Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,827 $266K 0.02% -125 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,821 $265K 0.25% -82 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,807 $264K 0.11% -150 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 3,807 $264K 0.13% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,791 $263K 0.03% +225 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,759 $261K 0.06% +503 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,758 $261K 0.08% +201 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,750 $260K 0.13% 0 13F-HR Timeline Garde Capital, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,722 $258K 0.2% -12 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,709 $257K 0.1% -65 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,694 $256K 0.08% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,672 $255K 0.1% +358 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 3,665 $254K 0.11% -34 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,665 $254K 0.15% +308 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,662 $254K 0.06% +399 13F-HR Timeline Glassy Mountain Advisors, Inc. 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More: the full row for Willow Creek Wealth Management Inc. 3,539 $246K 0.02% +36 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,533 $245K 0.1% +325 13F-HR/A Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,452 $245K 0.14% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,515 $244K 0.04% -220 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,504 $243K <0.01% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,500 $243K 0.08% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,500 $243K 0.07% -503 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 3,498 $243K 0.01% +600 13F-HR Timeline INVESTMENT PARTNERS, LTD. 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More: the full row for TFC Financial Management, Inc. 3,397 $236K 0.03% 0 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 3,382 $235K 0.05% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,380 $235K 0.15% 0 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 3,374 $234K 0.14% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,364 $234K 0.06% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 3,364 $234K 0.13% +68 13F-HR/A Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,359 $233K 0.05% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,357 $233K 0.02% -251 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,296 $233K 0.03% -360 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,348 $232K 0.01% -5,949 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,359 $232K 0.04% -203 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 3,336 $232K 0.17% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,334 $231K 0.17% 0 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,333 $231K 0.02% -204 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,333 $231K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,332 $231K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,328 $231K 0.03% -3,176 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,320 $230K 0.04% -169 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,311 $230K 0.08% -435 13F-HR/A Timeline Lee Financial Co More: the full row for Lee Financial Co 3,302 $229K 0.03% -42 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,296 $229K 0.04% +1 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,295 $229K 0.03% -441 13F-HR/A Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,284 $228K 0.09% -136 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,278 $228K 0.04% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 3,275 $227K 0.15% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,275 $227K 0.04% +50 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,268 $227K 0.04% +379 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,258 $226K 0.07% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,255 $226K 0.11% +39 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,247 $225K 0.18% 0 13F-HR Timeline ETF Store, Inc. 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More: the full row for Redhawk Wealth Advisors, Inc. 3,219 $223K 0.03% -17 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,219 $223K 0.05% 0 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 3,217 $223K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,217 $223K 0.16% -54 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,216 $223K 0.02% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 3,210 $223K <0.01% -632 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 222,561 $223K 0.32% +219,355 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,203 $222K 0.04% +5 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,201 $222K 0.02% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 3,200 $222K 0.01% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,200 $222K 0.07% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,200 $222K 0.03% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,209 $222K 0.07% -17 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,029 $221K 0.04% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,187 $221K 0.05% -286 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,029 $221K 0.06% new 13F-HR Timeline Foster Group, Inc. 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More: the full row for Stockman Wealth Management, Inc. 3,165 $220K 0.03% -270 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,159 $219K 0.06% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,152 $219K 0.13% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,151 $219K 0.02% +1,682 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,151 $219K 0.18% +8 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 3,149 $219K 0.15% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,143 $218K 0.02% -114 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,135 $218K 0.1% -261 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,127 $217K 0.01% +168 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,123 $217K 0.02% +75 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,113 $216K 0.1% -62 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,100 $215K 0.14% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 3,100 $215K 0.19% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,092 $215K 0.01% -8,758 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,094 $215K 0.04% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,075 $213K 0.12% -163 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,060 $212K 0.14% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,940 $212K 0.02% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,048 $212K 0.02% -26,312 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,052 $211K 0.05% +11 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,037 $211K 0.01% -300 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 3,035 $211K 0.05% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,033 $211K 0.04% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,027 $210K 0.03% -5,075 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,025 $210K 0.03% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,024 $210K 0.14% +139 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 3,021 $210K 0.16% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,010 $209K 0.06% +3 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,008 $209K 0.1% -14 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,002 $208K 0.13% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,001 $208K 0.06% -382 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3,000 $208K 0.04% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,000 $208K 0.16% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,998 $208K 0.09% -678 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,996 $208K 0.13% -342 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,990 $208K 0.04% -624 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,989 $207K 0.12% -2,779 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,987 $207K 0.01% -138 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,984 $207K 0.02% -523 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,982 $207K 0.03% -768 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,971 $206K 0.05% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,967 $206K 0.02% new 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,950 $205K 0.02% -1,000 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,949 $205K 0.04% -57 13F-HR Timeline Rooted Wealth Advisors, Inc. 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More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,908 $202K 0.03% -503 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,907 $202K 0.15% -1,200 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,792 $201K 0.1% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,885 $200K 0.13% +117 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,860 $199K 0.14% 0 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 2,842 $197K 0.07% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,800 $194K 0.08% +373 13F-HR Timeline PINNEY & SCOFIELD, INC. 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