SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 2,572 $2.41M 1.92% +130 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,571 $2.41M 1.38% -7 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,571 $2.41M 0.17% -80 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,571 $2.41M 0.16% +2 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,567 $2.4M 1.46% -63 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,566 $2.4M 0.09% +47 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 2,565 $2.4M 0.49% -245 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,565 $2.4M 0.26% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,560 $2.39M 0.91% -50 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,556 $2.39M 0.16% -19 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,552 $2.39M 0.42% +502 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,545 $2.38M 0.68% new 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,541 $2.38M 0.5% +112 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,538 $2.37M 0.25% +43 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,533 $2.37M 0.28% -50 13F-HR Timeline TOBAM More: the full row for TOBAM 2,530 $2.37M 0.57% -107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,522 $2.36M 0.22% -256 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,514 $2.35M 0.36% -403 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 2,514 $2.35M 1.56% +1,155 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,499 $2.34M 0.2% +371 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,495 $2.33M 0.12% +1,164 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,495 $2.33M 0.94% +54 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,490 $2.33M 0.31% -8,138 13F-HR/A Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,480 $2.32M 0.07% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,471 $2.31M 0.34% -83 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,467 $2.31M 0.85% -36 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,665 $2.31M 0.5% +61 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 2,461 $2.3M 1.67% -433 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,461 $2.3M 0.33% +12 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,459 $2.3M 0.44% -5 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 2,457 $2.3M 1.66% -2,000 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,453 $2.29M 0.06% -45 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 2,452 $2.29M 1.18% -7,325 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,448 $2.29M 0.7% +8 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,448 $2.29M 0.14% -1,910 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,444 $2.29M 0.13% +56 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,444 $2.29M 1.55% -57 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,433 $2.28M 0.6% +61 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,434 $2.28M 0.75% -123 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,433 $2.28M 0.43% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,431 $2.27M 0.36% -489 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,430 $2.27M 0.24% -11 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,428 $2.27M 0.82% -43 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,424 $2.27M 0.19% +13 13F-HR/A Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,423 $2.27M 0.72% +40 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,420 $2.26M 0.82% -174 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,416 $2.26M 1.03% +86 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 2,415 $2.26M 0.43% -450 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,415 $2.26M 0.78% -1,381 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,414 $2.26M 0.21% +407 13F-HR/A Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,412 $2.26M 0.07% -75 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,409 $2.25M 0.54% -226 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,407 $2.25M 0.18% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,397 $2.24M 0.82% -4 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,397 $2.24M 1.65% -4 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,390 $2.24M 0.57% -212 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,377 $2.22M 0.11% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,374 $2.22M 0.28% +148 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,379 $2.22M 0.11% -76 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,370 $2.22M 0.53% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,367 $2.21M 0.68% +78 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,365 $2.21M 0.34% -76 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,359 $2.21M 0.63% +8 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,357 $2.21M 0.05% +424 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,357 $2.2M 0.66% -63 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,356 $2.2M 0.15% -53 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,356 $2.2M 0.11% +6 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,356 $2.2M 0.63% +23 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,353 $2.2M 0.75% -7 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,352 $2.2M 0.35% -30 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,352 $2.2M 0.21% -36 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,343 $2.19M 1.61% -50 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,340 $2.19M 1.91% +76 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,336 $2.19M 0.68% -11 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,335 $2.18M 0.81% -70 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,334 $2.18M 0.39% +57 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,328 $2.18M 0.03% -10 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,323 $2.17M 0.05% +290 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,323 $2.17M 1.31% -5 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,322 $2.17M 0.66% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,320 $2.17M 0.87% -37 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,319 $2.17M 0.18% -8 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,312 $2.16M 0.42% +259 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,305 $2.16M 0.08% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 2,293 $2.15M 0.45% -3 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,291 $2.14M 0.35% +208 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,285 $2.14M 0.2% -36 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,283 $2.14M 0.26% +38 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,275 $2.13M 1.13% -27 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 2,273 $2.13M 0.85% 0 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,271 $2.12M +7 Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 2,272 $2.12M 1.12% -167 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,268 $2.12M 0.09% -152 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 2,265 $2.12M 0.47% 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,260 $2.11M 0.73% -10 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,260 $2.11M 0.35% +10 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,278 $2.11M 0.26% +5 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,247 $2.1M 0.12% -60 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,246 $2.1M 0.1% +353 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,244 $2.1M 0.07% -52 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,243 $2.1M 0.15% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,217 $2.1M 0.44% +174 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,238 $2.09M 0.14% 0 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,237 $2.09M 0.25% +235 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,237 $2.09M 0.26% +141 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 2,237 $2.09M 0.16% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,234 $2.09M 0.22% -48 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,225 $2.08M 0.71% -1 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,223 $2.08M 1.87% +761 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,220 $2.08M 0.75% -9 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,159 $2.08M 0.68% -57 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,217 $2.07M 0.07% +3 13F-HR Timeline City State Bank More: the full row for City State Bank 2,212 $2.07M 0.47% -20 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,208 $2.06M 0.7% -146 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,207 $2.06M 0.33% 13F-HR Timeline Group NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 2,203 $2.06M 0.11% -1 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,200 $2.06M 0.12% +201 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,200 $2.06M 0.38% 0 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 2,200 $2.06M 0.62% +554 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,194 $2.05M 0.3% -142 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 2,192 $2.05M 0.68% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,187 $2.05M 0.17% +118 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,185 $2.04M 0.48% -73 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,180 $2.04M 0.19% +44 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,176 $2.04M 0.08% +94 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,174 $2.03M 1.64% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,171 $2.03M 0.55% -25 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,170 $2.03M 0.83% +280 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,164 $2.02M 0.16% +13 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,125 $2.02M 0.66% -85 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,158 $2.02M 1.55% +111 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,158 $2.02M 0.11% +1,320 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,156 $2.02M 0.17% -48 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 2,155 $2.02M 1.03% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,154 $2.02M 1.21% -10 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,147 $2.01M 0.29% -138 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,142 $2M 1.29% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,107 $2M 0.05% +1,769 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 2,130 $1.99M 0.33% -270 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 2,128 $1.99M 0.67% +220 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 2,127 $1.99M 1.18% -53 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 2,118 $1.98M 0.48% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,114 $1.98M 0.07% +85 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,103 $1.97M 0.1% +91 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 2,111 $1.97M +468 Timeline Iowa State Bank More: the full row for Iowa State Bank 2,111 $1.97M 0.33% -6 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,111 $1.97M 1.7% -19 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,109 $1.97M 0.11% +7 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,109 $1.97M 0.17% -12 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,106 $1.97M 1.3% -4 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,104 $1.97M 0.27% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,101 $1.97M 0.13% -31 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,100 $1.96M 0.16% +118 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,099 $1.96M 0.1% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,098 $1.96M 0.61% +8 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 2,095 $1.96M 0.74% +31 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,087 $1.95M 0.17% -25 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,086 $1.95M 0.08% -10 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,084 $1.95M 0.02% -931 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,082 $1.95M 1.07% +63 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,079 $1.94M 0.42% -7 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,077 $1.94M 0.53% 0 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 2,076 $1.94M 1.47% +216 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,074 $1.94M 0.18% -108 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,065 $1.93M 0.38% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 2,060 $1.93M 1.68% -18 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,061 $1.93M 1.03% +7 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,028 $1.93M 0.58% +13 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,019 $1.92M 0.91% +52 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,056 $1.92M 0.21% -151 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,052 $1.92M 0.52% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,052 $1.92M 0.14% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,045 $1.91M 0.11% +135 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,044 $1.91M 0.43% -48 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,042 $1.91M 0.45% -5 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,040 $1.91M 0.11% -4,581 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,039 $1.91M 1.02% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,038 $1.91M 0.17% +18 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,033 $1.9M 0.21% +4 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,028 $1.9M 0.83% +38 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,024 $1.89M 0.15% +2 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,020 $1.89M 0.44% +19 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,017 $1.89M 0.88% +3 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,008 $1.88M 0.16% -2 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,007 $1.88M 0.54% +60 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,002 $1.87M 0.94% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,001 $1.87M 0.55% -38 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,000 $1.87M 0.07% +651 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,000 $1.87M 0.28% -133 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,999 $1.87M 1.1% -85 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. 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