Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,722 $1.11M 0.24% +579 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,705 $1.1M 0.14% +481 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,701 $1.1M 0.24% -757 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 7,699 $1.1M 0.23% +5,255 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 7,694 $1.1M 0.48% -107 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 7,680 $1.1M 4.51% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,675 $1.1M 0.19% +679 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 7,673 $1.1M 0.14% +1,008 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 7,125 $1.1M 0.39% +821 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,661 $1.1M 0.32% +813 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,655 $1.1M 0.41% -769 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 7,649 $1.1M 0.61% +457 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,648 $1.1M 0.06% -203 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,648 $1.1M 0.11% +1,080 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 7,643 $1.09M 0.25% +30 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,634 $1.09M 0.12% -2,400 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,626 $1.09M 0.05% -556 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,616 $1.09M 0.2% -318 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,605 $1.09M 0.88% +375 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,599 $1.09M 0.18% -1,189 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 7,588 $1.09M 0.06% +255 13F-HR Timeline Group Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 7,576 $1.08M 0.16% 0 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 7,558 $1.08M 0.02% -8,623 13F-HR/A Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,553 $1.08M 0.2% -624 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,530 $1.08M 0.07% -181 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,518 $1.08M 0.23% +2,464 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 7,518 $1.08M 0.34% +232 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,516 $1.08M 0.21% +1,269 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,515 $1.08M 0.04% +232 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,503 $1.07M 0.09% -637 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 7,492 $1.07M 0.33% -1,112 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,053 $1.07M 0.49% +1,266 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,445 $1.07M 0.59% +2,703 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 7,439 $1.07M 0.32% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,381 $1.06M 0.07% +2,293 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,366 $1.05M 0.74% -13 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 7,359 $1.05M 0.53% +51 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,358 $1.05M 0.1% +111 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,344 $1.05M 0.27% -140 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,337 $1.05M 0.17% +219 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,333 $1.05M 0.41% +1 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 7,329 $1.05M 0.4% +209 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,317 $1.05M 0.26% -1,034 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,316 $1.05M 0.39% -30 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7,313 $1.05M 0.48% -356 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,303 $1.05M 0.13% -382 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 7,293 $1.04M 0.03% -1,600 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,291 $1.04M 0.12% +106 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7,266 $1.04M 0.18% +5,266 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 7,262 $1.04M 0.11% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,259 $1.04M 0.31% +112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,255 $1.04M 0.11% -1,968 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 7,235 $1.04M 0.88% 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 7,234 $1.04M 0.32% -2,377 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,225 $1.03M 0.23% -521 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,217 $1.03M 0.77% +1 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 7,171 $1.03M 0.31% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,151 $1.02M 0.82% -93 13F-HR Timeline OPINICUS CAPITAL, INC. 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More: the full row for Conservest Capital Advisors, Inc. 7,092 $1.02M 0.1% -214 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,063 $1.01M 0.81% +151 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 7,053 $1.01M 0.67% -781 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 7,000 $1M 0.05% -3,000 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,995 $1M 0.35% -1,116 13F-HR/A Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 6,972 $998K 0.31% new 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 6,970 $998K 0.73% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,943 $994K 0.95% +409 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 6,938 $993K 0.22% +60 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,920 $991K 0.07% -701 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,919 $991K 0.09% -183 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 6,919 $990K 0.75% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,899 $988K 0.32% +13 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 6,898 $988K 0.81% -2,742 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,892 $987K 0.33% -405 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,882 $985K 0.22% +1,394 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,856 $982K 0.06% -1,385 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,855 $982K 0.36% -328 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,852 $981K 0.27% +2,979 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,844 $980K 0.26% -564 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,503 $980K 0.46% +251 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 6,840 $979K 0.21% -150 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,835 $979K 0.08% -4,435 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 6,819 $976K 0.13% -1,410 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,815 $976K 0.24% -2,756 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 6,792 $973K 0.45% -29 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 6,773 $970K 0.23% +185 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,770 $969K 0.58% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,759 $968K 0.09% +173 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 6,751 $966K 0.03% +67 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 6,734 $964K 0.21% +51 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,729 $964K 