Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 11,971 $1.37M 1.06% +80 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 11,941 $1.37M 0.91% -470 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,878 $1.36M 0.09% -454 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,840 $1.36M 0.07% +107 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,830 $1.35M 0.08% +1,601 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 11,800 $1.35M 0.1% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,732 $1.34M 0.09% -199 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,722 $1.34M 0.25% +422 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,718 $1.34M 0.49% -1,027 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 11,717 $1.34M 0.6% 0 13F-HR/A Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 11,687 $1.34M 0.24% +126 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 11,621 $1.33M 1.04% +956 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 11,588 $1.33M 0.49% +569 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 11,563 $1.32M 1.2% -106 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 11,560 $1.32M 0.7% -94 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 11,509 $1.32M 0.14% -691 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 11,466 $1.31M 0.01% -63,523 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,461 $1.31M 0.08% +3,131 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,457 $1.31M 0.03% -133 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 11,444 $1.31M 0.28% -376 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 11,427 $1.31M 0.52% +674 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,425 $1.31M 0.1% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 11,395 $1.3M 0.17% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 11,393 $1.3M 0.22% -320 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,386 $1.3M 0.12% +6,195 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 11,376 $1.3M 0.46% +652 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 11,373 $1.3M 0.49% +575 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 11,349 $1.3M 0.49% +193 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,340 $1.3M 0.14% -270 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 11,328 $1.3M 0.03% +9,016 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,293 $1.29M 0.14% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,292 $1.29M 0.14% -1,070 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,225 $1.29M 0.29% +2,817 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,176 $1.28M 0.45% +4 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,165 $1.28M 0.16% -14,660 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,163 $1.28M 0.04% +1,544 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 11,119 $1.27M 0.41% -225 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,098 $1.27M 0.03% +1,362 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 11,084 $1.27M 0.12% +8 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 11,077 $1.27M 0.02% +2,633 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 11,061 $1.27M 0.15% -3,361 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11,057 $1.27M 0.02% -6,914 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 11,020 $1.26M 0.77% +154 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,990 $1.26M 0.29% +295 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,972 $1.26M 0.06% -204 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,970 $1.26M 0.07% +67 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,936 $1.25M 0.13% -681 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 10,931 $1.25M 0.3% -520 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,934 $1.25M 0.04% +200 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,924 $1.25M 0.05% +370 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,904 $1.25M 0.07% +45 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,893 $1.25M <0.01% +817 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,869 $1.24M 0.04% -1,085 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 10,753 $1.23M 0.31% -480 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 10,715 $1.23M 0.28% -235 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,094 $1.23M 0.1% -4,761 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,698 $1.23M 0.06% -75 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,667 $1.22M 0.91% +25 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,599 $1.21M 0.12% +113 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 10,567 $1.21M 0.33% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,519 $1.2M 0.42% -334 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 10,516 $1.2M 0.86% -340 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,504 $1.2M 0.21% -80 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 10,499 $1.2M 1.2% +150 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,487 $1.2M 0.11% +135 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,485 $1.2M 0.07% +228 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,467 $1.2M 0.05% -197 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,466 $1.2M 0.4% -267 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 10,428 $1.19M 0.24% -616 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 10,388 $1.19M 0.78% -10,857 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 10,370 $1.19M 0.24% -134 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,365 $1.19M 0.17% +7,357 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,334 $1.18M 0.07% -50 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 10,306 $1.18M 0.07% +2,973 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,285 $1.18M 0.56% -401 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 10,530 $1.18M 0.13% +4,237 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 10,236 $1.17M 0.19% +105 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,201 $1.17M 0.1% +140 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 10,199 $1.17M 0.23% -29 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 10,196 $1.17M 0.1% +22 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 10,180 $1.17M 0.6% -79 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10,179 $1.17M 0.36% +1,705 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10,142 $1.16M 0.3% +165 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,128 $1.16M 0.1% +1,271 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,111 $1.16M 0.08% +2,773 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 10,109 $1.16M 0.36% -16 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,304 $1.16M 0.06% -1,688 13F-HR/A Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 10,067 $1.15M 0.49% +98 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 10,052 $1.15M 0.04% +391 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,050 $1.15M 0.55% -359 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,023 $1.15M 0.02% -388 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,019 $1.15M 0.17% -9,865 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10,011 $1.15M 0.31% +42 13F-HR Timeline III Capital Management More: the full row for III Capital Management 10,000 $1.15M 0.28% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,000 $1.15M 0.84% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,979 $1.14M 0.33% +3,637 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 9,979 $1.14M 0.77% -153 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,957 $1.14M 0.03% -426 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,917 $1.14M 0.28% +10 