Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,992 $1.15M 0.46% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,989 $1.14M 0.43% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,986 $1.14M 0.14% +491 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,984 $1.14M 0.5% -596 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,980 $1.14M 0.81% -10 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,979 $1.14M 1.11% +124 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,978 $1.14M 0.52% -7 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,976 $1.14M 0.47% -15 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3,975 $1.14M 0.36% -595 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,974 $1.14M 0.3% +1 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 3,971 $1.14M 0.22% +494 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,960 $1.14M 0.2% -614 13F-HR/A Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,953 $1.13M 0.58% -351 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,952 $1.13M 0.32% +710 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,951 $1.13M 0.73% +405 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 3,949 $1.13M 1.16% +1,920 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truepoint, Inc. More: the full row for Truepoint, Inc. 3,948 $1.13M 0.03% +328 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 3,946 $1.13M 1.14% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,945 $1.13M 0.16% +675 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,941 $1.13M 0.04% -25,938 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,940 $1.13M 0.41% +8 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,714 $1.13M 0.38% +14 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,934 $1.13M 0.18% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,928 $1.13M 0.34% -598 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,921 $1.12M 0.52% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,921 $1.12M 0.37% -92 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,910 $1.12M 0.15% -1,739 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,914 $1.12M 0.47% -125 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,903 $1.12M 0.12% +198 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 3,900 $1.12M 1.38% 0 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,900 $1.12M 0.42% +3 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 3,897 $1.12M 0.55% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,885 $1.11M 0.02% -11,913 13F-HR Timeline Group SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,882 $1.11M 0.83% -85 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,879 $1.11M 0.07% +774 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,875 $1.11M 0.33% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,870 $1.11M 0.75% -800 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,867 $1.11M 0.73% +165 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,855 $1.11M 0.05% -313 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,851 $1.1M 0.35% -4 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,848 $1.1M 0.72% -12 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,845 $1.1M 1.69% -5 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,846 $1.1M 0.15% -129 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,842 $1.1M 0.26% +224 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,840 $1.1M 0.15% +508 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,838 $1.1M 0.33% +21 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 3,823 $1.1M 0.26% -1,775 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,821 $1.1M 0.54% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,820 $1.1M 0.52% -231 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,815 $1.09M 0.6% +851 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,815 $1.09M 0.39% -253 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,813 $1.09M 0.09% -511 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 3,809 $1.09M 0.03% +431 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 3,807 $1.09M 0.63% +978 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,806 $1.09M 0.22% -4,322 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,803 $1.09M 0.27% +52 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,803 $1.09M 0.25% -1,028 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,794 $1.09M 0.14% +25 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,793 $1.09M 0.25% +308 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 3,790 $1.09M 0.03% 0 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,787 $1.09M 0.16% +251 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,783 $1.09M 0.05% +140 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,782 $1.08M 0.12% +64 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,782 $1.08M 0.59% -33 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,782 $1.08M 1.26% +196 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,782 $1.08M 0.64% -48 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,769 $1.08M 0.6% +88 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 3,770 $1.08M 0.77% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,767 $1.08M 0.6% -60 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 3,773 $1.08M 0.47% +75 13F-HR/A Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,762 $1.08M 0.67% -16 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,757 $1.08M 0.32% -1,327 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. 3,755 $1.08M 0.32% new 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 3,754 $1.08M 0.1% -1,836 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,746 $1.07M 0.57% +20 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,744 $1.07M 0.96% 0 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,741 $1.07M 0.57% +770 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 3,740 $1.07M 0.38% -170 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,739 $1.07M 0.51% -35 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,732 $1.07M 1.02% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,213 $1.07M 0.29% -28 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 3,726 $1.07M 0.58% +322 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,725 $1.07M 0.48% +6 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,721 $1.07M 0.25% +804 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 3,720 $1.07M 0.39% 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,711 $1.06M 0.87% +1 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,708 $1.06M 0.35% -237 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,708 $1.06M 0.15% +112 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 3,707 $1.06M 2.48% +2 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,707 $1.06M 0.67% +36 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,704 $1.06M 0.5% +17 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,703 $1.06M 0.06% -1,553 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 3,699 $1.06M 0.21% -36 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,695 $1.06M 0.38% -943 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,685 $1.06M 0.13% -284 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,683 $1.06M 0.36% +516 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,682 $1.06M 0.56% +10 