West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,147 $995K 0.22% +725 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 6,144 $994K 0.73% +2,330 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,142 $994K 0.14% +96 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,141 $994K 0.1% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,089 $985K 0.09% +175 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,059 $980K 0.11% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,058 $980K 0.18% +68 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,156 $979K 0.65% -1,274 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 6,022 $974K 0.21% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,989 $969K 0.44% +736 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,984 $968K 0.1% -70 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,975 $967K 0.2% +1,437 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,957 $964K 0.01% +2,062 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,940 $961K 0.04% +759 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,621 $957K 0.26% +60 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,915 $957K 0.3% -400 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,910 $956K 0.22% +614 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,902 $955K 0.08% +4,588 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,894 $954K 0.06% +48 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,880 $951K 0.38% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,874 $950K 0.08% -193 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,855 $947K 0.07% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,805 $939K 0.1% +173 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,770 $934K 0.17% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,755 $931K 0.17% +1,531 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,731 $927K 0.18% +1,130 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,729 $927K 0.06% +200 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 5,710 $924K 0.06% -82,953 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,694 $921K 0.54% -972 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,690 $921K 0.01% +220 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,681 $919K 0.29% +211 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,673 $918K 0.13% +273 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,665 $916K 0.12% -9,312 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 5,653 $915K 0.78% +55 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,489 $914K 0.27% +205 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,652 $914K 0.06% -287 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,652 $914K 0.64% -22 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,644 $913K 0.26% +300 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,632 $911K 0.75% -13 13F-HR Timeline City State Bank More: the full row for City State Bank 5,622 $910K 0.26% +216 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,617 $909K 0.01% -250 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 5,605 $907K 0.05% +104 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,495 $905K 0.06% -133 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,592 $905K 0.45% -4 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,589 $904K 0.1% -840 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,577 $902K 0.05% -490 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,570 $901K 0.09% +2,990 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 5,559 $899K 0.7% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 5,555 $899K 0.07% +483 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,523 $894K 0.65% -27,401 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,483 $888K 0.08% +1,127 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 5,475 $886K 0.02% -2,150 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,471 $885K 0.3% +328 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,438 $880K 0.11% +766 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 5,434 $879K 0.33% -1,317 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,425 $878K 0.13% -54 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,424 $878K 0.04% +206 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,405 $874K 0.1% -120 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 5,405 $874K 0.16% +5 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,399 $874K 0.06% +101 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,396 $873K 0.24% +80 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 5,385 $871K 0.09% -12 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,383 $871K 0.41% +397 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,367 $868K 0.02% +629 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,341 $864K 0.46% +365 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,333 $863K 0.21% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 5,328 $862K 0.12% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,327 $862K 0.08% -299 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,318 $860K 0.06% -13 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5,317 $860K 0.22% +162 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,316 $860K 0.04% +955 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,516 $857K 0.13% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,293 $856K 0.25% -30 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,289 $856K 0.25% +100 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,279 $854K 0.68% -71 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,274 $853K 0.23% +177 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,259 $851K 0.09% +787 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,251 $850K 0.45% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,243 $848K 0.03% +577 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,236 $847K 0.07% +216 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,221 $845K 0.28% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,217 $844K 0.06% +3,212 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 5,214 $844K 1.47% -445 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,206 $842K 0.17% +2,550 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 5,197 $841K 0.26% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,193 $840K 0.21% +200 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,180 $838K 0.4% -48 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,174 $837K 0.31% +225 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 5,170 $836K 0.4% -250 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 5,168 $836K 0.39% +77 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,165 $836K 0.06% +111 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,155 $834K 0.05% +62 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,149 $833K 0.19% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5,148 $833K 0.14% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,108 $826K 0.06% +425 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,082 $822K 0.65% +2,990 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,072 $821K 0.07% -1,667 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,045 $816K 0.35% -65 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,040 $815K 0.59% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,037 $815K 0.04% +70 