Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 925 $824K 0.21% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 924 $824K 0.04% -170 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 923 $823K 0.62% +20 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 922 $822K 0.2% -14 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 917 $817K 0.38% +507 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 913 $814K 0.06% -6 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 912 $813K 0.01% new 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 912 $813K 0.02% +10 13F-HR Timeline Group MRA Advisory Group More: the full row for MRA Advisory Group 912 $813K 0.43% -52 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 911 $812K 0.38% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 909 $810K 0.31% +2 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 908 $809K 0.21% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 907 $808K 0.13% +33 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 903 $805K 0.6% -11 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 901 $803K 0.18% +44 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 901 $803K 0.42% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 900 $802K 0.05% -400 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 900 $802K 0.13% +149 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 899 $801K 0.19% -14 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 899 $801K 0.31% 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 898 $800K 0.06% +11 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 891 $794K 0.31% -14 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 891 $794K 0.3% +70 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 891 $794K 0.03% -31,400 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 895 $794K 0.44% -727 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 889 $792K 0.12% -114 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 886 $789K 0.68% -61 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 885 $789K 0.08% +24 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 885 $788K 0.17% +24 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 884 $788K 0.12% -327 13F-HR Timeline Permit Capital, LLC in group Permit Capital, LLC More: the full row for Permit Capital, LLC 883 $787K 0.27% -63 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 880 $784K 0.02% -99 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 877 $782K 0.64% -25 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 876 $781K 0.5% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 875 $780K 0.17% -10 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 874 $779K 0.19% -97 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 873 $778K 0.58% -25 13F-HR Timeline Maiden Cove Capital, LLC More: the full row for Maiden Cove Capital, LLC 872 $777K 0.73% +291 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 872 $777K 0.15% -59 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 871 $776K 0.37% +6 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 870 $775K 0.01% +11 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 868 $774K 0.28% +275 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 866 $772K 0.05% -275 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 862 $768K 0.09% -50 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 859 $766K 0.04% -87 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 783 $765K 0.43% -123 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 855 $762K 0.97% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 854 $761K 0.39% -245 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 850 $758K 0.45% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 849 $757K 0.44% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 846 $754K 0.08% -26 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 771 $753K 0.65% 13F-HR Timeline TOBAM More: the full row for TOBAM 845 $753K 0.23% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Skye Global Management LP More: the full row for Skye Global Management LP 840 $749K 0.02% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 838 $747K 0.14% +72 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 838 $747K 0.11% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 837 $746K 0.48% +2 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 836 $745K 1.1% 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 835 $744K 0.47% +18 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 834 $743K 0.07% +120 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 833 $742K 0.64% +72 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 831 $741K 0.19% -831 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 883 $740K 0.32% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 828 $738K 0.1% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 827 $737K 0.15% +91 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 827 $737K 0.62% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 824 $734K 0.12% +36 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 823 $734K 0.45% +85 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 823 $734K 0.14% +13 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 822 $733K 0.41% 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 821 $732K 0.62% -66 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 820 $731K 0.48% -73 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 819 $730K 0.05% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 819 $730K 0.63% -26 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 817 $728K 0.11% +207 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 816 $727K 0.1% +32 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 816 $727K 0.09% +5 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 815 $727K 0.28% +80 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 743 $726K 0.33% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 812 $724K 0.09% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 812 $724K 0.09% +52 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 811 $723K 0.31% -61 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 811 $723K 0.07% +55 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 807 $719K 0.81% -38 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 806 $719K 0.54% -23 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 805 $718K 0.41% +82 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 805 $718K 0.47% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 801 $714K 0.41% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 801 $714K 0.15% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 801 $714K 0.2% +48 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 798 $711K 0.13% +112 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 795 $709K 0.22% -2 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 795 $709K 0.08% 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 795 $709K 0.71% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 794 $708K 0.13% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 792 $706K 0.03% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 791 $705K 0.08% +419 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 791 $705K 0.1% +1 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 789 $703K 0.04% +434 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 788 $703K 0.09% +65 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 787 $701K 0.18% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 787 $701K 0.2% +41 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 786 $701K 0.45% +87 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 786 $701K 0.05% -78 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 786 $701K 0.31% +5 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 785 $700K 0.26% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 784 $699K 0.03% -4 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 778 $693K 0.11% -5 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 778 $693K 0.01% -68 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 777 $693K 0.37% +8 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 776 $692K 0.28% -14 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 776 $692K 0.21% +10 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 776 $691K 0.06% +337 13F-HR Timeline Group Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 775 $691K 0.42% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 775 $691K 0.12% -45 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 775 $691K 0.48% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 833 $690K 0.25% -3 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 971 $689K 0.23% +35 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 772 $688K 0.36% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 771 $687K 0.23% +55 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 769 $685K 0.06% -255 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 768 $685K 0.42% -22 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 767 $684K 0.03% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 765 $682K 0.09% 0 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 764 $681K 0.03% +19 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 764 $681K 0.14% -58 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 763 $680K 0.45% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 762 $679K 0.36% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 693 $677K 0.03% -621 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 759 $677K 0.01% -35 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 757 $675K 0.08% -10 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 757 $675K 0.16% -152 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 755 $673K 0.08% -119 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 755 $673K 0.39% 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 754 $672K 0.2% +27 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 754 $672K 0.44% +4 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 754 $672K 0.27% +14 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 753 $671K 0.48% +15 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 750 $668K 0.43% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 750 $668K 0.39% +50 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 742 $668K 0.03% -9 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 749 $668K 0.05% +31 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 746 $665K 0.46% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 745 $664K 0.14% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 745 $664K 0.7% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 681 $662K 0.14% +21 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 742 $661K 0.1% +100 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 741 $660K 0.08% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 741 $660K 0.71% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 738 $658K 0.34% +8 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 738 $658K 0.19% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 738 $658K 0.26% +51 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 737 $657K 0.05% +38 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 735 $655K 0.21% +250 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 735 $655K 0.3% +6 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 734 $654K 0.13% +31 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 733 $653K 0.4% -21 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 733 $653K 0.09% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 728 $649K 0.25% -40 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 727 $648K 0.08% -12 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 727 $648K 0.01% +70 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 725 $646K 0.04% -1,010 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 725 $646K 0.05% +8 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 724 $645K 0.59% 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 724 $645K 0.06% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 722 $644K 0.16% -27 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 722 $643K 0.36% +10 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 721 $643K 0.19% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 720 $642K 0.12% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 719 $641K 0.15% +17 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 719 $641K 0.21% -4 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 718 $640K 0.52% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 717 $639K 0.36% +199 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 717 $639K 0.19% -4 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 716 $638K 0.08% +22 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 714 $636K 0.15% -10 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 712 $635K 0.13% +163 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 711 $634K 0.06% -3 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 710 $633K 0.21% +17 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 710 $632K 0.14% +38 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 709 $632K <0.01% 0 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 709 $632K 0.1% -122 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 704 $627K 0.24% +200 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 707 $627K 0.34% -98 13F-HR/A Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 700 $624K 0.05% +11 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 699 $623K 0.06% +260 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 698 $622K 0.02% -4 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 698 $622K 0.24% -15 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 698 $622K 0.71% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 697 $621K 0.55% -10 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 696 $620K 0.11% -113 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 695 $619K 0.03% -118 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 694 $619K 0.16% new 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 692 $617K 0.06% +59 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 692 $617K 0.02% +17 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 691 $616K 0.03% +32 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 689 $614K 0.77% -85 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 688 $613K 0.11% -23,667 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 688 $613K 0.07% -19 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 687 $612K 0.31% +7 13F-HR Timeline