Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,739 $1M 0.19% -403 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,739 $1M 0.4% -242 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,737 $1M 0.89% +158 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 1,734 $1000K 0.36% +298 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,734 $999K 0.56% +843 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,728 $996K 0.96% +28 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,724 $994K 0.57% -6 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 1,725 $994K 0.52% +1,020 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,723 $993K 1.26% +112 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,721 $992K 0.77% +18 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,714 $988K 0.28% -130 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,707 $984K 0.31% -109 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,702 $981K 0.49% +74 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 1,700 $980K 0.74% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,700 $980K 1.12% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,700 $980K 0.2% -166 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,699 $979K 0.15% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,698 $979K 0.45% -827 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,698 $979K 0.84% +125 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,782 $978K 0.1% -4 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,697 $978K 0.59% -207 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,695 $977K 0.68% 0 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 1,694 $976K 0.19% -21 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,690 $974K 0.56% +152 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,688 $973K 0.54% +770 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,688 $973K 0.94% +22 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,683 $970K 0.22% +38 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,681 $969K 0.32% +30 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,678 $967K 0.15% +22 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,675 $965K 0.63% +427 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,675 $965K 0.86% +807 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,675 $965K 0.21% +165 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,673 $964K 0.13% -108 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,671 $963K 0.67% 0 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for Cannon Advisors, Inc. 1,661 $957K 0.88% 0 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,660 $957K 1.03% -371 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,660 $957K 0.21% +200 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,658 $956K 0.6% +100 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,656 $954K 0.19% -1 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,654 $953K 0.35% -111 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 1,652 $952K 0.54% +316 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,651 $952K 0.34% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,650 $951K 0.19% +650 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,649 $950K 0.05% -15 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,647 $949K 0.75% +103 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,645 $948K 0.39% -5 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,643 $947K 0.06% +86 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,640 $945K 0.31% +150 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,637 $944K 0.86% -10 13F-HR Timeline SS&H Financial Advisors, Inc. 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More: the full row for BOK Financial Private Wealth, Inc. 1,603 $924K 0.07% +1,107 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,603 $924K 0.68% -507 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,601 $923K 0.83% +98 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,684 $922K 5.45% -716 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 1,600 $922K 0.75% new 13F-HR/A Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,600 $922K 0.75% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,593 $918K 0.61% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,592 $918K 0.23% +1,039 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,590 $916K 0.84% -49 13F-HR/A Timeline Grassi Investment Management More: the full row for Grassi Investment Management 1,590 $916K 0.08% +50 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,585 $914K 0.4% +118 13F-HR Timeline Ameliora Wealth Management Ltd. 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More: the full row for Rooted Wealth Advisors, Inc. 1,802 $910K 0.39% +24 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,575 $908K 0.21% -5,031 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,574 $907K 0.32% -240 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,668 $907K 0.96% +118 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,573 $907K 0.15% +43 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,571 $905K 0.35% +47 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,570 $905K 0.2% +426 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,569 $904K 0.32% -24 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,663 $904K 0.61% -1 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,566 $903K 0.31% -183 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,566 $903K 0.07% -150 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,565 $902K 0.59% -172 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,563 $901K 0.54% +31 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,560 $899K 0.47% -44 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,553 $895K 0.09% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,551 $894K 0.38% -110 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,550 $893K 0.13% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,550 $893K 0.57% -1 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,550 $893K 0.49% -15 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,549 $893K 0.69% -20 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,547 $892K 0.02% -18,552 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,546 $891K 0.54% +157 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,546 $891K 0.66% -2 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,543 $889K 0.25% +159 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,542 $889K 0.15% -17 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,539 $887K 0.39% +175 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,538 $886K 0.27% +320 13F-HR Timeline 4WEALTH ADVISORS, INC. 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