ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,626 $357K 0.21% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,625 $357K 0.03% +19 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,624 $357K <0.01% new 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 1,606 $353K 0.04% -137 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,602 $352K 0.58% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,601 $352K 0.06% -401 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,595 $350K 0.02% -785 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,591 $350K 0.02% -250 13F-HR Timeline Group Broadway Wealth Solutions, Inc. 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More: the full row for Pinnacle West Asset Management, Inc. 1,580 $347K 0.23% -10 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,579 $347K 0.1% +75 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,578 $347K 0.03% -92 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,575 $346K 0.41% -372 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,574 $346K 0.01% -8,282 13F-HR Timeline Group Foster Group, Inc. 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More: the full row for Sunflower Bank, N.A. 1,553 $341K 0.09% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,552 $341K 0.19% -161 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,550 $340K 0.33% 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,548 $340K 0.05% +104 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,546 $340K 0.19% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,546 $340K 0.06% +13 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,540 $338K 0.04% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,535 $337K 0.14% +208 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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More: the full row for D'Orazio & Associates, Inc. 1,496 $329K 0.04% -16 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,496 $329K 0.29% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,494 $328K 0.01% +37 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,494 $328K 0.01% -50 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,493 $328K 0.02% +33 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,490 $327K 0.04% +11 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,489 $327K 0.14% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,485 $326K 0.03% +84 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,481 $325K 0.08% +3 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,481 $325K 0.01% -22 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,480 $325K 0.05% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,478 $325K 0.12% -400 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,475 $324K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,467 $322K 0.11% +17 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,465 $322K 0.08% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,464 $322K 0.08% +4 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,463 $321K 0.23% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,461 $321K 0.11% 13F-HR Timeline Strategic Financial Services, Inc. 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More: the full row for TFC Financial Management, Inc. 1,409 $310K 0.04% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,408 $309K 0.69% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,406 $309K 0.04% +11 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,404 $308K <0.01% -86 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,403 $308K 0.24% 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 1,400 $308K 0.27% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,399 $307K 0.11% +27 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,392 $306K 0.03% +306 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,392 $306K 0.01% +300 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,391 $306K 0.04% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,391 $306K <0.01% -353 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,349 $306K 0.25% -72 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,390 $305K 0.18% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,386 $305K 0.01% -73,698 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,386 $305K 0.18% +47 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,385 $304K 0.1% -661 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,381 $303K 0.07% -31 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,380 $303K 0.07% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,378 $303K 0.02% +256 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,371 $302K 0.1% -50 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,373 $302K 0.07% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,372 $301K 0.02% -198 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,358 $298K 0.14% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,356 $298K 0.07% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,351 $297K 0.05% -420 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,346 $296K 0.07% -84 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,342 $295K 0.09% -287 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,339 $294K 0.07% +10 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,337 $294K 0.03% +7 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,336 $294K 0.16% -20 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,334 $293K 0.03% 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,324 $291K 0.13% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,323 $291K 0.26% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,318 $290K 0.12% +5 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,318 $290K 0.01% -633 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,315 $289K 0.05% +34 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,314 $289K 0.01% -8 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,314 $289K 0.1% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,310 $288K 0.03% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,308 $288K 0.08% -1 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,310 $288K 0.05% +231 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,308 $287K 0.1% -55 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,304 $287K 0.02% +268 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,304 $287K 0.19% -1,326 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,303 $286K 0.03% +113 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,301 $286K 0.16% +97 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,300 $286K 0.07% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,295 $285K 0.19% 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,294 $284K 0.17% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,234 $284K 0.03% -198 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,293 $284K 0.01% -39 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,288 $283K 0.02% +2 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,285 $282K 0.02% +234 13F-HR/A Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1,280 $281K 0.06% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,279 $281K 0.08% +9 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,277 $281K 0.09% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,283 $280K 0.05% -7,795 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,273 $280K 0.06% +7 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,270 $279K 0.01% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,268 $279K 0.19% -5 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,267 $278K 0.07% +2 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,266 $278K 0.02% +94 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,265 $278K 0.05% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,263 $278K 0.04% +98 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,263 $277K 0.05% -111 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,260 $277K 0.03% +307 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,259 $277K 0.01% +5 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,250 $275K 0.06% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,249 $274K 0.04% +23 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,248 $274K 0.02% +1 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,247 $274K 0.07% +1 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,241 $273K 0.03% -106 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,235 $271K 0.02% -29 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,235 $271K 0.08% 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 1,233 $271K 0.22% +44 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,233 $271K 0.15% +25 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,231 $270K 0.1% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,230 $270K 0.03% +179 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,228 $270K 0.02% +2 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,224 $269K 0.01% -995 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,222 $268K 0.01% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,222 $268K 0.07% +114 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,220 $268K 0.12% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,218 $268K 0.04% +65 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,216 $267K 0.03% -77 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,213 $267K 0.01% +55 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,212 $266K 0.15% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,212 $266K 0.26% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,209 $266K 0.04% -32 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,214 $265K 0.24% +57 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,204 $265K 0.11% +216 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,201 $264K 0.02% +103 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 1,200 $264K 0.16% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,196 $263K 0.01% 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,195 $263K 0.17% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,195 $262K 0.03% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,189 $261K 0.06% -190 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,190 $261K 0.14% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,188 $261K 0.13% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,190 $261K 0.11% -1 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,120 $260K <0.01% -513 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,176 $258K 0.04% -130 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,139 $258K 0.19% -311 13F-HR Timeline