FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,852 $913K 0.25% -28 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,411 $913K 0.28% +732 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 4,410 $912K 0.28% -1,492 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,406 $912K 0.49% +611 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,400 $910K 0.28% +119 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 4,382 $907K 0.64% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,381 $906K 0.14% +64 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,371 $904K 0.47% -48 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,368 $904K 0.66% +2,246 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,361 $902K 0.48% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,360 $902K 0.14% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,353 $901K 0.11% -2,789 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 4,349 $900K 0.35% -1,159 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,346 $899K 0.08% +728 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,328 $895K 0.55% +1,005 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,322 $894K <0.01% +102 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,320 $894K 0.49% -1,100 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,317 $893K 0.57% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,313 $892K 0.11% +160 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,519 $892K 0.81% -8 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,311 $892K 0.02% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,304 $890K 0.22% -8,535 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,300 $890K 0.43% +4 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 4,295 $889K 0.54% -116 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,292 $888K 0.65% +175 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,288 $887K 1.46% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,285 $886K 0.14% -315 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,277 $885K 0.11% +344 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,371 $883K 0.04% +2 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,264 $882K 0.15% +1,377 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,263 $882K 0.18% +375 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,257 $881K 0.46% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,255 $880K 0.62% +100 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 4,250 $879K 0.49% -5 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,236 $876K 0.27% -196 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,233 $876K 0.57% +80 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,230 $875K 0.25% -470 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 4,228 $875K 0.21% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,225 $874K 0.22% -3,030 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,218 $873K 0.2% -517 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,215 $872K 0.18% +81 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,212 $871K 0.04% +251 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,211 $871K 0.24% +344 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 4,207 $870K 0.06% -1,970 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,202 $869K 0.52% +64 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 4,200 $869K 0.1% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,194 $868K 0.07% -58,541 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,189 $867K 0.64% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,188 $867K 0.17% -25 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,689 $866K 1.04% 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 4,187 $866K 0.3% +428 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 4,186 $866K 0.13% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,752 $866K 0.31% +2,993 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,183 $865K 0.19% -1,072 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 4,182 $865K 0.21% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,178 $864K 0.09% +274 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,175 $864K 0.34% -72 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,499 $863K 0.17% +38 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,169 $863K 0.11% -201 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,158 $860K 0.31% -551 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,158 $860K 0.09% +1,193 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,155 $860K 0.32% +129 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,151 $858K 0.23% +831 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 4,141 $857K 0.28% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,140 $857K 0.17% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,138 $856K 0.1% -245 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,138 $856K 0.07% -699 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,125 $853K 0.05% +814 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,121 $853K 0.29% -107 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,117 $852K 0.21% -432 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 4,116 $852K 0.15% -2,259 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 4,112 $851K 0.14% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,108 $850K 0.18% -442 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,097 $848K 0.02% -29,501 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,916 $847K 0.36% -1,546 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,094 $847K 0.1% -695 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,092 $847K 0.07% -73 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,091 $846K 0.27% -374 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 4,087 $846K 0.6% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,108 $844K 0.23% -164 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 4,080 $844K 0.14% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 4,075 $843K 0.17% +282 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,074 $843K 0.42% new 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,070 $842K 0.64% +2 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,070 $842K 0.07% -15 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 4,066 $841K 0.26% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,060 $840K 0.38% -228 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,058 $840K 0.28% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 4,056 $839K 0.05% -111 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,053 $839K 0.41% -470 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,049 $838K 0.24% -26 13F-HR/A Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,046 $837K 0.84% -125 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,043 $836K 0.08% +157 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,040 $836K 0.06% +102 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,036 $835K 0.39% -1 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,031 $834K 0.04% +76 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,031 $834K 0.16% +277 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,025 $833K 0.52% -80 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,022 $832K 0.05% -369 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,015 $831K 0.12% +1,039 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,009 $830K 0.09% -346 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,005 $829K 0.2% +237 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $828K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boit C F David More: the full row for Boit C F David 4,000 $828K 0.37% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,998 $827K 0.16% +205 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,992 $826K 0.16% +335 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,990 $826K 0.53% +1 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,989 $825K 0.18% +54 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,978 $823K 0.07% -344 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,976 $823K 0.55% +1 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,893 $820K 0.71% +706 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 3,893 $820K 0.71% +17 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,960 $819K 0.74% -50 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,958 $819K 0.14% +86 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 3,954 $818K +1,353 Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,954 $818K 0.34% +141 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,950 $817K 0.23% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,948 $817K 0.03% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,931 $813K 0.03% -99 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,929 $813K 0.37% +59 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,929 $813K 0.07% +470 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,926 $812K 0.14% -1 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,926 $812K 0.17% +316 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,924 $812K 0.91% -2,153 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,915 $810K 0.41% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,915 $810K 0.69% -80 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,913 $810K 0.11% +94 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,911 $809K 0.69% -71 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,907 $808K 0.45% +624 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,906 $808K 0.35% +30 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 3,896 $806K 0.61% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,896 $806K 0.1% +1,033 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,896 $806K 0.11% -205 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,892 $805K 0.37% -50 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,889 $805K 0.64% +20 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,884 $804K 0.08% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,882 $803K 0.2% -1,036 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,869 $801K 0.23% +185 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,868 $800K 0.27% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,858 $798K 0.15% +260 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,857 $798K 0.1% -2 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,856 $798K 0.65% -185 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,853 $797K 0.78% +44 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,856 $797K 0.35% +138 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,851 $797K 0.16% -215 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,848 $796K 0.15% +504 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,848 $796K 0.16% +254 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 3,843 $795K 0.42% -30 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,838 $794K 0.66% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 3,822 $791K 0.4% 0 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 3,818 $790K 0.4% 0 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3,816 $790K 0.46% -100 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,810 $788K 0.61% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,806 $787K 0.05% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,802 $787K 0.28% -124 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 3,797 $786K 0.39% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,795 $785K 0.12% +2,425 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,792 $785K 0.15% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,790 $784K 0.1% +112 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,781 $782K 0.23% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,781 $782K 0.13% 0 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 3,780 $782K 0.53% -11,305 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,779 $782K 0.13% +53 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,774 $781K 0.14% +3,353 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,768 $780K 0.19% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,768 $780K 0.04% -151 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,766 $779K 0.38% -32 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,764 $779K 0.62% -210 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,762 $778K 0.1% +45 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,760 $778K 0.55% +9 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,751 $776K 0.11% +15 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 3,750 $776K 0.46% -1,250 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,750 $776K 0.02% -31,625 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 3,747 $775K 0.68% +916 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 3,742 $774K 0.74% +88 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,741 $774K 0.39% -103 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,738 $773K 0.17% -76 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,731 $772K 0.27% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,729 $772K 0.28% +25 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,724 $770K 0.09% -185 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,722 $770K 0.25% -197 13F-HR/A Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,696 $765K 0.38% +1,556 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,694 $764K 0.45% +261 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,690 $763K 0.37% +247 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,682 $762K 0.2% +277 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,681 $762K 0.1% +149 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 3,680 $761K 0.7% -1,105 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,676 $761K 0.11% +226 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,672 $760K 0.26% -325 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,672 $760K 0.26% new 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,671 $760K 0.3% +96 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,668 $759K 0.22% -8 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,644 $754K 0.2% +18 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,643 $754K 0.33% -7,467 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,641 $753K 0.33% +19 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,640 $753K 0.68% +1,226 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,639 $753K 0.47% 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,637 $753K 0.32% -139 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,632 $751K 0.19% -80 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,631 $751K 0.1% -25 13F-HR Timeline