Virtus Family Office LLC More: the full row for Virtus Family Office LLC 13,617 $2.11M 2.7% -101 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 13,614 $2.11M 0.89% -3,078 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 13,585 $2.1M 0.54% +1,013 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 13,580 $2.1M 0.58% -235 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 14,291 $2.1M 1.16% -560 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,546 $2.09M 1.87% +457 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 13,534 $2.09M 0.27% +1,229 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 13,535 $2.09M 1.3% +3,600 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 13,525 $2.09M 0.28% +685 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 13,005 $2.09M 0.86% +269 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 13,503 $2.09M 1.15% -4,984 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 13,293 $2.09M 0.84% -543 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 13,436 $2.08M 0.64% -173 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 13,434 $2.08M 0.87% +3,408 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 13,411 $2.07M 1.05% -623 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 13,400 $2.07M 1.05% +2,458 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 13,399 $2.07M 0.46% -146 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13,395 $2.07M 0.37% -1,032 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 13,387 $2.07M 1.39% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 13,378 $2.07M 0.7% +588 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,619 $2.06M 0.27% +5,933 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 13,288 $2.05M 0.7% +540 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 13,274 $2.05M 0.48% +673 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 13,250 $2.05M 0.89% -900 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 13,413 $2.05M 1.38% -1,600 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 13,242 $2.05M 0.37% +161 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,223 $2.04M 0.4% -255 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 13,194 $2.04M 0.3% +2,469 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 13,165 $2.04M 1.47% -75 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 13,160 $2.04M 1.46% +1,001 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 12,820 $2.03M 0.07% +4,305 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13,155 $2.03M 0.35% +1,617 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 13,139 $2.03M 0.83% -225 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,204 $2.03M 0.65% +457 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 13,112 $2.03M 0.49% +391 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 13,071 $2.02M 0.45% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 13,039 $2.02M 2.57% +128 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 13,021 $2.01M 0.22% +188 13F-HR/A Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 13,007 $2.01M 2.51% +1,046 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,000 $2.01M 0.09% -469 13F-HR Timeline SoundStone Italy S.r.l. More: the full row for SoundStone Italy S.r.l. 13,000 $2.01M 1.98% -144,700 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 12,968 $2.01M 1.51% +1 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 12,946 $2M 0.93% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 6,944 $2M 1.84% 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 12,872 $1.99M 2.1% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,861 $1.99M 0.92% +1,209 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 12,858 $1.99M 0.96% +945 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 13,080 $1.98M 0.06% -41,361 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 12,795 $1.98M 0.54% -1,334 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 12,786 $1.98M 1.15% +233 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 12,784 $1.98M 0.26% +2,223 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12,769 $1.97M 0.32% -1,316 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,748 $1.97M 0.3% +168 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 12,735 $1.97M 0.8% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,674 $1.96M 0.62% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,664 $1.96M 0.29% -86 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,660 $1.96M 0.38% -385 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 12,653 $1.96M 0.02% +5,424 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 12,639 $1.95M 0.17% +226 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 12,304 $1.95M 0.19% -273 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 12,629 $1.95M 0.06% -226 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 12,619 $1.95M 0.35% +615 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 12,616 $1.95M 0.37% -86 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 12,602 $1.95M 0.78% -2,117 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,562 $1.94M 0.73% +225 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 12,547 $1.94M 1.19% -651 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,541 $1.94M 0.61% +1,729 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 13,367 $1.93M 0.89% -184 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 12,500 $1.93M 0.01% new 13F-HR/A Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 12,460 $1.93M 1.59% 0 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 13,745 $1.93M 1.52% -35 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 12,436 $1.92M 0.65% -273 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 12,439 $1.92M 1.03% -4,017 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 12,432 $1.92M 0.19% -10 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 12,430 $1.92M 1% -520 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 12,420 $1.92M 0.94% -741 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12,419 $1.92M 0.19% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 12,417 $1.92M 1.02% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 12,411 $1.92M 0.36% -11 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 12,408 $1.92M 1.69% +686 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 12,399 $1.92M 1.56% -540 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12,386 $1.92M 0.87% -4,982 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,362 $1.91M 0.3% +9,542 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,305 $1.9M 0.86% -253 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 12,303 $1.9M 0.26% +331 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 12,288 $1.9M 0.98% +550 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 12,276 $1.9M 0.46% -3,612 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,265 $1.9M 0.37% +145 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,249 $1.89M 0.43% +1,377 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,240 $1.89M 0.66% +11 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 12,239 $1.89M 2.23% -28 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 12,237 $1.89M 1.07% -178 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 12,218 $1.89M 0.86% +886 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 12,217 $1.89M 0.19% +987 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 12,207 $1.89M 0.13% -23,420 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 12,203 $1.89M 0.06% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 