Covenant Partners, LLC More: the full row for Covenant Partners, LLC 29,674 $3.22M 1.04% -9,176 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 30,041 $3.21M 1.33% new 13F-HR Timeline Group X-Square Capital, LLC More: the full row for X-Square Capital, LLC 29,620 $3.21M 1.38% -2,100 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 29,618 $3.21M 1.12% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 29,607 $3.21M 1.36% +4,914 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 29,567 $3.2M 1.45% +4,200 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 29,540 $3.2M 0.72% +2,577 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 29,510 $3.2M 2.5% +26,134 13F-HR/A Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 27,382 $3.19M 2.16% +3,419 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 29,457 $3.19M 0.97% -3,119 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 29,377 $3.18M 1.45% -1,532 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 29,355 $3.18M 1.08% +304 13F-HR Timeline Semmax Financial Advisors Inc. 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Root & Company, LLC 27,086 $2.94M 0.95% +588 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 27,020 $2.93M 0.89% -13,432 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 26,990 $2.93M 0.95% -1,558 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 26,975 $2.92M 0.23% +2,185 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 26,933 $2.92M 1.56% +2,777 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28,418 $2.92M 0.7% +6,713 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 26,897 $2.92M 0.37% +348 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 26,871 $2.91M 0.69% +393 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 26,869 $2.91M 0.51% +3,393 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 26,841 $2.91M 0.56% +695 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 26,810 $2.91M 0.25% -1,871 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 26,773 $2.9M 0.83% +1,601 13F-HR/A Timeline Palmer Knight Co More: the full row for Palmer Knight Co 26,773 $2.9M 1.41% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 26,619 $2.88M 2.8% -24,139 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 26,600 $2.88M 4.9% +6,300 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 26,592 $2.88M 2.17% -152 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 26,585 $2.88M 0.72% +1,485 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 26,563 $2.88M 1.55% +4,550 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 26,535 $2.88M 0.65% +1,585 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 26,487 $2.87M 2.28% +348 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 26,464 $2.87M 1.07% +3,800 13F-HR/A Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 26,462 $2.87M 2.25% -5,929 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 26,422 $2.86M 0.64% +23,442 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 26,388 $2.86M 0.29% -455 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 26,384 $2.86M 1.11% +10 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 26,345 $2.86M 2.47% +2,321 13F-HR/A Timeline CAHABA WEALTH MANAGEMENT, INC. 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Coons Advisors, LLC 26,140 $2.83M 0.75% +250 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 26,144 $2.83M 0.6% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 26,100 $2.83M 1.46% -6,000 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 26,100 $2.83M 0.25% -790 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 26,026 $2.82M 0.79% +3,635 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 26,010 $2.82M 2.67% +7,800 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 25,953 $2.81M 1.02% -1,628 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 25,920 $2.81M 0.54% -425 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 25,907 $2.81M 1.74% -2,293 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 25,901 $2.81M 0.53% +635 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 25,889 $2.81M 1.58% +2,127 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 25,883 $2.81M 1.24% +3,346 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 25,869 $2.8M 1.9% -89 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 25,835 $2.8M 0.95% +5,192 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20,835 $2.8M 0.92% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 25,808 $2.8M 0.1% +2,332 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 25,794 $2.8M 1.83% +3,382 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 25,783 $2.79M 0.25% +7,736 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 25,777 $2.79M 0.6% +850 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 25,704 $2.79M 0.34% -2,850 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 25,652 $2.78M 0.4% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 25,643 $2.78M 1.05% -2,921 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 25,586 $2.77M 0.97% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 25,566 $2.77M 1.37% +2,959 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 25,565 $2.77M 1.55% +6,121 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 25,471 $2.76M 0.83% +1,546 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 25,409 $2.75M 1.22% -1,681 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 25,406 $2.75M 0.86% +428 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 25,381 $2.75M 2.14% +1,831 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 25,378 $2.75M 0.27% -416 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 25,375 $2.75M 2.34% -1,420 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 25,362 $2.75M 2.16% +2,529 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 25,343 $2.75M 0.46% +494 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 25,327 $2.74M 2.75% -795 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 25,242 $2.74M 3.48% +443 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 25,231 $2.73M 2.07% -923 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 25,215 $2.73M 0.69% +15 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 25,205 $2.73M 3.5% -35,124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 25,178 $2.73M 0.69% -710 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 25,099 $2.72M 0.76% +2,923 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 25,098 $2.72M 0.71% +17,688 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 25,092 $2.72M 2.37% +110 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25,035 $2.71M 1.23% -4,264 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 25,000 $2.71M 0.96% -100,000 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 25,002 $2.71M 1.12% -7,426 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 24,872 $2.7M 1.69% +3,723 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 23,540 $2.69M 1.44% +3,480 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 24,799 $2.69M 1.04% +661 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 24,784 $2.69M 0.51% -1,406 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 24,771 $2.68M 1.79% +1,238 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 24,699 $2.68M 1.06% -3,736 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 24,668 $2.67M 1.07% +659 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 24,621 $2.67M 2.57% +1,406 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 24,594 $2.67M 2.03% +615 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 24,582 $2.66M 1.28% +888 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 24,570 $2.66M 0.71% 0 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 24,566 $2.66M 0.22% +11,645 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 24,514 $2.66M 0.81% +1,496 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 24,483 $2.65M 0.47% +519 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 24,479 $2.65M 0.15% +22,897 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 24,446 $2.65M 0.96% +1,695 13F-HR Timeline Pandora Wealth, Inc. 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