Clarity Financial LLC More: the full row for Clarity Financial LLC 4,775 $684K 0.07% +550 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,771 $683K 0.23% +140 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,752 $680K 0.54% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,750 $680K 0.24% -567 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,748 $680K 0.08% -944 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,742 $679K 0.18% -761 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,740 $679K 0.22% +1,133 13F-HR Timeline LifeSteps Financial, Inc. 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More: the full row for VISTA CAPITAL PARTNERS, INC. 4,606 $660K 0.07% -1,332 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,601 $659K 0.26% +175 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,595 $658K 0.47% -5 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,579 $656K 0.09% -2,009 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,576 $655K 0.31% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,573 $655K 0.22% -92 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,571 $655K 0.14% +222 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 4,447 $637K 0.23% +27 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,443 $636K 0.1% -477 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 4,438 $635K 0.04% -10 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,432 $635K 0.36% -61 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,432 $635K 0.03% -294 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,428 $634K 0.17% +56 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,426 $634K 0.11% -480 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,425 $634K 0.23% +313 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,421 $633K 0.03% +140 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 4,416 $632K 0.12% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,416 $632K 0.13% -652 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,407 $631K 0.19% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,407 $631K 0.02% -1,636 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,406 $631K 0.18% -668 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,402 $630K 0.07% -444 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 4,399 $630K 0.38% +1,150 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,394 $629K 0.07% -218 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,382 $627K 0.1% -306 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,378 $627K 0.17% -4 13F-HR/A Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,376 $627K 0.28% 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,376 $627K 0.26% +47 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,374 $626K 0.47% -617 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,374 $626K 0.17% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,372 $626K 0.1% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 4,370 $626K 0.22% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,364 $625K 0.09% -1,776 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,361 $624K 0.41% -1,000 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,340 $621K 0.06% -175 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,334 $621K 0.22% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,334 $621K 0.08% -590 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,318 $618K 0.06% +428 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,314 $618K 0.14% -77 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,314 $618K 0.04% -104 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,313 $618K 0.01% -33,301 13F-HR Timeline Group Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,312 $617K 0.36% -148 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 4,303 $616K 0.13% +142 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,302 $616K 0.1% -97 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,296 $615K 0.08% -57 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,295 $615K 0.21% -331 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,291 $614K 0.06% +80 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,291 $614K 0.2% +800 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,291 $614K 0.2% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,284 $613K 0.05% -4 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 3,813 $612K 0.68% 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,271 $612K 0.32% +14 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,270 $611K 0.38% +495 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,262 $610K 0.35% +6 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,246 $608K 0.12% +186 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,243 $608K 0.69% -318 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,242 $607K 0.18% -502 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,230 $606K 0.29% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. 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More: the full row for Sunflower Bank, N.A. 4,217 $604K 0.15% +758 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 4,215 $604K 0.21% -221 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,208 $602K 0.05% -1,243 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 4,206 $602K <0.01% -4,161 13F-HR Timeline Group McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 3,597 $602K 0.34% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 4,201 $602K 0.37% -47 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 4,200 $601K 0.09% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,195 $601K 0.26% +169 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,193 $600K 0.46% +29 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,188 $600K 0.04% 0 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,186 $599K 0.42% -1,740 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,184 $599K 0.04% -207 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 4,182 $599K 0.15% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,170 $597K 0.15% +69 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,167 $597K 0.11% -51 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,939 $595K 0.27% +38 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,155 $595K 0.16% +216 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,140 $593K 0.14% -90 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,134 $592K 0.06% -146 13F-HR Timeline Sterling Financial Group, Inc. 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More: the full row for Foster Group, Inc. 4,103 $587K 0.02% +434 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 4,103 $587K 0.11% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,100 $587K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,091 $586K 0.07% +851 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,780 $584K 0.21% +235 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,081 $584K 0.1% -269 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 4,074 $583K 0.62% +166 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,071 $583K 0.12% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,064 $582K 0.45% +19 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,062 $582K 0.94% -1,993 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 4,058 $581K 0.23% +2,649 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,050 $580K 0.29% +192 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,045 $579K 0.37% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,042 $579K 0.38% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,039 $578K 0.06% +188 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,038 $578K 0.69% -39 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,037 $578K 0.04% -1,112 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,036 $578K 0.22% -6 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,024 $576K 0.23% +34 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,023 $576K 0.18% +479 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,020 $576K 0.14% +31 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 4,014 $575K 0.49% -28 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,006 $575K 0.3% +226 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,002 $573K 0.43% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $573K 0.28% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,992 $572K 0.25% -260 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,980 $570K 0.04% -439 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,980 $570K 0.08% -101 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,963 $567K 0.44% -1,848 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,959 $567K 0.19% +16 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,948 $565K 0.02% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,945 $565K 0.82% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,944 $564K 0.13% -144 13F-HR/A Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,921 $561K 0.38% +97 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 3,920 $561K 0.24% -16,285 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3,916 $561K 0.32% +166 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,913 $560K 0.09% +474 13F-HR Timeline Warm Springs Advisors Inc. 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