CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,622 $441K 0.15% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,620 $441K 0.04% +26 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,619 $440K 0.03% +19 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,616 $440K 0.05% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,617 $440K 0.25% -14 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,617 $440K 0.1% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,800 $439K 0.45% +50 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,615 $439K 0.06% -32 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,615 $439K 0.3% -150 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,611 $438K 0.12% -279 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,607 $437K 0.03% 0 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 1,603 $436K 0.17% 13F-HR Timeline Flavin Financial Services, Inc. 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A. 1,573 $428K 0.04% -335 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,569 $427K 0.13% -2,659 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,568 $426K 0.04% +324 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,567 $426K 0.33% -50 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,565 $426K 0.02% +10 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,566 $426K 0.3% -357 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,422 $426K 0.16% -27 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,558 $424K 0.02% -304 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,555 $423K 0.12% -29 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,554 $423K 0.28% +19 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,554 $423K 0.07% 0 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 1,553 $422K 0.36% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,549 $421K 0.07% -6,981 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,546 $421K 0.06% +20 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,545 $420K 0.27% +7 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,437 $420K 0.11% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,542 $419K 0.11% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,542 $419K 0.28% -144 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,541 $419K 0.05% new 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,539 $419K 0.29% -144 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,536 $418K 0.05% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. 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More: the full row for AFT, FORSYTH & COMPANY, INC. 1,504 $409K 0.2% -230 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,504 $409K 0.07% 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 1,500 $408K 0.18% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,499 $408K 0.18% +48 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,493 $406K 0.25% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,490 $405K 0.08% +4 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,485 $404K 0.09% +303 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 1,484 $404K 0.28% -208 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,479 $402K 0.3% +49 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,476 $401K 0.08% -4 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,473 $401K 0.04% -55 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,471 $400K 0.05% +71 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,470 $400K 0.11% +7 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,468 $399K 0.05% -2,549 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,466 $399K 0.04% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,458 $397K 0.02% +75 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,456 $396K 0.09% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,452 $395K 0.01% +503 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,452 $395K 0.07% +134 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,451 $395K 0.26% +150 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,451 $395K 0.04% +117 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,449 $394K 0.22% +204 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,447 $394K 0.04% +47 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,446 $393K 0.02% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,446 $393K 0.05% +54 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,446 $393K 0.18% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,615 $392K 0.02% -45 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,439 $392K 0.25% -162 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,438 $391K 0.14% -2 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 1,437 $391K 0.02% +125 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,437 $391K 0.03% +15 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,430 $389K 0.04% -276 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,376 $388K 0.06% -710 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,425 $388K 0.21% +1 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,597 $387K 0.05% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,555 $387K 0.04% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,421 $387K 0.04% -164 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,412 $384K 0.04% +74 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,412 $384K <0.01% -33,844 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,412 $384K 0.04% +31 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,412 $384K 0.1% +12 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,405 $382K 0.02% -173 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,400 $381K 0.04% +5 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,392 $379K 0.03% +3 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,389 $378K 0.09% +4 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,389 $378K 0.05% -63 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,387 $377K 0.09% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,334 $377K 0.03% +6 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,383 $376K 0.04% +17 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,382 $376K 0.01% -7,590 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,382 $376K 1% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,380 $375K 0.27% +2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,380 $375K 0.01% +249 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,378 $375K 0.03% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,377 $375K 0.1% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,372 $373K 0.1% +18 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,370 $373K 0.23% +25 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 1,369 $372K 0.25% +1 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,365 $371K 0.06% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,363 $371K 0.06% -15 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,361 $370K 0.04% +94 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,360 $370K 0.2% +63 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,357 $369K 0.01% +2 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,286 $368K 0.04% +254 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,350 $367K <0.01% +2 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,348 $367K 0.04% +73 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,345 $366K 0.09% +95 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,337 $364K 0.02% +229 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,337 $364K 0.19% +275 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,238 $362K 0.02% -221 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,325 $360K 0.13% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,322 $360K 0.02% -344 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,320 $359K 0.08% -13 13F-HR Timeline Broadway Wealth Solutions, Inc. 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More: the full row for Godshalk Welsh Capital Management, Inc. 1,300 $354K 0.19% 0 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,300 $354K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,160 $353K 0.06% -2,481 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,248 $353K 0.03% +25 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,296 $353K 0.04% -50 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,293 $352K 0.11% +16 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,290 $351K 0.03% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,288 $350K 0.04% +138 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,588 $349K 0.38% new 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,282 $349K 0.06% +15 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,282 $349K 0.09% +26 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,281 $348K 0.28% +119 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,278 $348K 0.09% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,278 $348K 0.04% -49 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,277 $347K 0.14% +68 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,276 $347K 0.13% +80 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,276 $347K 0.13% -1,257 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,276 $347K 0.12% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,275 $347K 0.09% +120 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,271 $346K 0.05% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,270 $345K 0.21% -95 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,270 $345K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,269 $345K 0.02% -33 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,269 $345K 0.04% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,268 $345K 0.21% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,268 $345K 0.04% +150 13F-HR/A Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,268 $345K 0.35% -50 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,266 $344K 0.04% -6 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 1,265 $344K 0.08% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,264 $344K 0.11% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,263 $344K 0.15% -76 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 1,262 $343K 0.1% -35 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,262 $343K 0.04% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,260 $343K 0.01% +68 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,258 $342K 0.05% +5 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,256 $342K 0.02% +8 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,253 $341K 0.04% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,250 $340K 0.03% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,247 $339K 0.04% -148 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,244 $338K 0.01% -7,767 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,243 $338K 0.04% -43 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,241 $338K 0.02% +223 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,240 $337K 0.1% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,233 $335K 0.09% -2 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,232 $335K 0.07% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,230 $335K <0.01% -2,930 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,229 $334K 0.04% -31 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 1,229 $334K 0.2% -4,659 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,229 $334K 0.05% -419 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,226 $333K 0.11% -7 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,226 $333K 0.12% +840 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,225 $333K 0.09% +22 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,222 $332K 0.15% +35 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,221 $332K 0.08% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,219 $332K 0.02% +258 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,217 $331K 0.05% +50 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,216 $331K 0.07% 0 13F-HR Timeline