RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,112 $397K 0.05% -303 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,110 $397K 0.24% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,109 $396K 0.16% -105 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 907 $396K 0.01% +593 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,106 $395K 0.4% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,139 $395K 0.15% +86 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,103 $394K 0.18% 0 13F-HR Timeline Planning Strategies Inc. 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More: the full row for Cannon Capital Management, Inc. 984 $352K 0.3% -212 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 983 $351K 0.12% +224 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 981 $351K 0.28% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 980 $350K 0.34% -130 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 980 $350K 0.08% 0 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 979 $350K 0.21% +39 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 974 $348K 0.29% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 968 $346K 0.07% +248 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 965 $345K 0.29% -39 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 958 $342K 0.07% +79 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 957 $342K 0.14% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 956 $342K 0.03% -119 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 956 $342K 0.07% +69 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 956 $342K 0.22% +147 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 955 $341K 0.15% +1 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 954 $341K 0.11% +225 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 950 $340K 0.14% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 950 $340K 0.26% -10 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 944 $337K 0.09% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 942 $337K 0.11% +200 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 940 $336K 0.04% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 937 $335K 0.17% +78 13F-HR Timeline Aegis Wealth Management, Inc. 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More: the full row for Harbor Group, Inc. 930 $332K 0.04% -28 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 929 $332K 0.02% -87 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 928 $332K 0.22% +208 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 926 $331K 0.13% +50 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 925 $331K 0.09% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 923 $330K 0.17% 0 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 923 $330K 0.2% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 923 $330K 0.08% +1 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 921 $329K 0.22% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 921 $329K 0.04% +83 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 920 $329K 0.18% 0 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 920 $329K 0.05% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 920 $329K 0.18% 0 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 917 $328K 0.25% -30 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 917 $328K 0.03% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 917 $328K 0.08% +132 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 916 $327K 0.16% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 916 $327K 0.18% +146 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 915 $327K 0.12% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 915 $327K 0.22% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 919 $327K 0.24% -52 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 914 $327K 0.19% -1,357 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 914 $326K 0.11% +1 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 913 $326K 5.41% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avant Capital LLC More: the full row for Avant Capital LLC 912 $326K 0.2% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 911 $325K 0.18% +202 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 911 $325K 0.2% -19 13F-HR Timeline Seek First Inc. 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More: the full row for Ethos Capital Management, Inc. 844 $302K 0.21% +70 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 844 $302K 0.16% new 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 2,948 $301K 0.21% +2,031 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,045 $300K 0.09% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 840 $300K 0.18% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 839 $300K 0.39% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 838 $299K 0.07% -8 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 837 $299K 0.11% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 836 $299K 0.1% +132 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 836 $299K 0.18% +46 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 835 $299K 0.04% new 13F-HR/A Timeline Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 832 $297K 0.23% +71 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 832 $297K 0.02% -4,176 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 832 $297K 0.17% 0 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 829 $296K 0.1% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 829 $296K 0.09% new 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 828 $296K 0.15% new 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 824 $295K 0.27% 0 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 824 $295K 0.19% +57 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 823 $294K 0.24% -152 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 822 $293K 0.14% -382 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 820 $293K 0.06% 0 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 820 $293K 0.16% -35 13F-HR Timeline