CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,047 $699K 0.33% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,800 $699K 0.22% -358 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,041 $698K 0.24% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,028 $695K 0.34% -880 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,015 $692K 0.66% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,014 $692K 0.41% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,004 $690K 0.04% -341 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,003 $689K 0.31% -302 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 3,000 $689K 0.3% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,992 $687K 0.15% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,971 $682K 0.44% -8 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,970 $682K 0.03% +62 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,963 $680K 0.03% +890 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,960 $679K 0.32% -21 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,958 $679K 0.05% +1,102 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,848 $677K 0.1% 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,923 $671K 0.04% -25 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,920 $670K 0.22% -207 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,919 $670K 0.1% -3,801 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,912 $668K 0.03% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,889 $664K 0.03% +234 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,892 $664K 0.05% -242 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,890 $663K 0.02% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,884 $662K 0.1% -1,183 13F-HR/A Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,861 $657K 0.53% 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,854 $656K 0.33% 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,853 $655K 0.41% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,852 $655K 0.05% +26 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,850 $654K 0.42% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,840 $652K 0.07% +205 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,834 $651K 0.19% +172 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,822 $648K 0.13% -131 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,820 $647K 0.05% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,813 $646K 0.05% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,796 $642K 0.11% -7 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,795 $642K 0.14% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,780 $638K 0.1% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,770 $636K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,770 $636K 0.09% +2,559 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 2,757 $633K 0.4% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,736 $628K 0.33% 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,730 $627K 0.04% +66 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,726 $626K 0.13% +154 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,712 $623K 0.2% -4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,707 $621K 0.06% +22 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 2,706 $621K 0.21% new 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,692 $618K 0.42% 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,689 $617K 0.29% -39 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,682 $616K 0.16% +11 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,676 $614K 0.16% -400 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,667 $612K 0.22% -775 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,654 $609K 0.29% -432 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,653 $609K 0.04% -163 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,646 $607K 0.05% -13 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,641 $606K 0.31% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,631 $604K 0.33% +6 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,627 $603K 0.06% -473 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,619 $601K 0.03% -93 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,611 $599K 0.06% -308 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,610 $599K 0.08% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,604 $598K 0.18% -4 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,592 $595K 0.27% -150 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,586 $594K 0.02% +446 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,582 $593K 0.17% -80 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,581 $593K 0.03% +24 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,572 $590K 0.02% +626 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,566 $589K 0.22% -524 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,566 $589K 0.05% +562 13F-HR/A Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,555 $587K 0.3% +69 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 2,537 $582K 0.72% -277 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,534 $582K 0.09% +77 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,525 $580K 0.14% +175 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,525 $580K 0.03% -43 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,523 $579K 0.1% -186 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,521 $579K <0.01% -37 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,517 $578K 0.06% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,517 $578K 0.14% +86 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,515 $577K 0.41% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,524 $576K 0.03% 0 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 2,500 $575K 0.14% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,502 $574K 0.08% +9 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,498 $574K 0.01% -2,319 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,500 $574K 0.16% -4 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,493 $572K 0.16% 0 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 2,483 $570K <0.01% 0 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 2,472 $567K 1.29% -2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,462 $565K 0.17% -339 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,454 $563K 0.01% +158 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,445 $561K 0.06% -104 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,440 $560K 0.03% +834 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 2,437 $559K 0.46% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,433 $559K 0.06% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,419 $555K 0.15% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,417 $555K 0.04% -12 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,413 $554K 0.02% +58 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,403 $552K 0.21% 0 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,400 $551K 0.09% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,399 $551K 0.09% 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,391 $549K 0.02% 0 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 2,350 $539K 0.03% +11 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,344 $538K 0.21% -31 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,343 $538K 0.06% +51 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,340 $537K 0.05% +544 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,336 $536K 0.17% -104 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,336 $536K 0.18% +46 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,334 $536K 0.04% +2 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,327 $534K 0.36% -830 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,321 $533K 0.01% +684 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,311 $530K 0.12% -317 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,298 $528K 0.02% new 13F-HR/A Timeline HTLF Bank More: the full row for HTLF Bank 2,288 $525K 0.06% -35 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,287 $525K 0.01% -613 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,267 $520K 0.17% -274 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,246 $515K 0.08% -73 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,244 $515K 0.1% -157 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,242 $515K 0.24% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,238 $514K 0.1% -845 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,237 $513K new Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,230 $512K 0.11% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,221 $510K 0.14% -55 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,216 $509K 0.02% +191 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,217 $509K 0.04% +384 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 2,217 $509K 0.12% +66 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,207 $507K 0.02% +32 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,205 $506K 0.1% -1,450 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,188 $502K 0.1% -234 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,183 $501K 0.24% +161 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,176 $500K 0.2% +196 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,171 $498K 0.03% -582 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,166 $497K 0.06% -178 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,163 $497K 0.01% -3,158 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,161 $496K 0.37% -184 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,159 $496K 0.4% -564 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,158 $495K 0.28% 0 13F-HR/A Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,154 $494K 0.02% -14,211 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,147 $493K 0.04% -36 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,142 $492K 0.02% +138 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,139 $491K 0.14% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,133 $490K 0.31% +433 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,126 $488K 0.08% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,120 $487K 0.02% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,110 $484K 0.07% -21 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,106 $483K 0.06% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,106 $483K 0.03% +480 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,103 $483K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,095 $481K 0.04% -91 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,093 $480K 0.45% -182 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,085 $479K 0.09% +6 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,079 $477K 0.22% +564 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,074 $476K 0.04% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,054 $471K 0.01% -281 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,048 $470K 0.11% +4 13F-HR/A Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,048 $470K 0.24% +7 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,042 $469K 0.07% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,041 $469K 0.34% +20 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,033 $467K 0.04% -14 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,015 $463K 0.13% -171 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,014 $462K 0.19% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,012 $462K 0.02% +410 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,000 $459K 0.03% -17 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 2,000 $459K 0.03% -10,637 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,000 $459K 0.28% new 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 1,978 $454K 0.47% 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,978 $454K 0.12% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,978 $454K 0.06% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,972 $453K 0.07% +26 13F-HR/A Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,967 $452K 0.21% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,965 $451K 0.11% -8 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,963 $451K 0.04% +47 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,957 $450K 0.12% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,111 $448K 0.06% -1,830 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,951 $448K 0.02% +85 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,948 $448K 0.26% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,935 $444K 0.07% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,923 $441K 0.18% -43 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,918 $440K 0.11% 0 13F-HR/A Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,910 $438K 0.06% 0 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,908 $438K 0.41% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,905 $437K 0.22% -1 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,904 $437K 0.03% -22,331 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,901 $437K 0.07% +174 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,953 $435K 0.21% -85 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,892 $434K 0.17% -802 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,887 $433K 0.05% +16 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,886 $433K 0.09% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,866 $428K 0.32% -3,702 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,851 $425K 0.04% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,850 $425K 0.04% -26 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,846 $424K 0.04% +198 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,845 $424K 0.12% -5,624 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,844 $423K 0.02% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,837 $422K 0.04% -1,413 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,829 $420K 0.04% new 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,823 $419K 0.14% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,778 $418K 0.08% +230 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,821 $418K 0.04% +27 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,812 $416K 0.03% -458 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,810 $415K 0.03% +100 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,807 $415K 0.19% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,802 $414K 0.07% +33 13F-HR Timeline