12,184 $1.88M 0.71% -1,126 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,177 $1.88M 0.89% -46 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 12,144 $1.88M 1.08% +262 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 12,129 $1.88M 0.48% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 12,101 $1.87M 0.56% +6,104 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 12,072 $1.87M 1.05% -4 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 12,055 $1.86M 0.3% -185 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 12,026 $1.86M 0.25% -630 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 12,007 $1.86M 0.89% +1,732 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 12,007 $1.86M 0.75% +1,848 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 12,000 $1.86M 3.62% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 11,996 $1.86M 0.66% +319 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 11,993 $1.85M 0.94% -332 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 11,976 $1.85M 1.18% +40 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 11,974 $1.85M 0.12% +377 13F-HR Timeline Sustainable Growth Advisers, LP More: the full row for Sustainable Growth Advisers, LP 11,971 $1.85M 0.01% -847 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 11,942 $1.85M 0.66% -574 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 11,920 $1.84M 0.03% -212 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 11,914 $1.84M 1.9% +903 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 11,910 $1.84M 0.05% 0 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 11,909 $1.84M 1.64% -618 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 11,900 $1.84M 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,896 $1.84M 0.19% +126 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,851 $1.83M 0.65% +4 13F-HR Timeline TLWM More: the full row for TLWM 11,841 $1.83M 0.37% +60 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,836 $1.83M 0.61% -104 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 11,810 $1.83M 0.68% -1,594 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 11,797 $1.82M 0.13% -1,180 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 11,765 $1.82M 1.23% -1,428 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 11,761 $1.82M 0.15% -1,141 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,761 $1.82M 0.21% +72 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,759 $1.82M 0.56% -394 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,734 $1.81M 0.73% -228 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 11,720 $1.81M 0.56% +580 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 11,696 $1.81M 2.08% -465 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 11,692 $1.81M 1.01% +1,335 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 11,652 $1.8M 0.62% +208 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 10,857 $1.8M 0.16% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,615 $1.8M 0.66% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 11,589 $1.79M 1.42% +305 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 11,580 $1.79M 1.62% -45 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,576 $1.79M 0.7% +142 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 11,568 $1.79M 0.89% -96 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 11,452 $1.79M 1.73% +415 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,539 $1.78M 0.25% +2,135 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 11,538 $1.78M 0.4% +426 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 11,518 $1.78M 0.24% -371 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,475 $1.77M 0.14% -213 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 11,475 $1.77M 0.13% +1,540 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,464 $1.77M 0.96% +387 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 11,457 $1.77M 2.33% -3,737 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,450 $1.77M 0.34% -630 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,019 $1.76M 0.25% +883 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,379 $1.76M 0.38% -2,675 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 11,371 $1.76M 0.25% +154 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 11,368 $1.76M 0.27% +2,480 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 11,360 $1.76M 0.95% +13 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 11,356 $1.76M 0.41% -1,373 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 11,330 $1.75M 0.14% -450 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 11,310 $1.75M 0.33% +196 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 11,292 $1.75M 0.11% +378 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 11,277 $1.74M <0.01% +3,768 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 11,268 $1.74M 0.97% +1,479 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,268 $1.74M 0.14% +2,880 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 11,264 $1.74M 1.68% +500 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 11,264 $1.74M 0.75% +315 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,253 $1.74M 0.66% -693 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 11,250 $1.74M 0.46% +312 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 11,248 $1.74M 0.54% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 11,235 $1.74M 0.07% -1,890 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,230 $1.74M 0.71% -2,859 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,216 $1.73M 0.34% -1,588 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 11,213 $1.73M 1.38% -5 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,205 $1.73M 0.11% -371 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 11,175 $1.73M 1.24% +9,304 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 11,172 $1.73M +6,512 Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 11,163 $1.73M 1.4% 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,139 $1.72M 0.62% -101 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 11,130 $1.72M 2.53% -1,406 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,122 $1.72M 0.3% +952 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 11,110 $1.72M 0.47% +3,588 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 11,066 $1.71M 1.12% +46 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 11,021 $1.7M 0.25% -165 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 10,997 $1.7M 1.15% -145 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,900 $1.7M 0.33% +3,290 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 10,967 $1.7M 0.24% -1,062 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 10,958 $1.69M 0.81% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 10,955 $1.69M 0.89% +400 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10,947 $1.69M 3.32% +1,441 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 10,940 $1.69M 1.14% -1,790 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 10,872 $1.68M 1.15% -398 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 10,870 $1.68M 1.72% +18 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,860 $1.68M 0.18% +543 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,847 $1.68M 0.17% -123 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 10,843 $1.68M 0.54% +933 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10,841 $1.68M 1.33% +94 13F-HR Timeline Yukon Wealth Management, Inc. 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