Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,300 $483K 0.24% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,291 $481K 0.01% -12 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 3,286 $481K 0.05% -105,134 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,285 $481K 0.15% -240 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,277 $479K 0.12% +3,070 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,274 $479K 0.15% -9,689 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,272 $479K 0.2% -1,241 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,271 $478K 0.04% +307 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,263 $477K <0.01% -3,610 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,250 $475K 0.04% +21 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,249 $475K 0.01% -3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,238 $474K 0.08% +41 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,235 $473K 0.18% -3,177 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,229 $472K 0.15% 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,225 $472K 0.06% -75 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,223 $471K 0.03% +40 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,220 $471K 0.31% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 3,220 $471K 0.21% +207 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,211 $470K 0.11% +252 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,209 $469K 0.06% new 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,200 $468K 0.36% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,194 $467K 0.04% -1,277 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,190 $467K 0.02% +501 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,186 $466K 0.01% -1,069 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,180 $465K 0.08% -257 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,176 $465K 0.02% -10 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,175 $464K <0.01% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,174 $464K 0.26% +585 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,173 $464K 0.33% -819 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,169 $464K 0.02% +148 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,166 $463K 0.04% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,163 $463K 0.4% +172 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,158 $462K 0.1% +185 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,151 $461K 0.21% -17,740 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,590 $460K 0.04% -1,256 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,138 $459K 0.12% -500 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 3,136 $459K 0.08% -877 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,115 $456K 0.02% +256 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,110 $455K 0.2% -215 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,175 $454K 0.07% +113 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,072 $449K 0.05% +347 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,070 $449K 0.08% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,269 $447K 0.17% +102 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,056 $447K 0.03% -2,022 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,054 $447K 0.19% -195 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,052 $446K 0.02% -302 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,029 $443K 0.03% +114 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 3,019 $442K 0.18% -1,541 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,008 $440K 0.14% +477 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,008 $440K 0.06% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 3,007 $440K 0.15% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,002 $439K 0.04% +340 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,000 $439K 0.09% 0 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,000 $439K 0.27% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,142 $438K 0.24% -249 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,995 $438K 0.12% -31 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,988 $437K <0.01% 0 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,980 $436K 0.28% +368 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,977 $435K 0.24% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,973 $435K 0.03% -209 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 2,966 $434K 0.32% -1,319 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,967 $434K 0.05% -250 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,955 $432K 0.13% +610 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,950 $432K 0.27% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,949 $431K 0.01% +56 13F-HR Timeline Group Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 2,949 $431K 0.39% +2 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,946 $431K 0.05% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,945 $431K 0.31% -340 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,941 $430K 0.06% +661 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,208 $428K 0.28% -127 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,928 $428K 0.2% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,921 $427K 0.07% +32 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,921 $427K 0.03% -764 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,919 $427K 0.22% +101 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,915 $426K 0.05% -3 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,896 $424K 0.28% -140 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,892 $423K 0.21% +173 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,889 $423K 0.02% -200 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 2,889 $423K 0.3% -234 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 2,887 $422K 0.03% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,880 $421K 0.22% +56 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 2,877 $421K 0.08% -144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,874 $420K 0.25% +698 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,872 $420K 0.05% +1,013 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,863 $419K 0.04% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,858 $418K 0.08% +677 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,852 $417K 0.01% +449 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,850 $417K 0.02% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,849 $417K 0.07% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,843 $416K 0.07% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,843 $416K 0.15% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,839 $415K 0.03% -126 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,831 $414K 0.06% +54 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,823 $413K 0.1% -324 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,819 $412K 0.03% +783 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,811 $412K 0.22% +48 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,817 $412K 0.16% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,816 $412K 0.07% +534 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,815 $412K 0.11% -145 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,811 $411K 0.35% +94 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,808 $411K 0.07% +163 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,807 $411K 0.12% +187 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,800 $410K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,798 $409K 0.13% +37 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,779 $407K 0.06% +1,008 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,769 $405K 0.28% +375 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,755 $403K 0.22% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,732 $400K 0.09% +132 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,731 $399K 0.24% +94 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,730 $399K 0.15% +1,194 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,728 $399K 0.13% -232 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,719 $398K 0.1% +45 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,780 $397K 0.05% -143,575 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,713 $397K 0.16% +1,110 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,713 $397K 0.04% +48 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,708 $396K 0.05% -1,758 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,708 $396K 0.06% +364 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,706 $396K 0.23% +1,037 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,705 $396K 0.02% -849 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,702 $395K 0.03% +1,228 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,700 $395K 0.31% +1,453 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,697 $395K 0.06% +942 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,676 $391K 0.04% +451 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,668 $390K 0.19% +26 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,665 $390K 0.06% -155 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,663 $390K 0.08% -3,730 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,660 $389K 0.1% -182 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,657 $389K 0.01% +100 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,651 $388K 0.05% +140 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,650 $388K 0.02% +224 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,647 $387K 0.02% +228 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,645 $387K 0.11% +580 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,644 $387K 0.08% +81 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,643 $387K 0.04% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,635 $385K 0.03% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,635 $385K 0.04% -247 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,634 $385K 0.03% -5,291 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,631 $385K 0.36% +895 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,627 $384K 0.02% -28 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,621 $383K 0.14% +87 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,618 $383K 0.19% -504 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 2,588 $383K 0.34% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,617 $383K 0.25% +56 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,614 $382K 0.07% +453 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,609 $382K 0.06% -4,461 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,608 $381K 0.03% +143 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,608 $381K 0.05% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,604 $381K 0.09% -198 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,600 $380K 0.05% -57 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,600 $380K 0.16% -2,018 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,600 $380K 0.1% -54 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 2,600 $380K 0.36% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,599 $380K 0.12% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,598 $380K 0.05% +222 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,597 $380K 0.11% +22 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,596 $380K 0.04% +1,226 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,596 $380K 0.12% +955 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,592 $379K 0.13% -251 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,584 $378K 0.14% +449 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,583 $378K 0.06% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,576 $377K 0.16% +243 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 2,570 $376K 0.15% +570 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,569 $376K 0.18% +219 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,564 $375K 0.28% +1,345 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 2,563 $375K 0.22% +1,000 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,563 $375K 0.08% +129 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,562 $375K 0.03% +931 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,560 $374K 0.05% +100 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,555 $374K 0.08% +55 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,544 $372K 0.05% +1,283 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,542 $372K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,540 $372K 0.04% -2,524 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,540 $372K 0.18% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,538 $371K 0.12% +880 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,526 $369K 0.02% +31 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,517 $368K 0.14% -2,884 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,517 $368K 0.06% +871 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 2,515 $368K 0.15% -28 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,512 $367K 0.36% -630 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 2,508 $367K 0.36% -113 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 2,500 $366K 0.01% -642,985 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 2,500 $366K 0.85% 0 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 2,500 $366K 0.44% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,499 $366K 0.14% -70 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,498 $365K 0.24% -250 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,485 $364K 0.15% -26 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,477 $362K 0.16% +187 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,475 $362K 0.26% +675 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,475 $362K 0.11% +93 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,473 $362K 0.03% +1,853 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,469 $361K 0.02% +218 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,467 $361K 0.1% -457 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,465 $361K 0.2% -150 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,464 $360K 0.12% -26 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,464 $360K 0.01% +412 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,455 $359K 0.12% +100 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,452 $359K 0.09% +13 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,450 $358K 0.04% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,447 $358K 0.04% +40 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,440 $357K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.