PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 2,000 $345K 0.2% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,997 $344K 0.17% +9 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,994 $344K 0.06% +344 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,994 $344K 0.05% +5 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,992 $344K 0.06% +67 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,991 $343K 0.23% -79 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 1,990 $343K 0.05% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,984 $342K 0.17% +4 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,978 $341K 0.13% +467 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,970 $340K 0.17% -1,970 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,959 $338K 0.09% -420 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,955 $337K 0.18% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,960 $337K 0.02% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,953 $337K 0.12% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,948 $336K 0.02% -14 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,948 $336K 0.01% +491 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,941 $335K <0.01% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,941 $335K 0.67% 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,937 $334K 0.19% -7 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,936 $334K 0.11% +237 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,935 $334K 0.07% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,933 $333K <0.01% -16 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,932 $333K 0.07% +21 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,926 $332K 0.21% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,783 $331K 0.29% -1,754 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,911 $330K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,906 $329K 0.32% +15 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,900 $328K 0.03% -190 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,893 $326K 0.01% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,890 $326K 0.1% -2 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,889 $325K 0.01% +1,829 13F-HR Timeline Group OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,881 $324K 0.03% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,868 $322K 0.13% -13 13F-HR/A Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,865 $322K 0.03% +190 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,864 $321K 0.02% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,861 $321K 0.07% +99 13F-HR/A Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,859 $321K 0.02% -13 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,854 $320K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,840 $317K 0.09% +73 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1,832 $316K 0.14% -210 13F-HR/A Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,829 $315K 0.1% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,829 $315K 0.2% +275 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,828 $315K 0.05% -30 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,822 $314K 0.18% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,818 $313K 0.11% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,815 $313K 0.09% +127 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,812 $312K 0.01% -249 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 1,800 $310K 0.05% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,794 $309K 0.15% +20 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 1,787 $308K 0.07% 0 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 1,783 $307K <0.01% new 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,779 $307K 0.11% -16 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,778 $307K 0.05% -1,318 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,810 $306K 0.12% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,767 $305K 0.01% +74 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,765 $304K 0.01% +191 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,765 $304K 0.25% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,764 $304K 0.08% +147 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,711 $303K 0.01% +409 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,757 $303K 0.05% -1,983 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,754 $302K 0.11% +6 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,751 $302K 0.02% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,750 $302K 0.19% -200 13F-HR Timeline City State Bank More: the full row for City State Bank 1,747 $301K 0.11% 0 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 1,747 $301K 0.11% -220 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,744 $301K 0.21% -300 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,615 $299K 0.16% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,736 $299K 0.04% -440 13F-HR/A Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,733 $299K 0.09% +1 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,730 $298K 0.13% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,730 $298K 0.06% -3,518 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,727 $298K 0.1% -112 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 1,720 $297K 0.22% +9 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,714 $296K 0.07% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,711 $295K 0.08% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,700 $293K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,695 $292K 0.04% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,696 $292K 0.02% +136 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 1,690 $291K 0.06% +187 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,687 $291K 0.02% +63 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,678 $289K 0.06% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,671 $288K 0.01% +187 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,670 $288K 0.05% -100 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,669 $288K 0.07% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,663 $287K 0.01% +85 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,662 $287K 0.07% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,662 $286K 0.03% -55,892 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,661 $286K 0.11% -81 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 1,659 $286K 0.01% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,659 $286K 0.12% +6 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,659 $285K 0.03% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,655 $285K 0.07% +5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,648 $284K 0.08% +5 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,646 $284K 0.02% -60 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,640 $283K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,638 $282K 0.02% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,630 $281K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,626 $280K 0.03% +47 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 1,625 $280K 0.11% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,623 $280K 0.1% -15 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,621 $279K <0.01% new 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,617 $279K 0.06% +100 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,634 $278K 0.01% -84 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,597 $275K 0.27% 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,596 $275K 0.02% +10 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,596 $275K 0.03% 0 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,564 $275K 0.01% -322 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,589 $274K 0.25% 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,588 $274K 0.03% +8 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,585 $273K 0.02% +35 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,584 $273K 0.03% +20 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,581 $273K 0.23% 13F-HR/A Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,581 $273K 0.19% 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,578 $272K 0.16% +37 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,570 $271K 0.03% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,569 $271K 0.09% +9 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,566 $270K 0.06% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,566 $270K 0.01% +45 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,565 $270K 0.08% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,563 $269K 0.07% -242 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,561 $269K 0.02% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,561 $269K 0.07% 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,560 $269K 0.07% -324 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,559 $269K 0.14% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,558 $269K 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,555 $268K 0.06% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,552 $268K 0.09% -234,901 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,550 $267K 0.15% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,550 $267K 0.21% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,549 $267K 0.14% +6 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,537 $265K 0.04% +16 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,536 $265K 0.01% +101 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,531 $264K 0.05% 0 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 1,530 $264K 0.23% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,526 $263K 0.09% +115 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,525 $263K 0.21% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,528 $263K 0.12% +18 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,521 $262K 0.16% -249 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,521 $262K 0.01% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,517 $262K 0.04% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 1,514 $261K 0.11% -226 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,512 $261K 0.02% +569 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,512 $261K 0.06% +1,500 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,508 $260K 0.15% -10 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,500 $259K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,500 $259K 0.02% 0 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,500 $259K 0.06% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,500 $259K 0.04% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,500 $259K 0.03% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,500 $259K 0.06% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,500 $259K 0.17% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,495 $258K 0.02% -10 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,491 $257K 0.02% -122 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,482 $256K 0.02% +106 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,480 $255K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,478 $255K 0.06% +26 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,472 $254K 0.06% +2 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,460 $252K 0.03% new 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,457 $251K 0.11% +129 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,457 $251K 0.01% -7 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,455 $251K 0.05% 0 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 1,454 $251K 0.15% -2 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,451 $250K 0.05% +113 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,450 $250K 0.12% 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 1,450 $250K 0.19% -275 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,449 $250K 0.04% +1 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 2,343 $250K 0.02% +544 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,443 $249K 0.03% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,444 $249K 0.06% +43 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,442 $249K 0.17% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,440 $248K 0.07% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,440 $248K 0.06% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,439 $248K 0.11% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,429 $246K 0.06% +47 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 1,427 $246K 0.1% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,349 $245K 0.04% -430 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,414 $244K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Members Advisory Group LLC More: the full row for Members Advisory Group LLC 1,401 $242K 0.1% +1 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,400 $241K 0.19% +3 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,400 $241K 0.07% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,396 $241K 0.06% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,397 $241K 0.13% +1 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,385 $239K 0.02% -137 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,385 $239K 0.18% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,384 $239K 0.15% -172 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,380 $238K 0.02% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,380 $238K 0.05% -1,000 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,380 $238K 0.07% +9 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,376 $237K 0.18% 13F-HR/A Timeline Emprise Bank More: the full row for Emprise Bank 1,375 $237K 0.13% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,372 $237K 0.02% -12 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,365 $235K 0.19% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,361 $235K <0.01% -31,683 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,358 $234K 0.09% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,356 $234K 0.03% 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,355 $234K 0.05% -36 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,352 $233K 0.06% -65 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,447 $233K 0.12% new 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 1,350 $233K 0.22% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,412 $233K 0.08% 13F-HR Timeline