Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,000 $827K 0.33% +1,000 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 2,811 $827K 0.79% +1 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,659 $827K 0.04% -61 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,656 $825K 0.12% -19 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,650 $824K 0.12% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,650 $824K 0.21% -500 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,650 $824K 0.58% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,649 $823K 0.18% -8 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,646 $822K 0.43% +51 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 2,644 $822K 0.81% +45 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,640 $820K 0.06% +135 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,633 $818K 0.06% -36 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,629 $817K 0.29% -98 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,624 $816K 0.22% +327 13F-HR Timeline Group Asset Advisory Group, Inc. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,602 $809K 0.47% +173 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,629 $807K 0.03% +767 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,596 $807K 0.09% -344 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,590 $805K 0.55% -156 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 2,585 $803K 0.33% +1,640 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,584 $803K 0.28% +73 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,580 $802K 0.16% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,576 $800K 0.32% +171 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,549 $792K 0.34% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,549 $792K 0.56% +1,818 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 2,544 $792K 0.59% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,543 $790K 0.14% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,543 $790K 0.01% +500 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,543 $790K 0.08% +509 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,540 $789K 0.08% +925 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,538 $789K 0.09% -285 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,567 $789K 0.16% +358 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,530 $786K 0.19% -54 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,524 $784K 0.31% -10 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,522 $784K 0.05% +659 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,522 $784K 0.71% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,521 $784K 0.05% -642 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,522 $782K 0.08% +1,090 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,509 $780K 0.17% -2,509 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,509 $780K 0.14% -58 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,508 $780K 0.06% +58 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,503 $778K 0.18% +283 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,503 $778K 0.51% -733 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,500 $777K 0.12% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,497 $776K 0.16% -396 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,496 $776K 1.04% -14 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,492 $774K 0.1% +142 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,488 $774K 0.11% -2,331 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,481 $773K 0.1% +484 13F-HR Timeline Total Clarity Wealth Management, Inc. 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Kraus & Co More: the full row for M. Kraus & Co 2,222 $691K 0.2% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,221 $690K 0.2% -13,798 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,220 $690K 0.1% +47 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,206 $686K 0.27% +185 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,205 $685K 0.03% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. 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More: the full row for Paulson Wealth Management Inc. 2,197 $683K 0.16% +265 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 2,197 $683K 0.34% -2 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,191 $681K 0.01% +502 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,192 $681K 0.17% +6 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,191 $681K 0.2% +310 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,188 $680K 0.37% 0 13F-HR Timeline American Trust More: the full row for American Trust 2,183 $678K 0.06% -18 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,182 $678K 0.26% -559 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,178 $677K 0.24% +10 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,176 $676K 0.17% +24 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,175 $676K 0.2% +4 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,168 $674K 0.53% -128 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,167 $673K 0.18% +9 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,165 $673K 0.07% +205 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,159 $671K 0.09% -5 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,158 $671K 0.12% +21 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,157 $670K 0.06% -23 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,152 $669K 0.21% +7 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,150 $668K 0.15% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,150 $668K 0.28% +160 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 2,151 $668K 0.57% 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,145 $667K 0.45% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,145 $667K 0.16% 0 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 2,142 $666K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,137 $664K 0.09% -20 13F-HR Timeline