Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 15,506 $778K 0.3% -3,497 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 15,489 $778K 0.27% +2,108 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 15,440 $775K 0.19% +200 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 15,433 $775K 0.42% +37 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 15,429 $775K 0.5% -265 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 15,400 $773K 0.27% +184 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 15,384 $772K 0.65% -89 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 15,346 $770K 0.59% +609 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 15,330 $770K 0.14% -470 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 16,297 $769K 0.05% +406 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 15,297 $768K 0.04% +2,681 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 15,282 $767K 0.39% +70 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 15,280 $767K 0.08% -5,677 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 15,256 $766K 0.01% +741 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 15,243 $765K 0.24% +2 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 15,243 $765K 0.46% +331 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 15,242 $765K 0.49% +62 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15,194 $763K 0.1% +173 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 15,163 $761K 0.03% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 15,110 $759K 0.11% -500 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 15,040 $755K 0.04% +342 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 15,029 $754K 0.19% +138 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 14,978 $752K 0.01% -13,133 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 14,947 $750K 0.2% -953 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 14,896 $748K 0.35% -497 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 14,894 $748K 0.32% -494 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 14,857 $746K 0.48% +326 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 14,846 $745K 0.12% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14,834 $745K 0.63% -2,010 13F-HR Timeline ANB BANK More: the full row for ANB BANK 14,825 $744K 0.3% -54 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 14,839 $744K 0.19% +25 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 14,808 $743K 0.95% +4 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,888 $743K 0.02% +1,355 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 14,791 $743K 0.03% +3,548 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14,784 $742K 0.08% +3,025 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 14,752 $741K 0.17% -148 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14,743 $740K 0.09% -450 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,736 $740K 0.42% +40 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 14,739 $740K 0.33% -1,522 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 14,724 $739K 0.44% +130 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 14,717 $739K 0.27% +1,547 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 18,107 $738K 0.04% -143 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14,676 $737K 0.48% +484 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 15,323 $736K 0.11% +159 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 14,658 $736K 0.31% +478 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 14,563 $731K 0.22% +952 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,560 $731K 0.23% +2,541 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 14,554 $731K 0.56% +1,180 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 14,499 $728K 0.16% -1,040 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 14,462 $726K 0.31% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,443 $725K 0.2% -648 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 14,372 $721K 0.04% +2,871 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 14,351 $720K 0.34% -288 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 14,345 $720K 0.25% -4,501 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 14,343 $720K 0.03% -756 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 14,343 $720K 0.15% +1,349 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 14,335 $720K 0.66% -1,025 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,310 $718K 0.09% +560 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 14,265 $716K 0.04% -8,469 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 14,227 $715K 0.59% +1,316 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 14,200 $714K 0.03% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 14,188 $712K 0.12% +2,885 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,175 $712K 0.19% -1,996 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,169 $711K 0.36% -2,158 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 14,166 $711K 0.52% +7,289 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,092 $707K 0.03% -14,549 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 14,103 $707K 0.06% +3,109 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 14,003 $703K 0.06% +1,510 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 13,993 $702K 0.63% +1,853 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 13,973 $701K 0.31% -5,247 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 13,917 $700K 0.61% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 13,941 $700K 0.22% -187 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 13,935 $700K 0.1% +90 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 13,925 $699K 0.21% -400 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,220 $699K 0.04% -1,826 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 13,906 $698K 0.3% +2,032 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 13,859 $696K 0.35% +735 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 13,834 $694K 0.08% -3,615 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 13,798 $693K 0.34% -1,592 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,758 $691K 0.1% +1,257 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 13,741 $690K 0.14% +404 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 13,704 $688K 0.08% -3,875 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 13,700 $688K 0.53% -544 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 13,692 $687K 0.14% -1,203 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 13,688 $687K 0.61% -278 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 13,675 $686K 0.03% -3,432 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 13,674 $686K 0.13% +5,350 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 13,673 $686K 0.23% +1,496 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,669 $686K 0.06% -152 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 13,668 $686K 0.07% -2,113 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 13,636 $685K 0.48% -516 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 13,643 $684K 0.17% +911 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 13,594 $682K 0.15% -2,340 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 13,592 $682K 0.69% -246 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 13,580 $682K 0.27% +10 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 13,553 $680K 0.19% -2,645 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 13,539 $680K 0.19% +1,732 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 13,495 $677K 0.27% -144 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 13,482 $677K 0.01% +613 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 