Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,773 $476K 0.19% -17 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,756 $475K 0.05% +76 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,742 $474K 0.19% +58 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 7,722 $472K 0.46% +71 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,706 $471K 0.01% +1,737 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 7,696 $471K 0.06% +2,021 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,682 $470K 0.03% -1,084 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 7,680 $470K 0.3% -103 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 7,657 $468K 0.03% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,639 $467K 0.21% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,623 $466K 0.01% new 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,600 $465K 0.01% +630 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,544 $462K 0.05% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,526 $460K 0.1% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,518 $460K 0.02% +745 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 7,516 $460K 0.11% +630 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,471 $457K 0.18% +647 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,449 $456K 0.05% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 7,401 $453K 0.02% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,374 $451K <0.01% -637 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,374 $451K 0.24% +82 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,354 $450K 0.15% +6 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,351 $450K 0.06% +784 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,347 $449K 0.05% +532 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,250 $444K 0.06% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 7,230 $442K 0.22% -614 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,222 $442K 0.05% -76 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,222 $442K 0.01% +76 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,220 $442K 0.04% -701 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,174 $439K 0.04% -307 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,165 $438K <0.01% +2,112 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 7,131 $436K 0.67% -540 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,105 $435K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,106 $435K 0.02% +669 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 7,013 $429K 0.3% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,974 $427K 0.1% new 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 6,872 $425K 0.31% +640 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,948 $425K 0.01% +3,980 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 6,891 $422K 0.34% -525 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,863 $420K 0.03% -149 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,851 $419K 0.04% +1,400 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,803 $416K <0.01% -2,346 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 6,800 $416K 0.24% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,771 $414K 0.07% +62 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,734 $412K <0.01% +743 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,719 $411K 0.01% -1,398 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,703 $410K 0.01% -565 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 6,694 $410K 0.2% -315 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,258 $409K 0.02% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,683 $409K 0.54% -150 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,625 $405K 0.06% +1,120 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 6,621 $405K 0.18% +24 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 6,594 $403K 0.39% -215 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,540 $402K 0.11% -255 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,560 $401K <0.01% +829 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,509 $400K 0.02% +265 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 6,497 $397K 0.08% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,485 $397K 0.1% -7,619 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,320 $388K <0.01% +1,941 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,298 $385K 0.05% +1,090 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,270 $384K <0.01% +1,006 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,237 $382K 0.06% -100 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,234 $381K 0.12% -87 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,229 $381K 0.11% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,216 $380K 0.16% -149 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,215 $380K 0.09% +1,411 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,212 $380K 0.14% +95 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,836 $380K 0.03% -485 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,206 $380K 0.04% +336 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,180 $378K 0.06% +2,344 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,163 $377K 0.02% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,153 $376K 0.03% +65 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,084 $376K 0.03% -655 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 6,131 $375K 0.33% -13,234 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,121 $374K 0.11% +17 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,091 $373K 0.15% -2,035 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,089 $373K 0.02% +628 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,083 $372K 0.06% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,062 $371K 0.26% +103 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,046 $370K 0.02% +194 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,043 $370K 0.24% +209 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,024 $369K 0.14% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,955 $368K 0.01% -1,793 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 6,000 $367K 0.02% -2,000 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 6,000 $367K 0.28% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,975 $366K 0.09% +500 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,949 $364K 0.17% +1,433 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 5,939 $363K 0.33% +1,317 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,862 $359K 0.06% +323 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,844 $358K 0.06% new 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 5,844 $358K 0.35% -21 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,828 $357K 0.01% +2,700 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,821 $356K 0.09% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,816 $356K 0.09% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,786 $356K 0.03% +658 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,806 $355K 0.15% +896 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,613 $355K 0.05% +31 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 5,780 $354K 0.16% +429 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,732 $352K 0.07% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,735 $351K +2,866 Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,711 $349K 0.01% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,699 $349K 0.01% -70 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,691 $348K 0.12% -145 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,678 $347K 0.07% +268 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,654 $346K 0.01% +19 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,626 $346K 0.1% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,627 $344K 0.14% +103 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,615 $344K 0.23% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,601 $343K 0.01% +20 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 5,600 $343K 0.01% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,594 $342K 0.29% +76 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 5,591 $342K 0.1% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 5,538 $339K 0.18% +56 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,518 $338K 0.1% -38 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 5,502 $337K 0.14% +2 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 5,492 $336K 0.13% +839 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,424 $333K 0.02% +491 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,365 $333K 0.01% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,440 $333K 0.11% +175 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,433 $332K 0.07% +34 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,417 $331K 0.01% -3,146 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 5,414 $331K 0.32% +830 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,401 $330K 0.02% +500 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,399 $330K 0.01% new 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,392 $330K 0.01% -32 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 5,382 $329K 0.17% +447 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,370 $329K 0.13% -660 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,335 $328K 0.02% +309 13F-HR Timeline Group DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,345 $327K 0.14% -200 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,332 $326K 0.02% new 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,331 $326K 0.17% -180 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,329 $326K 0.02% -138 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 5,184 $322K 0.19% -309 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,225 $320K 0.06% +500 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 5,235 $320K 0.2% -159 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,233 $320K <0.01% +1,119 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,229 $320K 0.02% -192 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 5,223 $320K 0.33% 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,210 $319K 0.06% +1,455 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,175 $317K 0.03% +250 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,146 $315K 0.26% -96 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,133 $314K 0.01% +170 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,084 $312K 0.07% +1,277 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 5,090 $311K 0.29% +996 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,083 $311K 0.03% -124 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,080 $311K 0.04% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,074 $310K 0.03% -271 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,072 $310K 0.02% -316 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,054 $309K 0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,046 $309K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,989 $308K 0.01% -72 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 5,039 $308K <0.01% -42 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 5,034 $308K 0.01% +737 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 5,026 $307K 0.05% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,010 $307K 0.14% +869 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,983 $305K 0.06% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,968 $304K 0.03% +381 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,961 $303K <0.01% +27 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,950 $303K 0.03% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,818 $302K 0.06% -125 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,934 $302K 0.01% +435 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,925 $301K 0.03% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,925 $301K 0.03% -246 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,919 $301K 0.02% +80 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 4,919 $301K 0.17% -286 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,903 $300K 0.04% +21 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,878 $298K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,870 $298K 0.1% -250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,869 $298K 0.04% +146 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,867 $298K 0.04% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,842 $296K 0.03% +107 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,836 $296K 0.05% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,828 $295K 0.09% +17 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,792 $293K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,786 $293K 0.02% +383 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,777 $292K 0.02% +844 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,755 $292K 0.31% +1,077 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,771 $292K 0.05% new 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 4,750 $291K 0.22% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,723 $289K 0.1% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,701 $289K 0.02% -2,269 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,714 $288K 0.01% +2,854 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 4,704 $288K 0.13% +16 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,701 $288K 0.02% -805 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,667 $286K 0.03% +241 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,650 $285K 0.01% +113 13F-HR/A Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,619 $283K 0.09% -30 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,609 $282K 0.12% -835 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,592 $281K 0.01% -1,450 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,586 $281K 0.1% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,586 $281K 0.02% +33 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,568 $280K 0.02% -671 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,502 $279K 0.14% +34 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,531 $277K 0.09% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,502 $275K 0.13% -17 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,488 $275K 0.04% +4 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,459 $273K 0.06% -1,874 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,408 $270K 0.02% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,046 $268K <0.01% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,370 $267K 0.24% -2,300 13F-HR Timeline