Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,622 $887K 0.04% +142 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,617 $885K 0.06% -4 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,616 $885K 0.04% -760 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,616 $885K 0.43% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,611 $883K 0.48% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,609 $882K 0.08% -11 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,603 $880K 0.08% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,600 $879K 0.24% +479 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,593 $877K 0.23% -127 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,588 $875K 0.52% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,585 $874K 0.58% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,584 $874K 0.05% +349 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,580 $873K 0.01% +1,074 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 2,568 $869K 0.54% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,566 $868K 0.07% +8 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,555 $864K 0.11% +289 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,549 $862K 0.02% +1 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,530 $856K 0.33% +4 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,514 $850K 0.05% +262 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,512 $850K 0.06% +1,036 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,509 $849K 0.08% 0 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,508 $848K 0.27% +537 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,506 $848K 0.3% 0 13F-HR/A Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,504 $847K 0.24% -650 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,501 $846K 0.04% -18,794 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,498 $845K 0.48% -211 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,484 $841K 0.06% +28 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,480 $839K 0.1% +2 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,480 $839K 0.16% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,475 $837K 0.06% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,474 $837K 0.09% +1,772 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,472 $836K 0.34% -12 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,460 $832K 0.35% +237 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,460 $832K 0.08% +773 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,451 $829K 0.1% -178 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,449 $828K 0.18% +3 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,448 $828K 0.08% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,437 $824K 0.09% +847 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,437 $824K 0.08% +49 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,431 $822K 0.37% +30 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,426 $821K 0.22% -100 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 2,427 $820K 0.11% 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 2,365 $820K 0.1% -110 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,313 $820K 0.02% -1,598 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,423 $820K 0.14% -175 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,423 $819K 0.09% +1,689 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,420 $819K 0.03% -200 13F-HR Timeline TOBAM More: the full row for TOBAM 2,416 $817K 0.2% -2,096 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,413 $816K 0.23% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,412 $816K 0.13% +1 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,410 $815K 0.13% +62 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,401 $812K 0.76% -33 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 2,400 $812K 0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,400 $812K 0.38% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,400 $812K 0.03% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,399 $812K 0.04% +61 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,394 $810K 0.17% +15 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,393 $809K 0.4% -100 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,388 $808K 0.09% +107 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,386 $807K 0.08% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,382 $806K 0.11% +125 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,380 $805K 0.31% +178 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,376 $804K 0.15% +48 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,351 $795K 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,345 $793K 0.04% +7 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,343 $793K 0.05% -19 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,342 $792K 0.43% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,339 $791K 0.08% +339 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,338 $791K 0.01% -941 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,337 $791K 0.09% +36 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,333 $789K 0.18% +76 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,335 $789K 0.3% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,331 $788K 0.25% -100 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,330 $788K 0.09% +158 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,326 $787K 0.04% -495 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,325 $786K 0.16% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,324 $786K 0.31% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,323 $786K 0.01% +1,412 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,322 $785K 0.47% -658 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,318 $784K 0.05% -1,985 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,316 $783K 0.1% +19 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,315 $783K 0.27% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,352 $782K 0.03% +268 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,312 $782K 0.12% -110 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,302 $779K 0.15% -1,432 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,234 $777K 0.13% +4 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,287 $774K 0.28% +25 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,282 $772K 0.1% -150 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,281 $772K 0.04% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,275 $770K 0.5% +61 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,266 $766K 0.06% +549 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,264 $766K 0.03% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,263 $765K 0.02% -26,718 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,262 $765K 1.72% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,261 $765K 0.12% -57 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,259 $764K 0.16% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,258 $764K 0.07% +625 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,251 $761K 0.03% -560 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,250 $761K 0.03% -31 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,250 $761K 0.09% +750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,250 $761K 0.24% -108 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,249 $761K 0.24% -13 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,246 $759K 0.2% -80 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,243 $759K 0.03% +38 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,235 $756K 0.06% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,211 $748K 0.01% +10 13F-HR Timeline Group CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 2,204 $746K 0.11% 0 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,194 $742K 0.04% -15 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,190 $741K 0.62% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,190 $741K 0.19% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,189 $740K 0.06% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,186 $739K 0.46% +71 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 2,180 $738K 0.37% +22 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,178 $737K 0.01% +621 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,171 $734K 0.05% +1 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,169 $734K 0.31% -26 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,163 $732K 0.16% -1,399 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,162 $731K 0.16% +25 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,158 $730K 0.2% -193 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,148 $726K 0.2% +371 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,144 $725K 0.09% +2 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,144 $725K 0.12% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,143 $725K 0.04% +168 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,143 $725K 0.04% +178 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,142 $725K 0.04% -217 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,142 $724K 0.05% -106 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,141 $724K 0.01% +1,405 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,139 $724K 0.02% -21 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,137 $723K 0.03% +53 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,134 $722K 0.04% +200 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,133 $721K 0.04% +91 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,130 $720K 0.11% -2,204 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,130 $720K 0.14% -45 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,128 $720K 0.05% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,127 $719K 0.16% -18 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,121 $718K 0.23% +297 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,121 $717K 0.15% -26 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,109 $713K 0.08% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,107 $713K 0.1% +790 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,095 $711K 0.02% new 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,102 $711K 0.16% 0 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,102 $711K 0.07% -36 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,086 $711K 0.23% -90 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,098 $710K 0.14% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,097 $709K 0.46% +28 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,096 $709K 0.08% -93 13F-HR Timeline Group CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,092 $708K 0.09% +11 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,084 $705K 0.1% +53 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,079 $703K 0.05% -166 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,074 $702K 0.06% -18 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,064 $698K 0.02% -1,166 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,070 $698K 0.1% +93 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,061 $697K 0.01% -5,217 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,058 $696K 0.12% +25 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,058 $696K 0.22% +1 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,049 $693K 0.04% -86 13F-HR Timeline Group Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 2,044 $691K <0.01% +1,385 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 2,043 $691K 0.09% +20 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,030 $687K 0.49% -3,237 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,029 $686K 0.32% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,949 $686K 0.79% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,027 $686K 0.08% -20 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,026 $685K 0.41% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,023 $684K 0.04% +468 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,016 $682K 0.48% +130 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,014 $681K 0.42% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 2,014 $681K 0.24% +4 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,012 $681K 0.11% -35 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,010 $680K 0.47% -545 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,007 $679K 0.1% +601 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,705 $679K 0.55% -310 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $676K 0.09% 0 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 2,000 $676K 0.11% +1,000 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,998 $676K <0.01% +113 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,998 $676K 0.03% -54 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,996 $675K 0.02% -38 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,995 $675K 0.14% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,993 $674K 0.02% -6 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,978 $669K 0.05% +325 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,989 $669K 0.09% -468 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,970 $666K 0.09% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,966 $665K 0.17% -43 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,965 $665K 0.09% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,964 $664K 0.26% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,963 $664K 0.1% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,962 $664K 0.07% +410 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,960 $663K 0.03% -5 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,960 $663K 0.57% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,951 $660K 0.14% +36 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 1,950 $660K 0.34% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,943 $657K 0.08% -54 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 457 $657K 0.15% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,939 $656K 0.07% +82 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,933 $654K 0.13% -143 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,932 $654K 0.51% +240 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,932 $653K 0.26% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,926 $651K 0.16% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,925 $651K 0.04% +1,208 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,921 $650K 0.02% +172 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,914 $647K 0.06% +18 13F-HR Timeline