Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,009 $1.94M 0.92% +811 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,001 $1.93M 1.06% 0 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 4,000 $1.93M 0.49% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,998 $1.93M 1.39% -13 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,995 $1.93M 0.36% -442 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 3,995 $1.93M 1.01% -405 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,987 $1.93M 0.66% +21 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 3,984 $1.93M 2.07% 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,981 $1.93M 0.41% +325 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 3,977 $1.92M 1.67% -672 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,968 $1.92M 1.88% 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,950 $1.91M 0.44% -1,500 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,036 $1.91M 0.74% -233 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,941 $1.91M 1.58% -294 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,938 $1.9M 0.53% -603 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 3,936 $1.9M 1.38% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,932 $1.9M 1.98% +131 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 3,930 $1.9M 2.65% -247 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,582 $1.9M 1.09% -15,602 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 3,923 $1.9M 1.39% -643 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,923 $1.9M 0.86% -910 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,967 $1.9M 0.28% +196 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,919 $1.9M 1.64% 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,914 $1.89M 0.44% -99 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,914 $1.89M 0.97% -237 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,913 $1.89M 1.05% +894 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 3,906 $1.89M 1.62% -1,011 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,903 $1.89M 0.79% -263 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 3,903 $1.89M 1.48% 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,902 $1.89M 1.07% -157 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 3,901 $1.89M 0.83% -74 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 3,891 $1.88M 0.64% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 3,884 $1.88M 0.22% -38 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,868 $1.87M 0.77% +257 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,863 $1.87M 0.82% -1,015 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,861 $1.87M 0.29% +123 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,860 $1.87M 0.5% -39 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 3,856 $1.86M 1.66% 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 3,841 $1.86M 19.1% -17 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,839 $1.86M 0.56% -67 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,838 $1.86M 1.04% 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,837 $1.86M 0.45% -173 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,834 $1.85M 1.1% +5 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 3,826 $1.85M 1.72% 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,822 $1.85M 0.99% +70 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,822 $1.85M 1.86% -461 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,821 $1.85M 0.9% -147 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,821 $1.85M 3.05% +4 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,820 $1.85M 0.05% -1,670 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 3,816 $1.85M 1.7% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,814 $1.84M 1.21% +1,956 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,813 $1.84M 1.82% 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,812 $1.84M 0.73% -137 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 3,811 $1.84M 1.5% 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,952 $1.84M 0.3% +4 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 3,808 $1.84M 1.22% +53 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 3,807 $1.84M 1.14% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,807 $1.84M 1.13% +23 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,803 $1.84M 0.38% -291 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,802 $1.84M 1.23% -59 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 3,801 $1.84M 1.88% 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,783 $1.83M 0.88% -29 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,778 $1.83M 0.79% +773 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,815 $1.83M 0.99% +231 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,775 $1.83M 0.18% -4 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,772 $1.82M 1.12% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,771 $1.82M 0.01% -21,806 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,768 $1.82M 0.37% +382 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 3,768 $1.82M 0.75% +10 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 3,767 $1.82M 1.87% 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,763 $1.82M 1.81% 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,762 $1.82M 1.88% -10,175 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,761 $1.82M 0.77% +25 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 3,756 $1.82M 2.55% 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,747 $1.81M 0.6% +1 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,747 $1.81M 1.13% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,744 $1.81M 0.76% -82 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 3,738 $1.81M 0.66% +33 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 3,734 $1.81M 1.63% 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 3,725 $1.8M 0.24% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,719 $1.8M 1.31% +97 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 3,713 $1.8M 0.6% +34 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,710 $1.79M 0.73% +33 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,708 $1.79M 0.46% -2,206 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 3,707 $1.79M 1.33% 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,705 $1.79M 0.02% +200 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 3,702 $1.79M 1.29% +2 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 3,699 $1.79M 1.77% +601 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,692 $1.79M 0.77% +5 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,685 $1.78M 0.04% 0 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 3,682 $1.78M 1.87% 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,676 $1.78M 0.62% +426 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 3,669 $1.77M 0.7% -7 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,645 $1.76M 0.25% -453 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,642 $1.76M 1.16% -181 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 3,828 $1.76M 1.79% -1,919 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,635 $1.76M 1.07% -35 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,632 $1.76M 1.67% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 3,631 $1.76M 0.99% -161 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 3,630 $1.76M 1.49% -32 