Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,783 $634K 0.55% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,781 $634K 0.06% +84 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,776 $633K 0.37% -648 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,775 $633K 0.04% -107 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,774 $633K 0.23% +600 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,770 $632K 0.33% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,766 $631K 0.47% -130 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. 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Root & Company, LLC 3,579 $600K 0.19% +235 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,578 $600K 0.01% -254 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,575 $599K 0.35% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,571 $599K 0.18% -593 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Stuart Chaussee & Associates, Inc. 3,448 $578K 0.14% -834 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,444 $577K 0.12% +724 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,410 $572K 0.29% -170 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,404 $571K 0.22% -16,499 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,404 $571K 0.04% -1,438 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,401 $570K 0.07% +1 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 3,397 $570K 0.19% -175 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,396 $569K 0.16% -5 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,395 $569K 0.22% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,390 $568K 0.01% new 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 3,382 $567K 0.07% +25 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,381 $567K 0.25% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,379 $566K 0.41% +102 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,367 $564K 0.21% -9 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 3,365 $564K 0.07% +351 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,363 $564K 0.12% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,359 $563K 0.4% +93 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,351 $562K 0.55% -241 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,291 $561K 0.56% 13F-HR/A Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,342 $560K 0.08% +66 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,373 $560K 0.2% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,339 $560K 0.24% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,333 $559K 0.01% -3 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 3,331 $558K 0.11% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,330 $558K 0.03% -27 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,330 $558K 0.19% -450 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,379 $558K 0.24% -1,467 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,300 $557K 0.48% -57 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,318 $556K 0.17% +91 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,315 $556K 0.17% -463 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,315 $556K 0.19% +34 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,325 $556K 0.21% -211 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,308 $555K 0.14% +97 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,278 $550K 0.16% +10 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 3,272 $549K 0.12% +103 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,269 $548K 0.99% +357 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 3,269 $548K 0.3% 0 13F-HR Timeline Savior LLC More: the full row for Savior LLC 3,268 $548K 3.14% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,264 $547K 0.09% -55 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,272 $547K 0.09% -20 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,261 $547K 0.53% 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,253 $545K 0.12% +1,044 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 3,250 $545K 0.12% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,245 $544K 0.33% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,234 $544K 0.2% -405 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,244 $544K 0.15% -28 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 3,243 $544K 0.39% +155 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 3,239 $543K 0.32% +197 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,236 $543K 0.33% +55 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,235 $542K 0.21% -158 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,218 $540K 0.22% -152 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,217 $539K 0.23% +671 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,214 $539K 0.06% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,210 $538K 0.28% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,204 $537K 0.15% +824 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,201 $537K 0.16% -285 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 3,200 $536K 0.34% +1,250 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,200 $536K 0.29% +54 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 3,200 $536K 0.44% 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 3,186 $535K 0.24% +147 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,189 $535K 0.13% +25 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,184 $534K 0.55% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,184 $534K 0.07% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,177 $533K 0.11% 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,175 $532K 0.23% -61 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,175 $532K 0.05% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,176 $532K 0.19% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,167 $531K 0.09% -562 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,164 $530K 0.14% +122 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 3,163 $530K 0.26% +3 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,161 $530K 0.11% -365 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,160 $530K 0.5% -274 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,159 $530K 0.2% -100 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 3,159 $530K 0.68% -56,389 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,153 $529K 0.11% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,151 $528K 0.17% +32 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,152 $528K 0.21% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,144 $527K 0.28% +1,159 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,142 $527K 0.1% -7,326 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,136 $526K 0.08% +136 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 3,099 $526K 0.3% +145 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,134 $525K 0.17% -1,379 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,127 $524K 0.32% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,125 $524K 0.05% +195 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,125 $524K 0.03% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,123 $523K 0.2% -3,123 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,108 $521K 0.17% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,103 $520K 0.2% 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,101 $520K 0.48% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,097 $519K 0.17% 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 3,085 $517K 0.17% +160 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,084 $517K 0.27% +3 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,084 $517K 0.17% +265 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McHugh Group, LLC More: the full row for McHugh Group, LLC 3,082 $517K 0.39% 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,081 $517K 0.1% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,079 $516K 0.14% +260 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,075 $515K 0.12% +4 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,067 $514K 0.06% +556 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,066 $514K 0.17% +17 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,064 $514K 0.29% 0 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 3,064 $514K 0.12% -398 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,063 $514K 0.12% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,061 $513K 0.23% -702 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,062 $513K 0.23% -199 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,060 $513K 0.13% +125 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,059 $513K 0.33% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,055 $512K 0.14% +315 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,064 $512K 0.04% +2,097 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 3,048 $511K 0.03% +801 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,043 $510K 0.55% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,040 $510K 0.28% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,039 $510K 0.15% -72 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,039 $509K 0.1% -7 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,038 $509K 0.09% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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