WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,968 $325K 0.18% +27 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,456 $324K 0.16% +699 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,450 $323K 0.18% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,447 $323K 0.24% +328 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,444 $323K 0.08% -39 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,442 $322K 0.16% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,157 $322K 0.15% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,436 $322K 0.4% -100 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 2,436 $322K 0.07% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,435 $322K 0.2% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,433 $321K 0.05% +430 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,433 $321K 0.24% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,358 $321K 0.14% -271 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 2,430 $321K 0.09% +108 13F-HR Timeline Wingate Wealth Advisors, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,396 $316K 0.03% -359 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,396 $316K 0.02% +937 13F-HR Timeline INSIGHT 2811, INC. 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More: the full row for Stanley-Laman Group, Ltd. 2,352 $311K 0.05% -1,177 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,350 $310K 0.2% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,349 $310K 0.06% +20 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 2,345 $310K 0.17% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,347 $310K 0.03% -198 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,342 $309K 0.05% -196 13F-HR Timeline Nikulski Financial, Inc. 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More: the full row for Granite Harbor Advisors, Inc. 2,270 $300K 0.14% +541 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,269 $300K 0.13% +39 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,213 $300K 0.05% -256 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2,268 $299K 0.33% +435 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,266 $299K 0.1% -371 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,265 $299K 0.02% -51,724 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 2,261 $299K 0.08% -110 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,259 $298K 0.09% new 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 2,260 $298K 0.06% +300 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,253 $297K 0.16% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,250 $297K 0.1% +1 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,250 $297K <0.01% +620 13F-HR Timeline Group Facet Wealth, Inc. 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More: the full row for Marathon Mission, Inc. 2,198 $290K 0.18% -41 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,197 $290K 0.03% -121 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 2,197 $290K 0.05% +700 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,193 $290K 0.03% -10 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,193 $290K 0.04% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,193 $290K 0.14% -719 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,192 $289K 0.19% +42 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,192 $289K 0.25% +72 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,191 $289K 0.04% -393 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,191 $289K 0.12% -75 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,188 $289K 0.01% +755 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,188 $289K 0.09% +9 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,185 $289K 0.18% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,182 $288K 0.06% -165 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,176 $287K 0.26% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,174 $287K 0.2% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,168 $286K 0.23% +143 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,167 $286K 0.06% new 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 2,167 $286K 0.08% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,159 $285K 0.07% +960 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,152 $284K 0.04% -4,217 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,145 $283K 0.12% +57 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 2,145 $283K 0.07% +6 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,140 $283K 0.07% -332 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,133 $282K 0.12% +21 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,132 $281K 0.05% -16 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,129 $281K 0.02% -266 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,128 $281K 0.08% -452 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 2,070 $281K 0.25% -422 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,125 $281K 0.2% -9 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,125 $281K 0.08% +105 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 2,124 $280K <0.01% -1,600 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,114 $279K 0.03% +210 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,112 $279K 0.04% -244 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,109 $278K 0.02% +228 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,108 $278K 0.07% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,108 $278K 0.23% +547 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,105 $278K 0.11% -200 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,961 $278K 0.05% +177 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,101 $277K 0.19% -77 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,098 $277K 0.09% new 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,094 $276K 0.27% -2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,091 $276K 0.04% -318 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,089 $276K 0.05% -701 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,087 $276K 0.1% -144 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 2,084 $275K 0.18% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 2,083 $275K 0.17% +252 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,082 $275K 0.06% -453 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,079 $275K 0.05% +53 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,075 $274K 0.1% -10,006 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,074 $274K 0.19% +65 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,073 $274K 0.09% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,073 $274K 0.33% +1 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,070 $273K 0.07% -134 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 2,068 $273K 0.19% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,068 $273K 0.08% +75 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,067 $273K 0.15% -22,342 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,065 $273K 0.31% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,062 $272K 0.13% +8 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,060 $272K 0.18% +494 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,057 $272K 0.07% +16 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 2,053 $271K 0.19% +16 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 2,050 $271K 0.08% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,800 $270K 0.06% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,041 $269K 0.09% -183 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,039 $269K 0.07% +299 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,038 $269K 0.1% -400 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 2,028 $268K 0.06% +268 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,022 $267K 0.02% -306 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,969 $266K 0.14% -10 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,015 $266K 0.05% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,012 $266K 0.03% +11 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 2,010 $265K 0.29% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,008 $265K 0.04% -236 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,004 $265K 0.03% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,004 $265K 0.06% -169 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,002 $264K 0.2% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,002 $264K 0.07% +183 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,000 $264K 0.03% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,998 $264K 0.14% -752 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,996 $264K 0.13% -5 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,995 $263K 0.05% +440 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,993 $263K 0.06% +566 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,989 $263K 0.09% -18 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,984 $262K 0.03% +3 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,984 $262K 0.15% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,983 $262K 0.06% -129 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,980 $261K 0.2% -1,380 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,975 $261K 0.25% -69 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,972 $260K 0.03% -123 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,863 $260K 0.12% -129 13F-HR Timeline TOBAM More: the full row for TOBAM 1,969 $260K 0.1% +590 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,965 $260K 0.09% +83 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,965 $259K 0.08% -596 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,963 $259K 0.16% +135 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,963 $259K 1.16% -580 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,915 $259K 0.03% +12 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,961 $259K 0.09% +20 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,960 $259K 0.13% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,958 $259K 0.1% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,958 $258K 0.06% +29 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 1,950 $258K 0.07% -9,696 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,952 $258K 0.17% +34 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 1,951 $258K 0.08% +5 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,947 $257K 0.04% -239 13F-HR Timeline