Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 820 $280K <0.01% +320 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 819 $280K 0.07% -13 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 815 $280K 0.05% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 817 $279K 0.03% -14 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 816 $279K 0.1% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 814 $278K 0.06% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 812 $278K 0.14% -1,377 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 812 $278K 0.06% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 811 $277K 0.03% -25,112 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 811 $277K 0.03% +1 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 806 $275K 0.04% +8 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 803 $274K 0.13% -858 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 802 $274K 0.15% -368 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 802 $274K 0.15% +105 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 802 $274K 0.24% 0 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 700 $274K 0.21% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 801 $274K 0.11% -72 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 800 $273K 0.03% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 800 $273K 0.03% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 800 $273K 0.15% -468 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 800 $273K 0.05% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 800 $273K 0.28% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 800 $273K 0.13% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 797 $272K 0.01% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 795 $272K 0.06% -180 13F-HR/A Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 794 $271K 0.08% -26 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 793 $271K 0.07% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 791 $270K 0.06% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 788 $269K 0.02% -56 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 788 $269K 0.01% +522 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 787 $269K <0.01% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 787 $269K 0.24% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 786 $269K 0.07% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 784 $268K 0.31% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 783 $268K 0.08% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 828 $268K 0.01% -102 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 781 $267K 0.09% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 781 $267K -167,979 Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 778 $266K 0.05% -146 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 777 $266K 0.08% -50 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 776 $265K 0.05% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 776 $265K 0.1% -108 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 775 $265K 0.07% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 774 $265K 0.05% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 773 $264K 0.04% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 772 $264K 0.02% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 771 $264K 0.03% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 771 $264K 0.25% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 771 $264K 0.02% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 756 $263K 0.36% -24 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 770 $263K 0.04% -134 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 746 $263K 0.03% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 769 $263K 0.03% +52 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 766 $262K 0.28% -180 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 765 $261K 0.03% -110 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $261K 0.15% new 13F-HR Timeline Amount filed as zero, left out of ratios. CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 762 $261K 0.08% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 760 $260K 0.23% +210 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 758 $259K 0.07% 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 651 $259K 0.18% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 757 $259K 0.16% -26 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 757 $259K 0.01% -109 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 756 $258K 0.09% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 756 $258K 0.02% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 756 $258K 0.03% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 755 $258K 0.12% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 755 $258K 0.01% new 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 753 $257K 0.04% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 751 $257K 0.12% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 750 $256K 0.03% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 750 $256K 0.18% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 750 $256K 0.07% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 750 $256K 0.13% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 748 $256K 0.11% -308 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 746 $255K 0.16% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 638 $255K 0.02% -54 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 745 $255K 0.04% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 745 $255K 0.12% 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 745 $255K 0.16% -248 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 744 $254K 0.05% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 743 $254K 0.03% new 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 743 $254K 0.11% -79 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 742 $253K 0.05% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 740 $253K 0.13% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 739 $253K 0.04% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 738 $252K 0.23% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 781 $252K 0.22% -1,399 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 738 $252K 0.03% -231 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 738 $252K 0.03% -122 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 737 $252K 0.23% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 735 $251K 0.1% -5 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 734 $251K 0.18% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 733 $251K 0.07% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 730 $250K 0.02% new 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 727 $248K 0.17% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 726 $248K 0.06% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 726 $248K 0.1% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 724 $247K 0.14% -2,170 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 722 $247K 0.02% -427 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 722 $247K 0.05% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 722 $247K 0.03% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 721 $246K 0.02% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 721 $246K 0.09% -162 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 720 $246K 0.07% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,156 $246K 0.16% +703 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 717 $245K 0.05% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 717 $245K 0.13% -110 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 716 $245K 0.01% -25,371 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 715 $244K 0.1% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 713 $244K 0.02% +129 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 710 $243K 0.05% -74 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 710 $243K 0.1% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 709 $242K 0.05% +41 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 708 $242K 0.03% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 705 $241K 0.05% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 704 $240K 0.15% new 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 702 $240K 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 701 $240K 0.03% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 700 $239K 0.02% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 700 $239K <0.01% new 13F-HR Timeline Group FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 700 $239K 0.11% new 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 700 $239K 0.22% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 539 $239K 0.18% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 700 $239K 0.08% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 698 $239K 0.04% -240 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 697 $238K <0.01% new 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 697 $238K 0.09% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 693 $237K 0.02% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 621 $237K 0.1% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 691 $236K 0.01% -125 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 691 $236K 0.05% new 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 691 $236K 0.22% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 690 $236K 0.2% new 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 689 $235K 0.22% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 689 $235K 0.11% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 688 $235K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 688 $235K 0.03% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 685 $234K 0.01% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 684 $234K 0.06% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 683 $234K 0.1% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 683 $233K 0.16% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 682 $233K 0.06% new 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 682 $233K 0.08% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 682 $233K 0.14% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 681 $233K 0.01% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 680 $232K 0.01% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 677 $231K 0.08% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 677 $231K 0.07% new 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 676 $231K 0.18% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 672 $230K 0.05% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 669 $229K 0.04% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 667 $228K 0.08% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 663 $227K 0.06% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 661 $226K 0.07% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 660 $226K 0.01% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 655 $224K 0.02% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 654 $224K 0.11% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 653 $223K <0.01% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 653 $223K 0.04% new 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 653 $223K 0.12% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 650 $222K 0.12% new 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 650 $222K 0.03% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 650 $222K 0.17% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 649 $222K 0.02% +506 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 648 $221K 0.04% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 647 $221K 0.22% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 537 $221K 0.03% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 645 $221K 0.03% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 644 $220K 0.08% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 644 $220K 0.02% new 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 641 $219K 0.09% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 641 $219K 0.06% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 639 $218K 0.08% -416 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 637 $218K 0.15% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 636 $217K <0.01% new 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 634 $217K 0.07% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 633 $216K 0.01% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 632 $216K 0.05% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 632 $216K 0.06% new 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 630 $215K 0.05% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 630 $215K 0.16% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 629 $215K 0.01% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 628 $215K 0.04% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 627 $214K 0.05% +76 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 626 $214K 0.11% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 624 $213K 0.06% new 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 623 $213K 0.22% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 622 $213K 0.05% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 619 $212K 0.16% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 618 $211K 0.09% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 618 $211K 0.08% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 617 $211K 0.03% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 617 $211K 0.07% +514 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 615 $210K 0.06% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 528 $210K 0.01% new 13F-HR/A Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 614 $210K 0.16% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 609 $208K 0.09% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 608 $208K 0.04% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 608 $208K 0.09% -67 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 607 $207K 0.18% -7,219 13F-HR Timeline