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,627 $1.75M 0.32% +309 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,615 $1.75M 0.51% -76 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 3,615 $1.75M 0.74% +1,220 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3,614 $1.75M 0.91% +546 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,611 $1.75M 0.74% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,608 $1.75M 0.48% -297 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,608 $1.74M 1.47% +322 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,604 $1.74M 1.02% +608 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,604 $1.74M 0.56% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 4,337 $1.74M 1.22% +224 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,584 $1.73M 0.52% +502 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,575 $1.73M 0.91% +69 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,568 $1.73M 1.65% +2,610 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,565 $1.72M 0.94% -132 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,563 $1.72M 1.15% +291 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 3,558 $1.72M 1.31% 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,547 $1.72M 1.48% 13F-HR Timeline Corecam AG More: the full row for Corecam AG 3,544 $1.71M 1.72% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,540 $1.71M 0.19% +51 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 3,533 $1.71M 1.49% 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,528 $1.71M 0.55% +201 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,527 $1.71M 0.49% new 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,527 $1.71M 0.89% +394 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,496 $1.7M 1.21% -2,660 13F-HR/A Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,523 $1.7M 0.36% +285 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 3,518 $1.7M 5.48% 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 3,518 $1.7M 0.57% +9 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 3,517 $1.7M 1.15% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,509 $1.7M 0.72% -157 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,505 $1.69M 0.5% -92 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 3,498 $1.69M 0.96% 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,849 $1.69M 0.59% +338 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 3,488 $1.69M 1.89% 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 3,478 $1.68M 1.1% 13F-HR Timeline CROBAN More: the full row for CROBAN 3,473 $1.68M 0.81% -61 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,468 $1.68M 0.44% -1,329 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,467 $1.68M 1.7% -16 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 4,168 $1.67M 2.71% +647 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,455 $1.67M 1.64% 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 3,446 $1.67M 0.72% 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,445 $1.67M 0.51% +13 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 3,444 $1.67M 0.33% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,442 $1.66M 0.89% +97 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 3,441 $1.66M 0.81% +94 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,440 $1.66M 0.47% +167 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,438 $1.66M 1.01% +62 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,437 $1.66M 1.15% -802 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 3,434 $1.66M 0.88% -205 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 3,431 $1.66M 1.66% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,426 $1.66M 0.96% +90 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,422 $1.65M 0.69% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,420 $1.65M 0.57% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,419 $1.65M 0.57% -1 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,417 $1.65M 0.2% +160 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 3,412 $1.65M 0.99% +330 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 3,406 $1.65M 0.65% +1 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,404 $1.65M 0.69% -132 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,400 $1.64M 0.5% -14 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 3,400 $1.64M 0.91% 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,396 $1.64M 0.3% -93 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 3,394 $1.64M 0.01% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 3,394 $1.64M 0.01% -40 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 3,391 $1.64M 0.67% +379 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 3,386 $1.64M 1.4% 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 3,384 $1.64M 0.67% +20 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,378 $1.63M 0.48% -11 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,369 $1.63M 1.4% -146 13F-HR/A Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 3,368 $1.63M 1.43% 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,367 $1.63M 0.53% -74 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,357 $1.62M 1.65% 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 3,357 $1.62M 1.62% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,355 $1.62M 0.71% -63 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 3,351 $1.62M 1.07% -95 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,350 $1.62M 0.06% +984 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 3,348 $1.62M 0.61% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,347 $1.62M 1.29% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 3,344 $1.62M 2.02% 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,341 $1.62M 1.17% -100 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,338 $1.61M 1.33% +53 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,335 $1.61M 0.43% +308 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 3,334 $1.61M 1.53% 0 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,333 $1.61M 0.73% -1,873 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 3,330 $1.61M 0.81% +50 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 3,329 $1.61M 1.61% 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 3,329 $1.61M 0.39% +309 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,321 $1.61M 0.81% -57 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 3,320 $1.61M 2.17% +2 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,310 $1.6M 0.58% -553 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,308 $1.6M 1.18% -3 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,305 $1.6M 0.9% +256 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,300 $1.6M 2.95% -4,431 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,298 $1.59M 0.78% -180 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,295 $1.59M 0.27% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,294 $1.59M 1.09% -377 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,291 $1.59M 0.98% +221 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 3,290 $1.59M 1.28% +54 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,287 $1.59M 0.81% -17 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 3,284 $1.59M 1.22% -27 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,279 $1.59M 5.44% +255 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,266 $1.58M 0.36% -101 13F-HR Timeline