MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 691 $257K 0.06% +35 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 690 $257K 0.11% +5 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 686 $255K 0.03% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 680 $253K 0.04% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 680 $253K 0.07% +4 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 680 $253K 0.16% -6 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 680 $253K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 678 $252K 0.07% -1,017 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 676 $252K 0.15% -17 13F-HR Timeline Group Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 675 $251K 0.07% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 675 $251K 0.12% -39 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 673 $251K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 672 $250K 0.04% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 712 $249K 0.26% -2 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 669 $249K 0.05% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 669 $249K 0.07% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 668 $249K 0.02% -19 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 668 $249K 0.1% -42 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 667 $248K 0.2% 0 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 666 $248K 0.07% +6 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 666 $248K 0.16% -107 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 666 $248K 0.05% +3 13F-HR/A Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 665 $248K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 665 $248K 0.02% +27 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 662 $246K 0.02% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 661 $246K 0.08% -31 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 659 $245K 0.08% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 655 $245K 0.06% -19 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 658 $245K 0.1% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 653 $243K 0.03% +13 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 652 $243K 0.13% +1 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 650 $242K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 643 $239K 0.03% -25 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 641 $239K 0.01% -284 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 642 $239K 0.07% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 642 $239K 0.1% +5 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 636 $237K 0.02% +7 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 631 $235K 0.03% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 631 $235K 0.04% -210 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 630 $235K 0.01% -115 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 628 $234K 0.01% -194 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 627 $233K 0.06% -237 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 627 $233K 0.01% -9 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 623 $232K 0.13% +64 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 622 $232K 0.02% +53 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 622 $231K 0.04% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 620 $231K 0.06% +7 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 619 $231K 0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 618 $230K 0.06% 0 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 618 $230K 0.07% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 616 $229K 0.08% +6 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 616 $229K 0.03% +12 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 614 $229K 0.15% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 614 $229K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 612 $228K 0.04% +2 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 612 $228K 0.02% -9,355 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 609 $227K 0.03% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 605 $225K 0.08% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 605 $225K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 605 $225K 0.03% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 601 $224K 0.17% +1 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 601 $224K 0.03% +147 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 600 $224K 0.06% new 13F-HR/A Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 600 $223K 0.01% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 600 $223K 0.04% -11 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 600 $223K 0.04% -68 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 600 $223K 0.27% 0 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 600 $223K 0.03% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 598 $223K 0.05% +582 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 598 $223K 0.01% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 616 $222K 0.07% -44 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 595 $221K 0.06% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 595 $221K 0.06% -31 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 594 $221K 0.09% +18 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 591 $220K 0.11% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 590 $220K 0.06% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 588 $219K 0.05% -1,327 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 588 $219K 0.04% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 586 $218K 0.02% -4 13F-HR/A Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 586 $218K 0.3% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 586 $218K 0.08% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 584 $218K 0.12% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 585 $218K 0.05% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 584 $217K 0.03% +119 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 583 $217K 0.01% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 583 $217K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 583 $217K 0.08% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 582 $217K 0.04% -37 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 580 $216K 0.1% -100 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 579 $216K 0.06% -35 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 578 $215K 0.02% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 576 $214K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 576 $214K 0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 575 $214K 0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 576 $214K 0.02% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 574 $214K 0.04% +1 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 574 $214K 0.02% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 573 $213K 0.02% -69 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 572 $213K 0.16% -50 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 569 $212K 0.01% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 569 $212K 0.02% new 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 569 $212K 0.02% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 568 $211K 0.13% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 567 $211K 0.07% +31 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 567 $211K 0.04% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 565 $210K 0.01% -2 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 562 $209K 0.09% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 562 $209K 0.04% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 560 $209K 0.01% -79 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 560 $208K 0.01% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 558 $208K 0.02% -20 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 555 $207K <0.01% -805 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 553 $206K 0.16% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 553 $206K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 552 $206K 0.02% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 552 $205K 0.08% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 551 $205K 0.03% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 551 $205K 0.05% -16 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 550 $205K 0.03% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 550 $205K 0.12% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 550 $205K 0.04% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 550 $205K 0.12% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 550 $205K 0.03% -478 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 549 $204K 0.6% new 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 547 $204K 0.13% -21 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 546 $203K 0.04% new 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 545 $203K <0.01% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 545 $203K <0.01% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 545 $203K 0.16% -15 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 543 $203K 0.09% new 13F-HR/A Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 544 $202K 0.03% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 542 $202K 0.29% -1,089 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 541 $201K 0.04% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 540 $201K 0.03% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 539 $201K 0.17% new 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 539 $201K 0.17% -67 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 538 $200K 0.04% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 533 $198K 0.12% +2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 532 $198K 0.03% +29 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $196K <0.01% +164 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 521 $194K 0.01% +18 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 520 $194K 0.07% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 510 $190K 0.06% +80 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 507 $189K 0.11% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 511 $188K 0.09% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 504 $188K 0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 500 $186K 0.02% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 500 $186K 0.42% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 495 $184K 0.02% +10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 494 $184K 0.02% +154 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 479 $178K 0.18% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 471 $175K 0.02% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,571 $175K 0.12% +1,102 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 468 $174K 0.13% -312 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 466 $173K 0.03% +42 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 456 $170K 0.08% -65 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 448 $166K 0.07% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 444 $166K 0.15% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 443 $165K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 442 $165K 0.01% +44 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 440 $164K 0.03% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 416 $155K 0.09% +31 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 412 $154K 0.07% +16 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 408 $152K <0.01% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 405 $151K <0.01% new 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 403 $150K 0.01% +400 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 401 $149K 0.06% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 384 $143K 0.02% +312 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 376 $139K 0.05% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 366 $136K 0.03% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 360 $134K 0.1% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 355 $132K 0.02% -20 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 350 $130K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 350 $130K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 348 $130K 0.03% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 348 $130K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 344 $128K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 344 $128K 0.02% +78 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 340 $127K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 332 $124K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 330 $123K 0.05% 0 13F-HR/A Timeline Graney & King, LLC More: the full row for Graney & King, LLC 324 $121K 0.09% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 320 $119K 0.1% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 318 $118K 0.09% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 314 $117K 0.07% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 308 $115K 0.11% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 310 $113K 0.09% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 300 $111K 0.06% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 295 $110K 0.05% +17 13F-HR Timeline TOBAM More: the full row for TOBAM 286 $106K 0.05% -605 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transce3nd, LLC More: the full row for Transce3nd, LLC 284 $106K 0.05% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 281 $105K 0.14% +85 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 305 $104K 0.06% +11 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 274 $102K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 268 $99.8K 0.08% -13 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 267 $99.3K 0.01% -92 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 263 $98K 0.02% +107 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 256 $95.3K 0.03% +255 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 256 $95K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 247 $92K 0.01% +48 13F-HR/A Timeline