Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,134 $823K 0.26% -203 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,131 $823K 0.15% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,104 $818K 0.25% +549 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 5,095 $817K 0.16% new 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,085 $815K 0.22% -21 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,073 $813K 0.12% -528 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,063 $812K 0.39% -127 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,060 $811K 0.03% -3,125 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,055 $810K 0.25% -1,217 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 5,049 $809K 0.08% +586 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 5,040 $808K 0.85% +31 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,039 $808K 0.31% 13F-HR/A Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,013 $804K 0.06% +424 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,013 $804K 0.72% -75 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 5,004 $802K 0.1% -296 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 5,000 $802K 0.18% -27,200 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 5,000 $802K 0.04% new 13F-HR/A Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 5,000 $802K 0.64% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 5,000 $802K 0.2% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,980 $798K 0.35% +284 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,963 $796K 0.19% +4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,944 $793K 0.34% -56 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,937 $791K 0.01% -336 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,932 $791K 0.01% +835 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,898 $785K 0.12% -85 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,874 $781K 0.14% -40 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,874 $781K 0.05% +1,526 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,870 $781K 0.18% +134 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,865 $780K 0.31% +2,187 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,856 $779K 0.47% -714 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,853 $778K 0.16% +2,521 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,821 $773K 0.14% +1,189 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,819 $773K 0.03% +2,888 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,830 $772K 0.04% -777 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 4,811 $771K 0.36% -262 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,801 $770K 0.32% +1,461 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,799 $769K 0.03% -241 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,798 $769K 0.45% -25 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,794 $769K 0.07% -5,655 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,792 $768K 0.53% +1,300 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,734 $759K 0.05% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,728 $758K 0.38% -170 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,718 $756K 0.45% +100 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,703 $754K 0.36% -37 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,700 $754K 0.24% +219 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,699 $753K 0.03% +339 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,692 $752K 0.19% +12 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,691 $752K 0.34% +1,692 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 4,689 $752K 0.44% new 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,688 $752K 0.19% +1,105 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,683 $751K 0.28% -246 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 4,669 $749K 0.59% +1,083 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,655 $746K 0.07% -120 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,651 $746K 0.26% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,392 $744K 0.24% -1,441 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,610 $739K 0.03% -697 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 4,600 $737K 0.15% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,600 $737K 0.18% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,581 $734K 0.03% -437 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,581 $734K 0.13% +305 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,576 $734K 0.17% +60 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,560 $731K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,557 $731K 0.09% +663 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,539 $728K 0.31% -111 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,516 $724K 0.56% -210 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,514 $724K 0.16% +1,203 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,506 $722K 0.01% new 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,484 $720K 0.36% +140 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,488 $720K 0.05% +76 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,487 $719K 0.01% -3,448 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,482 $719K 0.15% +200 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,477 $718K 0.48% +272 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,460 $715K 0.03% +227 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,453 $714K 0.15% +1,328 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,447 $713K 0.61% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,438 $712K 0.49% -138 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,400 $705K 0.07% -17,678 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,397 $705K 0.58% +351 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,391 $704K 0.19% new 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 4,390 $704K 0.02% -339,639 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,381 $702K 0.08% +2,658 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,378 $702K 0.11% +1,514 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,371 $701K 0.12% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,363 $699K 0.05% +1,234 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,336 $695K 0.07% +990 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,335 $695K 0.04% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,330 $694K 0.05% +615 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,321 $693K 0.08% +1,703 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,290 $688K 0.11% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,249 $681K 0.05% +2,337 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,232 $678K 0.67% -1,898 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,229 $678K 0.01% +2,109 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,213 $675K 0.05% +330 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,210 $675K 0.03% -500 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,200 $673K 0.4% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,196 $673K 0.22% +93 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,141 $671K 0.25% -992 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,182 $670K 0.1% +271 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,178 $670K <0.01% +1,495 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 4,170 $669K 0.66% +18 