13,412 $673K 0.1% -442 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,386 $672K 0.14% -8,991 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 13,366 $671K 0.28% -12,135 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13,351 $670K 0.04% -1,746 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 13,351 $670K 0.2% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,309 $668K 0.08% -1,851 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 13,306 $668K 0.24% +1,912 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 13,291 $667K 0.34% -1,902 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 13,286 $667K 0.11% +847 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 13,264 $666K 0.29% +187 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,233 $664K 0.02% -43 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 13,193 $662K 0.17% -300 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,175 $661K 0.38% -82 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 13,155 $660K 0.21% +980 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,127 $659K 0.11% +1,128 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 13,103 $658K 0.46% -2,810 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 13,008 $653K 0.18% -5,121 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,006 $653K 0.16% +494 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 13,002 $653K 0.01% +21 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,986 $652K 0.37% -13 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 12,976 $651K 0.24% +100 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 12,973 $651K 0.4% -245 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 12,961 $651K 0.22% +3,404 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,907 $648K 0.15% -3,420 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 13,518 $646K 0.05% +671 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 12,865 $646K 0.05% -2,631 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 12,826 $644K 0.01% 0 13F-HR Timeline Group Finward Bancorp More: the full row for Finward Bancorp 12,823 $644K 0.51% -99 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12,792 $642K 0.15% -643 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 12,788 $642K 0.18% -2,467 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,788 $642K 0.17% -676 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 12,757 $640K 0.2% -919 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,717 $638K 0.08% +1,376 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,711 $638K 0.18% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 12,705 $638K 0.09% +206 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 12,690 $637K 0.51% +52 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 12,648 $635K 0.01% 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 12,630 $634K 0.43% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 13,199 $634K 0.4% +1,863 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,608 $633K 0.07% -178 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 12,600 $633K 0.05% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 12,529 $629K 0.13% -321 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 12,528 $629K 0.41% -120 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,520 $629K 0.26% -2,398 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 12,517 $628K 0.1% +305 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 12,510 $628K 0.41% +50 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,495 $627K 0.06% +235 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 12,489 $627K 0.02% -500 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,472 $626K 0.04% +3,992 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 12,449 $625K 0.11% -2,284 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 12,433 $624K 0.02% -903 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 12,421 $624K 0.07% -130 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 12,414 $623K 0.24% 13F-HR/A Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 12,344 $620K 0.17% -2,220 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 12,327 $619K 0.37% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,324 $619K 0.13% +192 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 12,299 $617K 0.18% +63 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,235 $614K 0.24% -50 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 12,233 $614K 0.14% -1,400 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 13,332 $614K 0.02% -426 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 12,980 $613K 0.46% +1,332 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 12,187 $612K 0.37% +20 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,177 $611K 0.04% -15,294 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 12,142 $610K 0.17% +4,015 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 12,141 $609K 0.35% +2,400 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 12,129 $609K 0.24% -200 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,118 $608K 0.06% +3,595 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 12,023 $604K 0.07% +464 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 12,022 $604K 0.14% +198 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 12,015 $603K 0.56% -36,532 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 12,013 $603K 0.25% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 12,006 $603K 0.16% -55 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 12,006 $603K 0.05% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 11,996 $602K 0.04% +1,140 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 13,691 $602K 0.27% +153 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,942 $599K 0.07% -282 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,940 $599K 0.03% +2,333 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 11,928 $599K 0.03% -736 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 11,927 $599K 0.3% -549 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 11,917 $598K 0.61% +49 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,909 $598K 0.06% -701 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 11,904 $598K 0.27% -193 13F-HR Timeline Boit C F David More: the full row for Boit C F David 11,897 $597K 0.27% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 11,896 $597K 0.09% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 11,889 $597K 0.08% -1,944 13F-HR/A Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,876 $596K 0.39% -584 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 11,853 $595K 0.27% -3,436 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 11,792 $592K 0.27% -220 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 11,763 $591K 0.51% +138 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,745 $590K 0.04% +1,925 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 11,734 $589K 0.33% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 11,728 $589K 0.57% +158 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,704 $588K 0.06% -422 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 11,698 $587K 0.06% +350 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 11,674 $586K 0.01% -204 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,673 $586K 0.03% -171 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 11,586 $582K 0.32% +430 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 11,575 $581K 0.25% +489 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 13,095 $581K 0.41% -496 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 11,544 $580K 0.27% +66 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 11,539 $579K 0.2% +865 13F-HR Timeline