AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,126 $815K 0.06% -37 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,114 $811K 0.02% -1,032 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,114 $811K 0.24% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,112 $810K 0.16% -431 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,100 $805K 0.03% -3,037 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 2,100 $805K 0.2% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,099 $805K 0.25% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,099 $805K 0.07% +95 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,097 $804K 0.04% +36 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 2,096 $804K 0.39% -4,886 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,091 $802K 0.08% -190 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,084 $799K 0.1% +113 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,075 $796K 0.07% +876 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,072 $795K 0.16% +192 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,070 $794K 0.15% +245 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,063 $791K 0.01% +113 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,044 $784K 0.24% -20 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,043 $784K 0.19% +196 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,037 $781K 0.22% -122 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,034 $780K 0.56% -92 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,029 $778K 0.25% +318 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,029 $778K 0.07% -654 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,022 $775K 0.66% +60 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,017 $774K 0.13% +500 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,017 $774K 0.22% -85 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,016 $773K 0.47% +65 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,004 $769K 0.08% +49 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 2,000 $767K 0.11% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,999 $767K 0.26% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,997 $766K 0.23% +840 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,990 $763K 0.3% +140 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,988 $762K 0.81% +1,088 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,981 $760K 0.08% -100 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,933 $758K 0.38% +38 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,976 $758K 0.06% -109 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,976 $758K 0.07% -311 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,971 $756K 0.16% +256 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,963 $753K 0.29% new 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 1,962 $752K 0.59% -608 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,961 $752K 0.55% +1,043 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 1,960 $752K 0.15% +316 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,958 $751K 0.18% -90 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,956 $750K 0.33% -470 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,955 $750K 0.66% 0 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,948 $747K 0.33% -39 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,197 $747K 0.35% +305 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,987 $745K 0.6% 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,940 $744K 0.71% +354 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,939 $744K 0.39% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,939 $744K 0.25% -68,291 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,933 $741K 0.12% +143 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,925 $738K 0.1% -1,340 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,921 $737K 0.1% +62 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 1,920 $736K 0.52% 0 13F-HR/A Timeline MIZUHO FINANCIAL GROUP INC group of 4 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 1,920 $736K -27,885 Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,919 $736K 0.65% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,915 $734K 0.11% +207 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,909 $732K 0.06% +1,177 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,908 $732K 0.34% +785 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,906 $731K 0.57% -48 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,905 $731K 0.19% -195 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,900 $729K 0.11% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,887 $724K 0.12% +1,474 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,885 $723K 0.23% +205 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,885 $723K 0.13% +120 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,877 $720K 0.15% +123 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,874 $719K 0.92% -290 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,948 $718K 0.3% +147 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,870 $717K 0.15% -3,208 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,103 $717K 0.16% -365 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,868 $716K 0.22% -47 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,865 $715K 0.05% +41 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,859 $713K 0.09% -897 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,853 $711K 0.12% +56 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,840 $706K 0.18% -138 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,069 $705K 0.48% -618 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,834 $705K 0.08% +606 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,830 $702K 0.64% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,830 $702K 0.12% +34 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 1,830 $702K 0.64% +330 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,829 $701K 0.4% +52 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,827 $701K 0.1% +31 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,826 $700K 0.06% +428 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,825 $700K 0.63% +504 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,817 $697K 0.37% +290 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,815 $696K 0.25% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,813 $695K 0.05% +44 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,803 $692K 0.58% +3 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,800 $690K 0.22% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,800 $690K 0.59% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,799 $690K 0.04% -1 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,796 $689K 0.22% +362 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,793 $688K 0.52% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,788 $686K 0.01% -301 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,786 $685K 0.29% -72 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,782 $683K 0.14% -118 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,777 $681K 0.02% -4,357 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,774 $680K 0.01% -291 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,775 $680K 0.19% -5,781 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,760 $675K 0.03% +382 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,756 $673K 0.03% -140 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,755 $673K 0.18% +520 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,753 $672K 0.28% -7 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,751 $672K 0.02% -1,681 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,744 $669K 0.05% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,743 $668K -2,454 Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,741 $668K 0.08% -370 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,736 $666K 0.02% -3,465 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 1,733 $665K 0.11% +8 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,726 $662K 0.38% +100 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,731 $662K 0.06% -318 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,725 $662K 0.15% -451 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,718 $659K 0.52% -24 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 1,717 $659K 0.01% -31 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,708 $655K 0.14% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,705 $654K 0.16% -141 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,700 $652K 0.1% -615 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,700 $652K 0.07% +532 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,698 $651K 0.03% -12,283 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,696 $650K 0.49% +211 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,689 $648K 0.35% -773 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,686 $647K 0.09% -1,488 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,686 $647K 0.22% -1,854 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,683 $645K 0.61% -45 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,672 $641K 0.11% +207 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,666 $639K 0.27% -75 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,658 $636K 0.36% +597 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,657 $636K 0.03% -1,786 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,650 $633K 0.58% 0 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,649 $632K 0.02% +359 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,625 $623K 0.31% +635 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,625 $623K 0.18% +58 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 1,900 $623K 0.4% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,622 $622K 0.03% -28 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,613 $619K 0.15% +135 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,611 $618K 0.07% -32 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,608 $617K 0.23% -147 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,605 $615K +571 Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,600 $614K 0.04% -30 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,595 $612K 0.03% -212 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,630 $611K 0.53% +624 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,594 $611K 0.46% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,593 $611K 0.61% +191 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,600 $609K 0.37% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,575 $604K 0.21% +862 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,576 $604K 0.23% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,567 $603K 0.09% +630 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,571 $603K +142 Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,569 $602K 0.02% -7,998 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,564 $600K 0.03% -2,650 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,563 $599K 0.18% +3 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,562 $599K 0.71% +189 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,559 $598K 0.57% -632 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,557 $597K 0.1% +24 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,556 $597K 0.02% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,542 $591K 0.23% +259 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,535 $589K 0.03% +79 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,531 $587K 0.12% +1,368 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,523 $584K 0.05% -61 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,515 $581K 0.06% -12,380 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,513 $580K 0.21% +356 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,511 $580K 0.29% +114 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,509 $579K 0.32% +170 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,507 $578K 0.46% +4 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,505 $577K 0.09% -162 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,504 $577K 0.09% +885 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,503 $576K 0.04% -3,923 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,503 $576K 0.17% +651 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,502 $576K 0.07% +25 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,499 $575K 0.44% +165 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,498 $575K 0.13% -143 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,492 $572K 0.51% +99 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,480 $568K 0.09% +285 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,482 $567K 0.08% +14 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,471 $564K 0.04% +2 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,462 $561K 0.05% +541 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,454 $558K 0.12% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,453 $557K 0.12% +901 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,451 $557K 0.11% -235 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,447 $555K 0.18% -70 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,446 $555K 0.25% -33 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,442 $553K 0.11% +1,375 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,441 $553K 0.13% +179 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,439 $552K 0.05% +7 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,437 $551K 0.03% +108 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,433 $550K 0.2% -105 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,424 $546K 0.06% -9 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,423 $546K 0.01% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,423 $546K 0.32% -1,468 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,422 $545K 0.11% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,418 $544K 0.07% -406 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,418 $544K 0.78% -38 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,416 $543K 0.08% +111 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,414 $542K 0.03% -125 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,412 $542K 0.02% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,411 $541K 0.21% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,405 $539K 0.08% +64 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,405 $539K 0.37% 0 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 1,404 $538K 0.5% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,403 $538K 0.19% +7 13F-HR Timeline