INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,100 $385K 0.01% -300 13F-HR Timeline Group Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 3,100 $385K 0.36% -100 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 2,956 $385K 0.08% +90 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,099 $385K 0.27% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 3,097 $385K 0.25% -10 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 3,093 $384K 0.2% 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 3,010 $384K 0.46% 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,087 $384K 0.07% -63 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 3,086 $384K 0.23% +445 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 3,076 $382K 0.18% -4,185 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,074 $382K 0.04% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,072 $382K 0.02% 0 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,070 $382K 0.19% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,070 $382K 0.07% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,366 $381K 0.22% +60 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 3,063 $381K 0.37% -250 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,054 $380K 0.11% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,051 $379K 0.14% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,908 $379K 0.33% +470 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,050 $379K 0.01% -30,977 13F-HR Timeline Group Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,044 $378K 0.28% +44 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,043 $378K 0.15% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,048 $378K 0.1% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,039 $378K 0.09% new 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,030 $377K 0.19% 0 13F-HR/A Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,025 $376K 0.18% +262 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,021 $375K 0.04% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,021 $375K 0.06% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 3,016 $375K 0.23% +146 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,013 $374K 0.09% +830 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,012 $374K <0.01% -164 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 3,012 $374K 0.03% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,006 $374K 0.13% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,011 $374K 0.18% -228 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,012 $374K 0.02% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,006 $374K 0.31% +1 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 3,000 $373K 0.15% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 3,000 $373K 0.14% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,000 $373K 0.09% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,997 $372K 0.04% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,000 $372K 0.24% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,990 $372K 0.3% +10 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,988 $371K 0.08% +796 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,988 $371K 0.22% +355 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,985 $371K 0.17% +142 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,990 $371K 0.14% -1,300 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,984 $371K 0.13% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 2,981 $370K 0.05% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,981 $370K 0.17% +199 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,981 $370K 0.24% -1,883 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,978 $370K 0.14% +4 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,978 $370K 0.09% +58 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 2,976 $370K 0.27% -487 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,976 $370K 0.2% -43 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,970 $370K 0.17% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,974 $370K 0.06% +1,276 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 2,973 $369K 0.23% +163 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,960 $369K 0.2% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,957 $367K 0.13% -29 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,955 $367K 0.15% -50 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 2,955 $367K 0.24% -225 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,954 $367K 0.05% -14 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,950 $367K 0.05% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,945 $367K 0.16% -529 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,951 $367K 0.24% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 2,950 $367K 0.01% -100 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,948 $366K 0.13% -89 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 2,948 $366K 0.32% +8 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,943 $366K 0.13% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,940 $365K 0.12% -10 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for MAIMON WEALTH MANAGEMENT LTD. 2,844 $351K 0.31% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,825 $351K 0.08% +1 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,824 $351K 0.23% -563 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2,821 $351K 0.31% +60 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,815 $350K 0.09% -555 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,814 $350K 0.25% +6 13F-HR Timeline truNorth Financial Services, Inc. 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More: the full row for TigerOak Management, L.L.C. 2,627 $326K 0.1% +18 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,626 $326K 0.25% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,594 $326K 0.14% -1 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 2,625 $326K 0.3% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,622 $326K 0.1% -40 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,468 $326K 0.12% +41 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,617 $325K 0.04% +56 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. 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More: the full row for East Coast Asset Management, LLC. 2,605 $324K 0.11% -125 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,605 $324K 0.21% -5 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 2,598 $324K 0.13% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,603 $324K 0.25% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,602 $323K 0.12% -37 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,597 $323K 0.33% -68 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 2,113 $322K 0.23% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,586 $321K 0.2% -1,659 13F-HR Timeline