Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 983 $377K 0.03% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 982 $377K 0.1% -51 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 982 $377K 0.16% +51 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 982 $377K 0.19% -129 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 980 $376K 0.4% +663 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 979 $375K 0.03% -1,499 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 977 $375K 0.3% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 975 $374K 0.2% +162 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 974 $374K 0.12% +377 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 973 $373K 0.07% +211 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 972 $373K 0.2% +83 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 972 $372K 0.09% +31 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 968 $371K 0.08% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 967 $371K 0.14% -3 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 963 $369K 0.03% -935 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 962 $369K 0.2% +50 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 961 $369K 0.1% -27 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 959 $368K 0.03% -34 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 959 $368K 0.2% +7 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 958 $367K 0.03% +153 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 956 $367K 0.35% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 955 $366K 0.06% +2 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 952 $365K 0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 951 $365K 0.02% -44 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 951 $365K -22,227 Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 949 $364K 0.14% -93 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 945 $362K 0.07% +438 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 945 $362K 0.01% -30 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 943 $362K 0.73% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 942 $361K 0.06% -20 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 941 $361K 0.13% -8 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 941 $361K 0.02% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 932 $357K 0.1% -934 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 931 $357K 0.13% +62 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 929 $356K 0.18% -446 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 929 $356K 0.38% -9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 926 $355K 0.08% +39 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 921 $353K 0.04% -109 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 918 $352K 0.18% -11 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 917 $352K 0.23% +220 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 916 $351K 0.12% -198 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 916 $351K 0.2% +39 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 915 $351K 0.15% -11 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 912 $350K 0.49% -100 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 908 $348K 0.07% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 905 $347K 0.02% +95 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 904 $347K 0.15% +443 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 902 $346K 0.11% new 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 901 $346K 0.27% +35 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 900 $345K 0.08% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 899 $345K 0.2% +347 13F-HR Timeline City State Bank More: the full row for City State Bank 899 $345K 0.11% +50 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 898 $344K 0.08% -1 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 897 $344K 0.04% -349 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 897 $344K 0.05% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 897 $344K 0.14% +350 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 896 $344K 0.06% +25 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 896 $343K 0.18% -419 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 894 $343K 0.17% -34 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 892 $342K 0.21% +194 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 891 $342K 0.31% 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 890 $341K 0.22% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 889 $341K 0.13% -463 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 885 $339K 0.13% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 881 $338K 0.29% -27 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 879 $337K 0.16% -753 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 878 $337K <0.01% -107 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 877 $336K 0.04% +8 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 874 $335K 0.03% -21,657 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 870 $334K <0.01% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 868 $333K 0.22% -87 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 865 $332K 0.24% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 865 $332K 0.13% -10 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 862 $331K <0.01% +379 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 861 $330K 0.22% +32 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 859 $329K 0.01% +36 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 857 $329K 0.08% new 13F-HR Timeline Zullo Investment Group, Inc. 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More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 836 $321K 0.21% -750 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 914 $320K 0.15% +122 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 833 $319K 0.31% -109 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 830 $318K 0.03% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 827 $317K 0.19% -33 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 827 $317K 0.09% -52 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 825 $316K 0.08% -52 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 825 $316K 0.31% +25 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 823 $316K 0.03% new 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 822 $315K 0.12% -493 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 821 $315K 0.2% -33 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 820 $314K 0.03% +110 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 820 $314K 0.04% -124 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 820 $314K 0.03% +221 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 814 $312K 0.05% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 786 $311K 0.06% -260 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 810 $311K 0.03% +160 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 810 $311K 0.15% +169 13F-HR/A Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 810 $311K 0.24% -224 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 879 $310K 0.06% +59 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 807 $310K 0.04% new 13F-HR/A Timeline Dempze Nancy E More: the full row for Dempze Nancy E 805 $309K 0.19% +61 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 805 $309K 0.21% +126 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 804 $308K 0.07% -1,885 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 804 $308K 0.25% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 803 $308K 0.06% -372 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 802 $308K 0.06% +99 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 801 $307K 0.23% +253 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 800 $307K 0.04% -14 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 800 $307K 0.16% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 800 $307K 0.34% +200 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 800 $307K 0.28% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 798 $306K 0.09% +45 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 797 $306K 0.16% -9,800 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 796 $305K 0.18% -22 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 727 $279K 0.04% -13 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 726 $278K 0.2% -5 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 725 $278K 0.15% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 721 $277K 0.08% +144 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 716 $275K 0.23% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 705 $270K 0.26% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 703 $270K 0.01% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 700 $268K 0.06% 0 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 700 $268K 0.11% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 700 $268K 0.15% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 700 $268K 0.08% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 699 $268K 0.27% +218 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 699 $268K 0.13% +12 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 693 $266K 0.02% -41 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 692 $265K 0.05% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 688 $264K 0.11% +12 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 687 $263K 0.02% -20,801 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 687 $263K 0.05% -5 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 686 $263K 0.1% -2,113 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 683 $262K 0.17% -13 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 682 $262K 0.04% +145 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 679 $260K 0.11% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 678 $260K 0.06% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 677 $259K 0.01% +5 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 676 $259K 0.05% +19 13F-HR/A Timeline