COWA, LLC More: the full row for COWA, LLC 5,468 $1.13M 0.31% -111 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,465 $1.13M 0.08% -25 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,463 $1.13M 0.09% +96 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 5,463 $1.13M 0.26% +50 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 5,461 $1.13M 0.92% +91 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,459 $1.13M 0.32% +48 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,459 $1.13M 0.01% +491 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,455 $1.13M 0.59% -924 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,447 $1.13M 0.03% +963 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,447 $1.13M 0.09% +421 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,439 $1.13M 0.76% +335 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,642 $1.12M 0.81% -10,410 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,711 $1.12M 0.37% +5,580 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,425 $1.12M 0.6% -48 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,421 $1.12M 0.32% +144 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,377 $1.11M 0.37% -1,274 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,376 $1.11M 0.39% -142 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,372 $1.11M 0.15% -65 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,365 $1.11M 0.12% -4,196 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,356 $1.11M 0.62% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,355 $1.11M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,606 $1.11M 0.56% -7 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,348 $1.11M 0.21% +2,649 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,346 $1.11M 1.14% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,337 $1.1M 0.25% +101 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,335 $1.1M 0.18% +1,136 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5,330 $1.1M 1.01% +91 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,318 $1.1M 0.15% +355 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,313 $1.1M 0.56% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,299 $1.1M 0.62% -1,021 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,297 $1.1M 0.56% +6 13F-HR/A Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,296 $1.1M 0.7% -605 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,292 $1.09M 0.34% -17 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 5,290 $1.09M 0.36% +399 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,279 $1.09M 0.47% +147 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,273 $1.09M 0.6% +31 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,265 $1.09M 0.08% +622 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,259 $1.09M 0.01% +1,250 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,241 $1.08M 0.22% +8 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 5,240 $1.08M 0.84% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,686 $1.08M 0.61% +11 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 5,800 $1.08M 0.43% +4,050 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 5,214 $1.08M 0.22% -75 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,212 $1.08M 0.5% +67 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 5,212 $1.08M 0.14% +1,537 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 5,209 $1.08M 0.42% -88 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,203 $1.08M 0.93% -29 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,202 $1.08M 0.26% -1 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 5,297 $1.07M 1.08% +150 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,180 $1.07M 0.24% +252 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 5,169 $1.07M 1.22% +344 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,165 $1.07M 0.12% +785 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 5,164 $1.07M 0.39% +18 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 5,157 $1.07M 0.49% +127 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 5,160 $1.07M 0.34% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,160 $1.07M 0.08% +1,367 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,147 $1.06M 0.07% +2,345 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,139 $1.06M 0.07% +5 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 5,129 $1.06M 0.19% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 5,123 $1.06M 0.08% +242 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 5,123 $1.06M 5.43% -1,024 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,116 $1.06M 0.16% +33 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 5,115 $1.06M 0.24% +619 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,111 $1.06M 0.59% +25 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,108 $1.06M 0.71% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,102 $1.06M 0.15% +388 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 5,101 $1.06M 0.62% +108 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,650 $1.05M 0.16% -306 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,086 $1.05M 0.58% +149 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5,084 $1.05M 0.06% -19 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,079 $1.05M 0.06% -31 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 5,061 $1.05M 0.09% 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 5,059 $1.05M 1.06% +170 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,094 $1.05M 0.33% -9,150 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,051 $1.05M 0.71% -532 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 5,040 $1.04M 1.03% -176 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,035 $1.04M 0.39% -2,209 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,028 $1.04M 0.83% -453 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 5,027 $1.04M 0.44% +16 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,026 $1.04M 0.07% -23 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,021 $1.04M 0.06% -338 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 5,015 $1.04M 1.19% -108 13F-HR Timeline LUMINUS MANAGEMENT LLC More: the full row for LUMINUS MANAGEMENT LLC 5,000 $1.03M 0.63% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 4,996 $1.03M 0.2% -334 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,984 $1.03M 0.13% +139 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,983 $1.03M 0.39% -942 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,978 $1.03M 0.61% -304 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,981 $1.03M 0.13% -572 13F-HR/A Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 4,975 $1.03M 0.13% +717 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,201 $1.03M 0.66% -573 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,360 $1.03M 0.3% +29 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,968 $1.03M 0.84% +60 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,954 $1.03M 0.1% +51 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,954 $1.02M 0.86% +167 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,952 $1.02M 0.26% -508 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,950 $1.02M 0.4% -1,020 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,944 $1.02M 0.28% +262 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,940 $1.02M 0.2% +157 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,922 $1.02M 0.34% +21 