SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 45,900 $1.09M 0.46% +30,900 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 45,238 $1.07M 0.03% +3,350 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 45,017 $1.06M 0.13% +4,192 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 45,000 $1.06M 0.09% new 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 44,349 $1.05M 0.11% +300 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 44,334 $1.05M 0.95% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 43,970 $1.04M 0.15% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 43,420 $1.03M 0.01% +4,269 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 43,320 $1.02M 0.28% +2,710 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 29,290 $1.02M 0.12% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 42,202 $998K 0.01% new 13F-HR Timeline Group Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 38,563 $970K 0.61% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 40,222 $951K 0.04% -70,073 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 39,432 $933K 0.23% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 39,082 $924K 0.49% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 38,875 $919K 0.01% -5,230 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 38,672 $915K 0.05% +9,385 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,375 $908K <0.01% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 37,819 $894K 0.2% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 37,800 $894K 0.29% -9,000 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 37,026 $876K 0.26% -13,323 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 36,736 $869K 0.43% -64 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 36,684 $868K 0.2% -44 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 36,613 $866K 0.08% +1,409 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 36,452 $862K 0.61% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,276 $858K 0.01% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 35,950 $850K 0.08% +22,941 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 35,495 $839K 0.08% -375 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 35,200 $832K 0.02% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 34,862 $824K 0.18% +7,542 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 34,469 $815K 0.36% +500 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 34,225 $809K 0.1% +1,300 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 34,143 $807K 0.03% -31,639 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 34,053 $805K 0.12% +743 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 33,688 $797K 0.24% +3,824 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 33,477 $792K 0.38% -300 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 32,740 $774K 0.24% +366 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 32,000 $757K 0.01% 0 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 31,387 $742K 0.02% +9,220 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 31,245 $739K 0.01% +990 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 31,120 $736K 0.05% -450 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 31,002 $733K 0.03% -11,488 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,306 $717K <0.01% +7,776 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,192 $714K <0.01% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 30,000 $710K 0.29% 0 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 30,000 $710K <0.01% -9,000 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 29,907 $707K 0.02% +15,442 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,699 $702K <0.01% -1,837 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 29,588 $700K 0.1% -34,238 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 29,441 $696K 0.02% -139,320 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 28,734 $680K <0.01% +18,332 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,966 $663K 0.02% +6,109 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 27,826 $658K 0.15% new 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 27,777 $657K 0.05% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 27,337 $647K 0.03% +2,936 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 27,303 $646K 0.01% +10,818 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,072 $643K <0.01% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 18,918 $628K 0.1% +622 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 26,531 $627K 0.09% new 13F-HR/A Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 26,374 $624K 0.49% -626 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 25,750 $609K 0.34% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 25,350 $600K 0.01% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 25,182 $596K 0.01% +1,082 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 25,007 $591K 0.03% +5,353 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 24,975 $591K 0.36% -3,190 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 24,549 $581K 0.02% +550 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 24,462 $579K 0.02% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 24,260 $574K <0.01% +100 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 21,650 $572K 0.09% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 24,000 $568K 0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,850 $564K 0.03% -150 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 23,621 $559K 0.05% -49,445 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 23,000 $544K 0.1% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 22,576 $534K 0.1% +4,389 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 22,390 $530K 0.09% 0 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 22,300 $527K <0.01% 0 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 22,150 $524K 0.13% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 21,937 $519K 0.14% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 21,920 $518K 0.05% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 21,920 $518K 0.1% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,753 $514K <0.01% +7,644 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 21,600 $511K 0.05% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 21,600 $511K 0.12% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 21,530 $509K 0.03% +432 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,101 $499K 0.05% 0 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 20,900 $494K 0.08% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 20,644 $488K 0.08% -28 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,577 $487K 0.01% -174,159 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 20,481 $484K <0.01% -5,098 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,173 $484K 0.03% -11,705 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 20,300 $480K 0.17% -21,400 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 20,000 $473K 0.05% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 19,696 $466K 0.25% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 19,693 $466K 0.04% -39,161 13F-HR Timeline Melia Wealth LLC More: the full row for Melia Wealth LLC 19,623 $464K 0.21% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 19,372 $458K 0.02% +5,619 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 16,240 $457K 0.03% 0 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 19,231 $455K 0.04% -11,548 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,000 $449K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,909 $447K 0.01% +4,447 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 18,860 $446K 0.35% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,325 $433K <0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 18,000 $426K 0.05% 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,000 $426K <0.01% 0 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 17,932 $424K 0.05% +2,367 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 17,650 $417K 0.09% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17,600 $416K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,440 $412K 0.02% +35 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 17,300 $409K 0.17% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 17,127 $405K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 15,863 $402K 0.04% +4,541 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,759 $396K 0.01% -684 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 16,755 $396K 0.03% +2,700 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,714 $395K 0.01% +871 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 16,700 $395K 0.2% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,582 $392K <0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,000 $384K 0.01% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,124 $381K 0.03% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 16,000 $378K 0.28% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,522 $367K 0.01% -2,893 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,325 $362K 0.04% +175 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,300 $362K <0.01% -5,642 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 15,100 $357K 0.08% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 15,092 $357K <0.01% new 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 15,034 $356K 0.17% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 15,000 $355K 0.11% -2,000 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 15,000 $355K 0.34% 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 14,942 $353K <0.01% +1 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 14,799 $350K 0.04% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 12,450 $347K 0.03% -1,000 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,559 $344K 0.02% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 14,500 $343K 0.08% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 13,470 $340K <0.01% new 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 14,316 $339K 0.12% +1,716 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 14,263 $337K 0.38% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,250 $337K 0.04% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 14,137 $334K 0.08% -4,696 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,090 $333K 0.02% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 14,000 $331K 0.07% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,864 $329K 0.03% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 13,882 $328K 0.1% -2,007 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 13,693 $324K 0.07% -596 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 13,588 $321K 0.32% -17,283 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,280 $314K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,259 $314K 0.02% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 10,969 $309K 0.05% +538 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,750 $302K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,385 $293K <0.01% +885 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 12,363 $292K 0.12% +356 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 12,297 $291K 0.04% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,214 $289K <0.01% -6,706 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 12,000 $284K 0.03% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 12,000 $284K 0.2% -19,500 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 11,963 $283K 0.13% -1,455 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,827 $279K 0.02% -4,000 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,695 $277K 0.01% +2,275 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,687 $276K 0.01% +8,500 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 11,633 $275K 0.05% -3,454 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 11,596 $274K 0.09% -164 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 11,459 $271K 0.1% 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 11,449 $271K 0.01% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 11,280 $267K 0.07% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 11,245 $266K 0.02% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,125 $263K 0.04% +625 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10,930 $258K 0.08% +9,830 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,844 $256K 0.05% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 10,712 $253K 0.16% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 10,464 $247K 0.04% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,328 $244K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,310 $244K <0.01% new 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 10,047 $238K 0.02% new 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,010 $237K 0.15% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,000 $236K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,000 $236K 0.03% -2,500 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,000 $236K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,998 $236K 0.01% new 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 9,994 $236K 0.05% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,993 $236K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,928 $235K <0.01% new 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 9,925 $235K <0.01% -2,484 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,835 $233K <0.01% -580 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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