ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,087 $442K 0.01% new 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,085 $441K 0.13% +90 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,082 $441K <0.01% -152 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,068 $439K <0.01% -553 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,045 $436K 0.32% +390 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,004 $430K 0.25% -563 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 3,000 $429K 0.05% -513 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,992 $428K 0.07% -9 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 2,972 $425K 0.02% -227 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,959 $423K 0.05% -939 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,948 $422K 0.02% -520 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,936 $420K 0.04% 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,909 $416K 0.01% -569 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,907 $416K 0.08% +103 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,895 $414K 0.01% -82,625 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,872 $411K 0.03% -35 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,848 $408K 0.02% +585 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,836 $406K 0.02% +970 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 2,824 $404K 0.11% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,824 $404K 0.14% +333 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,816 $403K 0.01% -383 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,774 $397K 0.05% -338 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,738 $392K 0.01% +246 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,726 $390K 0.18% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,718 $389K 0.09% -37 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,718 $389K 0.3% +418 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,543 $386K 0.16% -46 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,692 $385K 0.03% -37 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,681 $384K 0.1% -199 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,680 $383K 0.01% +304 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,640 $378K 0.01% +165 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,617 $374K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,609 $373K 0.01% -1,488 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,600 $372K 0.29% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,594 $371K 0.02% -203 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,580 $369K 0.16% -154 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,554 $365K 0.02% +704 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,543 $364K 0.08% +35 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,530 $362K 0.15% new 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,528 $362K 0.05% -205 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,523 $361K <0.01% -12,536 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,523 $361K <0.01% -3,515 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,520 $361K 0.14% -27 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,500 $358K 1% +500 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,454 $351K 0.01% -877 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,371 $349K 0.02% -324 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,405 $344K 0.06% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,403 $344K 0.11% +1,004 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,394 $343K 0.01% -150 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 2,355 $337K 0.18% +100 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,342 $335K 0.06% -310 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,801 $333K 0.18% +35 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,329 $333K 0.19% -322 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,324 $333K 0.1% +130 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,320 $332K 0.01% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,307 $330K 0.08% -343 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,298 $329K 0.06% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,288 $327K 0.09% +4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,284 $327K 0.04% +60 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,279 $326K 0.02% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,251 $326K 0.04% -1,031 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,270 $325K <0.01% +79 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,266 $324K 0.09% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,255 $323K 0.05% -744 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,242 $321K 0.47% -1,185 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,218 $317K 0.1% -55 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,183 $312K 0.01% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,180 $312K 0.02% -1,100 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,175 $311K 0.02% +21 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,172 $311K 0.07% +125 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,155 $308K 0.01% 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,144 $307K 0.06% +169 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,140 $306K 0.03% +111 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,119 $303K 0.08% -14,344 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,114 $303K 0.05% -375 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,109 $302K <0.01% -119,449 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,100 $301K <0.01% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,097 $300K 0.02% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,096 $300K 0.27% -3,886 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,059 $295K 0.01% +11 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,039 $292K 0.04% -52 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,038 $292K 0.02% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,032 $291K <0.01% -380 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,961 $290K 0.03% +336 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,019 $289K 0.03% -152 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,015 $288K 0.04% -62 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,010 $288K 0.02% -212 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,155 $287K 0.07% -2,394 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,005 $287K 0.01% -413 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,996 $286K 0.03% -1,305 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,990 $285K 0.14% +1,404 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,983 $284K 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,955 $280K 0.02% +39 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,953 $279K -143 Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,927 $276K 0.12% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,924 $275K <0.01% +25 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,921 $275K <0.01% -216 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,920 $275K 0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,913 $274K 0.05% -671 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,910 $273K 0.15% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,906 $273K 0.02% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,890 $270K 0.25% -23 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,874 $268K 0.16% +30 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,872 $268K <0.01% +73 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 1,866 $267K 0.02% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,858 $266K <0.01% -4,027 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,856 $266K 0.19% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,854 $265K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,826 $261K 0.01% +118 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,810 $259K <0.01% +221 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,805 $258K 0.05% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,801 $258K <0.01% -107 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,798 $257K 0.01% -4,384 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,768 $257K 0.01% -118 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 1,787 $256K 0.24% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,784 $255K 0.01% -445 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,780 $255K 0.03% new 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,769 $253K 0.03% +156 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,767 $253K 0.01% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,710 $252K <0.01% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,746 $250K 0.04% -60 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,744 $250K 0.01% +43 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,744 $250K 0.06% 0 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,743 $249K 0.02% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,737 $249K 0.05% -246 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 1,339 $248K 0.11% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,721 $246K 0.04% +64 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 1,720 $246K 0.19% 0 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,720 $246K <0.01% -301 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,715 $245K 0.01% 0 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,710 $245K 0.01% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,708 $244K <0.01% new 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,705 $244K 0.01% -8 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,705 $244K 0.05% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,703 $244K 0.11% -1,933 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,701 $243K <0.01% -211 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,668 $239K 0.02% +853 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,661 $238K 0.01% -140 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,656 $237K 0.03% -10 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,655 $237K 0.06% -848 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,654 $237K 0.01% new 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,649 $236K 0.01% +49 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,647 $236K 0.04% +16 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 1,640 $235K 0.21% 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,640 $235K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,632 $234K <0.01% -2,585 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,632 $234K 0.29% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,629 $233K 0.01% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,605 $230K 0.15% -5 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,607 $230K 0.04% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,607 $230K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,600 $229K <0.01% new 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 1,600 $229K 0.01% -21,800 13F-HR Timeline PHOENIX ASSET MANAGEMENT PARTNERS Ltd More: the full row for PHOENIX ASSET MANAGEMENT PARTNERS Ltd 1,580 $226K 0.15% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,579 $226K 0.12% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,557 $223K 0.05% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,556 $223K 0.06% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,549 $222K 0.01% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,541 $221K 0.01% -195 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,539 $220K 0.16% -4,572 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,538 $220K 0.02% -169 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,537 $220K 0.04% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,528 $219K 0.01% -346 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,521 $218K 0.1% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,515 $217K 0.04% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,506 $216K <0.01% -359 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,506 $216K 0.06% -1,091 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,504 $215K 0.03% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,500 $215K 0.02% -4,000 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,500 $215K 0.09% +100 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,517 $212K 0.03% -7,290 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,475 $211K 0.13% -160 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,468 $210K 0.11% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,457 $208K 0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,457 $208K 0.02% +77 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,452 $208K 0.04% -205 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,452 $208K 0.14% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,451 $208K <0.01% new 13F-HR Timeline Group BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 1,437 $206K 0.12% -2,637 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,427 $204K 0.01% -481 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,412 $202K 0.03% new 13F-HR Timeline American Trust More: the full row for American Trust 1,400 $200K 0.02% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,330 $190K 0.03% -65 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,271 $182K 0.04% -361 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,221 $174K 0.02% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,194 $171K 0.06% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,193 $171K 0.06% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,166 $167K 0.1% +75 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,143 $164K 0.02% +82 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,140 $163K 0.09% -29 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,123 $161K 0.07% +394 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,079 $154K <0.01% -52 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,070 $153K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,040 $149K 0.03% -25 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,033 $148K <0.01% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,007 $144K 0.09% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,006 $144K 0.03% +96 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 995 $142K 0.02% -50 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 982 $141K 0.09% -123 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 980 $140K 0.04% -65 13F-HR Timeline