One Wealth Map LLC More: the full row for One Wealth Map LLC 2,579 $951K 0.44% -228 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,767 $949K 0.24% -50 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,767 $949K 0.19% -18 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,624 $948K 0.33% +359 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,757 $946K 0.4% +480 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,748 $943K 0.3% -25 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,748 $943K 0.12% -17 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,746 $942K 0.1% +70 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,745 $942K 0.65% -42 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,745 $942K 0.06% -374 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,744 $941K 0.25% +103 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,742 $941K 0.12% +22 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 2,741 $940K 0.69% -1,867 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,741 $940K 0.25% +31 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,738 $939K 0.07% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,738 $939K 0.04% -37,238 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,738 $939K 0.33% +3 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,737 $939K 0.02% +3 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,728 $936K 0.15% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,727 $936K 0.18% +1,223 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,722 $934K 0.84% -891 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2,720 $933K 0.65% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,716 $932K 0.18% +1,001 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,716 $932K 0.66% +130 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,714 $931K 1.31% +19 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 2,711 $930K 0.58% +740 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,711 $930K 0.23% -119 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,709 $929K 0.45% +255 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,708 $929K 0.25% +144 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,704 $928K 0.6% +385 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,701 $927K 0.18% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,697 $925K 0.07% -20 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,697 $925K 1.06% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,696 $925K 0.48% +177 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,682 $920K 0.06% -477 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lee Financial Co More: the full row for Lee Financial Co 2,679 $919K 0.12% +123 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,676 $918K 0.51% -303 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,674 $917K 0.15% -89 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,670 $916K 0.04% -49 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,501 $915K 0.25% -57 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,667 $915K 0.11% -45 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,663 $914K 0.1% +1,957 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,659 $912K 0.37% -355 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,659 $912K 0.09% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,652 $910K 0.19% -335 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,652 $910K 0.21% +251 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,650 $909K 0.23% -23 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,649 $909K 0.69% +52 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,648 $909K 0.59% +333 13F-HR/A Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,647 $908K 0.12% -62 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,645 $907K 0.11% +114 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,644 $907K 0.01% -360 13F-HR Timeline Family Capital Management, Inc. 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Inc More: the full row for Hofer & Associates. Inc 2,518 $864K 0.42% +839 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,518 $864K 0.55% +35 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,517 $864K 0.08% -221 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,516 $863K 0.65% +33 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,490 $854K 0.13% -563 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,489 $854K 0.08% -440 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,485 $853K 0.2% +9 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. 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More: the full row for Bouchey Financial Group, Ltd. 2,434 $835K 0.05% +327 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 2,444 $835K 0.49% -1,888 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,431 $834K 0.26% +57 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,428 $833K 0.05% +241 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,427 $833K 0.37% +12 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,426 $832K 0.07% +1,191 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,417 $829K 0.29% 0 13F-HR/A Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,417 $829K 0.12% new 13F-HR Timeline Wall Street Financial Group, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 9,287 $826K 0.14% -15,305 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,406 $825K 0.12% +355 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,403 $824K 0.23% +18 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 2,400 $824K 0.28% -6 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 2,400 $823K 0.4% 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,399 $823K 0.15% +25 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,396 $822K 0.21% -49 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,386 $819K 0.2% -1,541 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 2,385 $818K 0.18% -3,506 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,383 $818K 0.88% -342 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,380 $817K 0.53% +263 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,377 $816K 0.08% -12,894 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,374 $815K 0.06% -28 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,372 $814K 0.32% +401 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,371 $813K 0.23% -184 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,364 $811K 0.68% +5 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 2,510 $810K 0.57% 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,357 $809K 0.07% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,355 $808K 0.08% -1,654 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,260 $805K 0.04% -238 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,345 $804K 0.2% +488 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,343 $804K 0.18% +39 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,339 $803K 0.06% +61 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,339 $803K 0.2% +1,050 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,337 $802K 0.09% +21 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,328 $799K 0.19% -1,132 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,327 $798K 0.17% +13 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,325 $798K 0.33% -834 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,324 $797K 0.55% +188 13F-HR Timeline Stockman Wealth Management, Inc. 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More: the full row for FAIRFIELD, BUSH & CO. 2,279 $782K 0.38% -20 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,278 $781K 0.42% -27 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,274 $780K 0.31% -518 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,274 $780K 0.13% +527 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,272 $780K 0.38% -229 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. 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More: the full row for Stronghold Wealth Management L.L.C. 2,257 $774K 1.04% +167 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,257 $774K 0.16% +976 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,255 $774K 0.16% -360 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,255 $774K 0.2% -135 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,250 $772K 0.09% -27 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,236 $767K 0.05% -13 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,235 $767K 0.23% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,235 $767K 0.24% +79 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,232 $766K 0.18% +114 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,231 $765K 0.11% +213 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,230 $765K 0.16% +45 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,175 $764K 0.5% +69 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,220 $762K 0.14% -4 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 2,218 $761K 0.32% +31 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,215 $760K 0.12% +1,531 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,214 $760K 0.71% -45 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,203 $756K 0.2% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,203 $756K 0.46% -5 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,201 $755K 0.46% +218 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,195 $753K 0.09% +9 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,191 $752K 0.12% -100 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,190 $751K 0.25% +2,003 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,188 $751K 0.05% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,188 $751K 0.54% -5 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,053 $750K 0.28% +115 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,184 $749K 0.08% +269 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,181 $748K 0.1% -98 13F-HR Timeline