Calydon Capital More: the full row for Calydon Capital 899 $650K 0.1% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 898 $649K 0.2% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 895 $647K 0.28% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 895 $647K 0.06% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 894 $646K 0.08% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 893 $645K 0.02% +4 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 892 $645K 0.07% +7 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 886 $640K 0.11% +144 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 882 $638K 0.5% -26 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 879 $636K 0.04% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 878 $635K 0.06% -179 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 877 $634K 0.2% -167 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 876 $633K 0.1% +76 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 875 $633K 0.06% +132 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 874 $632K 0.05% -325 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 866 $626K 0.28% +25 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 864 $625K 0.06% -1,943 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 863 $624K 0.3% +6 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 860 $622K 0.06% +95 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 860 $622K 0.55% -530 13F-HR/A Timeline First Bank & Trust More: the full row for First Bank & Trust 858 $620K 0.09% +113 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 858 $620K 0.11% -71 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 855 $618K 0.29% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 855 $618K 0.27% -111 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 854 $617K 0.03% -221 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 854 $617K 0.67% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 852 $616K 0.12% -830 13F-HR/A Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 851 $615K 0.05% +95 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 852 $615K 0.23% +7 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 850 $615K 0.16% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 850 $615K 0.28% -10 13F-HR/A Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 850 $615K 0.29% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 849 $614K 0.13% +123 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 848 $613K 0.21% +230 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 846 $612K 0.07% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 844 $610K 0.07% +94 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 843 $609K 0.46% -3 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 839 $607K 0.15% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 838 $606K 0.03% -65 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 835 $604K 0.33% new 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 835 $603K 0.39% -10 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 833 $603K 0.04% +112 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 833 $602K 0.6% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 832 $602K 0.18% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 831 $601K 0.12% -591 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 830 $600K 0.02% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 830 $600K 0.37% -10 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 828 $599K 0.12% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 828 $599K 0.3% +26 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 827 $598K 0.04% -46 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 826 $597K 0.06% -53 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 825 $597K 0.1% +4 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 821 $594K 0.25% +76 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 820 $593K 0.17% -30 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 818 $591K 0.12% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 818 $591K 0.02% -395 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 817 $591K 0.08% +39 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 817 $591K 0.17% -3 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 817 $590K 0.06% +6 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 809 $585K 0.05% -41 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 809 $585K 0.12% -5 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,711 $585K 0.13% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,100 $583K 0.19% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 804 $582K 0.06% -22 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 802 $580K 0.13% -17 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 802 $580K 0.44% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 801 $579K 0.16% -24 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 800 $579K 0.4% -1,072 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 800 $579K 0.11% -25 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 800 $578K 0.05% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 800 $578K 0.06% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 800 $578K 0.03% -75 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 800 $578K 0.18% +19 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 800 $578K 0.07% -100 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 800 $578K 0.28% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 800 $578K 0.63% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 800 $578K 0.38% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 800 $578K 0.27% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 799 $578K 0.07% +111 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 797 $576K 0.05% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 796 $576K 0.15% -60 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 795 $575K 0.13% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 793 $573K 0.03% -105 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 791 $572K 0.12% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 789 $570K 0.31% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 788 $570K 0.02% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 786 $568K 0.23% +35 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 786 $568K 0.13% +28 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 780 $564K 0.2% -315 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 779 $563K 0.27% +779 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 778 $562K 0.04% +6 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 777 $562K 0.04% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 777 $562K 0.16% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 776 $561K 0.15% -18 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 775 $560K 0.14% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 773 $559K 0.06% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 772 $558K 0.05% +1 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 772 $558K 0.46% +1 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 772 $558K 0.06% +64 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 771 $557K 0.32% -1,415 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 770 $557K 0.13% -200 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 766 $554K 0.34% -68 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 765 $553K 0.03% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 764 $553K 0.14% +2 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 955 $553K 0.36% -36 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 759 $549K 0.06% -329 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 759 $549K 0.71% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 758 $548K 0.2% -43 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 758 $548K 0.28% -174 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,023 $548K 0.18% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 757 $547K 0.2% +31 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 756 $547K 0.18% +1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 756 $547K 0.36% +327 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 754 $545K 0.24% -49 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 837 $545K 0.08% -50 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 753 $544K 0.09% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 752 $544K 0.2% +4 13F-HR Timeline Carter Financial Group, INC. 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More: the full row for Burford Brothers, Inc. 712 $515K 0.19% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 709 $513K 0.1% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 709 $512K 0.03% +28 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 708 $512K 0.1% +81 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 708 $512K 0.09% +3 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 706 $510K 0.11% +43 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 705 $510K 0.41% +14 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 705 $510K 0.48% -700 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 704 $509K 0.28% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 703 $509K 0.11% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 703 $508K 0.09% -41 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 702 $508K 0.02% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 702 $508K 0.11% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 702 $508K 0.15% +2 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 700 $506K 0.01% 0 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 700 $506K 0.24% -102 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 700 $506K 0.41% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 697 $504K 0.21% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 833 $503K 0.26% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 695 $502K 0.97% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 693 $501K 0.03% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 692 $500K 0.06% new 13F-HR/A Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 692 $500K 0.24% -25 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 691 $500K 0.01% -284 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 689 $498K 0.43% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 687 $497K 0.1% -4 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 687 $497K 0.05% -51 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 685 $495K 0.03% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 684 $495K 0.11% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 683 $494K 0.2% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 683 $494K 0.27% -74 13F-HR/A Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 683 $494K 0.21% -73 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 683 $494K 0.31% 0 13F-HR Timeline