Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,455 $551K 0.09% +708 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,452 $551K 0.06% +916 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,449 $551K 0.04% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,426 $548K 0.02% +2,608 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,425 $548K 0.31% +25 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,417 $547K 0.06% +532 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,400 $544K 0.05% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,389 $543K 0.14% -1,929 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,362 $540K 0.26% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,359 $539K 0.03% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,338 $537K 0.04% +12 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,314 $534K 0.06% -4,991 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,307 $533K 0.32% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,304 $533K 0.02% +1,632 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,285 $531K 0.02% -134 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,275 $529K 0.03% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,268 $528K 0.02% +1,369 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,268 $528K 0.08% -234 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,251 $526K 0.29% +86 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,230 $523K 0.04% -9,688 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,215 $522K 0.03% -2,511 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,203 $520K <0.01% +26 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,203 $520K 0.21% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,111 $519K 0.03% -677 13F-HR/A Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,160 $515K 0.19% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,161 $515K 0.32% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,157 $514K 0.34% +119 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,144 $513K 0.5% -740 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,133 $512K 0.04% +128 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,117 $509K 0.13% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,098 $507K 0.04% +62 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,096 $507K 0.04% +999 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,083 $505K 0.07% +1,015 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,086 $504K 0.14% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,001 $503K 0.05% +1,783 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,035 $499K 0.1% +1,282 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,027 $498K 0.07% +217 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,025 $498K 0.04% +64 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,021 $498K 0.09% +842 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,000 $495K 0.14% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,000 $495K 0.15% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,973 $495K 0.03% +502 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,996 $495K 0.03% +1,482 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,020 $491K 0.03% -13 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,907 $483K 0.78% -10 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,907 $483K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,888 $481K 0.14% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,886 $481K 0.08% +1,707 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,066 $480K 0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,865 $478K 0.06% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,859 $478K 0.08% -8 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,851 $477K 0.09% new 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,846 $476K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,844 $476K +894 Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,836 $475K 0.15% -196 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,820 $473K 0.08% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,806 $471K 0.16% +390 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,778 $468K 0.39% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,776 $467K 0.07% -359 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,755 $465K 0.02% -1,324 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,748 $464K 0.1% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,745 $463K 0.07% -3,267 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,725 $461K 0.18% +384 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,718 $460K 0.18% +37 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,704 $458K 0.02% -379 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,702 $458K 0.02% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,700 $458K 0.07% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,679 $455K 0.08% +391 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 3,664 $453K 0.37% -164 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 3,641 $451K 0.07% -4,810 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,633 $450K 0.13% +239 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,622 $448K 0.01% +331 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,614 $447K 0.04% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,612 $447K 0.01% +52 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,606 $446K 0.08% +169 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,594 $445K 0.18% -7 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,566 $441K 0.04% +1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,551 $439K 0.06% +744 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,523 $436K 0.3% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,520 $436K 0.2% +1,170 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,515 $435K 0.24% -262 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,512 $435K 0.22% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,502 $433K 0.01% +1,045 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,494 $432K 0.14% +874 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,490 $432K 0.03% +898 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,484 $431K 0.02% -15 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,460 $428K 0.11% -188 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,530 $428K 0.34% +1,283 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,446 $427K 0.15% +16 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,434 $425K 0.05% +1 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,424 $424K 0.33% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,418 $423K 0.01% +1,025 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,413 $422K 0.3% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,405 $421K 0.02% -714 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,402 $421K 0.24% -382 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,380 $418K 0.04% -310 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,356 $416K 0.22% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,348 $414K 0.04% -135 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,344 $414K 0.19% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,224 $411K 0.03% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,312 $410K 0.03% -27,973 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,309 $409K 0.18% +32 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,787 $408K 0.03% +25 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,362 $407K 0.04% +279 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,282 $406K 0.26% +117 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,267 $404K 0.02% +352 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,256 $403K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,251 $403K 0.08% +37 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,241 $401K 0.07% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,228 $399K 0.08% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,221 $399K 0.09% +134 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,217 $398K 0.1% +267 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,201 $396K 0.05% -83 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,200 $396K 0.05% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,200 $396K 0.06% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,196 $396K 0.29% +41 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,189 $395K 0.02% -172 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,175 $393K 0.06% -722 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,169 $392K 0.14% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,150 $390K 0.18% 0 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,142 $389K 0.06% +881 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,088 $388K 0.26% -751 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,135 $388K 0.01% +441 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,131 $387K 0.12% +822 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,127 $387K 0.09% +274 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,119 $386K 0.01% +25 13F-HR Timeline QVR LLC More: the full row for QVR LLC 3,100 $384K 0.46% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,095 $383K 0.14% -8 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,095 $383K 0.1% +15 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,090 $382K 0.01% +163 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,078 $381K 0.24% +5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,082 $381K 0.18% -263 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,066 $379K 0.05% -434 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,066 $379K 0.08% -118 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 3,060 $379K 0.17% -89 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,060 $379K 0.16% -10,179 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,035 $378K 0.13% -87 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,056 $378K 0.04% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,052 $378K 0.41% +114 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,035 $376K 0.03% -1,101 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,018 $374K 0.12% -2,306 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,012 $373K 0.04% +92 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,002 $372K 0.02% +274 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,002 $372K 0.07% +468 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,992 $370K 0.02% -412 13F-HR/A Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,990 $370K 0.05% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,977 $368K <0.01% +36 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,973 $368K 0.01% +1,098 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,958 $366K 0.07% +49 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 2,955 $366K 0.24% -281 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,927 $362K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,878 $356K 0.01% 0 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 2,871 $355K 0.09% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,830 $351K 0.12% -28 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,825 $350K 0.06% +1,293 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,823 $349K 0.23% -558 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,822 $349K 0.06% +483 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,820 $349K 0.01% 0 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,807 $347K 0.15% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,800 $346K 0.17% -15 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,797 $346K 0.02% +516 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,795 $346K 0.05% +69 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,792 $346K 0.01% +741 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,785 $345K 0.04% +19 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,773 $343K 0.09% -1,193 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,769 $343K 0.04% new 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,766 $342K 0.03% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,752 $341K 0.34% -119 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,746 $340K 0.08% -91 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,746 $340K <0.01% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,746 $340K 0.19% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,741 $339K 0.11% -266 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,741 $339K 0.06% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,731 $338K <0.01% -305 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,726 $337K 0.01% +200 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,722 $337K 0.01% +192 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,722 $337K 0.04% +8 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,717 $337K 0.03% -3,529 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,715 $336K 0.03% -7 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,700 $334K 0.06% -199 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,695 $334K 0.15% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,694 $333K 0.04% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,677 $331K 0.05% new 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 2,668 $330K 0.12% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,654 $328K 0.02% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,641 $327K 0.03% +352 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,624 $325K 0.1% +27 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,619 $324K 0.07% -42 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,583 $320K <0.01% new 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 2,580 $319K 0.22% -920 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,565 $317K 0.13% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,562 $317K 0.03% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,543 $317K 0.05% +441 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 2,555 $313K <0.01% new 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,523 $312K 0.18% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,520 $312K 0.07% +150 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,518 $312K 0.01% +18 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,513 $311K 0.01% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,516 $311K 0.04% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,514 $311K 0.02% -11,355 13F-HR Timeline