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,150 $665K 0.08% -145 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,148 $665K 0.22% -1,562 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,140 $664K 0.03% +1,078 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,914 $664K 0.04% +283 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,136 $663K 0.35% +1,115 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,949 $663K 0.3% -113 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,112 $659K 0.08% +429 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,097 $657K 0.05% +894 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,085 $655K 0.15% +1,025 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,081 $654K 0.04% +382 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,078 $654K 0.09% +1,935 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,050 $649K 0.13% +648 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 4,023 $645K 0.73% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,017 $644K 0.14% +150 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 4,003 $642K 0.31% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,000 $641K 0.02% -1,700 13F-HR Timeline Group GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,990 $640K 1.25% +10 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 3,982 $638K 0.02% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 3,982 $638K +1,881 Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,480 $636K 0.09% +2,285 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 3,969 $636K 0.07% +166 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,967 $636K 0.04% -90 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 3,967 $636K 0.01% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,962 $635K 0.41% -892 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,945 $632K 0.03% -1,865 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,943 $632K 0.04% -58 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 3,935 $631K 0.16% -3 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,935 $631K 0.01% +1,936 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,935 $631K 0.12% +7 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,934 $631K 0.04% -820 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,926 $629K 0.05% -72 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,920 $629K 0.02% -21 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 3,085 $628K 0.28% +33 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,668 $626K 0.2% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,901 $625K 0.13% +1,302 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,896 $625K 0.06% +814 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,841 $616K 0.07% +346 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,837 $615K 0.17% +204 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,829 $614K 0.31% +621 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,828 $614K 0.17% +439 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,828 $614K 0.34% -243 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,816 $612K 0.04% -406 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,813 $611K 0.03% -285 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,806 $610K 0.05% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,811 $610K <0.01% -31,718 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,782 $608K 0.19% +288 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,791 $608K 0.15% +2,537 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,784 $607K 0.05% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,782 $606K 0.45% +47 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,772 $605K 0.31% +75 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,771 $605K 0.04% -3,585 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,767 $604K <0.01% -417 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,763 $603K 2.09% +697 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,723 $597K <0.01% -389 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,656 $597K 0.81% -322 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,682 $590K 0.02% +1,250 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,672 $589K 0.54% +1,136 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,640 $584K 0.03% +902 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,637 $583K 0.03% +351 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,741 $583K 0.01% +24 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,624 $581K 0.02% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,620 $580K 0.32% +70 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,450 $579K 0.01% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 3,612 $579K 0.13% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,715 $579K 0.02% -4 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,598 $577K 0.11% +796 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,591 $576K 0.04% -1,271 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,691 $575K 0.07% -166 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,586 $575K 0.18% +309 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,559 $571K 0.3% +564 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 3,558 $570K 0.15% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,176 $570K 0.04% -1,253 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,542 $568K 0.41% +603 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,530 $566K 0.06% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,523 $565K 0.22% -18 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 3,521 $564K 0.03% -499 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,520 $564K 0.01% -79 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,144 $564K 0.12% -138 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,517 $564K 0.03% +524 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 3,513 $563K 0.22% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,502 $562K 0.38% +540 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,501 $561K 1.01% -284 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,490 $560K 0.02% +130 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 3,467 $556K 0.67% +8 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,459 $555K 0.02% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,455 $554K 0.43% +190 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,450 $553K 0.07% +18 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,447 $553K 0.08% -944 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,446 $552K 0.51% +361 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,446 $552K 0.1% +92 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,441 $552K 0.05% +376 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,430 $550K 0.14% -249 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,419 $548K 0.16% -7,186 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,415 $547K 0.06% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,399 $545K 0.03% -573 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,398 $545K <0.01% -33,014 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,397 $545K 0.11% +761 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,394 $544K 0.05% -598 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,353 $538K 0.13% +458 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,352 $537K 0.4% -813 13F-HR Timeline