1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,165 $256K 0.1% +1 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,153 $253K 0.05% -171 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,152 $253K 0.03% -226 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,151 $253K 0.05% -12 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,148 $252K 0.12% -81 13F-HR Timeline Avantra Family Wealth, Inc. 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More: the full row for WORLD EQUITY GROUP, INC. 1,139 $250K 0.07% -2,204 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,137 $250K 0.02% +199 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 1,135 $249K 0.23% 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 1,134 $249K 0.21% 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,132 $249K 0.23% 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,132 $249K 0.06% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,131 $249K 0.02% +7 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,116 $248K 0.04% new 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 1,125 $247K 0.16% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,118 $246K 0.03% -23 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,117 $245K 0.07% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,115 $245K 0.09% +9 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,115 $245K 0.17% +35 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,576 $245K 0.12% -3,008 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,080 $245K 0.1% -261 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,113 $245K 0.03% new 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 1,112 $244K 0.17% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,110 $244K 0.06% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,110 $244K 0.02% +162 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,056 $242K 0.05% +149 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,102 $242K 0.07% 0 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 1,102 $242K 0.24% 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,100 $242K 0.04% -300 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,100 $242K 0.04% -96 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,100 $241K 0.01% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,095 $241K 0.03% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,094 $240K 0.06% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,090 $239K 0.12% +69 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,089 $239K 0.04% -10 13F-HR Timeline Nadler Financial Group, Inc. 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More: the full row for Financial Guidance Group, Inc. 1,067 $234K 0.1% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,066 $234K 0.07% -568 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,063 $234K 0.08% +4 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,061 $233K 0.03% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,060 $233K 0.03% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,057 $232K 0.08% -265 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,058 $232K 0.06% -215 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,052 $231K 0.01% -29 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,052 $231K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,051 $231K 0.14% +58 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,048 $230K 0.04% 0 13F-HR Timeline Selective Wealth Management, Inc. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,021 $224K 0.06% -11 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,018 $224K 0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,016 $223K 0.03% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,012 $222K 0.04% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,012 $222K 0.08% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,011 $222K 0.06% -52 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,010 $222K 0.15% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,010 $222K 0.12% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,009 $222K 0.01% +397 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 1,009 $222K 0.14% 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,008 $221K 0.03% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,004 $221K 0.33% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,004 $221K 0.03% 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,002 $220K 0.13% -200 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 1,001 $220K 0.19% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,001 $220K 0.07% +13 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,000 $220K <0.01% -50 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,000 $220K 0.1% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,000 $220K 0.05% -75 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,000 $220K 0.06% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,000 $220K 0.19% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,000 $220K 0.12% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,000 $220K 0.03% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,000 $220K 0.19% -1 13F-HR/A Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 995 $219K 0.12% 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 994 $218K <0.01% -400 13F-HR Timeline Group 46 Peaks LLC More: the full row for 46 Peaks LLC 994 $218K 0.16% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 990 $218K 0.06% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 990 $218K 0.04% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 990 $217K 0.14% +14 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 987 $217K 0.03% +14 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 981 $216K 0.01% -2 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 981 $215K 0.02% -22 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 980 $215K 0.08% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 979 $215K 0.01% -6 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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More: the full row for Sovereign Financial Group, Inc. 953 $209K 0.04% +25 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 951 $209K 0.05% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 950 $209K 0.07% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 944 $207K 0.07% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 942 $207K 0.03% -55 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 940 $207K 0.01% -83 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 939 $206K 0.07% -3 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 932 $205K 0.07% -1,903 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 918 $204K 0.03% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 928 $204K 0.01% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 927 $204K 0.03% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 927 $204K 0.07% 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 926 $203K 0.07% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 926 $203K 0.03% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 924 $203K 0.02% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 927 $203K 0.07% +19 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 923 $203K 0.07% +1 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 922 $203K 0.04% -282 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 921 $202K 0.09% -230 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 920 $202K 0.04% +69 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 919 $202K 0.07% 0 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 917 $201K 0.02% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 916 $201K 0.06% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 913 $201K 0.03% -328 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 912 $200K 0.03% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 912 $200K 0.05% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 910 $200K 0.03% +4 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 912 $200K 0.13% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 907 $199K 0.1% +144 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 904 $199K 0.03% -3 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 902 $198K 0.02% +4 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 884 $194K 0.09% -200 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 883 $194K 0.16% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 872 $192K 0.01% +149 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 851 $187K 0.05% -867 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 813 $179K 0.02% +2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 811 $178K 0.04% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 804 $177K 0.01% +4 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 802 $176K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 801 $176K 0.05% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 800 $176K 0.02% +300 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 800 $175K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 794 $174K 0.06% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 776 $170K 0.07% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 775 $170K <0.01% -195 13F-HR/A Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 776 $170K 0.02% +12 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 770 $169K 0.04% -2 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 770 $169K 0.09% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 767 $169K 0.09% -667 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 751 $165K 0.01% +6 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 749 $165K <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 713 $157K 0.02% +174 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 708 $155K 0.01% -109 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 704 $155K <0.01% +8 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 700 $154K 0.11% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 700 $154K 0.09% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 688 $151K 0.06% -172 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 683 $150K 0.04% +25 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 670 $147K 0.19% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 665 $147K 0.01% +33 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 665 $146K 0.03% -99 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 650 $143K 0.03% +27 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 638 $140K 0.02% -308 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 628 $138K 0.12% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 619 $136K 0.02% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 613 $135K <0.01% +478 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 607 $133K 0.05% +29 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 606 $133K 0.03% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 575 $126K 0.05% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 571 $125K 0.08% +18 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 554 $122K 0.04% -3 13F-HR Timeline