Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,292 $459K 0.37% +21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TPG Advisors LLC More: the full row for TPG Advisors LLC 1,291 $459K 0.3% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,291 $459K 0.07% +50 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,286 $457K +85 Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,245 $456K 0.22% 0 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,279 $455K 0.31% +550 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,200 $454K 0.21% -200 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,273 $453K 0.3% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,237 $452K 0.16% +29 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,269 $451K <0.01% +269 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,269 $451K 0.27% +1 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,268 $451K 0.25% +192 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,267 $451K 0.36% +215 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,266 $450K 0.1% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,266 $450K 0.09% +266 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,265 $450K 0.23% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,262 $449K 0.08% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,260 $448K 0.21% +610 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,258 $447K 0.18% +160 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,255 $446K 0.12% -57 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,252 $445K 0.03% +339 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 1,250 $444K 0.2% new 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,248 $444K 0.42% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,244 $442K 0.07% -66 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 1,241 $441K 0.08% +270 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,237 $440K 0.47% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,236 $439K 0.13% +22 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,235 $439K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,232 $438K 0.04% 0 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,231 $438K 0.02% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,229 $437K 0.1% +4 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,224 $435K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,223 $435K 0.03% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,609 $434K 0.1% +100 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,217 $433K 0.13% +10 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,216 $432K 0.08% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,216 $432K 0.07% +10 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 1,213 $431K 0.35% +335 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,212 $431K 0.09% -526 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 1,211 $430K 5.98% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,211 $430K 0.02% -93 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,210 $430K 0.1% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,209 $430K 0.34% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,206 $429K 0.09% +46 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,205 $428K 0.06% +238 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,202 $427K 0.04% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,202 $427K 0.09% +16 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 1,200 $427K 0.12% +200 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 1,200 $427K 0.2% -42 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,200 $427K 0.02% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,200 $427K 0.05% +472 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,196 $425K 0.05% -49,135 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,194 $424K 0.09% -10 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,193 $424K 0.07% +15 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 1,185 $421K 0.04% -1 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,182 $420K 0.05% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,180 $419K 0.1% +180 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,177 $418K 0.33% +115 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,176 $418K 0.23% -3 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,170 $416K 0.01% -8,795 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,170 $415K 0.14% -324 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,167 $415K 0.11% +42 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 1,167 $415K 0.25% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,426 $415K 0.07% -23,120 13F-HR/A Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,166 $414K 0.15% +134 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,166 $414K 0.03% 0 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,166 $414K 0.13% new 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,160 $412K 0.14% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,157 $411K 0.19% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,154 $410K 0.08% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,150 $409K 0.11% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,147 $408K 0.07% -428 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 1,147 $408K 0.25% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,144 $407K 0.17% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 1,144 $407K 0.26% 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 1,143 $406K 0.16% -218 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,143 $406K 0.05% +1,116 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,142 $406K 0.01% -480 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,140 $405K 0.1% -12 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,139 $405K 0.3% +101 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,138 $405K 0.19% +40 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 1,137 $404K 0.33% 0 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,136 $404K 0.07% -45 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,135 $403K 0.12% +461 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,132 $402K 0.08% +105 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,125 $400K 0.06% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,123 $399K 0.2% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,122 $399K 0.07% +153 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,120 $398K 0.04% -50 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,120 $398K 0.09% 0 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 1,120 $398K 0.12% +165 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,119 $398K 0.16% +21 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,118 $397K 0.12% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,114 $396K 0.18% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,113 $396K 0.02% +300 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 1,113 $396K 0.22% 0 13F-HR/A Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,112 $395K 0.04% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,112 $395K 0.01% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,112 $395K 0.09% -66 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,110 $395K 0.03% -11 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,110 $395K 0.05% -21 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,108 $394K 0.28% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,106 $393K 0.02% -264 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,104 $392K 0.57% 0 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,100 $391K 0.02% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,099 $391K 0.12% -13,182 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,099 $391K 0.11% +97 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,098 $390K 0.19% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,098 $390K 0.39% +175 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,098 $390K 0.21% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,096 $390K 0.24% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,095 $389K 0.08% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 1,094 $389K 0.22% -50 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,094 $389K 0.07% -262 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,089 $387K 0.1% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,088 $387K 0.04% -210 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,086 $386K 0.01% -55 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,086 $386K 0.04% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,086 $386K 0.01% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,084 $385K 0.01% +112 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,084 $385K 0.26% +175 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,083 $385K 0.01% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,080 $384K 0.3% -6 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,075 $382K 0.16% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,072 $381K 0.19% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,071 $381K 0.07% -30 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,070 $380K 0.18% +193 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,065 $379K 0.21% +250 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,064 $378K 0.02% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,064 $378K 0.06% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,062 $378K 0.04% -612 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,058 $376K 0.06% -5,577 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,057 $376K 0.15% +81 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,055 $375K 0.07% +55 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,054 $375K 0.37% +50 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,053 $374K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,053 $374K 0.05% -4 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,053 $374K 0.18% +91 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 1,052 $374K 0.05% -111 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,052 $374K 0.07% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,052 $374K 0.03% -18 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,050 $373K 0.05% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,050 $373K 0.08% -500 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,050 $373K 0.17% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,048 $373K 0.03% +93 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,047 $372K 0.1% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,046 $372K 0.05% +15 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,046 $372K 0.14% -180 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,045 $371K 0.21% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,043 $371K 0.27% -11 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,041 $371K 0.09% -7 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,035 $370K 0.07% +20 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 1,036 $368K 0.1% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,035 $368K 0.35% 0 13F-HR Timeline TLWM More: the full row for TLWM 1,033 $367K 0.07% +284 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,031 $366K 0.22% +15 13F-HR/A Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,030 $366K 0.13% -114 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,027 $365K 0.2% +127 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,026 $365K 0.04% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,020 $363K 0.08% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,019 $362K 0.02% -3 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 1,018 $362K 0.37% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,015 $361K 0.15% +25 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,009 $359K 0.03% +79 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,009 $359K 0.37% +38 13F-HR/A Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,007 $358K 0.4% -415 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,006 $358K 0.14% -35 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,006 $358K 0.15% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,004 $357K 0.28% +265 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,003 $357K 0.06% +200 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,003 $357K 0.08% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,003 $357K 0.19% +2 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 1,000 $355K 0.16% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,000 $355K 0.01% new 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,000 $355K 0.08% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,000 $355K 0.09% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,000 $355K <0.01% 0 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 998 $355K 0.18% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 996 $354K 0.02% -125 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 995 $354K 0.25% +305 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 988 $351K 0.12% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 986 $350K 0.14% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 985 $350K 0.02% +74 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 981 $349K 0.02% +17 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 980 $348K 0.09% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 980 $348K 0.02% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 979 $348K 0.05% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 979 $348K 0.26% +58 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 973 $346K 0.29% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 970 $345K 0.03% +184 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 969 $344K 0.56% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 968 $344K 0.15% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 966 $343K 0.03% +125 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 962 $342K 0.07% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 962 $342K 0.04% 0 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 962 $342K 0.08% -294 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 961 $342K 0.22% -31 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 960 $341K 0.09% -87 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 964 $341K 0.1% +5 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 959 $341K 0.28% 0 13F-HR Timeline Group