Trust Co of the South More: the full row for Trust Co of the South 1,850 $1.36M 0.23% +14 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,848 $1.36M 0.22% -105 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,844 $1.35M 0.53% +168 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,882 $1.35M 1.01% -222 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,836 $1.35M 0.55% +149 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,835 $1.35M 0.34% -32 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,792 $1.35M 0.61% 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,833 $1.35M 0.85% +834 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,831 $1.35M 0.62% -11 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,980 $1.34M 0.77% new 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,824 $1.34M 0.42% -51 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,800 $1.34M 0.09% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,822 $1.34M 0.57% +6 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,822 $1.34M 0.16% -934 13F-HR/A Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,820 $1.34M 0.46% +56 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,820 $1.34M 0.13% +85 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,818 $1.34M 0.37% -322 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,818 $1.34M 0.33% +60 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,814 $1.33M 1.1% -144 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,810 $1.33M 0.57% +1 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,809 $1.33M 0.48% +943 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,808 $1.33M 0.73% -130 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,803 $1.32M 0.18% +104 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,803 $1.32M 0.62% 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 1,800 $1.32M 0.57% +75 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 1,799 $1.32M 0.36% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,797 $1.32M 0.52% +106 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,796 $1.32M 0.74% -14 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,789 $1.31M 0.28% -240 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,785 $1.31M 0.34% +446 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,782 $1.31M 0.35% -191 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,783 $1.31M 0.15% -33 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,777 $1.3M 0.49% +48 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,777 $1.3M 0.18% +427 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,776 $1.3M 0.61% -43 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 1,773 $1.3M 0.64% 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,773 $1.3M 0.98% +127 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,772 $1.3M 1.12% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,001 $1.3M 0.38% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,767 $1.3M 0.77% +379 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,765 $1.3M 0.34% -67 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,760 $1.29M 0.61% +85 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,760 $1.29M 0.19% +763 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,758 $1.29M 1.19% -18 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,754 $1.29M 0.38% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,752 $1.29M 0.51% +57 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,750 $1.29M 1.07% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,749 $1.28M 0.49% -9,124 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,748 $1.28M 0.91% -77 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,747 $1.28M 0.13% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,745 $1.28M 0.82% -6 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,746 $1.28M 0.31% -262 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,744 $1.28M 1.19% -57 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,742 $1.28M 0.77% +47 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,740 $1.28M 0.87% +70 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,739 $1.28M 0.44% -88 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,735 $1.27M 0.86% +45 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,734 $1.27M 0.07% +220 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,734 $1.27M 0.06% +85 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,733 $1.27M 0.27% -190 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,733 $1.27M 0.26% -190 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,730 $1.27M 0.08% +539 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,728 $1.27M 0.55% +6 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,729 $1.27M 0.58% +744 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,729 $1.27M 0.33% -28 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,729 $1.27M 0.47% +117 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,727 $1.27M 1.07% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,726 $1.27M 1.06% +6 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,721 $1.26M 0.37% -61 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,720 $1.26M 0.08% +154 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,772 $1.26M 0.46% 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,718 $1.26M 0.51% +1 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,715 $1.26M 0.81% -12 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,712 $1.26M 0.25% +1,076 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,712 $1.26M 0.59% -52 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,711 $1.26M 0.18% -23 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,773 $1.26M 0.7% -5 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,709 $1.26M 0.2% +23 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,709 $1.26M 0.21% -30 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,705 $1.25M 0.15% -2,347 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,704 $1.25M 0.5% +43 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,703 $1.25M 0.22% +61 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,700 $1.25M 0.17% 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 1,700 $1.25M 0.87% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,691 $1.24M 0.11% -10 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,007 $1.24M 0.56% +141 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,691 $1.24M 0.42% +210 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,683 $1.24M 0.54% +68 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,680 $1.23M 0.3% +51 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,677 $1.23M 0.46% +150 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,674 $1.23M 0.88% -40 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,672 $1.23M 0.68% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,671 $1.23M 0.75% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,665 $1.22M 0.35% -15 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,664 $1.22M 0.13% +474 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,663 $1.22M 0.37% +83 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,663 $1.22M 0.44% +89 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 1,657 $1.22M 0.44% +783 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,661 $1.22M 0.37% +6 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,659 $1.22M 0.55% -3 