BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 327 $309K 0.15% +8 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 326 $308K 0.09% -63 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 326 $308K 0.13% 0 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 326 $308K 0.14% +100 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 326 $308K 0.28% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 325 $308K 0.23% +3 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 325 $308K 0.27% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 325 $307K 0.12% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 325 $307K 0.13% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 325 $307K 0.2% -16 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 325 $307K 0.17% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 324 $306K 0.14% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 327 $304K 0.32% -13 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 321 $304K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 319 $302K 0.08% +1 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 319 $302K 0.58% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 318 $301K 0.3% +8 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 318 $301K 0.08% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 318 $301K 0.23% +1 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 318 $301K 0.2% -400 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 318 $301K 0.31% +1 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 318 $301K 0.24% -10 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 317 $300K 0.18% +25 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 317 $300K 0.12% 0 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 297 $300K 0.17% new 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 316 $299K 0.03% +12 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 316 $299K 0.07% +134 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 316 $299K 0.23% 0 13F-HR Timeline HughesLittle Investment Management Ltd. More: the full row for HughesLittle Investment Management Ltd. 315 $298K 0.06% 0 13F-HR/A Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 314 $297K 0.39% -601 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 314 $297K 0.21% -27 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 314 $297K 0.06% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 314 $297K 0.25% -17 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 303 $296K 0.03% -35 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 312 $295K 0.03% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 305 $294K 0.06% -9 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 310 $293K 0.18% +16 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 309 $292K 0.18% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 309 $292K 0.01% 0 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 309 $292K 0.17% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 307 $290K 0.15% 0 13F-HR/A Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 307 $290K 0.06% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 307 $290K 0.11% +17 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 306 $290K 0.19% +25 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 306 $289K 0.08% new 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 306 $289K 0.08% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 305 $289K 0.15% -133 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 304 $288K 0.15% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 304 $288K 0.25% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 303 $287K <0.01% +7 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 303 $286K 0.13% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 303 $286K 0.02% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 301 $285K 0.07% +9 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 301 $285K 0.14% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 301 $285K 0.04% -127 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 301 $284K 0.14% +1 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 300 $284K 0.24% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 300 $284K 0.04% +6 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 300 $284K 0.12% -47 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 300 $284K 0.24% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 300 $284K 0.04% 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 300 $284K 0.13% +14 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 298 $282K 0.11% -59 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 298 $282K 0.08% -874 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 298 $282K 0.05% +30 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 298 $282K 0.13% -10 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 298 $282K 0.1% -80 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 298 $282K 0.16% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 297 $281K 0.08% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 297 $281K 0.09% +10 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 297 $281K 0.04% -85 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 297 $281K 0.03% +15 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 297 $281K 5.25% +35 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 297 $281K 0.15% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 296 $280K 0.05% -18 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 296 $280K 0.13% 13F-HR/A Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 296 $280K 0.1% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 296 $280K 0.04% -152 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 295 $279K 0.07% +60 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 295 $279K 0.28% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 294 $278K 0.09% +8 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 294 $278K 0.12% +7 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 293 $277K 0.04% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 293 $277K 0.07% +5 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 292 $276K 0.1% 0 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 292 $276K 0.21% -109 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 292 $276K 0.26% -15 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 291 $276K 0.19% -38 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 291 $275K 0.06% -10 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 291 $275K 0.04% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 290 $274K 0.07% 0 13F-HR/A Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 290 $274K 0.01% -999 13F-HR/A Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 286 $274K 0.21% -11 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 289 $274K 0.06% +20 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 289 $273K 0.04% new 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 288 $272K 0.18% -11 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 287 $272K 0.09% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 286 $270K 0.09% +27 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 286 $270K 0.53% +1 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 285 $270K 0.09% +6 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 284 $269K 0.23% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 284 $269K 0.12% -151 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 283 $268K 0.03% +17 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 283 $268K 0.08% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 283 $268K 0.14% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 282 $267K 0.17% -15 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 282 $267K 0.14% -100 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 281 $266K 0.44% +57 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 280 $265K 0.07% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 280 $265K 0.18% +15 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 280 $264K 0.09% -3 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 278 $263K 0.11% -3 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 278 $263K 0.05% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 278 $263K 0.24% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 278 $262K 0.23% +18 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 268 $262K 0.04% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 277 $262K 0.25% +5 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 277 $262K 0.02% -1 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 277 $262K 0.11% +30 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 277 $262K 0.14% +13 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 277 $262K 0.07% +53 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 277 $262K 0.07% -9 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 276 $261K 0.22% -85 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 276 $261K 0.1% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 276 $261K 0.05% -1 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 260 $259K 0.11% 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 273 $258K 0.1% +8 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 273 $258K 0.28% +15 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 272 $258K 0.08% +71 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 272 $258K 0.12% -223 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 272 $257K 0.16% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 270 $255K 0.2% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 270 $255K 0.15% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 269 $254K 0.13% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 269 $254K 0.22% -41 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 268 $254K 0.14% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 268 $253K 0.07% -95 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 267 $253K 0.03% -15 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 267 $253K 0.04% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 264 $252K 0.05% +5 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 266 $252K 0.19% -37 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 276 $251K 0.14% -70 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 265 $251K 0.03% -100 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 265 $251K 0.15% -3 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 265 $251K 0.09% +13 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 265 $251K 0.29% +21 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 265 $251K 0.04% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 265 $250K 0.11% -26 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 273 $250K 0.2% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 264 $250K 0.05% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 264 $250K 0.13% -96 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 264 $249K 0.1% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 263 $249K 0.04% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 262 $248K <0.01% +35 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 262 $248K 0.08% -115 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 261 $247K 0.13% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 261 $247K 0.32% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 261 $247K 0.03% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 261 $247K 0.03% -9 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 261 $247K 0.21% 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 260 $246K 0.18% +40 13F-HR Timeline TOBAM More: the full row for TOBAM 259 $245K 0.1% -130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 259 $245K 0.03% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 259 $245K 0.04% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 258 $244K 0.12% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 258 $244K 0.08% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 257 $243K 0.17% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 257 $243K 0.15% 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 256 $242K 0.15% +28 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 256 $242K 0.17% -10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 247 $241K 0.06% +138 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 255 $241K 0.02% +17 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 255 $241K 0.09% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 255 $241K 0.29% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 255 $241K 0.16% +5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 255 $241K 0.22% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 255 $241K 0.29% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 255 $241K 0.04% -13 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 254 $240K 0.11% -4 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 254 $240K 0.37% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 254 $240K 0.16% +22 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 254 $240K 0.16% -25 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 253 $239K 0.29% -87 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BIP Alliance, LLC More: the full row for BIP Alliance, LLC 253 $239K 0.1% +3 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 261 $239K 0.17% +8 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 253 $239K 0.05% +13 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 253 $239K 0.14% +8 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 252 $239K 0.11% -36 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 252 $238K 0.15% +5 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 260 $238K 0.04% +23 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 251 $238K 0.06% -1 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 251 $237K 0.26% -3 13F-HR/A Timeline New World Advisors LLC More: the full row for New World Advisors LLC 251 $237K 0.05% +1 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 250 $236K 0.11% -1 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 250 $236K 0.1% 0 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 250 $236K 0.25% 0 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 250 $236K 0.02% new 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 250 $236K 0.11% -75 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 250 $236K 0.06% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 249 $236K 0.11% +22 13F-HR Timeline