Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,655 $337K 0.11% +2 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,655 $337K 0.13% -545 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,655 $337K 0.08% -2,347 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,655 $337K 0.21% +466 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,217 $335K 0.07% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,644 $334K 0.03% -498 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,641 $334K 0.15% -966 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,639 $333K 0.12% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,638 $333K 0.06% -1,258 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,638 $333K 0.12% -103 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,636 $333K <0.01% +10 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,636 $333K 0.06% +30 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,635 $333K 0.24% -33,761 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,630 $332K 0.01% +20 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,629 $331K <0.01% +578 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,625 $331K 0.05% -824 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,624 $330K 0.01% +420 13F-HR/A Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,624 $330K 0.14% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,623 $330K 0.02% -24 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,620 $330K 0.02% -165 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,615 $329K 0.29% +207 13F-HR Timeline American Trust More: the full row for American Trust 1,607 $327K 0.03% -36 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 712 $327K 0.31% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,603 $326K 0.08% +249 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 1,600 $325K 0.27% -50 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,599 $325K 0.16% -72 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,598 $325K 0.06% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,593 $324K 0.25% -20 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,593 $324K 0.01% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,590 $323K 0.1% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,589 $323K 0.3% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,588 $323K 0.02% new 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,584 $322K 0.08% -515 13F-HR/A Timeline Invst, LLC More: the full row for Invst, LLC 1,582 $322K 0.04% +69 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,580 $321K 0.03% +393 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,577 $321K 0.14% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,576 $321K 0.04% +369 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,576 $321K 0.09% -1,037 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,573 $320K 0.24% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,568 $319K 0.04% +114 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,567 $319K 0.11% +491 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,566 $319K 0.24% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,565 $318K 0.25% +147 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,562 $318K 0.02% -305 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,561 $318K 0.04% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,561 $318K 0.08% +86 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,559 $317K 0.07% -33 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,556 $317K 0.03% -5 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,556 $317K 0.03% -50 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 1,556 $317K 0.23% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,555 $316K 0.08% -24 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,554 $316K 0.08% -20 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,553 $316K 0.2% +45 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,552 $316K 0.01% +89 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,551 $316K 0.02% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,551 $316K 0.18% +37 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,500 $315K 0.25% +730 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,550 $315K 0.09% +300 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,547 $315K 0.09% +291 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,546 $315K 0.05% -2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,545 $314K 0.04% +1,252 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,543 $314K 0.23% +104 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,534 $312K 0.12% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,527 $311K 0.08% +3 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,525 $310K 0.07% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,524 $310K 0.1% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,519 $309K 0.2% +72 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,515 $308K 0.13% +900 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,515 $308K 0.32% -10 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,513 $308K 0.02% +15 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 1,510 $307K 0.26% -30 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,509 $307K 0.16% -989 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,507 $306K 0.01% +41 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 1,506 $306K 0.15% +186 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,503 $306K 0.13% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,502 $306K 0.09% +13 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,290 $305K 0.17% +140 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 1,500 $305K 0.17% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,500 $305K 0.95% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,499 $305K 0.09% +220 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,497 $304K +65 Timeline Paradiem, LLC More: the full row for Paradiem, LLC 1,496 $304K 0.07% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,491 $303K 0.03% -64 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,490 $303K 0.07% -13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 851 $302K 0.04% +85 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,479 $301K 0.11% 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,479 $301K 0.03% -66 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,475 $300K 0.03% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,425 $300K 0.03% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,474 $300K 0.16% +40 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,474 $300K 0.04% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 896 $300K 0.06% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,473 $300K 0.04% +5 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,473 $300K 0.18% +199 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,469 $299K 0.13% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,467 $298K 0.11% -111 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,465 $298K 0.11% -15 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,465 $298K 0.12% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,464 $298K 0.02% +105 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,462 $297K 0.01% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,462 $297K 0.16% -64 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,461 $297K 0.18% +175 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,460 $297K 0.03% -1 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,460 $297K 0.06% -40 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,459 $297K 0.05% -23 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 831 $295K 0.04% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,450 $295K 0.15% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,450 $295K 0.27% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,450 $295K 0.03% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,448 $295K 0.02% -43 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,447 $294K 0.2% +35 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,447 $294K 0.06% +143 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,447 $294K 0.2% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,443 $294K 0.05% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,443 $294K 0.04% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,434 $292K 0.04% +150 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,432 $291K 0.07% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,431 $291K 0.03% +37 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,431 $291K 0.07% +61 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,430 $291K 0.13% -241 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,430 $291K 0.06% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,429 $291K 0.04% -8 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 1,429 $291K 0.17% +159 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,427 $290K 0.14% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,424 $290K 0.02% -97 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,419 $289K 0.27% +250 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,420 $289K 0.15% +55 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,414 $288K 0.03% -43 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 1,411 $287K 0.23% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,409 $287K 0.08% +289 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,403 $286K 0.08% +112 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,406 $286K 0.16% +61 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,402 $285K 0.03% +289 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $285K <0.01% -400 13F-HR Timeline Group RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,400 $285K 0.17% 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,400 $285K 0.24% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,396 $284K 0.04% +48 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,395 $284K 0.09% -41 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,393 $283K 0.05% +357 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,393 $283K 0.06% -38 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 1,391 $283K 0.24% -191 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,390 $283K 0.03% -42 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,389 $283K 0.02% -120 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,389 $283K 0.08% -360 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,389 $283K 0.06% +140 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,388 $282K 0.11% +88 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,383 $281K 0.01% -8,022 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,379 $281K 0.01% -299 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,375 $280K 0.24% -4,057 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,371 $279K 0.09% +447 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,370 $279K 0.21% +22 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,369 $279K 0.16% +19 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,366 $278K 0.05% +147 13F-HR/A Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,360 $277K 0.15% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,360 $277K 0.22% -81 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 607 $276K 0.28% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,355 $276K 0.1% +131 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,349 $274K 0.01% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,349 $274K 0.06% +131 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,347 $274K 0.07% -3,950 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,345 $274K 0.1% -11,235 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 1,344 $273K 0.27% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,340 $273K 0.17% -80 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,270 $272K 0.19% -338 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,337 $272K 0.12% +106 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 1,335 $272K 0.22% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,334 $271K 0.06% +183 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,334 $271K 0.08% +36 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,334 $271K 0.12% -5 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,331 $271K 0.06% -1,232 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,330 $271K 0.31% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,329 $270K 0.04% -3 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,329 $270K 0.03% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,327 $270K 0.05% -16 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,324 $269K 0.09% -10 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,321 $269K 0.02% -179,656 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 1,368 $268K 0.24% +265 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 770 $268K 0.12% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,315 $268K 0.03% -9 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,313 $267K 0.06% -126 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,312 $267K 0.13% +15 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 1,309 $266K 0.11% -334 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,308 $266K 0.03% +70 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,306 $266K 0.02% -268 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,304 $265K 0.06% -31 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,238 $265K 0.1% -785 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,298 $264K 0.07% -177 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,295 $263K 0.14% +80 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $263K 0.16% -1,295 13F-HR Timeline Amount filed as zero, left out of ratios. Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 1,295 $263K 0.13% +130 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,294 $263K 0.04% -404 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,293 $263K 0.17% +266 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,291 $263K 0.05% +51 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,290 $262K 0.06% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,290 $262K 0.09% +307 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,289 $262K 0.21% -321 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,288 $262K 0.11% +9 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,285 $261K 0.01% -6 13F-HR Timeline Group Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,285 $261K 0.27% -280 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,285 $261K 0.16% 0 13F-HR Timeline