TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 292 $253K 0.08% -59 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 291 $252K 0.01% +33 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 290 $251K 0.05% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 289 $251K 0.08% +3 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 290 $251K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 289 $250K 0.01% new 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 287 $248K 0.08% +1 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 287 $248K 0.1% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 287 $248K <0.01% -51 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 287 $248K 0.17% +1 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 286 $247K 0.09% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 286 $247K 0.18% -3 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 284 $246K 0.03% new 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 284 $246K 1.1% +2 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 283 $245K 0.03% +283 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 283 $245K 0.15% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 283 $245K <0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 283 $245K 0.08% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 282 $244K 0.14% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 280 $242K 0.01% +61 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 280 $242K 0.03% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 280 $242K 0.09% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 279 $241K 0.03% -22 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 278 $241K 0.01% -12 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 277 $240K 0.07% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 277 $240K 0.03% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 276 $239K 0.11% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 275 $238K 0.01% -143 13F-HR Timeline Group Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 275 $238K 0.13% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 274 $237K 0.03% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 272 $237K 0.04% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 276 $236K 0.21% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 273 $236K 0.05% +14 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 273 $236K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 273 $236K 0.04% -1 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 272 $236K 0.01% -623 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 272 $235K 0.03% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 271 $235K <0.01% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 271 $235K 0.04% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 271 $235K 0.07% -2 13F-HR/A Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 270 $234K 0.01% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 270 $234K 0.14% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 270 $234K 0.12% +8 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 269 $233K 0.02% +15 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 269 $233K 0.02% -433 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 269 $233K 0.03% 0 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 269 $233K 0.01% -18 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 269 $232K 0.03% -25 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 268 $232K 0.01% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 268 $232K 0.13% -100 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 267 $231K 0.21% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 267 $231K 0.09% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 266 $230K 0.02% -10 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 266 $230K 0.13% -2 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 265 $229K 0.12% -39 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 264 $228K 0.04% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 264 $228K 0.05% +7 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 263 $228K 0.03% +2 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 263 $228K 0.03% +1 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 263 $228K 0.02% 0 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 262 $227K 0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 262 $227K 0.02% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 261 $226K 0.01% -75 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 259 $224K 0.03% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 259 $224K 0.04% -28 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 259 $224K 0.03% -2 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 258 $224K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 258 $223K 0.04% -1 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 257 $223K 0.09% -2 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 257 $222K 0.05% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 257 $222K 0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 257 $222K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 256 $222K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 256 $222K 0.12% +52 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 256 $222K 0.07% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 256 $222K 0.07% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 256 $221K 0.04% +2 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 255 $221K 0.22% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 255 $221K 0.07% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 255 $220K 0.08% -62 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 254 $220K 0.01% -469 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 255 $219K 0.01% -24 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 302 $219K 0.08% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 253 $219K 0.02% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 252 $218K 0.11% -19 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 251 $217K 0.05% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 251 $217K 0.02% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 250 $216K 0.01% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 250 $216K 0.02% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 250 $216K 0.02% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 249 $216K 0.1% -20 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 248 $215K 0.1% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 248 $215K 0.04% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 247 $214K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 247 $214K 0.03% -4 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 247 $214K 0.02% +1 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 247 $213K 0.08% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 246 $213K 0.03% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 246 $213K 0.06% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 245 $212K 0.01% -97 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 245 $212K 0.05% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 244 $211K 0.04% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 244 $211K 0.09% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 243 $210K 0.02% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 243 $210K 0.03% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 243 $210K 0.03% -8 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 242 $209K 0.11% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 242 $209K 0.21% new 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 242 $209K 0.07% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 241 $209K 0.02% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 240 $208K 0.05% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 240 $208K 0.06% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 240 $208K 0.04% new 13F-HR/A Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 240 $208K 0.03% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 245 $206K 0.02% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 238 $206K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 237 $205K 0.04% +2 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 237 $205K 0.01% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 237 $205K 0.09% -31 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 236 $204K 0.99% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 236 $204K 0.01% -65 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 235 $203K 0.01% new 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 235 $203K 0.15% -27 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 234 $202K 0.12% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 234 $202K 0.05% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 233 $202K 0.1% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 233 $201K 0.05% -29 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 232 $201K 0.03% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 232 $200K 0.1% +1 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 226 $196K 0.01% -6 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 224 $195K 0.1% +121 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 223 $193K 0.13% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 222 $192K 0.09% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 219 $190K 0.05% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 216 $187K 0.14% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 213 $184K 0.01% -61 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 213 $184K <0.01% -268 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 210 $182K 0.09% +204 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 210 $182K <0.01% -12,102 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 208 $181K 0.03% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 208 $180K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 207 $179K 0.03% +26 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 237 $179K 0.11% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 200 $173K 0.03% 0 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 200 $173K <0.01% -97 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 192 $166K 0.01% +6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 191 $165K 0.04% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 190 $164K 0.1% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 184 $159K 0.05% -208 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 183 $158K 0.01% -1 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 180 $156K 0.01% +169 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 179 $154K 0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 172 $149K 0.02% +12 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 170 $147K 0.05% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 165 $143K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 162 $141K 0.01% +41 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 161 $139K 0.08% -15 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 155 $134K 0.01% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 154 $133K 0.07% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 151 $131K 0.01% +40 13F-HR Timeline Quarry LP More: the full row for Quarry LP 149 $129K 0.03% -332 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 144 $125K 0.04% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 142 $123K 0.06% +109 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 139 $120K 0.03% -19 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 164 $120K 0.05% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 138 $119K 0.02% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 138 $119K 0.04% +2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 136 $118K 0.04% -28 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 135 $117K 0.03% -3 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 167 $112K 0.04% -435 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 128 $111K 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 127 $110K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 127 $110K 0.03% +3 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 125 $108K 0.08% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 124 $107K 0.06% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 124 $107K 0.02% -16 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 124 $107K 0.06% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 124 $107K 0.06% +22 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 123 $106K <0.01% -67 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PALLADIEM, LLC More: the full row for PALLADIEM, LLC 120 $105K 0.1% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 119 $103K 0.02% -47 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 117 $101K 0.03% +6 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 117 $101K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 117 $101K 0.05% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,217 $101K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 115 $99.5K 0.03% -1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 113 $97.8K 0.03% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 112 $96.9K 0.08% +3 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 107 $92.3K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 104 $90K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 112 $89.2K 0.01% +12 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 100 $86.6K 0.07% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 100 $86.6K 0.04% 0 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $86.5K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 100 $86.5K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $86.5K 0.04% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $86K 0.04% -100 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 99 $85.7K 0.03% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 95 $84K 0.01% -8 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 96 $84K 0.06% -41 13F-HR Timeline