Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,041 $508K 0.18% -298 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,037 $506K 0.05% -12 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 1,036 $505K 0.24% -14 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 1,034 $504K 0.3% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,034 $504K 0.05% +1 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,028 $502K 0.27% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,024 $499K 0.45% -79 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,021 $498K 0.08% -77 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,064 $497K 0.39% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,016 $495K 0.36% -682 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,007 $495K 0.22% +13 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,010 $493K 0.31% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,005 $490K 0.46% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,003 $489K 0.13% -270 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,008 $489K 0.03% -63 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,001 $488K 0.03% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,000 $488K 0.17% -1 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 992 $484K 0.06% +1 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 991 $484K 0.2% +2 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 991 $483K 0.11% +119 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 991 $483K 0.1% -6 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 991 $483K 0.28% -21 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 990 $483K 0.04% -50 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 990 $483K 0.27% +61 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 989 $482K 0.2% -4 13F-HR/A Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 988 $482K 0.12% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 988 $482K 0.24% -12 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 982 $479K 0.2% +13 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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P. 959 $468K 0.04% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 959 $468K 0.05% 0 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 957 $467K 0.33% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 957 $467K 0.17% -451 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 957 $467K <0.01% -4 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 956 $467K 0.15% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 954 $465K 0.44% 13F-HR/A Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 953 $465K 0.28% 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 952 $464K 0.12% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 951 $464K 0.33% +2 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 951 $464K 0.31% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 950 $463K 0.09% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 950 $463K 0.1% 0 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 948 $462K 0.44% 13F-HR Timeline FSA Advisors, Inc. 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More: the full row for HANTZ FINANCIAL SERVICES, INC. 920 $449K 0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 918 $448K 0.09% -7 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 918 $448K 0.44% 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 916 $447K 0.08% +60 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 912 $445K 0.07% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 912 $445K 0.05% +308 13F-HR/A Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 912 $445K 0.22% -68 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 838 $409K 0.28% +11 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 836 $408K 0.06% +315 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 834 $407K 0.04% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 833 $406K 0.14% 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 832 $406K 0.27% -2 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 832 $406K 0.14% 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 831 $405K 0.13% new 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 830 $404K 0.4% 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 828 $404K 0.04% +70 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 827 $404K 0.04% -347 13F-HR Timeline Waterloo Capital, L.P. 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More: the full row for INVESTMENT PARTNERS, LTD. 753 $368K 0.13% -3 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 753 $367K 0.08% 0 13F-HR Timeline United Bank More: the full row for United Bank 753 $367K 0.12% +94 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 749 $365K 0.07% -37 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 748 $365K 0.13% -97 13F-HR Timeline