% -1,116 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,441 $1.73M 0.6% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,441 $1.73M 0.47% +34 13F-HR/A Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,435 $1.73M 0.78% +217 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,424 $1.72M 0.58% -96 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,423 $1.72M 0.89% -8 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 3,421 $1.72M 0.94% +299 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,421 $1.72M 0.59% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,421 $1.72M 0.43% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,419 $1.72M 0.25% +135 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,416 $1.72M 0.62% +10 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,413 $1.72M 1.26% +9 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,412 $1.72M 0.29% -14 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,412 $1.72M 0.43% +882 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,411 $1.71M 0.63% -967 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,411 $1.71M +781 Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 3,410 $1.71M 0.06% -125 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,408 $1.71M 0.76% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,406 $1.71M 0.25% -43 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,406 $1.71M 0.04% +748 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,404 $1.71M 0.82% -16 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,400 $1.71M 0.58% +110 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,392 $1.71M 0.59% +336 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,386 $1.7M 0.89% +600 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,995 $1.7M 0.02% +3,488 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,376 $1.7M 0.2% -535 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 3,375 $1.7M 1.18% +275 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 3,369 $1.69M 0.78% -270 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 3,364 $1.69M 0.62% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,361 $1.69M 0.08% +69 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,359 $1.69M 0.19% -76 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,383 $1.69M 0.63% -5 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,352 $1.69M 0.16% -9 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,351 $1.68M 0.24% +191 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 3,345 $1.68M 0.43% +238 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,341 $1.68M 0.29% +142 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,337 $1.68M 1.03% +100 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,335 $1.68M 0.27% -291 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,374 $1.68M 0.26% +2,440 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,328 $1.67M 0.12% -13 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,323 $1.67M 0.69% +14 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,402 $1.67M 1.11% -4,264 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,317 $1.67M 0.16% -114 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,313 $1.67M 0.25% +31 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,310 $1.66M 0.39% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,298 $1.66M 0.74% +45 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,295 $1.66M 0.52% -9 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,293 $1.66M 0.49% -10 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,282 $1.65M 1.21% +99 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,278 $1.65M 0.2% -25 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,278 $1.65M 0.37% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,264 $1.64M 0.45% +16 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,262 $1.64M 0.32% -302 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,256 $1.64M 0.64% +3 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,253 $1.64M 1.1% +200 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,250 $1.63M 0.06% 0 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,249 $1.63M 0.67% +1,905 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 3,247 $1.63M 1.05% -14,680 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,240 $1.63M 0.46% -125 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,235 $1.63M 0.91% -490 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,232 $1.62M 0.3% -276 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,228 $1.62M 0.4% +432 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,227 $1.62M 0.47% -308 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Calydon Capital More: the full row for Calydon Capital 3,220 $1.62M 0.26% -5,468 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,216 $1.62M 0.38% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,241 $1.61M 0.28% +364 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,210 $1.61M 0.49% +20 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,207 $1.61M 0.2% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,200 $1.61M 0.05% -400 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,198 $1.61M 0.92% -105 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,193 $1.61M 1.03% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,193 $1.61M 0.14% +35 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,190 $1.6M 1.22% +100 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,188 $1.6M 0.67% -61 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,182 $1.6M 0.25% +354 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,180 $1.6M 0.23% +1 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,176 $1.6M 0.67% +214 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,174 $1.6M 0.17% -231 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,174 $1.6M 0.65% +8 13F-HR Timeline American Trust More: the full row for American Trust 3,170 $1.59M 0.13% +75 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,167 $1.59M 0.72% +126 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,165 $1.59M 0.53% -102 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,164 $1.59M 0.67% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,163 $1.59M 0.52% +1,929 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,162 $1.59M 0.21% +167 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,162 $1.59M 1.58% +30 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,162 $1.59M 1.29% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,158 $1.59M 0.27% +456 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 3,157 $1.59M 0.97% +212 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 3,155 $1.59M 0.53% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 3,149 $1.58M 0.61% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,148 $1.58M 0.26% -103 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,146 $1.58M 0.29% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,142 $1.58M 1.24% -6,119 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,142 $1.58M 1.24% -90 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,139 $1.58M 0.58% +92 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,139 $1.58M 0.37% +128 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,138 $1.58M 1.3% 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 3,136 $1.58M 0.85% -34 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 3,129 $1.57M 3.1% -7 13F-HR/A Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,121 $1.57M 0.25% +69 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 3,120 $1.57M 0.61% -8 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,114 $1.57M 0.16% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,114 $1.57M 0.18% +20 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,112 $1.56M 1.21% +428 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,108 $1.56M 0.76% -80 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,107 $1.56M 1.1% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,105 $1.56M 0.82% +60 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,102 $1.56M 0.03% -31 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,097 $1.56M 0.2% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,091 $1.55M 0.81% +193 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,087 $1.55M 0.34% +752 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,086 $1.55M 1.17% +48 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,084 $1.55M 0.57% +15 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,093 $1.55M 0.04% -1,949 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,081 $1.55M 0.99% -140 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,080 $1.55M 1.14% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 3,071 $1.54M 0.2% -127 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 3,066 $1.54M 0.23% 0 13F-HR/A Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,063 $1.54M 0.31% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,063 $1.54M 0.06% +50 13F-HR Timeline Group AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 3,059 $1.54M 0.27% +60 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,055 $1.54M <0.01% -213 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,058 $1.54M 2.1% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,057 $1.54M 0.35% -546 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,057 $1.54M 0.48% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,054 $1.54M 0.45% -19 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,053 $1.53M 1.29% +42 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,047 $1.53M 0.24% -333 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 3,037 $1.53M 0.41% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,037 $1.53M 1.17% +43 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,035 $1.53M 0.3% -3 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,035 $1.53M 0.86% -67 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,033 $1.52M 0.61% +1,753 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,032 $1.52M 1.83% -12,529 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,021 $1.52M 0.49% +48 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,020 $1.52M 0.97% -15 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,015 $1.52M 0.55% -44 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,009 $1.51M 0.72% -499 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,008 $1.51M 0.66% -43 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,006 $1.51M 0.12% +2,199 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 3,000 $1.51M 2.25% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 3,000 $1.51M 0.05% 0 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 3,000 $1.51M 1.18% -23,100 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,000 $1.51M 0.49% +277 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,037 $1.51M 0.17% -14 13F-HR Timeline Farringdon Capital, Ltd. 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