Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 421 $220K 0.05% -42 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 419 $219K 0.03% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 418 $218K 0.03% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 416 $217K 0.11% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 415 $217K 0.15% +1 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 414 $216K 0.06% 0 13F-HR Timeline Cairn Investment Group, Inc. 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A. 308 $161K 0.02% +22 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 303 $158K 0.03% -14 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 303 $158K 0.09% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 300 $157K 0.06% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 281 $149K 0.02% +245 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 284 $148K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 281 $147K 0.05% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 279 $146K 0.04% +1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 279 $146K 0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 275 $144K <0.01% +102 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 270 $141K 0.03% -78 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 264 $138K 0.14% +6 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 262 $137K 0.03% +38 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 259 $135K 0.06% +19 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 257 $134K 0.09% +11 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 250 $131K 0.01% +244 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 250 $131K 0.03% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 245 $128K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 244 $128K 0.01% -3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 238 $125K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 226 $118K <0.01% +20 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 224 $117K 0.01% -108 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 219 $115K 0.03% +34 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 218 $114K 0.02% -108 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 218 $114K 0.04% +18 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 211 $111K 0.04% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 192 $100K 0.01% +9 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 189 $98.8K 0.02% -83 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 185 $98.6K 0.01% +23 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 176 $95.9K 0.07% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 181 $94.6K 0.02% +15 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 180 $94K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 178 $93K 0.02% +4 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 175 $91.6K 0.01% +5 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 169 $88.3K 0.01% -166 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 168 $87.8K 0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 168 $87.8K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 160 $83.7K <0.01% -32 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 160 $83.6K 0.01% +10 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 159 $83.1K <0.01% +99 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 158 $82.6K 0.02% +6 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 156 $81.5K 0.08% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 154 $80.5K <0.01% +4 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 153 $80K 0.04% 13F-HR/A Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 152 $79.4K 0.04% -12 13F-HR Timeline BAYBAN More: the full row for BAYBAN 151 $78.9K 0.07% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 149 $77.9K 0.01% -47 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 148 $77.3K 0.01% +20 13F-HR Timeline Quarry LP More: the full row for Quarry LP 148 $77.3K 0.01% -216 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 150 $76.9K 0.01% +4 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 146 $76.3K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 145 $75.8K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 144 $75.3K 0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 143 $74.7K 0.02% +12 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 141 $73.5K <0.01% +3 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 139 $72.6K 0.01% -223 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 138 $72.1K 0.01% -115 13F-HR Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 134 $70K 0.06% 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 132 $69K 0.04% +18 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 131 $68.4K 0.01% +60 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 129 $67.4K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 126 $65.8K 0.01% -35 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 125 $65.3K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 125 $64K 0.01% +36 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 122 $63.8K 3.54% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,537 $62.7K 0.01% +3 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 120 $62.7K 0.05% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 120 $62.6K 0.06% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 115 $60.1K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 112 $58.5K 0.01% +2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 111 $58K <0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 109 $57K 0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 107 $55.9K 0.02% -40 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 107 $55.9K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 107 $55.9K 0.06% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 181 $55.2K 0.01% +86 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 104 $54.3K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 102 $53.3K <0.01% -2,717 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 102 $53.3K 0.02% +6 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 100 $52.3K 0.01% +10 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 100 $52.3K 0.02% 0 13F-HR Timeline Group SFAM, LLC More: the full row for SFAM, LLC 100 $52.1K 0.05% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 99 $51.7K <0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 99 $51.5K 0.01% -11 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 98 $51.2K <0.01% -12 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 97 $50.7K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 92 $50.2K <0.01% +12 13F-HR Timeline Nvest Wealth Strategies, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 85 $44.4K 0.02% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 85 $44.4K 0.02% +5 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 85 $44K <0.01% +17 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 98 $43.3K 0.03% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 82 $42.9K 0.01% -68 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 79 $41.3K 0.01% +4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 88 $39.8K 0.05% -7 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 76 $39.7K 0.04% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 75 $39.2K 0.01% -15 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 75 $39.2K <0.01% 13F-HR Timeline Group Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 74 $38.7K 0.04% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 73 $38.1K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $37.1K 0.01% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 70 $37K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 70 $36.6K 0.02% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 69 $36.4K 0.03% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 67 $35K 0.02% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 67 $35K 0.01% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 65 $34K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 65 $34K 0.01% -300 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 65 $33.8K <0.01% -9 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 64 $33.4K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 64 $33.4K 0.02% +4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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