DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 1,450 $248K 0.16% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,451 $248K 0.04% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,004 $247K 0.01% -456 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,444 $247K 0.05% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,440 $246K 0.06% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,437 $246K 0.03% -123 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,437 $246K 0.06% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,437 $246K 0.02% -157 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,435 $245K 0.06% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,434 $245K 0.01% 0 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,429 $244K <0.01% new 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 1,427 $244K 0.08% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,425 $243K 0.14% -430 13F-HR/A Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,424 $243K 0.25% +1 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,423 $243K 0.17% +3 13F-HR/A Timeline Emprise Bank More: the full row for Emprise Bank 1,420 $243K 0.1% +45 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,417 $242K 0.01% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,422 $242K 0.04% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,404 $240K 0.14% +12 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 1,402 $240K <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,402 $239K 0.11% +2 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,400 $239K 0.04% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,399 $239K 0.1% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,399 $239K 0.06% +10 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,595 $239K 0.04% -50 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,394 $238K 0.03% -963 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,394 $238K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,391 $238K 0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,388 $237K 0.03% -2,643 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,385 $237K 0.11% +600 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 1,382 $236K 0.16% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,380 $236K 0.02% 0 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,368 $234K 0.02% +16 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,367 $234K 0.07% +2 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,367 $234K 0.05% +17 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,367 $234K 0.04% +3 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,366 $233K 0.02% -488 13F-HR Timeline Group 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,365 $233K 0.16% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,355 $232K 0.02% -150 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,355 $232K 0.1% -615 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,355 $231K 0.15% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,353 $231K 0.03% -13 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 1,350 $231K 0.06% new 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 1,342 $229K 0.08% +2 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,341 $229K 0.18% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,341 $229K 0.18% -166 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,340 $229K 0.03% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,336 $228K 0.08% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,335 $228K 0.1% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,333 $228K 0.05% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,331 $227K 0.04% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 1,330 $227K 0.06% new 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,325 $226K 0.03% +45 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,324 $226K 0.02% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,319 $225K 0.1% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,316 $225K 0.08% +3 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 1,313 $224K <0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,309 $224K 0.02% -1,348 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,308 $223K 0.03% -44 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,308 $223K 0.03% new 13F-HR Timeline American Trust More: the full row for American Trust 1,307 $223K 0.02% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,302 $222K 0.03% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,302 $222K 0.05% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,383 $222K 0.01% -9 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 1,300 $222K 0.19% 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,300 $222K 0.04% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,299 $222K 0.05% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,297 $222K 0.1% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,296 $221K 0.02% new 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,295 $221K 0.08% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,294 $221K 0.11% +2 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,290 $220K 0.04% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,288 $220K 0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,282 $219K 0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,279 $219K 0.02% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,276 $218K 0.14% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,275 $218K 0.04% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 1,275 $218K 0.12% new 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,268 $217K 0.13% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1,266 $216K 0.12% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,261 $215K 0.85% +59 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,259 $215K 0.02% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,251 $214K 0.07% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,247 $213K 0.06% -125 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,247 $213K 0.07% +98 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,246 $213K 0.03% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,242 $212K 0.14% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,243 $212K 0.02% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,240 $212K 0.01% -400 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,235 $211K 0.06% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,233 $211K 0.21% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,230 $210K 0.02% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,229 $210K 0.03% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,380 $209K 0.03% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 1,220 $208K 0.14% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,217 $208K 0.02% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,214 $207K 0.05% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,214 $207K 0.23% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,211 $206K 0.04% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,200 $205K 0.05% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,200 $205K 0.12% new 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 1,200 $205K 0.18% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,197 $204K 0.04% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,196 $204K 0.07% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,195 $204K 0.04% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,193 $204K 0.15% -170 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 1,193 $204K 0.05% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,210 $203K 0.16% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,190 $203K 0.04% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,188 $203K 0.14% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,183 $202K 0.02% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,179 $201K 0.03% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,180 $201K <0.01% +250 13F-HR Timeline Group HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 1,175 $201K 0.08% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,174 $201K 0.12% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,172 $200K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,128 $193K 0.07% -218 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,126 $192K 0.11% +57 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,111 $190K 0.1% -5 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,110 $190K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,098 $188K 0.03% +183 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,094 $187K <0.01% -204 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,091 $186K 0.01% -123,392 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,073 $183K 0.14% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,065 $182K 0.02% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,040 $178K 0.02% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,000 $171K 0.1% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $171K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 997 $170K 0.02% -5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 994 $170K 0.06% +46 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 992 $169K 0.02% +35 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 987 $169K 0.05% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 951 $162K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 946 $162K 0.01% +296 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 943 $161K 0.04% +2 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 940 $161K 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 899 $154K 0.03% 0 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 893 $153K 0.04% -17,106 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 884 $151K 0.1% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 875 $150K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 866 $148K 0.01% +36 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 861 $147K 0.01% -32 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 852 $146K 0.02% +25 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 850 $145K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 837 $143K <0.01% +254 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 833 $142K 0.06% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 816 $139K 0.01% +8 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 805 $138K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 800 $137K 0.05% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 796 $136K 0.01% +230 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 785 $134K 0.02% +150 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 782 $134K 0.01% +17 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 764 $131K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 755 $129K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 750 $128K 0.07% new 13F-HR/A Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 750 $128K 0.03% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 750 $128K 0.08% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 750 $128K 0.07% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 727 $124K 0.02% +228 13F-HR Timeline QVR LLC More: the full row for QVR LLC 725 $124K 0.15% -42 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 720 $123K <0.01% +53 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 718 $123K 0.02% +90 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 712 $122K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 710 $121K 0.02% +500 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 705 $120K 0.05% +5 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 702 $120K 0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 700 $120K <0.01% 0 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 698 $119K 0.02% -1,011 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 688 $118K 0.03% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 680 $116K 0.08% -20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 656 $112K 0.01% +1 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 645 $110K 0.07% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 644 $110K 0.02% -39 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 647 $110K 0.01% -92 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 641 $110K 0.07% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 640 $109K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 636 $109K 0.08% -3 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 635 $108K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 628 $107K 0.1% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 603 $103K 0.03% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 602 $103K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 600 $103K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 598 $102K 0.03% +4 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 597 $102K 0.02% +4 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 593 $101K 0.02% +113 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 589 $101K 0.07% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 578 $98.8K 0.01% +31 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 560 $95.7K 0.03% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 560 $95.6K 0.05% +4 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 551 $94.1K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 541 $92.4K 0.01% +3 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 540 $92.3K 0.01% +41 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 530 $90.6K 0.06% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 503 $85.9K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 500 $85.4K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 492 $84.1K 0.05% +75 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 474 $81K 0.02% +24 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 474 $80.9K 0.04% +2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 473 $80K 0.02% -112 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 460 $77.5K 0.01% +280 13F-HR Timeline