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,656 $1.22M 0.24% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,654 $1.21M 0.4% +82 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,820 $1.21M 0.19% +264 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,649 $1.21M 0.36% -4,564 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,649 $1.21M 0.34% +27 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,647 $1.21M 0.51% +74 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,645 $1.21M 0.33% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,643 $1.21M 0.3% -27 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,641 $1.21M 0.14% -65 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,640 $1.2M 0.7% -1,075 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,639 $1.2M 0.33% +85 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,636 $1.2M 0.08% +478 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,636 $1.2M 0.37% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 1,635 $1.2M 0.18% -609 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,630 $1.2M 0.24% +126 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,626 $1.19M 0.21% +443 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,625 $1.19M 0.7% -12 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,622 $1.19M 0.75% -5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,618 $1.19M 0.31% -8 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,616 $1.19M 0.1% +92 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,613 $1.18M 0.34% +17 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,612 $1.18M 0.18% +44 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,610 $1.18M 0.35% +3 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,609 $1.18M 0.25% 0 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 1,608 $1.18M 0.55% -42 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,606 $1.18M 0.17% +22 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,606 $1.18M 0.11% +53 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,603 $1.18M 0.91% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,602 $1.18M 0.35% +272 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,602 $1.18M 1.05% +589 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,601 $1.18M 0.31% +32 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,599 $1.17M 0.6% +49 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,597 $1.17M 0.39% -19 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,597 $1.17M 0.64% -11 13F-HR/A Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,594 $1.17M 0.23% +20 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,593 $1.17M 0.32% +173 13F-HR/A Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1,593 $1.17M 1.17% 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,593 $1.17M 0.67% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,591 $1.17M 0.89% -36 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,584 $1.16M 0.65% +625 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 1,581 $1.16M 0.34% 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 1,580 $1.16M 2.03% -37 13F-HR/A Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,576 $1.16M 0.62% 0 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,576 $1.16M 0.62% -40 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,572 $1.16M 0.62% -278 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,574 $1.16M 1% -86 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,572 $1.15M 0.55% +23 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,570 $1.15M 0.73% +62 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,569 $1.15M 0.46% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,569 $1.15M 0.71% +425 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,569 $1.15M 0.62% -17 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,569 $1.15M 0.16% +90 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,568 $1.15M 1.12% -34 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,910 $1.15M 0.23% +11 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,565 $1.15M 0.79% 0 13F-HR/A Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,560 $1.15M 0.56% +25 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,623 $1.14M 0.38% -4 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,557 $1.14M 0.15% +352 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,555 $1.14M 0.07% +1,098 13F-HR/A Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,553 $1.14M 0.75% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,550 $1.14M 0.74% +9 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,550 $1.14M 0.75% +170 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,549 $1.14M 0.47% +103 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,546 $1.14M 0.5% +84 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,545 $1.13M 0.51% +243 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,542 $1.13M 0.2% +140 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,538 $1.13M 0.9% -3 13F-HR/A Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,538 $1.13M 1.12% -1,276 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,533 $1.13M 0.1% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,532 $1.13M 0.51% -198 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,532 $1.12M 0.12% +2 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,530 $1.12M 0.17% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,526 $1.12M 0.11% +147 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,525 $1.12M 0.2% -258 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,524 $1.12M 0.78% -1,720 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,520 $1.12M 0.16% -15 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,519 $1.12M 0.07% +601 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,519 $1.12M 0.48% +30 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 1,500 $1.12M 1.97% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,516 $1.11M 0.41% -115 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,515 $1.11M 0.43% -60 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,513 $1.11M 0.58% +216 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,513 $1.11M 0.42% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,511 $1.11M 0.21% -32 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,508 $1.11M 0.62% -493 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,507 $1.11M 0.22% +424 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,503 $1.1M 0.49% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 1,501 $1.1M 0.19% +182 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 1,500 $1.1M 0.14% +500 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,500 $1.1M 0.22% +1 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,499 $1.1M 0.67% +721 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,499 $1.1M 0.52% -60 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 1,498 $1.1M 0.29% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,497 $1.1M 0.39% +3 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,491 $1.09M 0.03% +579 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,490 $1.09M 0.14% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,486 $1.09M 0.37% +40 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,485 $1.09M 0.69% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,483 $1.09M 0.38% +135 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,480 $1.09M 0.18% +1,140 13F-HR Timeline