GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,179 $371K 0.02% +13 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,173 $369K 0.04% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,173 $369K 0.08% -240 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,172 $369K 0.07% +58 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,169 $369K 0.02% -19 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,172 $369K 0.08% -16 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for First Heartland Consultants, Inc. 1,157 $364K 0.02% +210 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 1,154 $363K 0.21% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,150 $363K 0.24% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,153 $363K 0.11% +126 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,152 $363K 0.31% -4 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,150 $362K 0.09% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,150 $362K 0.07% +300 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,144 $361K 0.06% -28 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,146 $361K 0.1% +485 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 1,146 $361K 0.23% +9 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,141 $359K 0.17% -256 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,136 $358K 0.03% -23 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,133 $357K 0.07% +219 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,130 $356K 0.13% 0 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,127 $355K 0.01% +315 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,125 $354K 0.03% new 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,123 $354K 0.06% +3 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,120 $353K 0.02% +175 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,117 $352K <0.01% -27,714 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 1,115 $351K 0.13% +3 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,114 $351K 0.08% +105 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,113 $350K 0.01% -383 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,111 $350K 0.03% -252 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,107 $348K 0.02% +69 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,106 $348K 0.03% +24 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,105 $348K 0.05% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,104 $348K 0.01% -12 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,061 $346K 0.02% -102 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,096 $345K 0.11% -818 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,094 $344K 0.13% +3 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,092 $344K 0.04% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,087 $343K 0.05% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,086 $342K 0.04% -997 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,078 $340K 0.02% -547 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,074 $338K 0.03% +5 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,069 $337K 0.12% +123 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,068 $336K 0.07% +25 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,066 $336K 0.03% -762 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,062 $334K 0.28% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,059 $334K 0.2% +6 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,059 $333K 0.05% -104 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,003 $332K 0.05% +64 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,054 $332K 0.02% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,052 $331K 0.13% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,047 $330K 0.02% -2,557 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 1,042 $328K <0.01% -445 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,042 $328K 0.02% +68 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 1,038 $327K 0.18% -1 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,036 $326K 0.07% +2 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,034 $326K 0.03% +37 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,033 $325K 0.08% -9 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,033 $325K 0.01% -35 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,030 $324K 0.08% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,028 $324K 0.04% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,027 $323K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,020 $321K 0.09% -353 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,020 $321K 0.18% +87 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 951 $321K 0.25% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,017 $320K 0.01% +45 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. 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More: the full row for Pinnacle West Asset Management, Inc. 1,010 $318K 0.22% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,004 $316K 0.18% -69 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,003 $316K 0.06% +194 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,002 $316K 0.07% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,000 $315K 0.11% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,000 $315K 0.15% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 999 $315K 0.06% +118 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 991 $312K 0.11% +28 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 992 $312K 0.01% -708 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 990 $312K 0.22% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 990 $312K 0.04% +109 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 899 $311K 0.15% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 985 $310K 0.13% -17 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 980 $309K 0.04% -1,704 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 979 $308K 0.04% -81 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 974 $307K 0.11% -959 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 973 $306K 0.07% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 970 $305K 0.01% -12,516 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 969 $305K 0.12% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 967 $304K 0.08% +89 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 966 $304K 0.07% -9 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 959 $304K 0.05% +21 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 964 $303K 0.07% +161 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 963 $303K <0.01% -1,039 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 959 $302K 0.07% -515 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 958 $302K 0.09% +10 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 958 $302K 0.04% +2 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 955 $300K 0.05% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 946 $299K 0.05% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 944 $298K 0.05% -1,052 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 946 $298K 0.03% -195 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 946 $298K 0.06% +473 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 944 $297K 0.05% -3 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 940 $296K 0.17% -5 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 939 $296K 0.15% -10 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 937 $295K 0.02% -169 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 931 $294K 0.13% -83 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 933 $294K 0.01% -18 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 930 $294K 0.09% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 927 $292K 0.03% -48 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 924 $291K 0.09% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 920 $290K 0.01% +8 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 916 $288K +201 Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 911 $287K 0.04% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 909 $286K 0.03% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 908 $286K 0.01% -101,635 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 896 $286K 0.18% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 907 $286K 0.02% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 903 $284K 0.05% -59 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 902 $284K 0.02% +72 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 902 $284K 0.02% -50 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 901 $284K 0.02% +4 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 900 $283K 0.08% -65 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 900 $283K 0.11% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 899 $283K 0.03% -21 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 899 $283K 0.09% -9 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 898 $283K 0.01% -38 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 889 $280K 0.09% +241 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 886 $279K 0.08% +8 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 843 $278K 0.2% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 882 $278K 0.01% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 881 $277K 0.2% -3 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 881 $277K 0.2% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 880 $277K 0.05% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,750 $277K 0.13% +968 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 878 $276K 0.09% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 877 $276K 0.05% +185 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 872 $275K 0.01% +124 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 869 $274K 0.1% -350 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 869 $274K 0.04% +7 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 864 $272K 0.15% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 860 $272K 0.01% -52 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 857 $270K 0.06% +40 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 855 $269K 0.12% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 855 $269K 0.02% -75 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 854 $269K 0.03% +15 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 851 $268K 0.07% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 850 $268K 0.04% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 842 $265K 0.09% -492 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 840 $264K 0.01% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 835 $263K 0.11% 0 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 833 $262K 0.16% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 807 $262K 0.03% +3 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 832 $262K 0.01% +186 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 830 $261K 0.02% +59 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 827 $261K 0.02% -1,166 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 829 $261K 0.07% +2 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 830 $261K 0.01% -2 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 827 $261K 0.02% -1,693 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 826 $261K 0.09% +27 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 764 $261K 0.02% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 828 $261K 0.03% +1 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 826 $260K 0.1% -230 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 825 $260K 0.02% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 825 $260K 0.07% -48 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 825 $260K 0.15% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 824 $259K 0.02% -388 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 824 $259K 0.07% +118 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 821 $258K 0.28% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 818 $258K 0.03% -103 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 817 $257K 0.01% +86 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 817 $257K 0.05% new 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 815 $257K 0.05% -1,443 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 815 $257K 0.14% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 814 $256K 0.15% +207 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 814 $256K 0.05% -59 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 773 $256K 0.01% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 805 $253K 0.09% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 803 $253K 0.02% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 803 $253K 0.06% +50 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 803 $253K 0.02% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 796 $252K 0.03% -162 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 800 $252K 0.11% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 798 $251K 0.01% -29 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 797 $251K 0.04% -8 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 796 $251K 0.05% +739 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 795 $250K 0.1% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 719 $250K 0.19% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 792 $249K 0.03% +17 13F-HR Timeline TOBAM More: the full row for TOBAM 791 $249K 0.06% -2,448 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 789 $248K 0.27% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 789 $248K 0.06% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 787 $248K 0.07% +2 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 787 $248K 0.2% +16 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 786 $247K 0.03% -107 13F-HR Timeline