StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,052 $427K 0.02% -22 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,051 $427K 0.14% +2,560 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,032 $426K 0.12% -854 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,027 $425K 0.24% +1 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,022 $425K 0.02% +1,151 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,022 $425K 0.09% -808 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,022 $425K 0.12% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,014 $424K 0.08% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,005 $423K 0.06% -24,442 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,000 $423K 0.03% -10,324 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,615 $423K 0.02% -35 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,997 $423K 0.07% -683 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,990 $422K 0.09% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 4,987 $422K 0.14% -1 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,993 $421K 0.03% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,976 $421K 0.06% +184 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,961 $420K 0.08% -174 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,940 $418K 0.1% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,929 $417K 0.03% +2 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 4,927 $417K 0.08% 0 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 4,922 $416K 0.3% -83 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,920 $416K 0.03% -554 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,896 $414K 0.02% -125 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,882 $413K 0.22% -312 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,880 $413K 0.04% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,878 $413K 0.07% -4,850 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,866 $412K 0.01% -63 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 4,860 $411K 3.03% +2,940 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,864 $411K 0.01% -165 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,858 $411K <0.01% -53,386 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 4,856 $411K 0.13% +20 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,825 $408K 0.02% -400 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,823 $408K 0.04% -79 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,807 $407K 0.02% +629 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,789 $405K 0.11% -5 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,771 $404K 0.08% -126 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,769 $403K 0.01% -18 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,769 $403K 0.06% +250 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,762 $403K 0.09% +54 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,762 $403K 0.12% -744 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,756 $402K 0.03% -46 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,755 $402K 0.26% -21 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,753 $402K 0.18% +974 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 4,752 $402K 0.18% +8 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,751 $402K 0.16% -175 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 4,734 $400K 0.06% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,930 $400K 0.05% +657 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,728 $400K 0.07% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,727 $400K 0.17% -872 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,091 $399K 0.13% -575 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,683 $396K 0.02% -343 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,681 $396K 0.16% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 4,681 $396K 0.09% +1,399 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,674 $395K 0.04% +38 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,653 $394K 0.02% +76 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 4,647 $393K 0.01% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,637 $392K 0.05% -1,077 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,636 $392K 0.09% +512 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,621 $391K 0.03% +40 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 4,620 $391K 0.01% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,617 $391K 0.08% +99 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,608 $390K 0.07% -120 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,580 $387K 0.05% +1,514 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,567 $386K 0.14% -210 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,559 $386K 0.11% -125 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,556 $385K 0.08% +143 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,550 $385K 0.15% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,526 $383K 0.26% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,525 $383K 0.25% -22 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,524 $383K 0.03% -60 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,506 $381K 0.12% +270 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,495 $380K 0.02% +1,461 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,488 $380K 0.24% +4 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,481 $379K 0.02% -323 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 4,479 $379K 0.06% -800 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,478 $379K 0.15% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 4,427 $375K 0.16% -1 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,407 $373K 0.04% -867 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,395 $372K 0.02% +20 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,383 $371K 0.04% -107 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,372 $370K 0.03% -210 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,371 $370K 0.02% +718 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,368 $370K 0.04% -100 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,354 $368K 0.04% -217 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,350 $368K 0.23% -2 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,345 $368K <0.01% +28 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,344 $368K 0.04% +105 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,334 $367K 0.08% +213 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,330 $366K 0.04% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,330 $366K 0.04% +488 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,329 $366K 0.06% +4 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 4,300 $364K 0.24% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 4,297 $364K 0.17% +255 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,296 $363K 0.06% +53 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,290 $363K 0.36% -2,590 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,280 $362K 0.19% +171 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,276 $362K 0.08% +29 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,274 $362K 0.03% +703 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,264 $361K 0.17% -15 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,257 $360K 0.16% -110 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,257 $360K 0.05% -123 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,250 $360K 0.2% +332 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,245 $359K 0.15% -36 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,245 $359K 0.06% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,243 $359K 0.21% +527 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,240 $359K 0.04% -1,596 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,238 $359K 0.06% -220 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,224 $357K 0.05% -315 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,218 $357K 0.2% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,213 $356K 0.03% -85 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,213 $356K 0.01% +30 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,213 $356K 0.21% +1,492 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,210 $356K 0.02% -364 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 4,199 $355K 0.29% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,194 $355K 0.01% -1,462 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,189 $354K 0.04% +914 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,185 $354K 0.01% -21 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,180 $354K 0.06% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,175 $353K 0.03% -209 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,174 $353K 0.06% +1 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,170 $353K 0.26% +515 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,162 $352K 0.19% +35 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 4,154 $351K 0.44% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,149 $351K 0.09% -1,983 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,148 $351K 0.28% -18 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,147 $351K 0.02% -465 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,140 $350K 0.05% +7 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 4,133 $349K 0.15% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,120 $349K 0.01% +40 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,112 $348K 0.02% -318 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,097 $347K 0.04% -113 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,066 $344K 0.02% -18 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,066 $344K 0.05% +985 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,060 $343K 0.12% -55 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,053 $343K 0.05% +107 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,052 $343K 0.02% -25 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,051 $343K 0.06% -267 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,045 $342K 0.22% +23 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,045 $342K 0.15% +545 13F-HR/A Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,030 $341K 0.1% -1,263 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,029 $341K 0.17% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,014 $340K 0.01% +866 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,008 $339K 0.02% +49 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,004 $339K 0.12% -11 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 4,003 $339K 0.31% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,001 $339K 0.02% 0 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 4,000 $338K 0.02% new 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 4,000 $338K <0.01% 0 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 3,995 $338K 0.05% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,994 $338K 0.02% -95 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,985 $337K 0.05% -4,623 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,993 $337K 0.09% -183 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,981 $337K 0.06% +290 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,969 $336K 0.14% -41 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,961 $335K 0.07% -443 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,955 $335K 0.02% +1,353 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,954 $335K 0.16% +205 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,930 $333K 0.09% +533 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,911 $331K 0.12% +20 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,907 $331K 0.19% -384 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,906 $330K 0.14% +56 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,904 $330K 0.02% +102 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,902 $330K 0.03% -54 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,889 $329K 0.03% +3 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,919 $326K 0.03% -417 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,850 $326K 0.02% -118 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,848 $326K 0.13% -58 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,836 $325K 0.01% -654 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,835 $324K 0.28% +190 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,830 $324K 0.11% +87 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,826 $324K 0.19% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 3,821 $323K 0.24% +1 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,816 $323K 0.12% +343 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,815 $323K 0.21% -42 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,798 $321K 0.19% +136 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,798 $321K 0.04% +297 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,793 $321K 0.02% +897 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,791 $321K 0.08% +3 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,784 $320K 0.14% -55 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,783 $320K 0.1% -1,678 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,771 $319K 0.22% +13 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,850 $319K 0.16% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,765 $319K 0.12% -119 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,763 $318K 0.06% +67 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,754 $318K 0.17% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,753 $318K 0.27% +212 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,750 $317K 0.07% -207 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,720 $315K 0.11% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,693 $312K 0.08% -228 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,691 $312K 0.04% -877 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 3,679 $311K 0.08% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,669 $310K 0.09% -172 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,675 $310K 0.06% +488 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,660 $310K 0.04% +136 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,655 $309K 0.06% -1,563 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,653 $309K 0.03% -51 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,651 $309K 0.02% -11 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 3,649 $309K 0.04% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,645 $308K 0.03% -1,256 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 3,636 $308K 0.05% 13F-HR Timeline