TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,123 $894K 0.23% -80 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,123 $894K 0.16% -244 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,122 $893K 0.2% -269 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,119 $891K 0.22% +96 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,116 $888K 0.1% +192 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,115 $888K 0.19% +408 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,114 $887K 0.07% -53 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,110 $884K 0.02% -169 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,105 $880K 0.5% -56 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,102 $877K 0.49% +52 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,099 $875K 0.07% +42 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,099 $875K 0.25% -46 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,098 $874K 0.04% +7 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,087 $865K 0.07% +4 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,085 $864K 0.1% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,085 $864K 0.07% +29 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,083 $862K 0.04% -494 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,083 $862K 0.37% +400 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,082 $861K 0.04% -174 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,079 $859K 0.23% -268 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,079 $859K <0.01% +56 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,079 $859K 0.07% +199 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,077 $857K 0.37% -2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,077 $857K 0.23% +119 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,076 $857K <0.01% -71,116 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,076 $857K 0.13% -105 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,072 $853K 0.08% +536 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,061 $845K 0.54% -355 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,049 $835K <0.01% -396,820 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,047 $834K 0.96% -153 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,046 $833K 0.25% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,043 $830K 0.41% -1,044 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,041 $829K 0.55% -7 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,040 $828K 0.07% -3,234 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 1,034 $823K 0.32% +4 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,031 $821K 0.03% +75 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,025 $816K 0.42% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,025 $816K 0.02% -727 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,022 $814K 0.34% +67 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 826 $812K 0.03% +77 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,020 $812K 0.21% -8 13F-HR Timeline American Trust More: the full row for American Trust 1,018 $810K 0.2% +198 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,018 $810K 0.03% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,018 $810K 0.03% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,017 $810K 0.54% -91 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,013 $806K 0.01% -528 13F-HR Timeline Group RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 825 $806K 0.91% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,009 $803K 0.34% +509 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,007 $802K 0.11% +9 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,007 $802K 0.11% -1,432 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,007 $802K 0.4% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,005 $800K 0.1% +74 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,002 $798K 0.05% +299 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,001 $797K 0.08% -93 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,000 $796K 0.09% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 995 $792K 0.15% +57 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 992 $790K 0.07% +482 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 992 $790K 0.11% +670 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 992 $790K 0.06% +674 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 988 $787K 0.07% +308 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 986 $785K 0.04% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 985 $784K 0.61% -14 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 981 $781K 0.08% -728 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 979 $779K 0.03% +104 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 976 $777K +40 Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 823 $776K 0.38% +120 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 968 $771K 0.34% +6 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 964 $768K 0.15% -77 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 963 $767K 0.15% -17 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 963 $767K 0.23% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,042 $766K 0.52% -311 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 961 $765K 0.39% +112 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 960 $764K 0.15% -940 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 955 $760K 0.14% +285 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 953 $759K 0.13% +2 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 946 $753K 0.03% +56 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 945 $752K 0.42% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 944 $752K 0.49% +50 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 943 $751K 0.07% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 933 $746K 0.19% +5 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 936 $745K 0.01% +86 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 929 $740K 0.08% -58 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 927 $738K 0.01% -5,464 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 925 $736K 0.02% +527 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 925 $736K 0.13% +58 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 924 $736K 0.02% +19 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 923 $735K 0.12% -57 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 923 $735K 0.11% +74 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 922 $734K 0.06% +55 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 922 $734K 0.5% +22 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 921 $734K 0.02% -33 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 921 $733K 0.05% +212 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 921 $733K 0.07% +378 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 917 $732K 0.04% -8 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 917 $730K 0.31% +19 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 916 $729K 0.45% +256 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 915 $728K 0.17% -62 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 910 $724K 0.36% -15 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 909 $724K 0.04% +825 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 932 $720K 0.09% +279 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 901 $717K 0.03% +15 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 900 $717K 0.63% -800 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 900 $717K 0.77% +880 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 900 $717K 0.82% +700 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 894 $712K 0.01% +88 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 894 $712K 0.35% -1,199 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 893 $711K 0.85% 0 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 893 $711K 0.38% +622 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 892 $710K 0.03% +5 13F-HR Timeline Group First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 891 $709K 0.47% -849 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 888 $707K 0.15% +90 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 886 $707K 0.05% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 886 $705K 0.45% +296 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 880 $701K 0.16% -8 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 879 $700K 0.48% +221 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 878 $699K 0.3% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 874 $696K 0.17% -511 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 872 $694K 0.43% +48 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 872 $694K new Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 868 $691K 0.2% +5 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 867 $690K 0.24% +30 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 864 $688K 0.02% +37 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 858 $683K 0.17% +5 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 856 $681K 0.01% +72 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 855 $681K 0.19% +10 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 847 $674K 0.04% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 845 $673K 0.09% +13 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 842 $671K 0.05% +98 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 841 $670K 0.29% +79 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 840 $669K 0.38% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 838 $667K 0.05% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 835 $665K 0.1% -109 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 831 $662K 0.11% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 830 $661K 0.15% -22 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 829 $660K 0.08% +16 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 828 $659K 0.16% +89 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 825 $657K 0.02% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 822 $654K 0.04% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 818 $651K 0.35% +52 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 818 $651K 0.68% -425 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 818 $651K 0.15% +2 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 816 $650K 0.02% -21,131 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 816 $650K 0.18% -20 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 812 $646K 0.23% +70 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 806 $642K 0.36% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 804 $640K 0.34% -8 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 803 $639K 0.3% +331 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 801 $638K 0.07% -2,004 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 800 $637K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 800 $637K 0.08% -9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 798 $635K 0.1% -5 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 797 $635K 0.09% +62 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 792 $631K 0.29% +361 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 773 $628K 0.04% +412 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 788 $627K 0.01% -10,014 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 786 $626K 0.01% -58 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 786 $626K 0.56% +115 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 785 $625K 0.21% 0 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 784 $624K 0.01% -36 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 783 $623K 0.01% +100 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 780 $621K 0.15% -8 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 777 $619K 0.19% -57 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 777 $619K 0.51% -17 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 777 $619K -310 Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 759 $616K 0.34% -54 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 767 $611K 0.24% +86 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 767 $611K 0.33% -425 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 767 $611K 0.07% -122 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 765 $609K 0.02% -99 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 764 $608K 0.35% +122 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 764 $608K 0.65% +88 13F-HR/A Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 762 $607K 0.07% -9 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 761 $606K 0.05% +90 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 760 $605K 0.48% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 757 $603K 0.42% -200 13F-HR/A Timeline RENASANT BANK More: the full row for RENASANT BANK 755 $601K 0.4% +112 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 755 $601K 0.35% +54 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 755 $601K 0.03% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 752 $599K 0.19% +4 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 752 $599K 0.12% new 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 785 $598K 0.24% -1 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 751 $598K 0.1% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 750 $597K 0.02% -250,660 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 749 $596K 0.31% +2 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 746 $594K 0.05% +341 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 745 $593K 0.03% +305 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 745 $593K 0.8% -52 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 740 $589K 0.24% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 739 $588K 0.08% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 737 $587K 0.05% +245 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 735 $585K 0.02% +89 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaQuest LLC More: the full row for AlphaQuest LLC 731 $582K 0.06% +607 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 731 $581K 0.1% +14 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 728 $580K 0.14% +24 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 726 $578K 0.02% +218 13F-HR/A Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 725 $577K 0.08% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 724 $576K 0.06% -73 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 722 $575K 0.21% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 720 $573K 0.07% +46 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 716 $570K 0.21% -126 13F-HR Timeline