WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 854 $313K 0.07% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 854 $313K 0.16% +99 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 853 $313K 0.52% -14 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 850 $312K 0.25% -64 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 850 $312K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 849 $311K 0.13% -48 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 849 $311K 0.11% 0 13F-HR Timeline Stephenson & Company, Inc. 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More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 737 $270K 0.21% 0 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 736 $270K 0.3% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 736 $270K 0.24% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 736 $270K 0.2% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 735 $269K 0.09% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 734 $269K 0.16% -111 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 732 $268K 0.15% -20 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 731 $268K 0.14% -6 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 731 $268K 0.12% +3 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 731 $268K 0.07% -85 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 730 $268K 0.03% new 13F-HR/A Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 730 $268K 0.57% +9 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 730 $267K 0.1% +1 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 729 $267K 0.01% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 729 $267K 0.04% +160 13F-HR Timeline Group Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 728 $267K 0.41% +3 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 728 $267K 0.03% +18 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 726 $266K 0.12% -38 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 724 $265K 0.13% +76 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 724 $265K 0.16% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 724 $265K 0.09% +29 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 721 $264K 0.06% -275 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 719 $264K 0.01% +163 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 724 $264K 0.27% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 719 $264K 0.09% -9 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 718 $263K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 718 $263K 0.04% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 718 $263K 0.36% +81 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 717 $263K 0.15% -533 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 716 $262K 0.15% -1 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 714 $262K 0.03% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 713 $261K 0.12% -24 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 711 $260K 0.04% -11 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 710 $260K 0.14% +3 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 708 $259K 0.05% +99 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 732 $259K 0.17% +102 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 707 $259K 0.05% +1 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 706 $259K 0.13% -12 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 704 $258K 0.17% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 705 $258K 0.03% +1 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 704 $258K 0.06% +18 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 703 $258K 0.27% -45 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 702 $257K 0.09% +701 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 702 $257K 0.18% -3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 701 $257K 0.16% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 700 $257K 0.09% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 700 $257K 0.17% +50 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 699 $256K 0.34% +284 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 740 $256K 0.18% -235 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 698 $256K 0.05% +16 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 698 $256K 0.11% +3 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 695 $255K 0.05% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 694 $254K 0.07% -55 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 693 $254K 0.21% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 692 $253K 0.24% +44 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 690 $253K 0.13% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 689 $253K 0.04% +11 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 686 $251K 0.17% -11 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 685 $251K 0.27% -3 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 685 $251K 0.15% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 684 $251K 0.04% +15 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 683 $250K 0.07% -9 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 682 $250K 0.05% +10 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 682 $250K 0.1% -60 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 681 $250K 0.15% -237 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 681 $250K 0.23% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 681 $250K 0.08% +11 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 680 $249K 0.1% -15 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 680 $249K 0.01% -5,872 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 682 $249K 0.13% +93 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 678 $248K 0.14% -159 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 678 $248K 0.29% +71 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 677 $248K 0.04% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 676 $248K 0.07% -34 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 676 $248K 0.21% +4 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 695 $248K 0.03% -100 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 674 $247K 0.09% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 674 $247K 0.16% 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 673 $247K 0.07% +31 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 671 $246K 0.1% -7 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 670 $246K 0.1% -128 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 666 $244K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Capital Management LLC More: the full row for TD Capital Management LLC 666 $244K 0.02% +155 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 666 $244K 0.08% +54 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 665 $244K 0.05% -187 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 665 $244K 0.27% -31 13F-HR/A Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 664 $243K 0.08% -34 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 675 $243K 0.11% -21 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 663 $243K 0.17% +40 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 662 $243K 0.13% +48 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 662 $243K 0.01% new 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 661 $242K 0.22% -16 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 661 $242K 0.36% -335 13F-HR Timeline