Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,199 $238K 0.01% +42 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,196 $238K 0.02% -396 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,191 $237K 0.02% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,190 $237K 0.07% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,185 $236K 0.02% -127 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,184 $236K 0.08% -3,090 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,184 $236K 0.02% +25 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,175 $235K 0.08% -1,035 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 2,172 $235K 0.07% +9 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,170 $235K 0.02% +6 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,168 $235K 0.03% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,162 $234K 0.13% -648 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,130 $231K 0.02% +770 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 2,112 $229K 0.08% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,111 $229K 0.08% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 2,106 $228K 0.13% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,104 $228K 0.01% new 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 2,095 $227K 0.16% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,092 $226K 0.16% -1,912 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,088 $226K <0.01% -26 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 2,068 $224K 0.24% -549 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,066 $224K 0.04% -744 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,063 $223K 0.01% -99 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,062 $223K 0.04% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,060 $223K 0.1% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,051 $222K 0.14% -2 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,048 $222K 0.01% -288 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,048 $222K 0.03% -300 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,046 $221K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,046 $221K 0.07% -1,241 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,037 $220K 0.1% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,029 $220K 0.03% +8 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,029 $220K 0.02% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,021 $219K 0.07% +5 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,016 $218K 0.1% -169 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,015 $218K 0.04% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,009 $217K 0.09% -64 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,008 $217K 0.2% -1,051 13F-HR Timeline Post Resch Tallon Group Inc. 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More: the full row for Lazard Freres Gestion S.A.S. 2,000 $216K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,984 $215K <0.01% -5 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,985 $215K 0.13% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,977 $214K 0.07% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,970 $213K 0.08% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,968 $213K 0.03% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,966 $213K <0.01% new 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 1,966 $213K 0.02% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,962 $212K 0.02% -231 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,955 $212K 0.04% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,955 $212K 0.01% +505 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,953 $211K 0.02% -662 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,955 $211K 0.05% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,940 $210K 0.08% new 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 1,939 $210K 0.13% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,938 $210K 0.02% +193 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,936 $210K 0.05% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,933 $209K 0.04% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,838 $209K 0.12% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,930 $209K 0.01% +103 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,930 $209K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFW Advisors LLC More: the full row for PFW Advisors LLC 1,928 $209K 0.07% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,924 $208K 0.06% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,019 $208K 0.04% -7,542 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,921 $208K 0.12% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,842 $208K 0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,912 $207K 0.08% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,912 $207K 0.13% -122 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,910 $207K 0.01% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,910 $207K 0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,893 $205K 0.04% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,883 $204K 0.13% +4 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,882 $204K 0.03% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,874 $203K 0.03% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,873 $203K 0.11% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,868 $202K 0.03% -816 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,859 $201K 0.02% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,855 $201K 0.02% -429 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,852 $200K <0.01% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,800 $195K 0.05% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,800 $195K 0.02% +1,700 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,781 $193K 0.02% -950 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,751 $190K 0.01% -85 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,750 $189K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,660 $180K 0.01% +13 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,614 $175K 0.06% -99 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,596 $173K 0.02% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,585 $172K <0.01% -400 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,415 $171K <0.01% +310 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,561 $169K 0.01% -2,922 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,517 $164K 0.11% -1,270 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,508 $163K 0.05% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,503 $163K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,491 $161K 0.02% +780 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,480 $160K <0.01% new 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,475 $160K 0.01% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,475 $160K 0.03% +200 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,470 $159K 0.01% +821 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,412 $153K 0.02% -455 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,400 $152K 4.7% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,392 $151K 0.05% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,106 $150K 0.05% +2,902 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,345 $146K 0.06% -1,143 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,341 $145K 0.04% +5 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,230 $133K 0.06% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,215 $132K <0.01% +76 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,201 $130K 0.04% -115 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,194 $129K 0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,091 $118K 0.04% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,075 $116K 0.04% +2 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,050 $114K 0.05% 0 13F-HR Timeline Wall Street Financial Group, Inc. 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More: the full row for HARBOR CAPITAL ADVISORS, INC. 969 $105K 0.01% -639 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 962 $104K 0.04% -379 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 951 $103K 0.04% +900 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 939 $102K 0.04% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 934 $101K 0.02% +362 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 906 $98.1K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 891 $96.5K 0.02% +524 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 890 $96.4K 0.01% -320 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 884 $95.7K 0.09% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 873 $94.5K 0.01% +55 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 857 $92.7K 0.01% +33 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 845 $91.5K 0.01% -3,371 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 842 $91.1K 0.02% +229 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 840 $90.9K <0.01% +20 13F-HR Timeline Group Westside Investment Management, Inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 590 $63.9K 0.02% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 584 $63.2K 0.05% +10 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 575 $62.2K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 554 $60K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 504 $57.5K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 526 $56.9K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 517 $55.9K 0.01% +96 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 515 $55.7K 0.01% -416 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 515 $55.7K 0.02% -91 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 514 $55.7K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 512 $55.4K 0.01% +289 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 495 $53.6K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 495 $53.6K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 486 $52.6K 0.01% +234 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 475 $51.4K <0.01% -4,535 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 451 $49K <0.01% +1 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 450 $48.8K 0.05% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 440 $47.6K 0.01% -198 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 439 $47.5K 0.01% +219 13F-HR Timeline Kemnay Advisory Services Inc. 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