Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,851 $1.42M 1.08% -11 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,842 $1.42M 0.12% +20 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,840 $1.42M 0.72% -137 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,840 $1.42M 0.51% +115 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,839 $1.42M 0.19% +52 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,833 $1.42M 0.31% -1,345 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,831 $1.41M 0.3% +24 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,823 $1.41M 0.78% +167 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,823 $1.41M 0.15% -52 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,821 $1.41M 0.45% -135 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,821 $1.41M 0.07% -36 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,821 $1.41M 0.18% -29 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,820 $1.41M 0.25% -55 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,800 $1.4M 0.11% -239 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,799 $1.4M 0.47% +186 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,794 $1.4M 0.12% -58 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,777 $1.39M 1.06% +1,701 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,777 $1.39M 0.46% -78 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,775 $1.39M 1.06% 0 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 2,773 $1.39M 1.19% +421 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 2,796 $1.37M 0.87% +2 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,720 $1.37M 0.68% +233 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,741 $1.37M 0.25% +275 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,741 $1.37M 0.42% +144 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,739 $1.37M 0.28% +6 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,737 $1.37M 0.21% +776 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,735 $1.37M 0.52% -200 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 2,729 $1.36M 0.88% +763 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,713 $1.36M 0.96% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,713 $1.36M 0.2% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,709 $1.35M 0.2% -53 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,702 $1.35M 0.08% +2,069 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,700 $1.35M 0.7% -300 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,700 $1.35M 0.09% +1,177 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,698 $1.35M 0.16% -256 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,690 $1.34M 0.15% +530 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,685 $1.34M 0.34% +228 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,667 $1.34M 0.11% +14 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,679 $1.34M 0.4% 0 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 2,673 $1.34M 1.36% -1 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,665 $1.33M 0.17% -10 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 2,695 $1.33M 1.1% -9,301 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,660 $1.33M 1.12% -200 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,654 $1.33M 0.1% +59 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,653 $1.33M 0.1% +158 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,652 $1.33M 0.88% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,651 $1.32M 0.02% +475 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,650 $1.32M 0.15% -57 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,634 $1.32M 0.1% -159 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,631 $1.31M 0.23% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,625 $1.31M 0.14% +17 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,622 $1.31M 0.99% +81 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,619 $1.31M 0.26% -33 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,605 $1.3M 0.64% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,600 $1.3M 0.07% +129 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,598 $1.3M 0.64% new 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,593 $1.3M 0.15% +219 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,589 $1.29M 0.37% +358 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,589 $1.29M 0.05% +759 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,588 $1.29M 0.02% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,569 $1.29M 0.21% -74 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,582 $1.29M 0.58% +8 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,578 $1.29M 0.88% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cercano Management LLC More: the full row for Cercano Management LLC 2,574 $1.29M 0.06% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,568 $1.28M 0.57% +1,554 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,567 $1.28M 0.14% -72 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,566 $1.28M 0.53% -1,100 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,565 $1.28M 0.04% +67 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,561 $1.28M 0.16% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,559 $1.28M 0.33% +55 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,555 $1.28M 0.28% -181 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,550 $1.27M 0.09% -93 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,547 $1.27M 0.27% -265 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,545 $1.27M 0.34% -11 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,543 $1.27M 0.16% -69 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,542 $1.27M 0.07% -447 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,540 $1.27M 0.07% -24 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,535 $1.27M 0.21% -125 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,534 $1.27M 0.15% -92 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,522 $1.26M 0.13% +705 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,521 $1.26M 1.17% +30 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,519 $1.26M 1% +29 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,513 $1.26M 0.07% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,493 $1.25M 0.19% -50 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,493 $1.25M 0.05% +894 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,486 $1.24M 0.71% -217 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,483 $1.24M 0.48% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,482 $1.24M 0.11% -143 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,481 $1.24M 0.7% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,480 $1.24M 0.41% +840 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,429 $1.24M 0.74% +1,667 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,478 $1.24M 0.14% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,478 $1.24M 0.13% -78 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,476 $1.24M 0.77% +37 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,472 $1.24M 0.1% +62 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,469 $1.23M 0.64% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,466 $1.23M 0.37% -44 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,465 $1.23M 0.91% +250 