CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 637 $331K 0.07% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 637 $331K 0.2% -78 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 636 $331K 0.05% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 636 $331K 0.1% -314 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 635 $330K 0.03% -46 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 635 $330K 0.09% -9,585 13F-HR Timeline Avantra Family Wealth, Inc. 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More: the full row for OARSMAN CAPITAL, INC. 611 $318K 0.06% -300 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 611 $318K 0.08% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 609 $317K 0.1% -12 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 609 $317K 0.05% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 607 $316K 0.17% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 606 $315K 0.03% +15 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 605 $315K 0.25% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 603 $314K 0.11% -65 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 603 $314K 0.18% -205 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 603 $314K 0.05% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 599 $312K 0.28% 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 600 $312K 0.07% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 600 $312K 0.2% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 600 $312K 0.1% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 600 $312K 0.2% +163 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 596 $310K 0.06% -26 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 595 $310K 0.02% +64 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 594 $309K 0.13% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 593 $308K 0.08% +3 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 592 $308K 0.02% -141 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 592 $308K <0.01% +29 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 592 $308K 0.02% +18 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 591 $307K 0.01% +210 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 591 $307K 0.16% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 590 $307K 0.01% -119 13F-HR/A Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 589 $306K 0.03% +11 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 587 $305K 0.14% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 573 $305K 0.2% +33 13F-HR Timeline Horan Securities, Inc. 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More: the full row for Planned Solutions, Inc. 567 $295K 0.12% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 588 $295K 0.15% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 564 $293K 0.04% +17 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 560 $291K 0.11% +7 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 556 $289K 0.02% -4 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 554 $288K 0.01% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 554 $288K 0.04% -78 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 554 $288K 0.07% -2 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 553 $288K 0.27% 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 553 $288K 0.1% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 552 $287K 0.22% 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 552 $287K 0.01% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 491 $287K 0.09% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 551 $287K 0.13% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 551 $287K 0.15% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 549 $286K 0.11% -148 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 549 $286K 0.23% -25 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 548 $285K 0.05% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 548 $285K 0.08% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 547 $285K 0.05% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 543 $282K 0.01% +3 13F-HR Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 543 $282K 0.03% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 543 $282K 0.01% +5 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 503 $282K 0.02% +12 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 541 $281K 0.15% -320 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 539 $280K 0.05% -5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 538 $280K 0.06% 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 537 $279K 0.06% +52 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 536 $279K 0.1% -44 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 536 $279K 0.07% +2 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 532 $277K 0.1% +11 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 532 $277K 0.06% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 531 $276K 0.01% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 530 $276K 0.08% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 530 $276K 0.01% +38 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 530 $276K 0.01% -168 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 529 $275K 0.03% -270 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 529 $275K 0.24% -14 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 528 $275K 0.15% +65 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 443 $274K 0.02% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 526 $274K 0.24% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 526 $274K 0.47% -3 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 525 $273K 0.1% new 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 525 $273K 0.05% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 525 $273K 0.02% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 524 $273K 0.1% -60 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 522 $272K 0.09% +1 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 521 $271K 0.07% +20 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 520 $270K 0.03% +86 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 519 $270K 0.04% -74 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 517 $269K 0.02% -112 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 516 $268K 0.02% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 513 $267K 0.16% -3 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 511 $266K 0.03% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 507 $264K 0.32% 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 505 $263K 0.04% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 505 $263K 0.08% -7 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 504 $262K 0.04% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 504 $261K 0.02% -281 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 500 $260K 0.06% +170 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 500 $260K 0.18% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 500 $260K 0.78% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 500 $260K 0.1% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 499 $260K 0.09% +20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 498 $259K 0.06% -2 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 498 $259K 0.23% -33 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 497 $259K 0.08% +123 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 497 $258K 0.07% -1 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 495 $258K 0.12% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 495 $258K 0.15% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 496 $257K 0.26% -11 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 495 $257K 0.04% -10 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 493 $256K 0.2% 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 492 $256K 0.11% +163 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 491 $255K 0.06% -30 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 491 $255K 0.09% -571 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 491 $255K 0.04% +20 13F-HR/A Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 490 $255K 0.19% -2 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 490 $255K 0.06% -11 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 489 $254K 0.12% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 489 $254K 0.05% 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 488 $254K 0.07% -34 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 488 $254K 0.09% +4 13F-HR/A Timeline Hudock, Inc. More: the full row for Hudock, Inc. 487 $254K 0.04% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 487 $253K 0.04% -21 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 424 $253K 0.22% 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 487 $253K 0.23% 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 487 $253K 0.12% -127 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 486 $253K 0.02% -272 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 485 $252K 0.02% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 488 $252K 0.14% +30 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 484 $252K 0.01% +105 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 484 $252K 0.26% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 482 $251K 0.03% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 482 $251K 0.14% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 481 $250K 0.07% +4 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 480 $250K 0.14% -275 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 477 $248K 0.07% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 476 $248K 0.13% +90 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 477 $248K 0.02% -216 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 473 $246K 0.05% new 13F-HR/A Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 472 $245K 0.04% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 471 $245K 0.05% +5 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 471 $245K 0.16% +18 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 470 $245K 0.14% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 468 $243K 0.13% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 466 $243K 0.04% +97 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 466 $242K 0.02% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 465 $242K 0.04% -1,075 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 464 $241K 0.02% +37 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 462 $240K 0.06% +7 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 461 $240K 1.01% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 460 $239K 0.05% +6 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 459 $239K 0.08% +250 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 458 $239K 0.02% -163 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 455 $237K 0.07% -5 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 455 $237K 0.21% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 455 $237K 0.11% +13 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 455 $237K 0.18% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 454 $236K 0.02% 0 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 452 $235K 0.01% +6 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 451 $235K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 451 $235K 0.09% -1,676 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 450 $234K 0.07% -180 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 450 $234K 0.07% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 450 $234K 0.1% +10 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 449 $234K 0.13% +27 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 448 $233K 0.01% +16 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 448 $233K 0.03% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 447 $233K 0.09% -23 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 446 $232K 0.17% +6 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 442 $230K 0.03% -71 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 440 $229K 0.13% +26 13F-HR Timeline