Optas, LLC More: the full row for Optas, LLC 3,437 $339K 0.06% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,433 $339K 0.04% -22 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,430 $339K 0.13% +65 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,424 $338K 0.26% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,423 $338K 0.01% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,416 $337K 0.16% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,413 $337K 0.25% +195 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,404 $336K 0.02% -718 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,394 $335K 0.1% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,381 $334K 0.45% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,356 $332K 0.2% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,361 $332K 0.02% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,340 $330K 0.14% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,345 $330K 0.17% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,341 $330K 0.16% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 3,316 $327K 0.12% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,291 $325K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,288 $325K 0.08% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,284 $324K 0.04% -2,865 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,277 $324K 0.17% +123 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,268 $323K 0.01% -5,323 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 3,256 $322K <0.01% -549 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,256 $322K 0.02% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,250 $321K 0.02% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,241 $320K 0.06% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,238 $320K 0.12% -865 13F-HR/A Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,236 $320K 0.21% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,230 $319K 0.06% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,230 $319K 0.06% -1,390 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,228 $319K 0.07% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,214 $318K 0.06% -22 13F-HR/A Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,928 $318K 0.06% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,200 $317K 0.03% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,200 $316K 0.04% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,200 $316K 0.05% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,198 $316K 0.27% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,184 $314K 0.07% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,165 $313K 0.23% -25 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,179 $312K 0.06% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,161 $312K 0.01% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,161 $312K 0.19% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,155 $312K 0.24% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,150 $311K 0.15% 0 13F-HR Timeline Group MRA Advisory Group More: the full row for MRA Advisory Group 3,149 $311K 0.15% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,807 $309K 0.15% -392 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,119 $308K 0.13% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,105 $307K 0.01% -4,467 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,103 $306K 0.12% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,097 $306K 0.02% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,094 $306K 0.01% -86 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,093 $305K 0.02% -26 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,087 $305K 0.08% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,080 $304K 0.08% new 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,122 $304K 0.13% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,073 $304K 0.23% +8 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,068 $303K 0.05% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,134 $303K 0.07% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,056 $302K 0.03% 0 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,083 $301K 0.04% new 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,036 $300K <0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,007 $297K 0.11% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,992 $295K 0.06% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,975 $294K <0.01% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,950 $291K 0.08% -650 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,950 $291K +2,586 Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,938 $290K 0.35% +33 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,941 $290K <0.01% -106 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,927 $289K 0.01% new 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,924 $289K 0.04% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,920 $288K 0.03% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,915 $288K 0.02% -1,491 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,909 $287K 0.07% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,899 $286K 0.06% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,899 $286K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,878 $284K 0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,871 $284K 0.29% new 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 2,871 $284K 0.08% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,858 $283K 0.1% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,853 $282K 0.07% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,837 $281K 0.07% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,827 $279K 0.04% -490 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,820 $278K 0.01% new 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,815 $278K 0.15% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,807 $277K 0.04% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,800 $276K 0.04% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,773 $274K 0.07% -5,278 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,766 $273K 0.04% new 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,766 $273K 0.02% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,755 $272K 0.15% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,753 $272K 0.06% new 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,746 $271K <0.01% new 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,746 $271K 0.16% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 2,743 $271K <0.01% new 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,732 $270K 0.03% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,728 $269K 0.01% -6,583 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,726 $269K 0.04% new 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,725 $269K 0.01% new 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,722 $269K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,714 $268K 0.04% +362 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,695 $266K 0.1% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,695 $266K 0.13% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,694 $266K 0.03% +100 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,694 $266K <0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,693 $266K <0.01% new 13F-HR/A Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,674 $264K 0.01% -647 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,672 $264K 0.01% new 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,668 $263K 0.02% -11,777 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 2,668 $263K 0.11% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,640 $261K 0.15% -6,538 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,661 $259K 0.06% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,620 $259K 0.08% new 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 1,461 $258K 0.3% 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,597 $256K 0.09% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,592 $256K 0.02% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,565 $253K 0.12% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,555 $252K 0.07% -1,577 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,553 $252K 0.17% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,400 $252K 0.15% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,534 $250K 0.05% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,530 $250K 0.01% new 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,526 $249K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,518 $249K 0.01% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,516 $248K 0.04% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,514 $248K 0.02% +254 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $247K 0.11% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,500 $247K 0.01% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,497 $247K 0.08% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,486 $245K 0.07% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,483 $245K 0.06% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,477 $245K 0.04% -687 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,463 $243K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,457 $243K 0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,450 $242K 0.04% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,339 $242K 0.04% new 13F-HR/A Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,446 $242K 0.39% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,425 $240K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,423 $239K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,417 $239K 0.1% -29 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 2,400 $237K 0.1% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,398 $237K 0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,393 $236K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,378 $235K <0.01% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,378 $235K <0.01% -1,588 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,376 $235K 0.01% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,369 $234K 0.07% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,370 $234K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,093 $234K 0.01% +199 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,360 $233K 0.07% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,352 $232K 0.03% +23 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,351 $232K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,350 $232K 0.12% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,343 $231K 0.03% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,338 $231K 0.08% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,333 $230K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,321 $229K 0.03% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,313 $228K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,312 $228K 0.03% -575 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,309 $228K 0.08% +784 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,298 $227K 0.01% -306 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,298 $227K 0.07% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,296 $227K 0.01% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,289 $226K 0.02% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,288 $226K 0.02% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,281 $225K 0.02% -928 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,279 $225K 0.01% +97 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,540 $225K 0.06% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,273 $224K 0.02% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,065 $224K 0.1% +346 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,262 $223K 0.09% +2,164 13F-HR/A Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,261 $223K 0.13% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,252 $222K 0.01% new 13F-HR/A Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,247 $222K 0.18% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,220 $219K 0.14% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 2,204 $218K 0.06% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,200 $217K 0.05% new 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,200 $217K 0.06% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,218 $216K 0.02% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,179 $215K 0.05% -2,058 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,177 $215K 0.1% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,174 $215K 0.01% new 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,154 $213K 0.12% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,151 $212K 0.08% new 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 2,150 $212K 0.04% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,144 $212K 0.03% -8,122 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,140 $211K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,126 $210K <0.01% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,963 $209K 0.04% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,120 $209K <0.01% new 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,116 $209K 0.02% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,102 $208K 0.04% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,100 $207K 0.05% -600 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,098 $207K <0.01% +99 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,096 $207K 0.01% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,091 $206K <0.01% new 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,090 $206K 0.12% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,933 $206K 0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,083 $206K 0.16% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,076 $205K 0.03% new 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 2,094 $205K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,051 $203K 0.01% new 13F-HR Timeline