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,916 $1.02M 1.62% +185 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,907 $1.02M 0.13% +27 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 4,902 $1.01M 0.14% 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 4,895 $1.01M 0.36% -962 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,895 $1.01M 0.39% +153 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,874 $1.01M 0.07% +1,915 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,859 $1.01M 0.07% +676 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,859 $1.01M 0.01% -1,057 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 6,000 $1M 0.6% -361 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,846 $1M 0.2% +11 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 4,844 $1M 0.23% +289 13F-HR/A Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 4,838 $1M 1.02% -100 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 4,836 $1M 0.96% -152 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,832 $1000K 0.57% -33 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 4,831 $1000K 0.29% 0 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 4,830 $999K 1.1% -33 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,829 $999K 0.11% +843 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 4,828 $999K 0.39% +2,054 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 4,826 $999K 0.25% -9,389 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,815 $996K 0.01% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,812 $996K 0.28% -161 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 4,811 $995K 0.74% -90 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,809 $995K 0.51% +20 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,808 $995K 0.27% +49 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,795 $992K 0.32% -147 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,793 $992K 0.4% -106 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,790 $991K 0.08% +307 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,784 $990K 0.05% -218 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 6,600 $989K 0.03% 0 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 4,932 $989K 0.67% +2 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,776 $988K 0.13% +146 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,775 $988K 0.53% -490 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,770 $987K 0.08% -319 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,363 $987K 0.11% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,757 $984K 0.72% +617 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,756 $984K 0.2% -5,116 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,749 $983K 0.11% -241 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,743 $981K 0.24% +1,021 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,737 $980K 0.21% +10 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,731 $979K 0.12% -186 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,730 $979K 0.11% -18,793 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,674 $977K 0.54% -111 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,721 $977K 0.18% +2,317 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,721 $977K 0.62% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,718 $976K 0.1% +47 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 4,716 $976K 0.17% -155 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 4,716 $976K 0.64% +127 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,706 $974K 0.23% +340 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,247 $972K 0.45% -139 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,688 $970K 0.44% -1,020 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,688 $970K 0.36% +3,091 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,680 $968K 0.38% +2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,673 $967K 0.06% +173 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 4,671 $966K 0.2% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,669 $966K 0.56% +422 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,660 $964K 0.49% +568 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,658 $964K 0.23% -391 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,657 $964K 0.56% +77 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,651 $962K 0.15% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,649 $962K 0.33% +161 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,648 $962K 0.09% -6 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,648 $962K 0.24% +1,956 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 4,648 $962K 0.76% 0 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 4,637 $959K 1.05% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,626 $957K 0.04% -107 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,621 $956K 0.31% +45 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,620 $956K 0.3% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,610 $954K 0.58% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,610 $954K 0.68% -77 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,605 $953K 0.47% +648 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,602 $952K 0.33% -5,112 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,585 $949K 0.34% -50 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,585 $949K 0.14% +53 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,566 $945K 0.68% +269 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,548 $941K 0.62% -33 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,547 $941K 0.07% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,542 $940K 0.29% +3 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,537 $939K 0.14% +1,149 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,533 $938K 0.19% +345 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,527 $937K 0.21% -133 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 4,525 $936K 1.05% -13,983 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,518 $935K 0.06% 0 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,515 $934K 0.28% +1,824 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,513 $934K 0.42% +19 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,513 $934K 0.21% -62 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,502 $932K 0.64% +264 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 4,501 $931K 0.61% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,485 $928K 0.44% +72 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,483 $928K 0.66% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,478 $926K 0.28% +241 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,475 $926K 0.13% +491 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,468 $924K 0.45% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,463 $923K 0.16% +257 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,459 $922K 0.17% -558 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,454 $922K 0.16% -285 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 4,452 $921K 0.74% +210 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,435 $918K 0.85% -170 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,962 $917K 0.19% +374 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,429 $916K 0.05% -9,467 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,428 $916K 0.12% +2,208 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,416 $914K 0.13% 0 13F-HR Timeline Group