FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,037 $1.43M 0.39% -50 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,037 $1.43M 0.29% +234 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,917 $1.42M 0.44% +14 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,026 $1.42M 0.77% -53 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 4,024 $1.42M 0.31% +25 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 4,024 $1.42M 1.17% +405 13F-HR/A Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,022 $1.42M 0.62% +69 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 4,020 $1.42M 0.57% 0 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 4,014 $1.42M 1.18% -32 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,830 $1.42M 0.14% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,014 $1.42M 0.38% -89 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,013 $1.42M 0.45% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 4,010 $1.42M 0.22% +2,427 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 4,003 $1.41M 0.41% -2 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,980 $1.41M 1.23% +1 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 4,000 $1.41M 0.43% +1 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 4,000 $1.41M 0.38% -585 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,992 $1.41M 0.5% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,991 $1.41M 0.91% +1,865 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,986 $1.41M 0.1% +428 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,981 $1.41M 0.13% +78 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,978 $1.41M 0.58% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,975 $1.4M 0.43% +1,293 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,974 $1.4M 0.31% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 3,971 $1.4M 0.23% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,971 $1.4M 0.44% +480 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,961 $1.4M 0.36% -416 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3,959 $1.4M 0.38% -16 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 3,981 $1.4M 1.43% -203 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 3,945 $1.39M 1.21% -68 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,942 $1.39M 0.05% +159 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,937 $1.39M 0.65% +191 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,937 $1.39M 0.94% -431 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,935 $1.39M 0.2% +1 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,934 $1.39M 0.27% +213 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 3,926 $1.39M 1.09% +682 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,927 $1.39M 0.29% +85 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,920 $1.39M 0.16% -25 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,920 $1.39M 0.4% +69 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,882 $1.38M 0.93% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,913 $1.38M 0.52% -63 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,907 $1.38M 0.89% -73 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,905 $1.38M 0.05% +50 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,903 $1.38M 0.81% -100 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,900 $1.38M 0.45% -40 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 3,900 $1.38M 1.45% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,898 $1.38M 0.15% +116 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,896 $1.38M 0.41% -25 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 3,895 $1.38M 0.38% +140 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 3,893 $1.38M 0.15% +99 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 3,818 $1.38M 1.08% +109 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,887 $1.37M 0.6% +67 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,885 $1.37M 0.56% -36 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,884 $1.37M 0.71% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,875 $1.37M 0.37% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,865 $1.37M 0.1% -225 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,852 $1.36M 0.72% +37 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,851 $1.36M 1.69% +6 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,850 $1.36M 0.66% +68 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,845 $1.36M 0.94% -25 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 3,846 $1.36M 1.14% -100 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,844 $1.36M 0.65% -1,257 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,836 $1.36M 0.23% +349 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,835 $1.36M <0.01% +293 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,835 $1.35M 1.38% 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,833 $1.35M 0.71% +51 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,829 $1.35M 0.15% -5,418 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,817 $1.35M 0.34% -21 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,816 $1.35M 0.43% -84 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,808 $1.35M 0.44% -7 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,807 $1.35M 0.69% +208 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,807 $1.35M 0.44% +68 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,803 $1.34M 0.83% +347 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 3,790 $1.34M 0.03% 0 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,787 $1.34M 0.18% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,785 $1.34M 1.47% +3 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,782 $1.34M 1.01% +38 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 3,782 $1.34M 0.19% +543 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,774 $1.33M 0.8% +237 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,772 $1.33M 0.25% +1,439 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,763 $1.33M 0.81% -399 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 3,761 $1.33M 0.59% +35 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,758 $1.33M 0.12% -306 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,757 $1.33M 0.76% +422 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,754 $1.33M 0.33% -493 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,752 $1.33M 0.16% +44 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,749 $1.32M 0.69% -13 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,748 $1.32M 0.38% -1,107 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,739 $1.32M 0.21% +440 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,732 $1.32M 1.2% 0 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 3,730 $1.32M 0.43% +181 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 3,730 $1.32M 0.5% +490 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,726 $1.32M 0.36% -2,682 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 97,541 $1.32M 0.23% -294 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 3,720 $1.31M 1.08% +93 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 3,720 $1.31M 0.44% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,719 $1.31M 0.42% +75 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,717 $1.31M 0.62% new 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 3,717 $1.31M 0.44% -387 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,712 $1.31M 0.09% -101 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,711 $1.31M 0.89% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,709 $1.31M 0.36% +1 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,702 $1.31M 0.14% +17 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,630 $1.31M 0.78% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,698 $1.31M 0.24% +1,252 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,695 $1.31M 0.42% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,679 $1.3M 0.5% -46 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,677 $1.3M 0.55% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 3,669 $1.3M 0.63% +667 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,665 $1.3M 0.42% -18 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,658 $1.29M 0.31% -587 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 3,649 $1.29M 0.24% -50 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,646 $1.29M 0.77% -221 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 3,643 $1.29M 0.41% -688 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,642 $1.29M 0.17% +914 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,640 $1.29M 0.53% -10 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,640 $1.29M 0.49% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,634 $1.28M 0.51% -70 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 3,633 $1.28M 1.23% 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,629 $1.28M 0.04% +2,336 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,565 $1.28M 0.15% -345 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 3,625 $1.28M 0.24% +218 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,622 $1.28M 0.86% +1,362 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,613 $1.28M 0.54% +22 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,612 $1.28M 0.43% +981 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,607 $1.27M 0.58% -75 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,060 $1.27M 0.52% +674 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,604 $1.27M 0.56% +170 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,597 $1.27M 0.48% +97 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,597 $1.27M 0.47% -387 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,596 $1.27M 0.26% +290 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,593 $1.27M 0.46% +397 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,592 $1.27M 0.01% +3,400 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,591 $1.27M 0.58% -22 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,585 $1.27M 0.26% -25 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,585 $1.27M 0.94% +616 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,583 $1.27M 0.14% +105 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,583 $1.27M 0.25% -210 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,583 $1.27M 0.07% -120 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,580 $1.26M 0.27% -541 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,580 $1.26M 0.59% +1,776 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,579 $1.26M 0.52% +17 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,577 $1.26M 0.14% +477 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,575 $1.26M 0.26% +1 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,571 $1.26M 0.55% +654 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,568 $1.26M 0.27% +952 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,568 $1.26M 0.14% +7 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,559 $1.26M 0.45% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,558 $1.26M 0.7% -290 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,556 $1.26M 0.36% +12 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,553 $1.26M 0.32% -399 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 3,552 $1.26M 0.32% -82 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,550 $1.25M 0.6% -4,615 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 3,662 $1.25M 0.83% -108 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,546 $1.25M 1.14% -80 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,540 $1.25M 0.26% -70 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,540 $1.25M 0.4% 0 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,539 $1.25M 0.52% -140 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 3,536 $1.25M 0.51% +2 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,534 $1.25M 0.36% -33 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,533 $1.25M 0.19% -47 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 3,532 $1.25M 1.02% +1 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 3,530 $1.25M 0.16% -2,206 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 3,529 $1.25M 0.2% -97 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,524 $1.25M 0.25% +6 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 3,517 $1.24M 0.42% +45 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,332 $1.24M 0.89% +32 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,508 $1.24M 0.41% -25 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 3,508 $1.24M 0.89% -40 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,507 $1.24M 0.16% -2,505 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,500 $1.24M 0.49% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 3,499 $1.24M 0.25% -540 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 3,492 $1.23M 0.51% -664 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 3,376 $1.23M 0.39% +160 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,469 $1.23M 0.08% +138 13F-HR Timeline Group MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,459 $1.22M 0.38% +623 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,456 $1.22M 0.21% +97 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,451 $1.22M 0.15% -67 13F-HR/A Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,450 $1.22M 0.23% -100 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,450 $1.22M 0.57% -371 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,439 $1.22M 0.43% -475 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,433 $1.21M 0.04% +12 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,432 $1.21M 0.4% -998 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,426 $1.21M 0.2% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,392 $1.21M 0.45% +855 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,323 $1.21M 0.38% -391 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,410 $1.2M 0.26% +303 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,407 $1.2M 0.2% -553 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,404 $1.2M 0.22% 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,401 $1.2M 0.75% +2,362 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 3,400 $1.2M 0.03% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,399 $1.2M 0.14% +70 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,393 $1.2M 0.77% +132 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,392 $1.2M 0.36% -33 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,385 $1.2M 0.65% -24 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,385 $1.2M 0.3% -90 13F-HR Timeline Trust Co More: the full row for Trust Co 3,384 $1.2M 0.11% -20 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,379 $1.19M 0.3% +238 13F-HR Timeline Golden Unicorn (BVI) Ltd More: the full row for Golden Unicorn (BVI) Ltd 3,375 $1.19M 0.15% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 3,373 $1.19M 0.33% +162 13F-HR Timeline