PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,700 $413K 0.1% +160 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,698 $413K 0.05% -136 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,689 $411K 0.02% -6 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,687 $410K 0.32% +358 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,684 $409K 0.14% +1,002 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 1,681 $409K 0.36% -80 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,063 $408K 0.13% +171 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,677 $408K 0.12% new 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,676 $407K 0.05% -15,634 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,672 $406K 0.16% 13F-HR/A Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,665 $405K 0.3% -38 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 1,662 $404K 0.24% +354 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,660 $404K 0.01% +30 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,645 $400K 0.14% +18 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,645 $400K 0.02% +57 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,639 $398K 0.01% +513 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,633 $397K 0.02% -337 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,633 $397K 0.03% +669 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 1,632 $397K 0.16% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,631 $396K 0.01% -517 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,627 $395K 0.02% -70 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,624 $395K 0.08% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,617 $393K 0.07% -227 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,616 $393K 0.14% -91 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,662 $392K 0.16% +623 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,610 $391K 0.07% -258 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,417 $390K 0.14% -617 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,601 $389K 0.19% +197 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,600 $389K 0.25% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,600 $389K 0.23% -20 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,598 $388K 0.14% 0 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,597 $388K 0.09% -19 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,597 $388K 0.18% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,590 $386K 0.02% +253 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,589 $386K 0.02% -1,163 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,569 $386K 0.01% -258 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,580 $384K 0.12% +1,000 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,578 $384K 0.02% -669 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,572 $382K 0.03% -4,196 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,572 $382K 0.28% -1,695 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,571 $382K 0.03% -22,613 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,565 $381K 0.02% -882 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,566 $380K 0.05% -843 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,560 $379K 0.02% -311 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,553 $378K 0.01% -3,519 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,547 $376K 0.01% -5 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,544 $375K 0.03% +36 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,541 $375K 0.05% +158 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,541 $375K 0.05% -175 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,534 $373K 0.02% -57 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 1,531 $372K 0.4% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,530 $372K 0.01% -10 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,527 $371K 0.14% -233 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 1,525 $371K 0.29% +63 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,521 $370K 0.16% -26 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 1,518 $369K 0.32% -336 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,515 $368K 0.06% -26 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 1,514 $368K 0.04% -650,517 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,513 $368K 0.04% +603 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,513 $368K 0.17% +35 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,512 $367K 0.09% -235 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,508 $367K 0.21% -1,538 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,507 $366K 0.02% +115 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 1,500 $365K 0.06% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,495 $360K 0.05% +6 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,475 $359K 0.32% +157 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 1,468 $357K 0.25% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,462 $355K 0.07% new 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 1,459 $355K 0.35% +555 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,424 $354K 0.01% +257 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,469 $354K 0.31% -225 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 1,454 $353K <0.01% -31 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,443 $351K 0.3% -114 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,442 $351K 0.01% -2,732 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,442 $351K 0.03% -14,706 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,441 $350K 0.09% -91 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,440 $350K 0.08% -1,890 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,439 $350K 0.07% -54 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,437 $349K 0.01% -174 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,435 $349K 0.03% +40 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,434 $348K 0.11% +562 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,428 $347K 0.02% 0 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,428 $347K 0.17% -279 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,425 $346K 0.02% +292 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,424 $346K 0.04% +384 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,423 $346K 0.01% -342 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,421 $345K 0.05% +227 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,417 $344K 0.15% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,412 $343K 0.01% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,412 $343K 0.02% -503 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,408 $342K 0.03% -469 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,488 $342K 0.05% -100 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,407 $342K 0.16% +60 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,406 $342K 0.02% +223 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,405 $342K 0.21% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,405 $342K 0.12% +299 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,402 $341K 0.02% -4,605 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,401 $341K 0.23% +23 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,399 $340K 0.04% -2,020 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,396 $339K 0.04% -22 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,391 $338K 0.17% -148 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,389 $338K 0.25% +60 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,388 $337K 0.01% -9,445 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,387 $337K <0.01% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,387 $337K 0.04% -55 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,383 $336K 0.14% +92 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,380 $335K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,380 $335K 0.02% -334 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,379 $335K 0.07% -3,065 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,374 $334K 0.26% new 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,374 $334K 0.31% +368 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,371 $333K 0.1% +687 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,370 $333K 0.04% +123 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,367 $332K 0.1% -31 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,367 $332K 0.19% +715 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,366 $332K 0.08% +696 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,356 $330K 0.01% -2,073 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,355 $329K 0.03% +116 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,352 $329K 0.14% -183 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 1,352 $329K -7,769 Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,345 $327K 0.11% -262 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,344 $327K 0.02% +192 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,339 $325K 0.06% -294 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,339 $325K 0.02% -665 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,334 $324K 0.01% -1,057 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,333 $324K 0.03% -208 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,330 $323K 0.14% +13 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,330 $323K 0.08% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,330 $323K 0.02% -1,906 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,327 $323K 0.02% +86 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,327 $323K 0.06% +67 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,325 $322K 0.03% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,324 $322K 0.08% -260 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,324 $322K 0.02% -14,183 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,320 $321K 0.01% -406 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,313 $319K 0.09% -405 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,312 $319K <0.01% -1,273,743 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,307 $318K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,307 $318K 0.03% -574 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,305 $317K 0.15% 0 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 1,300 $316K <0.01% -47,050 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,297 $315K 0.02% -2,749 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,295 $315K 0.12% +137 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,294 $315K 0.1% -19 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,292 $314K 0.06% -100 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,291 $314K 0.23% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,287 $313K 0.25% +40 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,287 $313K 0.04% 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,273 $309K 0.04% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,273 $309K 0.04% -446 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,231 $309K 0.15% -55 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,268 $308K 0.01% -31 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,268 $308K 0.21% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,263 $307K 0.04% -72 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,257 $306K 0.22% -573 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,255 $305K 0.12% 0 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 1,253 $305K 0.34% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,253 $305K 0.03% +562 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,351 $304K 0.03% +522 13F-HR Timeline MOTCO More: the full row for MOTCO 1,247 $303K 0.03% -23,563 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,247 $303K 0.12% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,247 $303K 0.03% +203 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,244 $302K 0.04% -356 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,250 $301K 0.26% +613 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,235 $300K 0.02% -1,348 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,231 $299K 0.08% +285 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,225 $298K 0.28% +435 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,219 $296K 0.04% +304 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,218 $296K 0.04% +1,156 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,217 $296K <0.01% -85 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,217 $296K 0.27% +684 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,216 $296K 0.01% -242 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,215 $295K <0.01% -68 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,214 $295K 0.03% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,203 $292K 0.04% -116 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,202 $292K 0.24% +600 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 1,200 $292K 0.19% 0 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,200 $292K 0.02% -400 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,200 $292K 0.01% 0 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,198 $291K 0.04% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,197 $291K 0.05% +226 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,195 $290K 0.03% +126 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,195 $290K 0.24% +30 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,189 $289K 0.02% -343 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,189 $289K 0.05% +298 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,187 $289K 0.03% -265 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,186 $288K 0.12% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,178 $286K 0.02% -95 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,177 $286K 0.06% +557 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,172 $285K 0.03% -264 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,170 $284K 0.03% +145 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,164 $283K 0.05% -3,423 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,162 $283K 0.02% -285 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,154 $281K 0.19% new 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,152 $280K 0.19% -63 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 800 $280K 0.18% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,147 $279K 0.01% -6 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,147 $279K 0.02% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,147 $279K 0.12% +213 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,151 $278K 0.18% -127 13F-HR Timeline