Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,219 $381K 0.14% +35 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,218 $381K 0.46% +4 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,218 $380K 0.46% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,218 $380K 0.02% +133 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,217 $380K 0.07% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,217 $380K 0.19% +3 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,216 $380K 1.83% -40 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,215 $380K 0.01% -15 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,215 $379K 0.2% -894 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,210 $378K 0.21% +1 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,209 $378K 0.14% +10 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,208 $377K 0.17% +77 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,209 $377K 0.11% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,205 $376K 0.05% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,205 $376K 0.2% -119 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,203 $376K 0.16% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,202 $375K 0.08% +123 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,201 $375K 0.07% +27 13F-HR/A Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 1,201 $375K 0.13% -5 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 1,201 $375K 0.15% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,199 $375K 0.03% -1 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,199 $375K 0.04% 0 13F-HR Timeline Grant Street Asset Management, Inc. 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More: the full row for Sunflower Bank, N.A. 1,129 $353K 0.1% 0 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 1,128 $352K 0.08% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,126 $352K 0.13% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,123 $351K 0.15% -20 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,122 $350K 0.17% new 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,120 $350K 0.1% -119 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,119 $349K 0.06% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,118 $349K 0.02% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 1,123 $349K 0.32% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,117 $349K 0.28% -51 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,114 $348K 0.17% -45 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 1,112 $347K 0.04% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,109 $346K 0.13% +12 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,108 $346K 0.07% +20 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,108 $346K 0.05% -668 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,104 $345K 0.18% -4 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,103 $345K 0.12% -23 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,103 $345K 0.29% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,087 $344K 0.07% +202 13F-HR Timeline RTD Financial Advisors, Inc. 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More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,099 $337K 0.06% 0 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,078 $337K 0.15% +107 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,077 $336K 0.32% +5 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,076 $336K 0.19% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,076 $336K 0.04% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,076 $336K 0.24% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,072 $335K 0.09% -26 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,072 $335K 0.11% +73 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,071 $335K 0.2% +1 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. 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More: the full row for Stegner Investment Associates Inc. 1,003 $313K 0.22% -33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,002 $313K 0.21% -1 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,000 $312K 0.08% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,000 $312K 0.21% 0 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 1,000 $312K <0.01% 0 13F-HR Timeline Group Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,000 $312K 0.36% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,000 $312K 0.16% 0 13F-HR Timeline Westside Investment Management, Inc. 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