NWAM LLC More: the full row for NWAM LLC 1,125 $373K 0.02% -7 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,120 $371K 0.05% +51 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,120 $371K -321 Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,115 $370K 0.01% -55 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,114 $370K 0.12% -596 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,109 $368K 0.06% -1,954 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,109 $368K 0.06% new 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,102 $366K 0.04% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,100 $365K 0.17% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,099 $365K 0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,097 $364K 0.01% +12 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,097 $364K 0.05% -52 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,095 $363K 0.01% +25 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,090 $362K 0.02% -3,316 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,012 $361K 0.15% +7 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,087 $361K <0.01% +901 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 1,081 $359K 0.06% +110 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 996 $358K 0.01% +4 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,080 $358K 0.05% +256 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 1,076 $357K 0.12% +3 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,074 $356K <0.01% -255 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,073 $356K 0.02% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,072 $356K 0.02% +103 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,066 $354K 0.08% +30 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,064 $353K 0.09% -21 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 1,060 $352K 0.12% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,057 $351K 0.07% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 1,050 $348K 0.33% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,048 $348K 0.07% +2 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,041 $345K 0.16% +27 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,037 $344K 0.01% -33 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,037 $344K 0.08% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,031 $342K 0.12% -3,028 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,030 $342K 0.08% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,029 $341K 0.01% +282 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,028 $341K 0.04% +2 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 924 $339K 0.13% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,019 $338K 0.04% +35 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,018 $338K 0.01% -21 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,017 $337K 0.11% -300 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,015 $336K 0.04% +96 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,009 $335K 0.01% -3,829 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,007 $334K 0.1% -450 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,005 $333K 0.04% +234 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 993 $329K 0.02% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 989 $328K 0.02% -91 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 987 $327K 0.01% 0 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 985 $327K 0.05% -82 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 982 $326K 0.12% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 979 $325K 0.15% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 974 $323K 0.02% +8 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 971 $322K 0.11% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 966 $320K 0.02% -350 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 965 $320K 0.02% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 965 $320K 0.02% 0 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 950 $315K 0.01% +56 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 947 $314K +181 Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 940 $312K 0.04% -310 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 937 $311K <0.01% -38 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 904 $311K 0.04% -5 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 934 $310K 0.09% -1 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 934 $310K 0.05% +225 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 933 $309K 0.03% +186 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 928 $308K 0.09% +119 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 919 $305K 0.07% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 913 $303K 0.01% -102 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 910 $302K 0.1% new 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 907 $301K 0.01% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 906 $301K 0.02% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 905 $300K 0.06% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 904 $300K <0.01% -22 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 900 $299K 0.06% -200 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 900 $299K 0.08% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 893 $296K <0.01% +368 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 892 $296K 0.01% -171 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 890 $295K 0.14% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 874 $290K 0.01% -321 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 873 $290K 0.01% -406 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 873 $290K 0.01% -126 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 812 $289K 0.04% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 864 $287K 0.05% +23 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 834 $287K <0.01% +144 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 861 $286K 0.01% +672 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 859 $285K 0.02% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 859 $285K 0.05% +51 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 856 $284K 0.04% +11 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 855 $284K 0.05% -65 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 850 $282K 0.06% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 849 $282K 0.02% -15 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 847 $281K 0.25% -3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 847 $281K 0.03% -17 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 846 $281K <0.01% -103 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 837 $278K 0.03% +111 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 835 $277K <0.01% -78 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 831 $276K 0.04% +149 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 828 $275K 0.01% +33 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 826 $274K 0.08% -425 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 822 $273K 0.02% +15 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 822 $273K 0.02% -47 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 816 $271K 0.01% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 815 $270K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 755 $270K 0.02% -43 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 811 $269K <0.01% -952 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 808 $268K 0.21% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 805 $267K 0.03% +11 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 805 $267K 0.03% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 803 $266K <0.01% +23 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 800 $265K 0.02% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 797 $264K 0.09% +150 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 796 $264K 0.02% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 794 $264K 0.02% +17 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 792 $263K 0.09% -534 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 790 $262K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 788 $261K 0.01% -549 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 783 $260K 0.01% -165 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 773 $257K <0.01% -591 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 767 $254K 0.03% +22 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 764 $253K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 763 $253K 0.02% +56 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 762 $253K 0.19% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 759 $252K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 759 $252K 0.04% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 758 $251K 0.04% -2 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 753 $250K 0.1% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 748 $248K <0.01% -117 13F-HR/A Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 745 $247K 0.14% +85 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 740 $245K 0.02% +5 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 739 $245K 0.01% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 738 $245K 0.04% +1 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 731 $242K 0.05% +59 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 728 $241K 0.03% -65 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 727 $241K 0.09% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 725 $240K 0.03% 0 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 723 $240K 0.01% -113 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 723 $240K 0.09% -1 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 723 $240K 0.01% -231 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 720 $239K 0.02% new 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 717 $238K <0.01% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 716 $237K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 712 $236K 0.1% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 707 $235K 0.05% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 648 $234K 0.03% +10 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 704 $234K 0.03% -29 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 701 $233K 0.02% 0 13F-HR/A Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 696 $231K 0.01% +27 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 693 $230K 0.02% +323 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 691 $229K 0.05% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 690 $229K 0.09% 0 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 689 $229K 0.01% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 687 $228K 0.16% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 643 $227K 0.09% +2 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 682 $226K 0.13% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 682 $226K 0.15% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 676 $224K 0.12% -975 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 675 $224K 0.05% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 666 $221K 0.01% +2 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 665 $221K 0.04% -94 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 662 $220K 0.04% +2 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 652 $217K <0.01% +29 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 653 $217K 0.02% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 642 $217K 0.01% 0 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 652 $216K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 650 $216K 0.01% +33 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 648 $215K 0.02% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 646 $214K 0.04% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 645 $214K 0.01% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 642 $213K 0.02% +11 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 641 $213K 0.15% -69 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 641 $213K 0.01% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 641 $213K 0.02% -3,120 13F-HR/A Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 640 $212K 0.08% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 640 $212K 0.08% -525 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 639 $212K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 636 $211K 0.01% -101 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 636 $211K 0.16% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 628 $208K 0.01% +6 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 626 $208K 0.01% -274 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 626 $208K <0.01% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 626 $208K 0.02% new 13F-HR Timeline Group Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 626 $208K 0.12% -195 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 625 $207K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 619 $205K 0.02% -3 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 618 $205K 0.01% -13 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 618 $205K 0.05% -74 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 618 $205K 0.01% -33 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 614 $204K 0.02% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 613 $203K <0.01% new 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 613 $203K 0.09% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 609 $202K 0.03% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 609 $202K +16 Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 608 $202K 0.05% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 607 $201K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 605 $201K 0.02% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 605 $201K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 604 $200K 0.06% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 604 $200K 0.12% -38 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 601 $199K 0.13% -2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 588 $195K 0.09% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 581 $193K 0.11% -8 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 570 $189K 0.03% +11 13F-HR Timeline