Adero Partners, LLC More: the full row for Adero Partners, LLC 1,289 $626K 0.04% +32 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,284 $624K 0.33% -139 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,283 $623K 0.05% -80 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,283 $623K 0.03% -13 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 1,281 $622K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,277 $621K 0.28% +300 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,269 $617K <0.01% -162 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,268 $616K 0.01% +129 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,261 $613K 0.02% +61 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,262 $613K 0.17% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,261 $613K 0.42% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,257 $611K 0.22% -30 13F-HR/A Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,258 $611K 0.22% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,256 $610K 0.03% -7,547 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,251 $608K 0.2% +60 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,249 $607K 0.12% +3 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,249 $607K 0.1% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,245 $605K 0.33% 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 1,245 $605K 0.57% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,247 $601K 0.14% +20 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,236 $601K 0.15% -9 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,419 $600K 0.07% -112 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 1,233 $599K 0.3% +7 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,231 $598K 0.31% +56 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,230 $598K 0.07% +123 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,228 $597K 0.12% -11,494 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,228 $597K 0.32% +378 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,220 $593K 0.18% +340 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,219 $592K 0.04% -170 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,216 $591K 0.06% -1 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,210 $588K 0.12% +574 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,208 $587K 0.08% +45 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,206 $586K 0.29% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,204 $585K 0.11% +8 13F-HR/A Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,203 $585K 0.24% +3 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,198 $582K 0.12% -5,765 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,198 $582K 0.32% -52 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,196 $581K 0.15% +302 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,193 $580K 0.21% +19 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,332 $579K 0.05% +147 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,186 $576K 0.35% +17 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,182 $575K 0.09% +33 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,182 $574K 0.29% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,179 $573K 0.43% +12 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,175 $571K 0.08% +14 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,171 $569K 0.35% 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,170 $569K 0.09% -40 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,170 $568K 0.27% -50 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,164 $566K 0.2% -11 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,162 $565K 0.02% -3,838 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,160 $564K 0.22% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,157 $562K 0.05% +21 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,156 $562K 0.08% +176 13F-HR/A Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,155 $561K 0.25% -5 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,154 $561K 0.08% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,153 $560K 0.45% -492 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,152 $560K 0.16% -4 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,152 $560K 0.21% +1 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,152 $559K 0.18% -23 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,150 $559K 0.25% +260 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,150 $559K 0.29% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,149 $558K 0.49% +6 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,150 $558K 0.17% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,149 $558K 0.01% -13 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,153 $557K 0.05% -338 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,147 $557K 0.3% +22 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,142 $555K 0.05% +116 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,141 $555K 0.16% -429 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,136 $552K 0.38% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,132 $550K 0.02% +136 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,131 $549K 0.07% -60 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,129 $549K 0.24% -28 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,127 $547K 0.36% 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,126 $547K 0.38% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,125 $547K 0.01% 0 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,122 $545K 0.14% +1 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,121 $545K 0.21% -78 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,120 $544K 0.21% -5 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,119 $544K 0.15% +19 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,118 $543K 0.36% 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,113 $541K 0.02% -40 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,113 $541K 0.1% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,113 $541K 0.07% +539 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,110 $539K 0.04% -46 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,110 $539K 0.14% +70 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,109 $539K 0.04% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,107 $538K 0.11% -1,142 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,106 $537K 0.41% -14 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,106 $537K 0.05% +9 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,102 $536K 0.2% +16 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,063 $536K 0.13% +12 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,101 $535K 0.07% +35 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,100 $535K 0.15% -1,600 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,100 $535K 0.49% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,096 $533K 0.23% -156 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,091 $530K 0.05% +21 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,090 $530K 0.07% -371 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,088 $529K 0.41% +120 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,087 $528K 0.38% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,139 $528K 0.21% +406 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,086 $528K 0.2% +82 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,084 $527K 0.31% +131 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,084 $527K 0.53% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,080 $525K 0.16% +19 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,079 $524K 0.02% +303 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,079 $524K 0.03% +133 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,078 $524K 0.36% 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,075 $522K 0.21% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,071 $520K 0.14% +5 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,068 $519K 0.14% -141 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,067 $519K 0.07% -3 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,066 $518K 0.06% +13 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,066 $518K 0.05% -89 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,066 $518K 0.01% +26 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,062 $516K 0.28% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,061 $515K 0.42% -94 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,060 $515K 0.01% 0 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,055 $513K 0.02% -78 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,050 $510K 0.09% +23 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,047 $509K 0.06% -4 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,047 $509K 0.17% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,056 $509K 0.22% -381 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,045 $508K 0.01% -25 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,045 $508K 0.16% +93 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,042 $506K 0.36% +1 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,048 $506K 0.08% +27 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,042 $506K 0.3% +158 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,040 $505K 0.45% 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,035 $503K 0.47% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,028 $500K 0.29% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,024 $498K 0.33% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,024 $498K 0.14% +1 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,023 $497K 0.26% +1 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,021 $496K 0.39% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,020 $496K 0.04% -236 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 1,020 $496K 0.1% -20 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,020 $496K 0.24% -1,757 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,019 $495K 0.11% +45 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,015 $493K 0.28% -267 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,015 $493K 0.14% -31 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,013 $492K 0.05% -30 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,012 $492K 0.06% +11 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,011 $491K 0.06% +90 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,011 $491K 0.08% +30 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 1,012 $491K 0.3% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,010 $491K 0.09% +12 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,008 $490K 0.05% +4 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,005 $488K 0.38% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,982 $488K 0.15% +4,178 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,001 $486K 0.16% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,001 $486K 0.35% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,000 $486K 0.13% 0 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 1,000 $486K 1.01% -1,000 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,000 $486K 0.05% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,000 $486K 0.12% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 831 $486K 7.73% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 994 $483K 0.12% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 994 $483K 0.11% -46 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 993 $483K 0.21% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 992 $482K 0.16% +16 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 987 $480K 0.02% +63 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 986 $479K 0.15% +251 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 985 $479K 0.29% -112 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 984 $478K 0.11% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 982 $477K 0.19% +77 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 980 $476K 0.36% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 979 $476K 0.02% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 977 $475K 0.05% +3 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 977 $475K 0.11% -14 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 977 $475K 0.29% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 976 $474K 0.08% -95 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 976 $474K 0.02% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 975 $474K 0.48% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 1,009 $472K 0.16% +387 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 971 $472K 0.11% -1,635 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 969 $471K 0.03% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 969 $471K 0.02% +16 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 969 $471K 0.17% +1 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 962 $471K 0.42% 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 966 $469K 0.31% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 960 $467K 0.17% +50 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 958 $466K 0.47% -1,228 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 954 $464K 0.08% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 954 $464K 0.4% 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 953 $463K 0.43% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 953 $463K 0.18% 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 951 $462K 0.24% +14 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 956 $462K 0.01% -1,345 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 950 $462K 0.3% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 950 $462K 0.12% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 949 $461K 0.04% +195 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 945 $459K 0.17% -167 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 937 $455K 0.12% 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,010 $454K 0.13% -249 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 935 $454K 0.24% +10 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 933 $453K 0.09% +16 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 931 $452K 0.07% +7 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 930 $452K 0.02% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 928 $451K 0.31% -73 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 927 $450K 0.01% +20 13F-HR Timeline