INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,267 $302K 0.07% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,266 $302K 0.17% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,265 $302K 0.09% -199 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,263 $302K 0.01% -79 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,260 $301K 0.07% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,253 $300K 0.11% -343 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,253 $300K 0.01% +122 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,247 $300K <0.01% -12,013 13F-HR Timeline Group J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,239 $298K 0.03% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,234 $298K 0.12% -126 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,229 $297K 0.04% +54 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,224 $296K 0.03% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,220 $296K 0.05% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,216 $295K 0.01% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,214 $295K 0.05% +4 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,209 $294K 0.22% -320 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,206 $294K 0.18% -3,561 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 2,204 $294K 0.18% -7 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,185 $291K 0.02% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,184 $291K 0.29% +39 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,159 $288K 0.04% +319 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,156 $287K 0.13% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,153 $287K 0.23% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 2,150 $287K 0.17% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,150 $287K 0.06% new 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,147 $286K 0.02% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,144 $286K 0.31% +153 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,143 $286K 0.03% -3 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,099 $284K 0.02% -315 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,131 $284K 0.08% +136 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,131 $284K 0.02% +295 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,127 $284K 0.02% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,122 $283K 0.06% -93 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 2,116 $282K 0.21% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,106 $281K 0.18% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,101 $280K 0.1% +2 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 2,100 $280K 0.25% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,100 $280K 0.12% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,100 $280K 0.09% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,092 $279K 0.06% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,091 $279K 0.17% -5 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,089 $279K 0.04% +6 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,088 $278K 0.06% -239 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,087 $278K 0.18% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,083 $278K 0.04% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,082 $278K 0.04% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,082 $278K 0.03% +32 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 2,071 $276K 0.1% -19,655 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,067 $276K 0.07% -250 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,067 $276K 0.05% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,064 $275K 0.02% +172 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,060 $275K 0.22% -84 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,048 $273K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,967 $273K 0.15% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,040 $272K 0.06% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,037 $272K 0.08% -138 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,031 $271K 0.12% -40 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,026 $270K 0.04% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,012 $268K 0.09% -141 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,011 $268K 0.07% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,760 $268K 0.02% +329 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,002 $267K 0.05% +2 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,002 $267K 0.04% -48 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,001 $267K 0.13% new 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 2,000 $267K 0.01% 0 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,000 $267K 0.17% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $267K 0.03% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,995 $266K 0.07% -100 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,986 $265K 0.09% -20 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,982 $264K 0.06% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,978 $264K 0.02% +10 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,980 $263K 0.06% -300 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,972 $263K 0.09% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,968 $262K +65 Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,967 $262K 0.03% +72 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,966 $262K 0.14% -11 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,948 $260K 0.04% -88 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,948 $260K 0.01% 0 13F-HR/A Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 1,944 $259K 0.02% +34 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,940 $259K 0.06% -77 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,937 $258K 0.03% new 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,931 $257K 0.08% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,930 $257K <0.01% -35,513 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,927 $257K 0.16% +27 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,925 $257K 0.01% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,924 $256K 0.11% -10 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,922 $256K 0.17% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,921 $256K 0.06% +44 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,920 $256K 0.22% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,919 $256K 0.02% -21 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,919 $256K 0.15% -12 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,919 $256K 0.17% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,918 $256K 0.03% -150 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,916 $255K 0.02% +239 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,909 $255K 0.08% +71 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,907 $254K 0.14% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 1,903 $254K 0.11% -946 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,902 $254K 0.19% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,900 $253K 0.04% -2,552 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,899 $253K 0.01% -453 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,895 $253K <0.01% -1,502 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,891 $252K 0.04% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,890 $252K 0.04% +16 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,889 $252K 0.02% -142 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,878 $250K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,874 $250K <0.01% +352 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,871 $249K 0.02% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,866 $249K 0.07% new 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,728 $247K 0.09% -12 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,850 $247K 0.07% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,849 $247K 0.01% +1 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,847 $246K 0.04% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,843 $246K 0.05% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,843 $246K 0.15% +5 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,842 $246K 0.05% -26 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,838 $245K 0.05% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,848 $245K <0.01% +1,800 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 1,832 $244K 0.02% -675 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 1,832 $244K 0.08% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,827 $244K 0.08% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,823 $243K 0.02% -404 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,824 $243K 0.06% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,810 $241K 0.03% -119 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,809 $241K 0.07% new 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 1,816 $241K 0.27% 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,805 $241K 0.05% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,801 $240K 0.06% +94 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,800 $240K 0.1% new 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,800 $240K 0.01% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 1,800 $240K 0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,796 $240K 0.02% -402 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,708 $239K 0.08% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,707 $239K 0.08% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,786 $238K 0.02% -484 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,785 $238K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,783 $238K 0.06% +291 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,778 $237K 0.04% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,642 $237K 0.04% new 13F-HR/A Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,764 $235K 0.2% -156 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,761 $235K 0.01% -100 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,759 $235K 0.18% +50 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,758 $234K 0.06% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,758 $234K 0.02% -138 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,757 $234K 0.07% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,746 $233K 0.02% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,744 $233K 0.16% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,744 $231K 0.11% -187 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,737 $231K 0.02% +563 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 1,732 $231K 0.11% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,731 $231K 0.07% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,721 $229K 0.04% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,718 $229K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,711 $228K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,709 $228K 0.02% -19 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,709 $228K 0.05% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,708 $228K 0.02% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,705 $227K 0.03% -229 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,037 $227K 0.05% +29 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,700 $227K 0.12% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,695 $226K 0.05% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,693 $226K 0.24% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,688 $225K 0.02% -52 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,685 $225K <0.01% -328 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,684 $225K 0.06% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,683 $224K 0.05% -2 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,676 $223K 0.14% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,676 $223K 0.04% +270 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,675 $223K 0.03% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,675 $223K 0.02% -550 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,672 $223K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,671 $223K 0.14% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,670 $223K 0.11% -966 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,669 $223K 0.16% +25 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,668 $222K 0.07% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,666 $222K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,666 $222K 0.02% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,664 $222K 0.02% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,664 $222K 0.02% -283 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,661 $221K 0.01% new 13F-HR/A Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 1,660 $221K 0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,654 $221K 0.08% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,651 $220K 0.18% -28 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 1,650 $220K 0.08% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,650 $220K 0.01% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,641 $219K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,640 $219K 0.03% -206 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,639 $219K 0.04% -400 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,639 $219K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,639 $219K 0.03% -16 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 1,636 $218K 0.03% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,631 $217K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,628 $217K 0.02% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,627 $217K 0.09% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,623 $216K 0.05% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,625 $216K 0.05% new 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,616 $215K 0.02% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,615 $215K 0.01% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,615 $215K 0.05% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,614 $215K 0.04% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,614 $215K 0.04% new 13F-HR Timeline