Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,832 $312K 0.19% +18 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,828 $312K 0.2% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,827 $311K 0.25% +1 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,827 $311K 0.23% 0 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,827 $311K 0.15% +10 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 1,825 $311K 0.15% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,820 $310K 0.2% -191 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,814 $309K 0.06% +175 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,813 $309K 0.24% -78 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,813 $309K 0.03% -521 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 1,809 $308K 0.39% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,805 $308K 0.26% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,807 $308K 0.04% +8 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,929 $308K 0.06% +133 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,803 $307K 0.34% +2 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,803 $307K 0.11% +472 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,803 $307K 0.1% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,801 $307K 0.07% -141 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,801 $307K 0.16% -69 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,800 $307K 0.04% new 13F-HR/A Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 1,799 $307K 0.02% +280 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 1,796 $306K <0.01% 0 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,795 $306K 0.18% +68 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,789 $305K 0.1% +9 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,787 $305K 0.07% +31 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,786 $304K 0.06% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 1,784 $304K 0.19% -450 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,783 $304K 0.05% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,775 $302K 0.06% -17 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,773 $302K 0.04% +513 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,772 $302K 0.06% +53 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,771 $302K 0.04% -65 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 1,772 $302K 0.35% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,767 $301K 0.16% -277 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,766 $301K 0.06% +50 13F-HR Timeline First Dallas Securities Inc. 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More: the full row for Warm Springs Advisors Inc. 1,741 $297K 0.3% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,738 $296K 0.11% -63 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,738 $296K 0.21% -159 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,737 $296K 0.01% +235 13F-HR Timeline Group R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 1,736 $296K 0.17% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,734 $295K 0.29% -140 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,733 $295K 0.23% +3 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,732 $295K 0.26% -15 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,731 $295K 0.25% +43 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,729 $295K 0.09% +41 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,729 $295K 0.06% +87 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,727 $294K 0.1% +138 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,727 $294K 0.11% -240 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,725 $294K 0.35% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,723 $294K 0.09% +8 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 1,721 $293K 0.18% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,719 $293K 0.1% +75 13F-HR/A Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,718 $293K 0.12% -4 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,715 $292K 0.21% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,714 $292K 0.1% +31 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,714 $292K 0.37% +100 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,760 $292K 0.07% +975 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,711 $292K 0.07% -13 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,680 $291K 0.06% +194 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,703 $290K 0.14% new 13F-HR Timeline Group KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 1,700 $290K 0.06% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,700 $290K 0.09% -86 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,700 $290K 0.25% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 1,698 $289K 0.29% -7 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,695 $289K 0.14% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,695 $289K 0.05% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,691 $288K 0.21% new 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,690 $288K 0.09% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,689 $288K 0.17% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,686 $287K 0.04% -363 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,686 $287K 0.1% -37 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,684 $287K 0.1% -385 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 1,684 $287K 0.41% -1,475 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,682 $287K 0.19% -7 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,681 $286K 0.05% -125 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,680 $286K 0.14% +78 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,680 $286K 0.12% 0 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,678 $286K 0.28% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,678 $286K 0.2% -358 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,673 $285K 0.25% -300 13F-HR Timeline TOBAM More: the full row for TOBAM 1,673 $285K 0.12% -3,902 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 1,668 $284K 0.09% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,667 $284K 0.02% +162 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,663 $283K 0.07% -151 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 1,662 $283K 0.08% +2 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1,655 $282K 0.03% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,654 $282K 0.07% +127 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,652 $282K 0.01% new 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,650 $281K 0.05% +110 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 1,647 $281K 0.04% new 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 1,644 $280K 0.12% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,643 $280K 0.22% -15 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,642 $280K 0.17% +51 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,639 $279K 0.06% -713 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,639 $279K 0.18% +261 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 1,638 $279K 0.3% +43 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,637 $279K 0.21% +10 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,638 $279K 0.08% +43 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,636 $279K 0.04% -427 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,634 $278K 0.01% new 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 1,633 $278K 0.15% -39 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,632 $278K 0.12% +965 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 1,632 $278K 0.19% +5 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,631 $278K 0.15% +10 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,631 $278K 0.1% -510 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,629 $278K 0.19% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,627 $277K 0.05% -1 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,626 $277K 0.07% -260 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,625 $277K 0.14% -1,004 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,625 $277K 0.12% +7 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,622 $276K 0.12% +162 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,622 $276K 0.06% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,621 $276K 0.09% -144 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,619 $276K 0.13% +2 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,619 $276K 0.02% -1,048 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,618 $276K 0.03% -4 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,611 $275K 0.1% +17 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,610 $274K 0.15% +155 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,608 $274K 0.05% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,608 $274K 0.07% -550 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,605 $274K 0.12% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,601 $273K 0.12% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,599 $273K 0.12% +6 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,599 $273K 0.09% +96 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,598 $272K 0.23% -4 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,591 $271K 0.21% +3 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1,591 $271K 0.28% -4,017 13F-HR Timeline Clarus Group, Inc. 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More: the full row for Yoder Wealth Management, Inc. 1,555 $265K 0.15% -458 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 1,554 $265K 0.2% -72 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,561 $265K 0.08% -187 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,551 $264K 0.04% -375 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,550 $264K 0.24% 0 13F-HR/A Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,651 $263K 0.17% +3 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. 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More: the full row for Tilson Financial Group, Inc. 1,460 $249K 0.1% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,460 $249K 0.09% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,456 $248K 0.02% +226 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,455 $248K 0.05% -155 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,455 $248K 0.08% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,451 $247K 0.04% -53 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,448 $247K 0.02% +258 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,447 $247K 0.13% -9,964 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,443 $246K 0.22% +250 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,441 $246K 0.16% +12 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,441 $246K 0.16% -37 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,439 $245K 0.05% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,438 $245K 0.08% +46 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,432 $244K 0.03% -14 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,432 $244K 0.31% -300 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,431 $244K 0.08% 0 13F-HR Timeline