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,681 $1.06M 0.1% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,679 $1.06M 0.49% -155 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,677 $1.05M 0.54% -50 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,850 $1.05M 0.18% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,661 $1.05M 0.8% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,650 $1.05M 0.49% -15 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,647 $1.05M 0.71% +4 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 3,645 $1.05M 0.63% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,644 $1.05M 0.49% +1,331 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,640 $1.04M 0.46% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 3,638 $1.04M 0.32% -361 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 3,634 $1.04M 0.3% -405 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 3,627 $1.04M 0.95% +83 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 3,626 $1.04M 0.17% -7 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,626 $1.04M 1.18% -328 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 3,619 $1.04M 1.03% +9 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,613 $1.04M 0.6% +95 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,610 $1.04M 0.22% +5 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,610 $1.04M 0.3% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,607 $1.03M 0.36% +343 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,599 $1.03M 0.59% -28 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,591 $1.03M 0.56% +37 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,580 $1.03M 0.18% +62 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,574 $1.03M 0.23% +2,226 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,567 $1.02M 0.32% 13F-HR/A Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,562 $1.02M 0.49% +13 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,561 $1.02M 0.15% +141 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,559 $1.02M 0.4% -42 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,558 $1.02M 0.08% +834 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,555 $1.02M 0.41% +118 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,550 $1.02M 0.2% 0 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 3,549 $1.02M 0.36% 0 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 3,548 $1.02M 0.84% -7,364 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,544 $1.02M 0.32% +87 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,722 $1.02M 0.15% +394 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,543 $1.02M 0.34% -220 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,542 $1.02M <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,540 $1.02M 0.36% 0 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,537 $1.01M 0.68% -60 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 3,534 $1.01M 0.47% -38 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,533 $1.01M 0.37% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 3,531 $1.01M 0.98% +2 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,521 $1.01M 0.35% -14 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,193 $1.01M 0.13% +421 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,518 $1.01M 0.14% -705 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,518 $1.01M 0.26% +101 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,182 $1.01M 0.06% -1,367 13F-HR/A Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,501 $1M 0.19% +1,357 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,500 $1M 0.51% +116 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,493 $1M 0.36% -38 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 3,493 $1M 0.03% -503 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,491 $1M 0.37% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,487 $1M 0.18% -116 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,478 $997K 0.13% +110 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,475 $997K 0.26% +14 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,355 $996K 0.04% +1,965 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 3,472 $996K 0.48% -10 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,456 $991K 0.67% +84 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,455 $991K 0.19% -2,571 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,446 $988K 0.24% +195 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,445 $988K 0.3% +471 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,571 $987K 0.79% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,434 $985K 0.49% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,430 $984K 0.26% +288 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,429 $984K 0.17% -318 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,425 $982K 0.32% +23 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,421 $981K 0.04% -77 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,411 $978K 0.13% -49 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,409 $978K 0.74% +67 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 3,407 $977K 0.2% +1,334 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,407 $977K 0.25% -1,955 13F-HR Timeline Trust Co More: the full row for Trust Co 3,404 $976K 0.09% +10 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,403 $976K 0.52% +45 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 3,396 $974K 0.94% -149 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,387 $972K 0.38% -528 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,388 $972K 0.65% +96 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,386 $971K 0.4% -774 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,385 $971K 0.33% +701 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,383 $970K 0.17% +4 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,381 $970K 0.5% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,380 $970K 0.17% +208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden Unicorn (BVI) Ltd More: the full row for Golden Unicorn (BVI) Ltd 3,375 $968K 0.14% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,374 $968K 0.55% +1,047 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 3,372 $967K 0.75% -1,837 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,365 $965K 0.01% -1,931 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,363 $965K 0.14% +71 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,359 $964K 0.19% -163 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,358 $963K 0.06% -262 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,358 $963K 0.57% +419 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 3,351 $961K 0.17% +507 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 3,342 $959K 0.44% -17 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,339 $958K 0.25% 0 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,335 $957K 0.64% +169 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,332 $956K 0.22% -89 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. 3,331 $956K 0.06% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 3,329 $955K 0.12% -452 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,327 $954K 0.25% 0 13F-HR Timeline J HAGAN CAPITAL, INC. 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