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 9,912 $1.13M 0.04% +4,015 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 9,888 $1.13M 0.16% +203 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,877 $1.13M 0.16% -865 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 9,814 $1.12M 0.27% new 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 9,808 $1.12M 1.04% -385 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,791 $1.12M 0.17% +48 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,724 $1.11M 0.06% -109 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,674 $1.11M 0.24% +1,812 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,665 $1.11M 0.06% -144 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 9,661 $1.11M 1.14% -608 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 9,663 $1.11M 0.46% -957 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 9,657 $1.11M 0.14% -1,460 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,638 $1.1M 0.15% -40 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,637 $1.1M 0.07% -485 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 9,613 $1.1M 0.08% -1,431 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,587 $1.1M 0.99% -496 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 9,578 $1.1M 0.04% -851 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,960 $1.1M 0.15% -365 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,528 $1.09M 0.5% +3,419 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 9,491 $1.09M 0.35% -153 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,479 $1.09M 0.32% -7,644 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,471 $1.08M 0.02% -1,249 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 9,469 $1.08M 0.15% -615 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,456 $1.08M 0.3% -43 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 9,432 $1.08M 0.57% -156 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 9,425 $1.08M 0.23% -22 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,419 $1.08M 0.33% 0 13F-HR Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 9,403 $1.08M 0.51% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 9,379 $1.07M 0.68% -159 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,377 $1.07M 0.06% +438 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,358 $1.07M 0.07% -87 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 9,337 $1.07M 0.41% -3,534 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 9,333 $1.07M 0.18% -273 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,308 $1.07M 0.11% -344 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 9,286 $1.06M 0.24% +1 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 9,281 $1.06M 0.2% -651 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,279 $1.06M 0.19% +2,192 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 9,272 $1.06M 0.61% -82 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 9,253 $1.06M 0.59% -387 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,198 $1.05M 0.58% -114 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 9,198 $1.05M 0.51% -935 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,188 $1.05M 0.08% -836 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 9,173 $1.05M 0.09% -163 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 9,158 $1.05M 0.03% -480 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 9,153 $1.05M 0.55% -978 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,131 $1.05M 0.06% -2,033 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,106 $1.04M 0.15% +7 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 9,096 $1.04M 1.02% -1,137 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,078 $1.04M 0.36% -25 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 9,070 $1.04M 0.03% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 9,059 $1.04M 0.09% -120 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,022 $1.03M <0.01% -89 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,011 $1.03M 0.18% -396 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 9,216 $1.03M 0.65% +362 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,958 $1.03M 0.04% +140 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,931 $1.02M 0.06% -422 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 8,917 $1.02M 0.49% -2,562 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,916 $1.02M 0.6% +101 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 8,906 $1.02M 0.36% -48 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,902 $1.02M 0.12% -189 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,564 $1.02M 0.11% +10,223 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 8,842 $1.01M 0.37% -271 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,831 $1.01M 0.37% +5 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. 8,795 $1.01M 0.03% +3,534 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 8,786 $1.01M 0.64% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,765 $1M 0.12% -3,182 13F-HR/A Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,714 $998K 0.28% +50 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,710 $997K 0.06% -393 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 8,699 $996K 0.05% -1,117 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,697 $996K 0.78% -113 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 8,690 $995K 0.67% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,846 $994K 0.33% +38 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 8,672 $993K 0.15% +1,230 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,866 $990K 0.03% -240 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 8,642 $989K 0.3% -397 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,619 $987K 0.14% +505 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,609 $986K 0.06% -168 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,587 $983K 0.18% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,586 $983K 0.25% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 8,580 $982K 0.04% -60,731 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,538 $978K 0.17% +273 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,533 $977K 0.47% +19 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8,530 $977K 0.24% -468 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 8,528 $976K 0.1% -225 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,522 $976K 0.08% +342 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,510 $974K 0.84% +95 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,509 $974K 0.14% -703 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,491 $972K 0.28% +1,749 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,489 $972K 0.33% 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,473 $970K 0.09% -921 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,463 $969K 0.1% +119 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 8,462 $969K 0.57% -1,155 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 8,452 $967K 0.01% -105,629 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,417 $964K 0.08% +487 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,403 $962K 0.08% -1,502 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,405 $962K 0.21% +237 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,404 $962K 0.25% -218 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,393 $961K 0.26% -88 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 8,392 $961K 0.75% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,388 $960K 0.05% +1,981 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,382 $960K 0.37% -628 13F-HR Timeline