Gimbal Financial More: the full row for Gimbal Financial 906 $320K 0.2% 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 905 $319K 0.19% +1 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 905 $319K 0.02% -730 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 904 $319K 0.05% +186 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 904 $319K 0.06% +209 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 904 $319K 0.16% +1 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 904 $319K 0.18% -30 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 903 $318K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Advisory Group LLC More: the full row for Private Advisory Group LLC 902 $318K 0.02% +258 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 901 $318K 0.22% +2 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 900 $317K 0.08% 0 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 900 $317K 0.02% 0 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 900 $317K 0.13% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 900 $317K 0.16% +2 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 899 $317K 0.17% +161 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 897 $316K 0.27% 0 13F-HR Timeline Symphony Financial Services, Inc. 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LTD. 821 $290K <0.01% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 821 $290K 0.22% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 821 $289K 0.09% -731 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 820 $289K 0.06% -193 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 819 $289K 0.05% -11 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 817 $288K 0.1% +41 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 815 $287K 0.06% -22 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 815 $287K 0.18% -66 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 814 $287K 0.12% -148 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 814 $287K 0.28% +3 13F-HR Timeline East Coast Asset Management, LLC. 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More: the full row for Mason Investment Advisory Services, Inc. 790 $279K 0.01% -29 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 790 $279K 0.12% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 789 $278K <0.01% -9,746 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bedminster, LLC More: the full row for Bedminster, LLC 788 $278K 0.24% -58 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 786 $277K 0.02% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 785 $277K 0.11% +1 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 785 $277K 0.1% 0 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 784 $277K 0.22% +25 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 784 $276K 0.12% -516 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 783 $276K 0.12% +9 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 782 $276K 0.07% +94 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 782 $276K 0.04% new 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 780 $275K 0.02% -16 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 780 $275K 0.08% -9 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 777 $274K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 778 $274K 0.03% -18 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 775 $273K 0.02% 0 13F-HR Timeline Provident Investment Management, Inc. 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More: the full row for Lighthouse Wealth Management Inc. 764 $269K 0.17% +3 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 763 $269K 0.03% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 767 $269K 0.06% +10 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 762 $269K 0.23% -1 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 762 $269K 0.03% -1,147 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 760 $268K 0.21% -1 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 761 $268K 0.15% +1 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 760 $268K 0.14% +29 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 759 $268K 0.14% -133 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 759 $268K 0.08% -397 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 758 $267K 0.1% +70 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 758 $267K 0.07% -83 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 757 $267K 0.05% new 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 757 $267K 0.28% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 755 $266K 0.15% -106 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 754 $266K 0.09% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 742 $266K 0.14% +1 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 753 $266K 0.05% +16 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 753 $266K 0.17% +4 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 753 $265K 0.15% +18 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 751 $265K 0.04% +44 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 751 $265K 0.08% -85 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 750 $265K 0.02% -38 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 749 $264K 0.01% +100 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 750 $264K 0.01% 0 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 747 $263K 0.09% +3 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 746 $263K 0.05% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 746 $263K 0.15% +20 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 746 $263K 0.11% -73 13F-HR Timeline