Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,140 $693K 0.01% +528 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,703 $690K 0.06% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,703 $690K 0.07% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,702 $690K <0.01% +757 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,692 $688K 0.28% -88 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,692 $688K 0.06% -702 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,688 $687K 0.03% 0 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 2,685 $686K 0.44% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,679 $684K 0.05% +207 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,678 $684K 0.29% +89 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,676 $684K 0.07% -40 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,672 $683K 0.03% +106 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,669 $682K <0.01% -90,613 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,650 $677K 0.18% -631 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,649 $677K 0.05% +416 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 2,646 $676K 0.1% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,634 $673K 0.19% -216 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,625 $671K 0.13% -100 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,625 $670K 0.07% +888 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,624 $670K 0.04% -52 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,610 $667K 0.04% +1,166 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,600 $664K 0.04% -15 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,600 $664K 0.34% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 2,600 $664K 0.29% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,600 $664K 0.31% new 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 255 $664K 0.42% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,599 $664K 0.04% +154 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,597 $663K 0.12% +342 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,589 $661K 0.01% +673 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,586 $661K 0.07% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,585 $660K 0.07% +19 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,455 $660K 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,577 $658K 0.02% +485 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,570 $656K 0.12% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,566 $655K 0.29% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,563 $655K 0.03% +144 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 2,559 $654K <0.01% +340 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,550 $651K 0.04% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,534 $647K 2.01% -194 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,530 $646K 0.15% -1,425 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,528 $646K 0.03% -25 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 2,523 $644K 0.58% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,515 $642K 0.01% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,514 $642K 0.11% +114 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,505 $640K 0.04% +166 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,500 $639K 0.02% 0 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,500 $639K 0.13% 0 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,500 $639K 0.45% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,499 $638K 0.04% -2,171 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,491 $636K 0.38% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Retirement Solution LLC More: the full row for Retirement Solution LLC 2,482 $634K 0.12% -47 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,477 $633K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,474 $632K 0.28% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 3,429 $631K 0.4% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,463 $629K 0.16% -300 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,457 $628K 0.03% -25 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,457 $628K 0.2% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,440 $623K 0.1% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,436 $622K 0.06% +35 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,430 $621K 0.01% +324 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,428 $620K 0.08% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,425 $619K 0.29% -1,650 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,413 $616K 0.08% -45 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,410 $616K 0.07% +10 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,407 $615K 0.02% +446 13F-HR Timeline Alan B Lancz & Associates, Inc. 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More: the full row for Heritage Wealth Management, Inc. 2,394 $611K 0.15% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,387 $610K 0.04% +1,184 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,378 $607K 0.1% -843 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,378 $607K 0.02% -129 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,370 $605K 0.11% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,370 $605K 0.1% -15 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,366 $604K 0.03% +166 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,359 $603K 0.01% +2,246 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,359 $603K 0.12% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,358 $602K 0.01% -224 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,351 $601K 0.21% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,350 $600K 0.07% +541 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,350 $600K 0.16% +359 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,348 $600K 0.22% +229 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,341 $598K 0.16% -5,275 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,330 $595K 0.13% -200 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,327 $594K 0.2% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,326 $594K 0.14% +586 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,325 $594K 0.39% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,311 $590K 0.04% -367 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,306 $589K 0.08% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,303 $588K 0.15% +308 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,290 $585K 0.07% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,289 $585K 0.14% +1,407 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,280 $582K 0.09% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,279 $582K 0.03% 0 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 2,266 $579K 0.58% 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,265 $579K 0.12% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,262 $578K 0.08% -198 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,252 $575K 0.11% -259 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,233 $571K 0.01% -299 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,229 $569K 0.06% -5,771 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,222 $567K 0.02% +193 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,221 $567K 0.25% -29 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 2,220 $567K <0.01% 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,217 $566K 0.2% -308 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,216 $566K 0.23% -285 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,214 $565K <0.01% -1,880 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,208 $564K 0.11% -8,396 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,203 $563K 0.03% -130 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,203 $563K 0.07% +126 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,550 $563K 0.11% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,201 $562K 0.02% new 13F-HR Timeline Group Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 2,200 $562K 0.31% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,197 $561K 0.12% +18 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 2,196 $561K 0.48% +165 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,181 $557K 0.02% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,178 $556K 0.02% +90 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,176 $556K 0.04% -10 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,176 $556K 0.14% -8 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,165 $553K 0.18% +6 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,163 $552K 0.12% -25 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,154 $550K 0.11% +171 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,150 $549K 0.14% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,150 $549K 0.06% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,137 $546K 0.31% -8 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,137 $546K 0.15% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,135 $545K 0.04% +24 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,133 $545K 0.06% -192 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,121 $542K 0.02% +171 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,121 $542K 0.01% -1,730 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,117 $541K 0.06% +294 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,114 $540K 0.04% +527 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,113 $540K 0.1% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,106 $538K 0.14% -17 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 2,100 $536K 1.15% -8,300 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,359 $536K 0.17% -86 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,094 $535K 0.41% -716 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,094 $535K 0.13% +293 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,094 $535K 0.11% -842 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,094 $535K 0.03% +75 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,093 $535K 0.15% +63 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 2,092 $534K 0.45% -23 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,091 $534K 0.11% -50 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,090 $534K 0.01% +490 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 2,087 $533K 0.17% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,087 $533K 0.27% -39 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,087 $533K 0.06% +236 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,085 $533K 0.01% +70 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,083 $532K 0.21% -889 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,075 $530K 0.03% -2,246 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,073 $529K 0.07% -134 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,064 $527K 0.27% -4 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,062 $527K 0.03% +264 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,062 $527K 0.05% -20 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,060 $526K 0.02% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,058 $526K 0.09% -6,335 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,057 $525K 0.43% -52 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,055 $525K 0.16% +347 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,046 $523K 0.15% +15 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,040 $521K 0.1% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,040 $521K 0.04% +362 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,035 $520K 0.28% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,034 $520K 0.01% +265 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,028 $518K 0.06% new 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 2,020 $516K 0.17% new 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 3,715 $514K 0.34% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,000 $511K 0.01% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 2,000 $511K 0.34% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,000 $511K 0.13% -21 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,000 $511K 0.02% 0 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,998 $510K 0.32% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,988 $508K 0.05% -180 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,986 $507K 0.07% +539 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,981 $506K 0.31% +1 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,975 $505K 0.08% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,974 $504K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,973 $504K 0.09% +940 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,972 $504K 0.07% +26 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,966 $502K 0.01% +118 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,964 $502K 0.03% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,960 $501K 0.04% -756 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 1,960 $501K 0.02% -273 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,950 $498K 0.4% +27 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,948 $498K 0.03% +273 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,946 $497K 0.11% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,944 $497K 0.05% +1,515 13F-HR Timeline Group Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,943 $496K 1.68% new 13F-HR Timeline Group VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,937 $495K 0.34% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,935 $494K 0.11% +40 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,932 $493K 0.22% -25 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,928 $493K 0.12% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,928 $492K 0.14% -57 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,901 $491K 0.03% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,921 $491K 0.12% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,921 $491K 0.27% -692 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,919 $490K 0.03% -87 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,917 $490K 0.1% +179 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,915 $489K 0.24% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,912 $488K 0.05% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,911 $488K 0.05% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,911 $488K 0.32% -228 13F-HR Timeline