SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,450 $664K 0.11% -342 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,437 $661K 0.14% -63 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,425 $659K 0.05% +1,621 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,420 $658K 0.11% +1,720 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,400 $654K 0.01% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,398 $654K 0.29% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,393 $653K 0.05% +1,005 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,365 $647K 0.16% -506 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,358 $646K 0.05% -705 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,346 $644K 0.39% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,344 $643K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,344 $643K 0.01% -355 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,330 $640K 0.1% -23 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,327 $640K 0.19% +119 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,323 $639K 0.07% +26 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,316 $638K 0.11% +2 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,304 $635K 0.04% +466 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,303 $635K 0.53% +275 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 3,272 $629K 0.01% +2,751 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,234 $622K 0.06% +17 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,232 $622K 0.01% +2,393 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,223 $620K 0.24% +164 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,197 $619K 0.02% -100 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,180 $612K 0.02% -1,798 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,171 $610K 0.06% +1,016 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,170 $610K 0.12% -15 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,160 $608K 0.07% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,150 $606K 0.28% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,148 $605K 0.14% +1,182 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,124 $601K 0.05% -1,057 13F-HR Timeline Group Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 3,121 $600K 0.5% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,114 $599K 0.31% +8 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,109 $598K 0.02% -300 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,105 $597K 0.04% +851 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,104 $597K 0.02% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,103 $597K 0.01% -298 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,056 $588K 0.09% +264 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,056 $588K 0.08% +18 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,031 $583K 0.01% +971 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,019 $581K 0.2% +2 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,018 $580K 0.03% -241 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,015 $580K 0.24% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,996 $576K 0.2% +33 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,992 $575K 0.04% -245 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,956 $568K 0.2% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,926 $563K 0.04% +2,678 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,921 $562K 0.19% +432 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,914 $560K 0.04% -1,761 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,905 $559K 0.05% -2,384 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,892 $556K 0.03% -141 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,888 $555K 0.12% -530 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,951 $552K 0.02% -291 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,857 $549K 0.03% -260 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,827 $544K 0.01% -90 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,813 $541K 0.22% +12 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,805 $539K 0.16% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 2,786 $536K 0.25% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,772 $533K 0.03% -13 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 2,760 $531K 0.09% -346 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,754 $530K 0.25% +73 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,825 $528K 0.18% +308 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,740 $527K 0.05% -540 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,735 $526K 0.08% -2,695 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,825 $524K 0.14% +1,024 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,718 $523K 0.02% -712 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,715 $522K 0.33% +18 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,700 $519K 0.09% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,685 $516K 0.01% -339 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,700 $514K 0.1% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,666 $513K 0.09% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,665 $513K 0.02% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,664 $512K 0.04% +232 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,663 $512K 0.17% -180 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,659 $511K 0.02% +720 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 2,650 $510K 0.06% -50 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,646 $509K 0.02% +120 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,645 $509K 0.82% +44 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,637 $507K 0.1% +8 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,622 $504K 0.22% +196 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,620 $504K 0.13% -1 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,607 $501K 0.07% -350 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,607 $501K 0.05% +41 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,604 $501K 0.21% -37 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,602 $500K 0.05% +241 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,586 $497K 0.34% +127 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,569 $494K 0.08% -115 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,226 $492K 0.4% -588 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,547 $490K 0.3% -216 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,546 $490K 0.19% -1,897 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,806 $484K 0.03% -437 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,518 $484K 0.13% -17 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,506 $482K 0.03% -137 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,505 $482K 0.01% -4,660 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 2,500 $481K 0.08% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,500 $481K 0.06% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,493 $479K 0.14% -245 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,462 $473K 0.16% -19 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,510 $473K 0.18% -350 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,459 $473K 0.03% -897 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,438 $469K 0.03% +165 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,433 $468K 0.03% +380 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,432 $468K 0.02% -266 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,423 $466K 0.15% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,420 $465K 0.13% -1,701 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2,417 $465K 0.07% 0 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,413 $464K 0.13% -2,909 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,409 $463K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,406 $463K 0.01% -25 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,384 $462K 0.04% -137 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,400 $462K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,397 $461K 0.04% +35 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,396 $461K 0.02% -53 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,370 $460K 0.07% +600 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,391 $460K 0.05% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,383 $458K 0.07% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,374 $457K 0.22% +77 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,371 $456K 0.03% -405 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,369 $456K 0.1% +22 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,356 $453K 0.41% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,348 $452K 0.14% 0 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,348 $452K 0.08% -16 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,343 $451K 0.1% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,343 $451K 0.09% -22 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,338 $450K 0.02% +589 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,335 $449K 0.23% -50 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,333 $449K 0.15% +534 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,332 $449K 0.15% -3,479 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,320 $446K 0.09% +150 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,320 $446K 0.17% +209 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,317 $446K 0.22% -768 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,316 $445K 0.07% -4 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,313 $445K 0.09% +265 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,311 $444K 0.26% -11 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,302 $443K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,300 $442K 0.05% -301 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,292 $441K 0.02% -30 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,289 $440K 0.04% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,288 $440K 0.02% -7,528 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,283 $439K 0.31% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,268 $436K 0.02% -1,663 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,264 $435K <0.01% +221 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,256 $434K 0.4% +38 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,256 $434K 0.01% -983 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,253 $433K 0.01% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,247 $432K 0.24% -45 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,247 $432K 0.07% +49 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 2,228 $428K 0.04% 0 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,216 $426K 0.01% -882 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,216 $426K 0.15% -1,391 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,214 $426K <0.01% +468 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,210 $425K 0.15% +120 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,204 $424K 0.01% -2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,188 $423K 0.21% +85 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,196 $422K 0.06% +101 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,195 $422K 0.1% +70 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,186 $420K <0.01% -775 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,189 $419K 0.09% -3 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,169 $417K 0.12% -95 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,169 $417K 0.08% -79 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,133 $414K 0.01% +90 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,138 $411K 0.08% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,122 $410K 0.06% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,129 $409K 0.14% -74 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,123 $408K 0.1% -136 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,122 $408K 0.03% +160 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,120 $408K 0.04% +1,347 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,148 $408K 0.02% -76 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,115 $407K 0.03% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,112 $406K 0.07% +21 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,089 $405K 0.01% +12 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,103 $404K 0.17% -43 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,099 $404K 0.02% +1,099 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,099 $404K 0.23% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,092 $402K +961 Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,091 $402K <0.01% new 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,089 $402K <0.01% -1,068 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,085 $401K 0.04% -95 13F-HR/A Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,082 $400K 0.1% -12 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,080 $400K 0.02% +1,114 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,079 $400K 0.27% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,076 $399K 0.09% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,180 $399K 0.03% +509 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,069 $396K 0.05% -1,342 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,048 $394K 0.01% -472 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,043 $393K 0.05% -91 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,040 $392K 0.14% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,035 $391K 0.09% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,035 $391K 0.1% -26 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,034 $391K 0.19% +1,392 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,029 $390K 0.01% -13 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,029 $390K 0.01% -1,294 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,022 $389K 0.02% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,011 $387K 0.16% +8 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,009 $386K 0.21% +2,000 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,000 $385K 0.02% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,999 $384K 0.12% -299 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,998 $384K 0.01% +311 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,985 $382K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,055 $381K 0.32% -59 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,973 $379K 0.01% +97 13F-HR Timeline