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,036 $815K 0.33% +2,796 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,036 $815K 0.13% -1,025 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,000 $809K 0.26% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,983 $806K 0.05% +52 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,913 $806K 0.07% -351 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,979 $806K 0.03% -31 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,977 $805K 0.13% 0 13F-HR/A Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,971 $804K 0.31% +656 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,963 $803K 0.01% +293 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,963 $803K 0.12% +661 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,955 $802K 0.44% -445 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,953 $801K 0.59% +132 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 4,945 $800K 0.16% -605 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,918 $796K 0.06% new 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,910 $794K 0.34% -51 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,900 $793K 0.18% +429 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,895 $792K 0.1% -423 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,890 $791K 0.04% +1,115 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,876 $789K 0.03% +731 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 4,876 $789K 0.55% +1,219 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,869 $788K 0.02% +35 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,867 $784K 0.01% +1,444 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,845 $784K 0.38% +5 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,790 $775K 0.34% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,790 $775K 0.11% +155 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,779 $773K 0.01% +342 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,758 $770K 0.2% +2,039 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,755 $769K 0.02% +1,661 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,744 $768K 0.1% -93 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,732 $766K -3,281 Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,721 $764K 0.06% -147 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,716 $763K 0.03% +587 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,691 $759K 0.23% -966 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,687 $758K 0.03% -31,313 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 4,672 $756K 0.01% -8 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,665 $755K 0.01% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,658 $754K 0.14% +109 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,638 $750K 0.49% +2,482 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,635 $750K 0.06% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,633 $750K 0.15% +111 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,691 $749K 0.07% +376 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,626 $748K 0.69% -343 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,623 $748K 0.21% -2,509 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,620 $747K 0.44% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,617 $747K 0.14% +57 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 4,600 $744K 0.58% -8,500 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,594 $743K 0.21% +684 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,580 $741K 0.17% -250 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,532 $733K 0.04% +487 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,531 $733K 0.01% -239 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,520 $731K 0.12% -119 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 4,500 $728K 0.57% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,499 $728K 0.09% +5 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,482 $725K 0.02% -645 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,465 $722K 0.31% +1,781 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,462 $722K 0.46% +176 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,458 $721K 0.25% -113 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,444 $719K 0.23% +2,862 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,434 $717K 0.02% -393 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,425 $716K 0.02% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,421 $715K 0.19% -995 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,420 $715K 0.11% -538 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,414 $714K 0.2% +117 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,823 $714K 0.2% +63 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,392 $711K 0.13% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,392 $711K 0.25% -2 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,346 $703K 0.08% +157 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,335 $701K 0.2% -50 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,333 $701K 0.06% +36 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,328 $700K 0.09% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,309 $697K 0.04% +48 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,300 $696K 0.55% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,300 $696K 0.38% -914 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,299 $696K 0.24% +300 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,293 $694K 0.13% -32 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,269 $691K 0.36% +1,177 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,268 $691K 0.21% +219 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,265 $690K 0.11% +1,066 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 4,189 $690K 0.21% +973 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,259 $689K 0.21% -8,755 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,253 $688K 0.1% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,213 $682K 0.12% +387 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,212 $681K 0.07% -4 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,203 $680K 0.1% -157 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,200 $680K 0.1% +1,075 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,200 $680K 0.43% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 4,000 $679K 0.12% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,195 $679K 0.05% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,185 $677K 0.26% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 4,183 $677K 0.23% +711 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,168 $674K 0.52% -11 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4,152 $673K 0.15% +1,546 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,151 $671K 0.23% +67 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 4,140 $670K 0.75% +1,100 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,136 $669K 0.14% 0 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,132 $669K 0.74% +2,631 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,114 $666K 0.07% +1,732 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,097 $663K 0.07% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True North Advisors, LLC More: the full row for True North Advisors, LLC 4,092 $662K 0.11% +434 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,079 $660K 0.04% +144 13F-HR Timeline