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,460 $1.23M 0.52% -17 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,460 $1.23M 0.33% -43 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,459 $1.23M 0.17% +853 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,455 $1.23M 0.69% -237 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,452 $1.23M 0.18% -74 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,387 $1.23M 0.17% -129 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,450 $1.22M 0.24% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,447 $1.22M 0.35% +635 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,440 $1.22M 0.25% +102 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,440 $1.22M 0.1% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,437 $1.22M 0.94% +189 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,434 $1.22M 0.63% +113 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,418 $1.21M 0.37% +10 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,396 $1.2M 0.14% -31 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,395 $1.2M 0.27% +10 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 2,380 $1.19M 0.02% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,378 $1.19M 0.45% -497 13F-HR/A Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,375 $1.19M 0.55% +33 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,363 $1.18M 0.39% +11 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,313 $1.18M 0.18% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,359 $1.18M 0.19% +51 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,358 $1.18M 0.27% +21 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,357 $1.18M 0.36% +50 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,356 $1.18M 0.12% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,348 $1.17M 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,348 $1.17M 0.13% -69 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 2,313 $1.17M 0.96% +137 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,346 $1.17M 0.36% -34 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,344 $1.17M 0.09% -225 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,335 $1.17M 0.36% -92 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,333 $1.17M 0.11% +633 13F-HR Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 2,320 $1.16M +1,162 Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,315 $1.16M 0.36% -132 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,314 $1.16M 0.44% -148 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,306 $1.15M 0.39% -245 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 2,298 $1.15M 0.94% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,297 $1.15M 0.06% +527 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,294 $1.15M 0.14% -266 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,292 $1.15M 0.08% -83 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,288 $1.14M 0.83% +571 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,284 $1.14M 0.05% +101 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,279 $1.14M 0.12% -20 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,275 $1.14M 0.34% -18 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,274 $1.14M 0.07% -55 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,273 $1.14M 0.27% -32 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,271 $1.13M -144 Timeline Mendel Money Management More: the full row for Mendel Money Management 2,271 $1.13M 0.47% +2 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,265 $1.13M 0.1% -460 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,256 $1.13M 0.18% -116 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,255 $1.13M 0.26% -168 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,250 $1.12M 0.64% +44 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,246 $1.12M 0.12% -899 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,233 $1.12M 0.61% -8 13F-HR/A Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,231 $1.11M 0.01% -6,708 13F-HR Timeline Group Challenger Wealth Management More: the full row for Challenger Wealth Management 2,229 $1.11M 0.89% -20 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,228 $1.11M 0.21% -4 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,225 $1.11M 0.32% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,220 $1.11M 0.22% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,219 $1.11M 0.06% -171 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,253 $1.11M 0.72% -155 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,216 $1.11M 0.33% +57 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 2,214 $1.11M 0.77% -21 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,212 $1.11M 0.31% -222 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,211 $1.1M 0.37% +5 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,201 $1.1M 0.15% +15 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,198 $1.1M 0.78% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,195 $1.1M 0.13% -284 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,194 $1.1M 0.36% -12 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,193 $1.1M 0.02% +726 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,185 $1.09M 0.15% +293 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,184 $1.09M 0.94% -552 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,180 $1.09M 0.02% -154 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,180 $1.09M 0.26% +110 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,179 $1.09M 0.35% +37 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,179 $1.09M 0.37% -73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,173 $1.09M 0.05% +18 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,145 $1.07M 0.14% -31 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,141 $1.07M 1.02% -1,030 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,136 $1.07M 0.05% -1 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,134 $1.07M 0.44% +38 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,134 $1.07M 0.24% -402 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,133 $1.07M 0.26% -1,219 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,128 $1.06M 0.08% 0 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,127 $1.06M 0.21% +42 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,110 $1.06M 0.16% -7 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,121 $1.06M 0.54% -248 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,118 $1.06M 0.05% +627 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,109 $1.05M 0.67% -704 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,108 $1.05M 0.43% +299 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,108 $1.05M 0.74% -199 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 2,100 $1.05M 0.04% -400 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,095 $1.05M 0.9% -95 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,093 $1.05M 0.81% +3 13F-HR Timeline Maren Capital LLC More: the full row for Maren Capital LLC 2,085 $1.04M 0.05% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,083 $1.04M 0.03% -31 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,079 $1.04M 0.28% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. 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