Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,200 $470K 0.01% new 13F-HR/A Timeline Group Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 2,200 $470K 0.43% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,189 $468K 0.08% +287 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,171 $464K 0.21% +67 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,173 $464K 0.02% -6,684 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,170 $464K 0.01% -547 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,167 $463K 0.3% +260 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,161 $462K 0.19% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,161 $461K 0.14% -49 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,154 $460K 0.16% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,150 $459K 0.17% +40 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,149 $459K 0.21% +829 13F-HR Timeline Group Family Capital Trust Co More: the full row for Family Capital Trust Co 2,145 $458K 0.17% new 13F-HR/A Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,144 $458K 0.12% +112 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,143 $458K 0.26% +521 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,141 $457K 0.1% -208 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,135 $456K 0.04% 0 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 2,132 $455K 0.02% +34 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 2,130 $455K 0.14% -550 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,125 $454K <0.01% +235 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,121 $453K 0.14% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,117 $452K 0.12% +153 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,117 $452K 0.42% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 2,111 $451K 0.28% new 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,685 $451K 0.12% +11 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,104 $450K 0.08% -630 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,103 $449K 0.14% -572 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,100 $449K 0.15% -375 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 2,100 $449K 0.35% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,093 $447K 0.16% -415 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,086 $446K 0.07% +79 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,082 $445K 0.16% -25 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 2,080 $444K 0.22% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,078 $444K 0.16% new 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,500 $443K 0.18% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 2,073 $443K 0.2% new 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 2,000 $441K 0.23% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,056 $439K 0.13% +346 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,050 $438K 0.06% -606 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 2,050 $438K 0.29% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,045 $437K 0.15% -1,084 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,044 $437K <0.01% +143 13F-HR/A Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,040 $436K 0.18% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,023 $432K 0.05% new 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,022 $432K 0.1% +4 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,020 $432K 0.07% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,014 $430K 0.19% +23 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,012 $430K 0.04% +237 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,006 $429K 0.12% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,000 $427K 0.01% -650 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 2,000 $427K 0.05% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,997 $427K 0.06% -22 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,996 $426K 0.52% -1,810 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,990 $425K 0.04% +238 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,988 $425K 0.02% +464 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,980 $423K 0.04% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,972 $421K 0.02% +132 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,971 $421K 0.04% +142 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,970 $421K 0.15% -135 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,962 $420K 0.02% +416 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,943 $415K 0.02% -40 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,942 $415K 0.21% -304 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,930 $412K 0.05% -51 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,929 $412K 0.01% +689 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,929 $412K 0.17% -653 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,927 $412K 0.18% -191 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,611 $411K 0.09% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,064 $410K 0.19% +40 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,917 $410K 0.03% -46 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,913 $409K 0.06% +17 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,910 $408K 0.2% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,382 $408K 0.06% +72 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,907 $407K 0.07% +85 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,907 $407K 0.05% +194 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 1,900 $406K 0.38% new 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 1,900 $406K 0.12% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,895 $405K 0.02% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,892 $404K 0.01% -36 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,891 $404K 0.14% -2,886 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 1,890 $404K 0.15% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,881 $402K 0.04% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,880 $402K 0.11% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,878 $401K 3.75% -311 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,733 $401K 0.17% -467 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,876 $401K 0.09% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,871 $400K 0.08% +642 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,862 $398K 0.19% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,537 $397K 0.04% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,855 $396K 0.16% +27 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,848 $395K 0.18% -382 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,845 $394K 0.23% -599 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,844 $394K 0.16% -148 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,825 $390K 0.11% -100 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,808 $386K 0.06% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 1,800 $385K 0.01% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,795 $384K 0.07% +110 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,795 $384K 0.05% +579 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,794 $383K 0.11% -67 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,793 $383K 0.22% -23 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,789 $382K 0.02% -980 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,785 $381K 0.08% -445 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,780 $380K 0.09% +216 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,776 $379K 0.19% +83 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,774 $379K 0.02% -226 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,771 $379K 0.44% -554 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,771 $378K 0.35% +3 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,770 $378K 0.05% +41 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,768 $378K 0.37% +414 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,768 $378K 0.28% -15,851 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,760 $376K 0.16% -300 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,759 $376K 0.11% +50 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,757 $375K 0.09% +143 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,756 $375K 0.02% -329 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,748 $373K 0.01% -235 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,747 $373K 0.02% 0 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 1,742 $372K 0.07% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,742 $372K 0.12% -649 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,737 $371K 0.6% -42 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,735 $371K 0.02% -3 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,728 $370K 0.05% +25 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,733 $370K 0.05% +360 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,730 $370K 0.01% -155 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,724 $368K 0.14% +3 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,720 $367K 0.12% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,717 $367K 0.02% +30 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,716 $367K 0.24% -590 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,715 $366K 0.15% -77 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,713 $366K 0.13% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,704 $364K 0.2% +293 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,700 $363K 0.51% +70 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,697 $363K 0.11% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,695 $362K 0.06% -226 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,695 $362K 0.09% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,694 $362K <0.01% +18 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,691 $361K 0.09% +63 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,689 $361K 0.08% +126 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,685 $360K 0.07% +493 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,685 $360K 0.17% +1,257 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,683 $360K 0.19% -13 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,681 $359K 0.02% -176 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,682 $359K 0.08% +1 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,678 $359K 0.19% +20 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,671 $357K 0.07% -2 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,669 $357K 0.05% +209 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,665 $356K 0.22% -75 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,663 $355K 0.26% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,663 $355K 0.16% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,201 $355K 0.03% -1 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,657 $354K 0.07% +85 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,649 $352K 0.16% +18 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,641 $351K 0.27% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,638 $350K 0.13% 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,637 $350K 0.05% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,630 $348K 0.13% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,630 $348K 0.01% +22 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,626 $347K 0.09% -19 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,624 $347K 0.07% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,618 $346K 0.31% -636 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,566 $346K 0.3% -117 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,615 $345K 0.19% 0 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 1,611 $344K 0.47% -4,747 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,601 $342K 0.13% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,602 $342K 0.01% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,600 $342K 0.34% -450 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,600 $342K 0.17% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,592 $341K 0.12% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,589 $340K 0.08% +28 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,589 $340K 0.05% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,586 $339K 0.31% +1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,587 $339K 0.12% 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,572 $336K 0.16% -30 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,569 $336K 0.05% +76 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,566 $335K 0.02% -8,752 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,567 $335K 0.2% -296 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,562 $334K 0.04% -208 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,563 $334K 0.01% +323 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,560 $333K 0.06% -151 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 1,557 $333K 0.1% 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,556 $332K 0.21% +49 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,554 $332K 0.26% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,552 $332K 0.11% +42 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,552 $332K 0.08% +31 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,549 $331K 0.01% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,329 $330K 0.1% +15 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,546 $330K 0.04% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,542 $329K 0.06% +346 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,540 $329K 0.08% +340 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,540 $329K 0.12% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,539 $329K 0.24% +622 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,538 $329K 0.04% -612 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,537 $328K 0.01% +132 13F-HR/A Timeline Thompson David Blair More: the full row for Thompson David Blair 1,536 $328K 0.19% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,535 $328K 0.03% -100,225 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,533 $328K 0.07% +35 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,527 $326K 0.15% -322 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,526 $326K 0.01% +48 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,468 $326K 0.07% +1,053 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,523 $325K 0.01% -9 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,522 $325K 0.04% -56 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,522 $325K 0.22% new 13F-HR Timeline