0.15% -1,643 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,728 $963K 0.35% -222 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,727 $963K 0.61% -329 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 6,600 $961K 0.16% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 6,703 $960K 0.27% +90 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,690 $958K 0.36% -20 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,675 $956K 0.21% +673 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,673 $956K 0.26% +47 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 6,663 $954K 0.23% +158 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,659 $954K 0.23% -62 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,660 $954K 0.07% -552 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,658 $953K 0.02% 0 13F-HR Timeline Group BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 6,600 $949K 0.03% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 6,618 $948K 0.08% +476 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,613 $947K 0.04% +1,106 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,602 $947K 0.3% +2,422 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,610 $947K 0.51% -1,096 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,612 $946K 0.12% -1,857 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 6,600 $945K 0.39% -707 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,595 $944K 0.1% -3,088 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,583 $943K 0.21% +194 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,582 $942K 0.73% +53 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,575 $941K 0.49% -475 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 6,068 $941K 0.24% +483 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,075 $940K 0.62% -172 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 6,560 $939K 0.19% -50 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,126 $939K 0.85% +690 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 6,545 $937K 2.38% +550 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 6,531 $935K 0.08% -621 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,529 $935K 0.13% -623 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 6,519 $934K 0.17% +138 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,521 $934K 0.23% +128 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,496 $930K 0.5% -757 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,493 $930K 0.23% -1,242 13F-HR Timeline City State Bank More: the full row for City State Bank 6,472 $927K 0.29% +270 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,469 $926K 0.14% +79 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 6,468 $926K 2.94% -18,343 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,466 $926K 0.31% -32 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,456 $924K 0.07% -4,469 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 6,455 $924K 0.05% -36 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 6,449 $923K 0.08% -19 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,438 $922K 0.16% +976 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,437 $922K 0.68% +90 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 6,437 $922K 0.6% +179 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 6,433 $921K 0.01% -313 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,426 $920K 0.27% +12 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 6,424 $920K 0.56% -7,861 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 6,418 $919K 0.46% +6 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,412 $918K 0.34% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,402 $917K 0.18% +831 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 6,398 $916K 0.39% +81 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 6,370 $916K 0.39% +367 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 6,394 $916K 0.52% +10 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 6,389 $915K 0.13% +226 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,389 $915K 0.33% +96 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,384 $914K 0.09% -336 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,378 $913K 0.05% +888 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,369 $912K 0.07% +62 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,362 $911K 0.79% -114 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,359 $910K 0.27% -977 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 6,354 $910K 0.45% -131 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,349 $909K 0.05% -89 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 6,346 $909K 0.16% +1,712 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,343 $908K 0.12% +20 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,330 $908K 0.37% -1,175 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 6,336 $907K 0.9% -1,010 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,335 $907K 0.09% +253 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 6,228 $907K 0.32% +322 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,327 $906K 0.26% -94 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,321 $905K 0.22% +79 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 6,302 $902K 0.48% -32 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 6,290 $901K 0.53% +290 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 6,285 $900K 0.19% -77 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 6,265 $897K 0.18% -968 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 6,263 $897K 0.11% +220 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,260 $896K 0.25% -647 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 6,241 $894K 0.67% -177 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,237 $893K 0.76% +45 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,222 $891K 0.07% -910 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,205 $889K 0.36% -45 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,202 $888K 0.17% +154 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6,201 $888K 0.87% -273 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,191 $886K 0.31% +290 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 6,186 $886K 0.42% +122 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,175 $884K 0.91% -100 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 6,158 $882K 0.49% -27 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,154 $881K 0.43% +47 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,146 $880K 0.06% -2,795 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 6,129 $878K 0.52% +155 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,120 $876K 0.11% -130 13F-HR/A Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,118 $876K 0.01% -33,903 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. 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