Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,296 $797K 0.26% -271 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,291 $796K 0.13% +7 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,290 $796K 0.15% -345 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,192 $795K 0.08% +1,526 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,271 $792K 0.08% -2,151 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,266 $791K 0.27% +118 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,260 $790K 0.1% -13,522 13F-HR Timeline LifeSteps Financial, Inc. 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More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,181 $775K 0.31% -177 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,178 $775K 0.31% -60 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,166 $773K 0.41% +118 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,166 $772K 0.25% +1,034 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,163 $772K 0.16% -1,485 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,162 $772K 0.13% +450 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,157 $771K 0.18% -29 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,163 $770K 0.14% +101 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,148 $769K 0.12% +127 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,146 $769K 0.22% -10 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,141 $768K 0.1% -117 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,140 $768K 0.25% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,065 $767K 0.14% +86 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 4,125 $765K 0.38% -367 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,006 $764K 0.45% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,111 $762K 0.42% +87 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,108 $762K 0.09% +792 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,107 $762K +1,106 Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 4,105 $761K 0.17% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,101 $760K 0.15% +1,366 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,099 $760K 0.08% -23 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,095 $759K 0.3% +142 13F-HR/A Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,095 $759K 0.04% -442 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,082 $757K 0.03% -228 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,071 $755K 0.09% +197 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,059 $753K 0.02% +260 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,055 $752K 0.2% -10 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,038 $749K 0.04% +1,141 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,921 $748K 0.49% -310 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,029 $747K 0.02% -22,382 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,005 $743K 0.66% -700 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 4,004 $742K 0.28% -156 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,004 $742K 0.47% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,000 $742K <0.01% 0 13F-HR Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,982 $738K 0.25% +224 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 3,977 $738K 0.18% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,980 $738K 0.55% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,969 $736K 0.28% -1,259 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 3,963 $735K 0.88% -207 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,948 $732K 0.31% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 3,939 $730K 0.41% -202 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,930 $729K 0.07% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,922 $727K 0.32% +7 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,919 $727K 0.04% +25 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,914 $726K 0.14% +22 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,852 $725K 0.21% +60 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,906 $724K 0.07% +356 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,901 $723K 0.12% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,899 $723K 0.04% -130 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,897 $723K 0.08% +729 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,888 $721K 0.13% +347 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,878 $719K 0.09% -1,485 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,868 $717K 0.56% -11 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,868 $717K 0.11% +5 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,856 $715K 0.02% -817 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,854 $715K 0.3% +728 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 3,853 $714K 0.32% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,769 $713K 0.11% +2,611 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,835 $711K 0.09% +60 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,835 $711K 0.01% +68 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,829 $710K 0.37% -124 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 3,825 $709K 0.08% -83 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 3,821 $708K 0.19% +1,444 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,820 $708K 0.04% -74 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,820 $708K 0.49% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,819 $708K 0.21% -490 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,819 $708K 0.11% +528 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,745 $707K 0.21% -160 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,811 $707K 0.12% +268 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 3,806 $706K 0.5% -453 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,802 $705K 0.12% -112 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,800 $705K 0.15% -427 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,794 $705K 0.29% 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,798 $704K 0.56% -157 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,794 $703K 0.22% +217 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,787 $702K 0.03% -6,918 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,769 $699K 0.31% +1,685 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,766 $698K 0.18% -1 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,764 $698K 0.33% +15 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,761 $697K 0.53% -62 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,756 $695K 0.11% +401 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,748 $695K 0.9% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,744 $694K 0.39% -186 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,740 $693K 0.12% -90 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,726 $691K 0.39% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,726 $691K 0.1% +684 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,724 $690K 0.22% -195 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,723 $690K 0.28% +342 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,718 $689K 0.25% +814 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,712 $688K 0.28% -73 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 3,765 $687K 0.32% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,702 $687K 0.17% -152 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,698 $686K 0.25% -328 13F-HR/A Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,698 $686K 0.1% +6 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,695 $685K 0.08% -223 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,692 $685K 0.26% -173 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,692 $684K 0.06% +190 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,689 $684K 0.01% +3,045 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. McHugh Group, LLC More: the full row for McHugh Group, LLC 3,685 $683K 0.41% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,680 $682K 0.22% -235 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,673 $681K 0.27% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,667 $680K 0.15% -2,124 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,656 $678K 0.47% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,527 $678K 0.24% +44 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,653 $677K 0.1% -40 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,649 $677K 0.39% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,645 $676K 0.58% -231 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,644 $676K 0.14% +664 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,638 $674K 0.92% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,634 $674K 0.15% -48 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 3,633 $674K 0.42% +81 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 3,631 $673K 0.49% +110 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,631 $673K 0.01% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,630 $673K 0.21% +314 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,624 $672K 1.15% 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,621 $671K 0.22% +19 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,620 $671K 0.57% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,600 $668K 0.11% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,418 $667K 0.3% +30 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,589 $665K 0.08% -78 13F-HR/A Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,586 $665K 0.23% +2 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,584 $665K 0.12% +158 13F-HR Timeline Group O'Keefe Stevens Advisory, Inc. 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