Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,509 $334K 0.12% -3,026 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,480 $334K 0.03% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,502 $334K 0.11% +703 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,502 $334K 0.21% +130 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,487 $332K 0.23% +107 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,484 $332K 0.02% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,473 $331K 0.24% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,463 $330K 0.15% +548 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,470 $329K 0.31% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,456 $329K 0.05% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,448 $328K 0.1% -150 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,441 $328K 0.22% -15 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,439 $327K 0.06% -16 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,425 $326K 0.1% -254 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,422 $326K 0.14% +3 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,421 $326K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,411 $325K 0.09% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,383 $324K 0.13% +448 13F-HR/A Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,401 $324K 0.04% +628 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 3,391 $323K 0.04% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,373 $321K 1.27% -45 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,358 $320K 0.08% +489 13F-HR Timeline Group Raleigh Capital Management Inc. 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More: the full row for Nicollet Investment Management, Inc. 3,111 $296K 0.1% -48 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,087 $294K 0.12% -7 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,074 $293K 0.1% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,069 $292K 0.19% -37,127 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,056 $291K 0.05% -50 13F-HR/A Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,056 $291K 0.05% -917 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,050 $290K 0.03% +1 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,046 $290K 0.19% +112 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,040 $290K 0.02% -1,130 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,032 $289K 0.05% -42 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,030 $289K 0.02% +46 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,025 $288K 0.2% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,021 $288K 0.08% +461 13F-HR Timeline FDx Advisors, Inc. 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More: the full row for North Star Investment Management Corp. 2,978 $284K 0.02% +6 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,978 $284K 0.2% -151 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,957 $282K 0.03% -433 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,926 $281K 0.07% +507 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,947 $281K 0.06% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,947 $281K 0.02% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,945 $280K <0.01% +165 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,945 $280K 0.26% -23 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,919 $280K 0.05% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,934 $279K 0.01% -4,019 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 2,928 $279K <0.01% +479 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,924 $278K 0.02% -19,708 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,916 $278K 0.08% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,908 $277K 0.13% -150 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,887 $275K 0.12% +48 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,885 $275K 0.08% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,880 $274K 0.01% -685 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,875 $274K 0.12% -4 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,850 $273K 0.06% -3,526 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,868 $273K 0.07% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,861 $272K <0.01% +1,728 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,859 $272K 0.04% -28 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,833 $272K 0.01% -57 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,827 $271K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,837 $271K 0.04% -78 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,923 $271K 0.05% +35 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,842 $271K 0.18% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,993 $270K 0.02% -42 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,834 $270K 0.19% -58 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,824 $269K 0.06% -187 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,799 $269K 0.05% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,819 $268K 0.1% +6 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,817 $268K 0.02% +231 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,816 $268K 0.03% +50 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,811 $268K 0.03% -149 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,809 $268K 0.05% +2,671 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,808 $267K 0.01% -28 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,799 $267K 0.01% -16,291 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 2,773 $266K 0.06% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,792 $266K 0.22% +14 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,051 $266K 0.04% -239 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,787 $265K 0.1% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,782 $265K 0.07% -299 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,777 $265K 0.03% -1,240 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,753 $264K 0.11% -159 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,773 $264K <0.01% +19 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,753 $262K 0.01% +440 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,746 $262K 0.05% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,745 $261K 0.04% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,744 $261K 0.02% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,740 $261K 0.06% -100 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,730 $260K 0.02% -234 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,729 $260K 0.04% -160 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,723 $259K 0.06% 0 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,720 $259K 0.25% 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,717 $259K <0.01% +20 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,716 $259K 0.11% -560 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,703 $257K 0.2% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,701 $257K 0.06% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,700 $257K 0.16% -224 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,700 $257K 0.05% -2,512 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,694 $257K 0.01% +335 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,689 $256K 0.1% +277 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,683 $256K 0.09% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,677 $255K 0.05% +347 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,649 $252K 0.12% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,647 $252K 0.19% -100 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,643 $252K <0.01% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,638 $251K 0.03% -262 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,638 $251K 0.11% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,616 $249K <0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,616 $249K 0.04% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,604 $248K 0.21% -58 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,602 $248K 0.01% new 13F-HR Timeline Group SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,594 $247K 0.09% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,586 $246K 0.18% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,554 $243K 0.15% +98 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,544 $242K 0.02% +32 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,543 $242K <0.01% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,540 $242K 0.04% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,530 $241K 0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,524 $240K 0.04% -6,724 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,524 $240K 0.04% 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,517 $240K 0.14% +239 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,516 $240K 0.16% new 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,505 $239K 0.1% +12 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,511 $239K 0.19% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,507 $239K 0.05% +91 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,494 $238K 0.16% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,489 $237K 0.15% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,488 $237K 0.13% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,471 $235K 0.15% -16 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 2,468 $235K 0.15% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,468 $235K <0.01% -139 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,456 $234K 0.01% -15 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,449 $233K 0.08% +6 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 2,448 $233K 0.06% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,447 $233K 0.07% -123 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,442 $233K 0.05% -57 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,438 $232K 0.02% +134 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,433 $232K 0.01% +77 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,432 $232K <0.01% -861 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,428 $231K 0.02% -43 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,425 $231K 0.02% +85 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,424 $231K 0.09% +16 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,404 $231K 0.02% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,419 $230K 0.12% -510 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,417 $230K 0.03% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,410 $230K 0.01% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,380 $228K 0.05% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,394 $228K 0.08% +96 13F-HR Timeline Family Legacy, Inc. 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