ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,396 $827K 0.23% +66 13F-HR/A Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,393 $826K 0.12% +63 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 3,391 $826K 0.12% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,381 $823K 0.46% -130 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,378 $823K 0.14% +207 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,372 $821K 0.24% +397 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,369 $821K 0.34% +750 13F-HR Timeline NDVR, Inc. 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Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,315 $807K 0.3% +181 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,312 $807K 0.34% -111 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,305 $805K 0.3% -63 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,301 $804K 0.01% -1,918 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 3,300 $804K 0.16% -341 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,290 $801K 0.23% +79 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,282 $799K 0.53% +318 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 3,280 $799K 0.35% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,279 $799K 0.23% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,270 $796K 0.72% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,268 $796K 0.26% +20 13F-HR Timeline HTG Investment Advisors, Inc. 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More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,237 $788K 0.31% +32 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,231 $787K 2.98% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,228 $786K 0.13% -127 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,226 $786K 0.22% -34 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 3,223 $785K 0.19% -92 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 3,215 $783K 0.68% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,212 $782K 0.14% +33 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. 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More: the full row for GKV Capital Management Co., Inc. 3,132 $763K 0.3% +100 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,132 $763K 0.52% -48 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,129 $762K 0.08% +917 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,126 $761K 0.11% -27 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,121 $760K 0.29% -86 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,119 $760K 0.16% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,109 $757K 0.1% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,104 $756K 0.58% -56 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,103 $756K 0.27% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,087 $752K 0.1% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,081 $750K 0.19% -682 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,078 $750K 0.19% -14 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,077 $749K 0.22% -2,062 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,077 $749K 0.22% +149 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,071 $748K 0.25% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,067 $747K 0.1% +2 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,063 $746K 0.13% +103 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,054 $744K 0.36% +27 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,052 $743K 0.16% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,052 $743K 0.19% -4,002 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,052 $743K 0.2% -13 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,042 $741K 0.15% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Shearwater Capital LLC More: the full row for Shearwater Capital LLC 3,042 $741K 0.44% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,040 $740K 0.34% -224 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,037 $740K 0.19% -49 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 3,035 $739K 0.62% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,035 $739K 0.28% +1,800 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,028 $737K 0.32% +151 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 3,023 $736K 0.19% -40 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,022 $736K 0.3% +143 13F-HR Timeline Grant Street Asset Management, Inc. 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More: the full row for Wingate Wealth Advisors, Inc. 2,857 $696K 0.48% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,841 $692K 0.33% +469 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,840 $692K 0.1% +449 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,839 $691K 0.11% -165 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 2,837 $691K 0.31% +422 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,502 $689K 0.31% 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,824 $688K 0.13% -150 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,822 $687K 0.18% +1,100 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,822 $687K 0.38% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,818 $686K 0.55% -87 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,818 $686K 0.18% -21 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,816 $686K 0.29% -807 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,723 $685K 0.51% -489 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,804 $683K 0.12% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,800 $682K 0.29% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,799 $682K 0.18% +17 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,797 $681K 0.04% +472 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 2,792 $680K 0.58% -189 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,790 $680K 0.09% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 2,779 $677K 0.17% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,777 $676K 0.37% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,766 $674K 0.09% +859 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,765 $673K 0.36% -150 13F-HR Timeline West Family Investments, Inc. 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Investment Partners Ltd. 2,742 $668K 0.29% -1,450 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 2,741 $668K <0.01% new 13F-HR Timeline Group Sierra Legacy Group More: the full row for Sierra Legacy Group 2,740 $667K 0.49% -30 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,738 $667K 0.31% +2 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,123 $667K 0.26% -2 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 2,732 $665K 0.48% +1,561 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 2,727 $664K 0.21% 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,724 $663K 0.12% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,718 $662K 0.12% -2 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,718 $662K 0.18% +57 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,717 $662K 0.17% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 2,694 $661K 0.17% +1 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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