TD Capital Management LLC More: the full row for TD Capital Management LLC 1,328 $544K 0.04% -42 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,322 $541K 0.33% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,304 $534K <0.01% +669 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,299 $532K 0.18% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 1,291 $529K 0.08% +3 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,288 $527K <0.01% -494 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,281 $525K 0.06% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,269 $520K 0.06% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,264 $518K 0.08% -57 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,263 $517K 0.21% 0 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 1,248 $511K 0.08% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,247 $511K 0.04% -5,711 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,234 $505K 0.13% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,233 $505K 0.02% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 1,232 $505K <0.01% new 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,230 $504K 0.01% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,230 $504K 0.08% +193 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 1,228 $503K 0.29% +179 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,223 $501K 0.01% new 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,203 $496K 0.08% -23 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,209 $495K 0.19% -10 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,207 $494K 0.05% 0 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 1,206 $494K 0.45% -12 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,205 $494K 0.02% +57 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,203 $493K 0.17% +21 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,200 $491K 0.18% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,198 $491K 0.05% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,190 $487K 0.3% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,189 $487K 0.02% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,187 $486K 0.03% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,183 $484K 0.15% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,183 $484K 0.05% +1 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,181 $484K 0.1% +2 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,171 $480K 0.01% -32 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,172 $480K 1.95% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,171 $480K 0.1% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,170 $479K 0.04% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,167 $478K 0.03% +2 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 1,163 $476K 0.28% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,157 $474K 0.22% +13 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,155 $473K <0.01% -54 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,145 $469K 0.12% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,136 $465K 0.12% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,127 $462K 0.04% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,122 $460K 0.09% +514 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,111 $455K 0.06% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,108 $454K 0.01% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,107 $453K 0.21% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,100 $450K 0.05% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,099 $450K 0.03% -7 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,097 $446K 0.01% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,086 $445K 0.08% +234 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,086 $445K 0.06% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,085 $444K 0.08% -32 13F-HR/A Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 1,082 $443K 0.35% -24 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,082 $443K 0.24% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,080 $442K 0.3% -540 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,074 $440K 0.06% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,070 $438K 0.22% 0 13F-HR/A Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,067 $437K 0.01% 0 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 1,067 $437K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,065 $436K 0.03% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,064 $436K 0.05% +11 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 1,062 $435K 0.1% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,059 $434K 0.19% -270 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,055 $432K 0.07% -42 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,051 $430K 0.01% +61 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,050 $430K 0.05% -5 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,048 $429K 0.07% 0 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 1,046 $428K 0.1% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,045 $428K 0.14% 0 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,045 $428K 0.01% -10 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,036 $424K 0.02% -1 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,035 $424K 0.08% +1 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,027 $421K 0.41% -25 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,024 $419K 0.01% -83 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,022 $419K 0.08% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,015 $416K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,015 $416K <0.01% +1 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,012 $414K 0.01% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,005 $412K 0.13% -15 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,003 $411K 0.08% -102 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,004 $411K 0.05% -379 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,002 $410K 0.05% +152 13F-HR/A Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,000 $410K 0.11% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,000 $410K 0.09% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,000 $410K 0.05% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 997 $408K 0.08% 0 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 997 $408K 0.21% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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Mason LLC 975 $399K 0.12% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 974 $399K 0.11% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 967 $396K 0.08% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 966 $396K 0.08% -1 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 966 $396K 0.13% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 963 $394K 0.15% +2 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 962 $394K 0.17% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 958 $392K 0.06% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 957 $392K 0.08% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 954 $391K 0.1% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 948 $388K 0.02% -98 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 943 $386K 0.01% +1 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 940 $385K 0.01% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 940 $385K 0.11% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 936 $383K 0.01% +138 13F-HR Timeline Group Navigation Group, LLC More: the full row for Navigation Group, LLC 931 $381K 0.07% +106 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 927 $380K 0.11% 0 13F-HR/A Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 922 $378K 0.18% +2 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 922 $377K 0.02% -938 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 916 $375K 0.22% +4 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 915 $375K 0.06% -7 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 914 $374K 0.11% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 913 $374K 0.08% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 912 $373K 0.07% +1 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 912 $373K 0.28% +2 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 907 $371K <0.01% -4 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 903 $370K 0.1% 0 13F-HR Timeline Atlas Brown,Inc. 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