Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,015 $1.74M 0.19% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,015 $1.74M 0.85% +103 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 2,015 $1.74M 1.52% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,906 $1.74M 0.18% -74 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,792 $1.74M 0.58% +1,412 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,005 $1.73M 1.12% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,004 $1.73M 0.26% -33 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,003 $1.73M 0.36% +568 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 2,003 $1.73M 0.63% +37 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,002 $1.73M 0.92% -3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,998 $1.73M 0.08% +3 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,001 $1.73M 0.17% -19 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,000 $1.72M 1.13% -27 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 1,995 $1.72M 1.59% 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,825 $1.72M 0.71% +266 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,992 $1.72M 0.19% +84 13F-HR/A Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,989 $1.72M 0.76% +592 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,740 $1.71M 0.11% +54 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,983 $1.71M 1.19% +11 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,980 $1.71M 0.18% -125 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 1,975 $1.7M 0.95% 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,975 $1.7M 0.44% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,972 $1.7M 1.51% +984 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,967 $1.7M 0.23% -116 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,966 $1.7M 1.37% -116 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,966 $1.7M 0.3% -85 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,964 $1.69M 0.21% +31 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,962 $1.69M 0.82% -12 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,962 $1.69M 1.25% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,959 $1.69M 0.19% -51 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,956 $1.69M 0.67% 0 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,954 $1.68M 0.82% -148 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,952 $1.68M 0.62% +25 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,952 $1.68M 0.15% +550 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,950 $1.68M 0.41% +115 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,947 $1.68M 0.05% +306 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1,937 $1.67M 0.4% +94 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,936 $1.67M 0.54% -26 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,933 $1.67M 0.08% -17 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,932 $1.67M 0.11% -106 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,932 $1.67M 0.05% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,928 $1.66M 0.33% -44 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,926 $1.66M 0.38% +56 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,922 $1.66M 0.54% +218 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,920 $1.66M 0.04% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,919 $1.65M 1.7% +191 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 1,912 $1.65M 0.42% +846 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,910 $1.65M 0.73% -20 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,908 $1.64M 0.12% -2,980 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,907 $1.64M 0.24% +151 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,923 $1.64M 0.79% +28 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,901 $1.64M 0.35% +301 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,900 $1.64M 0.1% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,900 $1.64M 0.22% -147 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,896 $1.64M 0.54% +32 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,892 $1.63M 0.93% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,886 $1.63M 0.25% +174 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,840 $1.62M 0.56% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,689 $1.62M 0.16% -56 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,881 $1.62M 0.53% 0 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 1,880 $1.62M 0.57% -972 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,879 $1.62M 1.08% +95 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,841 $1.62M 0.28% +158 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,875 $1.62M 0.25% -50 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,875 $1.62M 0.19% -62 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,869 $1.61M 0.16% -78 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 1,862 $1.61M 0.92% -565 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,861 $1.6M 0.58% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,859 $1.6M 0.36% -58 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,856 $1.6M 0.54% +334 13F-HR/A Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,855 $1.6M 0.67% 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,844 $1.59M 1.06% +239 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,841 $1.59M 0.22% -111 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,840 $1.59M 1.55% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,839 $1.59M 0.22% -710 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,835 $1.58M 0.44% -202 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,834 $1.58M 0.13% +25 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,833 $1.58M 0.11% -145 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,825 $1.57M 0.24% -14 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,819 $1.57M 1.02% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 1,818 $1.57M 0.83% +116 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,816 $1.57M 0.09% -205 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,812 $1.56M 0.84% +748 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,809 $1.56M 0.21% -10 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,806 $1.56M 1.07% +177 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,802 $1.55M 0.14% -71 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,802 $1.55M 0.57% -21 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,801 $1.55M 0.12% +199 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 1,800 $1.55M 0.53% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,799 $1.55M 0.91% -26 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,797 $1.55M 0.15% -60 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,793 $1.55M 0.46% -49 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,791 $1.55M 0.4% +102 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,791 $1.54M 0.31% +76 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,789 $1.54M 0.44% +11 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,785 $1.54M 0.68% -66 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,785 $1.54M <0.01% +570 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,784 $1.54M 0.14% +9 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,781 $1.54M 0.84% +50 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,570 $1.54M 0.38% +98 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,781 $1.54M 0.07% -6 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,779 $1.53M 0.27% +13 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,776 $1.53M 0.01% -101,613 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Crews Bank & Trust More: the full row for Crews Bank & Trust 1,774 $1.53M 0.22% -29 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,772 $1.53M 0.02% +117 13F-HR Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 1,766 $1.52M 0.72% +55 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,764 $1.52M 0.42% -4 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,764 $1.52M 0.09% +1,218 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 1,761 $1.52M 0.64% +17 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,760 $1.52M 0.89% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,760 $1.52M 0.74% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,757 $1.52M 0.32% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,756 $1.51M 0.19% +15 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,753 $1.51M 0.45% -22 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,750 $1.51M <0.01% new 13F-HR/A Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 1,751 $1.51M 1.87% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,738 $1.51M 0.08% 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,745 $1.5M 0.93% +107 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,744 $1.5M 0.57% -1 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,744 $1.5M 0.25% +51 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,740 $1.5M 0.57% +576 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,522 $1.5M 0.34% +546 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,738 $1.5M 0.75% +304 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,737 $1.5M 0.58% +12 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,735 $1.5M 0.61% -61 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,735 $1.5M 0.06% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,733 $1.49M 1.39% 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,730 $1.49M 0.01% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,727 $1.49M 0.08% -389 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,725 $1.49M 0.17% -114 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,724 $1.49M 0.12% +181 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,722 $1.49M 0.16% -51 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,722 $1.48M 0.91% +22 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,727 $1.48M 0.24% +327 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,710 $1.47M 0.17% -1 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,709 $1.47M 0.57% +16 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,705 $1.47M 0.22% -2,898 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,705 $1.47M 0.13% -16 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,704 $1.47M 0.2% -78 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,698 $1.46M 0.15% -4 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,693 $1.46M 0.34% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,691 $1.46M 0.35% +424 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,689 $1.46M 0.47% +476 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 1,480 $1.45M 1.08% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,686 $1.45M 0.17% -1,848 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,685 $1.45M 0.27% +122 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,685 $1.45M 0.39% +21 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,677 $1.45M 0.36% -3 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,676 $1.45M 0.3% -10 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,675 $1.44M 0.21% -125 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,675 $1.44M 0.54% 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,671 $1.44M 0.58% +13 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,668 $1.44M 0.8% -9 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,666 $1.44M 0.02% +64 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,666 $1.44M 0.52% -600 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,661 $1.43M 0.46% +2 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,659 $1.43M 0.03% +55 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,658 $1.43M 0.04% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,656 $1.43M 0.19% +139 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,518 $1.43M 1.84% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,654 $1.43M 0.05% +126 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,650 $1.42M 0.55% +482 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,650 $1.42M 0.12% +198 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,649 $1.42M 0.32% +51 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,647 $1.42M 0.13% +215 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,644 $1.42M 0.21% +265 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,643 $1.42M 0.12% +130 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 1,640 $1.41M 1.31% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,639 $1.41M 0.47% +181 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,638 $1.41M 0.63% 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,638 $1.41M 1.02% +12 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,636 $1.41M 1.25% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,630 $1.41M 0.16% -16 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,628 $1.4M 0.48% +38 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,628 $1.4M 0.31% +226 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,626 $1.4M 0.03% -595 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,623 $1.4M 0.62% -445 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,621 $1.4M 1.37% -19 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,621 $1.4M 0.11% +635 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,617 $1.39M 0.24% -29 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,615 $1.39M 0.09% -219 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,614 $1.39M 0.5% -35 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,611 $1.39M 0.36% +53 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,607 $1.39M 0.18% -80 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,601 $1.38M 0.18% -288 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,598 $1.38M 0.12% +72 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,596 $1.38M 0.46% +251 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,594 $1.37M 0.5% -10 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,593 $1.37M 0.51% +37 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,592 $1.37M 1.32% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,587 $1.37M 0.64% -112 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,579 $1.36M 0.28% +14 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,576 $1.36M 0.13% +4 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,573 $1.36M 0.72% 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,566 $1.35M 0.86% -24 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 1,588 $1.35M 0.06% -136 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 9,323 $1.35M 1.04% +7,908 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,562 $1.35M 0.55% +599 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,561 $1.35M 1.17% 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,558 $1.34M 0.48% +899 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.