Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,369 $518K 0.12% -230 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,367 $517K 0.3% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,364 $517K 0.07% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,361 $516K 0.21% +30 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,360 $516K 0.19% -925 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,354 $515K 0.06% +321 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,354 $515K 0.21% +101 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,348 $513K 0.09% +234 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,347 $513K 0.09% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,345 $513K <0.01% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,344 $512K 0.12% -92 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,342 $512K 0.05% +555 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,338 $511K 0.21% -100 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,336 $511K 0.24% +225 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,019 $510K 0.24% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,329 $509K 0.28% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,329 $509K 0.33% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,326 $509K 0.04% -75 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,325 $508K 0.06% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,325 $508K 0.28% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,324 $508K 0.27% +153 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,632 $508K 0.28% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,319 $507K 0.28% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,318 $507K 0.06% -1,330 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,181 $507K 0.2% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,313 $506K 0.25% +95 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,306 $504K 0.08% +2 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,306 $504K 0.17% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 2,304 $504K 0.41% +104 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,303 $504K 0.21% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,302 $503K 0.09% +389 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,302 $503K 0.37% -229 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,301 $503K 0.12% +145 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,300 $503K 0.07% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,300 $503K 0.02% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,300 $503K 0.18% +103 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,298 $502K 0.16% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,295 $502K 0.06% -170 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,289 $500K 0.09% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,287 $500K 0.34% +621 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,285 $500K 0.07% +20 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,283 $499K 0.18% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,283 $499K 0.49% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,282 $499K 0.02% +38 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,281 $499K 0.2% -13 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,272 $497K 0.18% +14 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,271 $497K 0.17% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,265 $496K 0.33% +2,210 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 2,265 $495K 0.22% 0 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 2,264 $495K 0.06% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,250 $492K 0.06% -23 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 2,248 $491K 0.3% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,235 $489K 0.12% -100 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,234 $488K 0.07% +50 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,233 $488K 0.06% +481 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,225 $486K 0.11% -8,035 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,216 $485K 0.31% +7 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,216 $484K 0.24% +8 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,215 $484K 0.04% -128 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,213 $484K 0.23% -525 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,211 $483K 0.12% +42 13F-HR Timeline City State Bank More: the full row for City State Bank 2,210 $483K 0.15% +1,260 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,209 $483K 0.19% -245 13F-HR/A Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,205 $482K 0.12% -59 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,200 $481K 0.19% -100 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,199 $481K 0.15% -245 13F-HR/A Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,196 $480K 0.18% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,194 $480K 0.12% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 2,191 $479K 0.1% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,191 $479K 0.12% +3 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,191 $479K 0.14% -93 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,190 $479K 0.28% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,187 $478K 0.39% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,186 $478K 0.14% +18 13F-HR Timeline Trust Co More: the full row for Trust Co 2,185 $478K 0.05% +198 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,182 $477K 0.29% +28 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,178 $476K 0.19% -138 13F-HR Timeline TOBAM More: the full row for TOBAM 2,176 $476K 0.19% -3,452 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,872 $475K 0.01% -633 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,172 $475K 0.1% -320 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,164 $473K 0.34% +148 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,159 $472K 0.13% +56 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,158 $472K 0.17% +1 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,153 $471K 0.22% -16 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,150 $470K 0.07% -982 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,147 $469K 0.67% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,881 $469K 0.09% +306 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,144 $469K 0.22% +300 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,138 $467K 0.28% +69 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 2,133 $466K 0.17% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,132 $466K 0.24% -123 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,129 $465K 0.24% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,124 $464K 0.09% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,124 $464K 0.29% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,123 $464K 0.12% -7 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,120 $463K 0.36% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,109 $461K 0.17% +367 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,108 $461K 0.08% +60 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,104 $460K 0.06% -100 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,102 $460K 0.03% -105 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,100 $459K 0.28% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,099 $459K 0.08% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,099 $459K 0.38% +37 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,099 $459K 0.13% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,097 $458K 0.05% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,079 $454K 0.15% +5 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,077 $454K 0.21% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,075 $454K 0.05% +144 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,061 $450K 0.14% +109 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,060 $450K 0.51% +2 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,059 $450K 0.04% -264 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,058 $450K 0.08% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,058 $450K 0.18% +1 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,054 $449K 0.02% -107 13F-HR Timeline Group All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,052 $449K 0.16% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,050 $448K 0.08% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,047 $448K 0.03% +429 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,044 $447K 0.26% -34 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,042 $446K 0.35% +300 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,042 $446K 0.23% -181 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 2,042 $446K 0.29% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,041 $446K 0.08% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 2,040 $446K 0.11% -262 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 2,038 $446K 0.21% -562 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,038 $445K 0.06% +200 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,033 $444K 0.13% -213 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,030 $444K 0.05% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,029 $444K 0.38% -93 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,028 $443K 0.14% +1 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,025 $443K 0.21% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,021 $442K 0.19% -141 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,017 $441K 0.22% -21 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,017 $441K 0.17% -96 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,014 $440K 0.1% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,013 $440K 0.18% +1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,013 $440K 0.07% -413 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,011 $440K 0.08% -275 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,011 $440K 0.08% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,010 $439K 0.05% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,009 $439K 0.11% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,008 $439K 0.2% +1 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,004 $438K 0.11% +4 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 2,000 $437K <0.01% -58,173 13F-HR/A Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,000 $437K 0.18% 0 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 2,000 $437K 0.14% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,000 $437K 0.38% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,000 $437K 0.04% +1 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,000 $437K 0.24% +1,000 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,996 $436K 0.13% -490 13F-HR/A Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,995 $436K 0.03% new 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,994 $436K 0.04% -828 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,991 $435K 0.06% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,990 $435K 0.13% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,988 $435K 0.08% +105 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,988 $435K 0.03% +226 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,987 $434K 0.01% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,978 $432K 0.03% -1,624 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,978 $432K 0.04% +355 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,977 $432K 0.03% +119 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,976 $432K 0.37% -1,257 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,976 $432K 0.16% +70 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,975 $432K 0.2% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,973 $431K 0.45% -94 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,971 $431K 0.08% +194 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,969 $430K 0.11% +252 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,966 $430K 0.16% new 13F-HR/A Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,960 $429K 0.07% +60 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,960 $429K 0.06% +497 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,959 $428K 0.14% +17 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,957 $428K 0.15% -500 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,955 $427K 0.02% +360 13F-HR Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,750 $427K 0.22% new 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,952 $427K 0.19% 0 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 1,952 $427K 0.15% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,951 $427K 0.25% +92 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,797 $426K 0.15% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,950 $426K 0.03% +156 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,950 $426K 0.14% +125 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,947 $426K 0.09% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,946 $425K 0.06% -1,066 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,944 $425K 0.06% +400 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,936 $423K 0.14% -7 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,935 $423K 0.12% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,919 $420K 0.07% +245 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,914 $419K 0.23% +2 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,911 $418K 0.2% -255 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,908 $417K 0.04% -819 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,908 $417K 0.28% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,906 $417K 0.21% +220 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,906 $417K 0.12% -33 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,900 $415K 0.02% +234 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,900 $415K 0.29% +50 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,898 $415K 0.05% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,897 $415K 0.2% +33 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,896 $415K 0.11% -567 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,896 $415K 0.15% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,892 $414K 0.29% -123 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,884 $412K 0.19% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,884 $412K 0.02% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,882 $412K 0.04% -64 13F-HR Timeline