National Philanthropic Trust More: the full row for National Philanthropic Trust 2,087 $711K 0.01% +286 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,086 $711K 0.06% +6 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,086 $711K 0.06% +243 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,085 $710K 0.04% +95 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,079 $708K 0.17% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for OAKWORTH CAPITAL, INC. 1,839 $639K 0.03% +62 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,862 $636K 0.34% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,863 $635K 0.32% -76 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,854 $634K 0.02% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,850 $630K 0.21% +326 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,848 $630K 0.1% -106 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,846 $629K 0.37% +110 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,741 $626K 0.01% +68 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,831 $624K 0.07% +25 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,823 $621K 0.03% +438 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,822 $621K 0.29% +49 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,818 $619K 0.1% -117 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,724 $619K 0.46% +9 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,815 $618K 0.13% +44 13F-HR Timeline DAGCO, INC. 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More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,681 $573K 0.27% -23 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,679 $572K 0.44% +462 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,677 $571K 0.12% +886 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,671 $569K 0.07% +34 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,655 $564K 0.3% -27 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,648 $562K 0.02% 0 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 1,638 $558K 0.33% -63 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,637 $558K 0.12% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,632 $556K 0.03% -137 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,631 $556K 0.01% +243 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,623 $553K 0.02% +530 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,619 $552K 0.31% +431 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,618 $551K <0.01% +112 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,614 $550K 0.06% 0 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 1,613 $550K 0.06% +411 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,612 $549K 0.05% +19 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,606 $547K 0.04% +23 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,605 $547K 0.02% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,605 $547K 0.1% +257 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,596 $545K 0.21% +120 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,597 $544K 0.13% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,596 $544K 0.21% -95 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,595 $543K 0.02% -137 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,593 $543K 0.09% +145 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,544 $543K 0.01% +240 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,586 $542K 0.18% -45 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,589 $541K 0.31% -43 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,586 $540K 0.02% +13 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,576 $538K 0.03% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,573 $536K 0.01% +157 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,481 $536K 0.04% -71 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,560 $534K 0.03% -31 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,562 $532K 0.06% +268 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,545 $526K 0.05% 0 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 1,545 $526K 0.35% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,543 $526K 0.01% -60 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,542 $525K 0.01% -49 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,541 $525K 0.05% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,540 $525K 0.27% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,531 $522K 0.28% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,479 $521K 0.2% -675 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,528 $520K 0.06% -792 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,525 $520K 0.03% -315 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,525 $520K 0.01% +601 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,523 $519K 0.46% 0 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,520 $518K 0.01% +78 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,518 $517K 0.11% -30 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,513 $516K 0.01% -258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 1,503 $514K 0.24% +3 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 1,500 $513K 0.32% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,503 $512K 0.13% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,486 $506K 0.26% -492 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for Carson Advisory Inc. 1,398 $476K 0.22% +18 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,391 $474K 0.09% -50 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,385 $472K 0.03% -1,372 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,385 $472K 0.02% +18 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,381 $471K 0.39% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,374 $468K 0.02% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,359 $468K 0.02% +274 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,374 $468K 0.16% +2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,373 $468K 0.05% -214 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,372 $467K 0.21% +85 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,368 $466K 0.11% -100 13F-HR Timeline Sterling Wealth Management, Inc. 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More: the full row for Flavin Financial Services, Inc. 1,338 $456K 0.26% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,336 $455K 0.01% +109 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,332 $454K 0.06% +28 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,332 $454K 0.28% -1,563 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,332 $454K 0.03% +248 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,331 $453K 0.1% -34 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 1,325 $451K 0.31% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,323 $451K <0.01% new 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,320 $450K 0.17% -51 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,315 $448K 0.02% -11,078 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,315 $448K 0.3% +9 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 1,314 $448K 0.31% -282 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,311 $447K 0.02% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,310 $446K 0.07% -15 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 51,046 $445K 0.1% +50,280 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,302 $445K 0.11% -92 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,302 $444K 0.02% new 13F-HR Timeline