First Affirmative Financial Network More: the full row for First Affirmative Financial Network 125 $623K 0.36% -24 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 125 $619K 0.44% +2 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 124 $616K 0.03% +2 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 124 $616K 0.56% 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 124 $616K 0.06% 0 13F-HR/A Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 146 $615K 0.43% -3 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 123 $613K 0.04% +4 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 123 $612K 0.12% -5 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 123 $612K 0.02% +15 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 123 $611K 0.11% +3 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 123 $611K 0.06% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 121 $602K 0.13% -136 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 121 $601K 0.06% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 121 $600K 0.23% +1 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 120 $596K 0.34% +5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 120 $596K 0.13% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 120 $596K 0.16% 0 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 120 $596K 0.23% +53 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 120 $595K 0.15% +8 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 119 $591K 0.03% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 119 $591K 0.08% -11 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 119 $591K 0.39% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 118 $586K 0.01% -6 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 118 $586K 0.58% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 117 $583K 0.03% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 117 $582K 0.29% 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 117 $581K 0.16% -4 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 116 $576K 0.04% -5 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 116 $576K 0.52% -54 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 115 $571K 0.29% +22 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 114 $566K 0.09% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 114 $566K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 114 $566K 0.04% -8 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 114 $566K 0.11% -1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 114 $566K 0.06% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 114 $566K 0.33% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 113 $562K 0.3% +25 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 112 $557K 0.22% -2 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 112 $557K 0.01% -258 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 112 $556K 0.16% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 112 $556K 0.1% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 111 $552K 0.06% 0 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 111 $551K 0.05% +24 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 111 $551K 0.03% +1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 111 $551K 0.09% -1 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 110 $547K 0.03% -70 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110 $547K 0.47% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 110 $547K 0.16% 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 110 $547K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 110 $547K 0.12% +9 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 110 $547K 0.01% +4 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 109 $542K 0.24% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 109 $542K 0.34% +9 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 109 $542K 0.14% +6 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 109 $542K 0.17% 0 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 108 $537K 0.17% -2 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 107 $533K 0.02% +11 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 107 $532K 0.04% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 107 $532K 0.1% -10 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 106 $527K 0.04% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 106 $527K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 106 $527K 0.11% -86 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 106 $527K 0.3% -18 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 105 $522K 0.24% +6 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 106 $520K 0.21% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 104 $517K 0.19% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 103 $512K 0.07% -34 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 103 $512K 0.09% -224 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 103 $512K 0.03% +60 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 103 $512K 0.2% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 103 $512K 0.08% -5 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 102 $507K 0.03% -1 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 102 $507K 0.14% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 102 $507K 0.12% +7 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 102 $507K 0.11% -142 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 102 $507K 0.4% 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 102 $507K 0.48% 13F-HR/A Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 101 $502K 0.07% +5 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 101 $502K 0.01% +25 13F-HR/A Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 101 $502K 0.25% -5 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 102 $500K 0.21% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 100 $499K 0.24% +5 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 101 $498K 0.19% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 100 $497K 0.04% -4 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 100 $497K 0.03% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 100 $497K 0.03% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 100 $497K 0.14% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 100 $497K 0.33% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 100 $497K 0.03% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 100 $497K 0.28% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 100 $497K 0.07% new 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 100 $497K 0.2% 0 13F-HR/A Timeline Scientech Research LLC More: the full row for Scientech Research LLC 100 $497K 0.14% new 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 100 $497K 0.17% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 101 $496K 0.23% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 98 $487K 0.15% +1 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 98 $487K 0.1% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 98 $487K 0.13% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 98 $487K 0.29% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 97 $482K 0.26% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 97 $482K 0.24% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 96 $477K 0.14% -5 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 96 $477K 0.03% -17 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 96 $477K 0.27% +4 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 95 $473K 0.09% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 95 $472K 0.03% +50 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 95 $472K 0.11% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 94 $467K 0.01% -3 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 94 $467K 0.16% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 94 $467K 0.01% +10 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 94 $467K 0.02% +14 13F-HR/A Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 94 $467K 0.03% 0 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 93 $462K 0.07% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 93 $462K 0.02% +25 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 94 $461K 0.2% -9 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 92 $458K 0.25% +7 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 92 $457K 0.05% 0 13F-HR Timeline Chiron Investment Management, LLC More: the full row for Chiron Investment Management, LLC 92 $457K 0.15% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 91 $452K 0.13% -11 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 90 $447K 0.1% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 90 $447K 0.02% -1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 91 $444K 0.01% +18 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 89 $443K 0.04% +3 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 89 $442K 0.25% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 89 $441K 0.02% -25 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 87 $432K 0.01% -168 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 87 $432K 0.41% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 87 $432K 0.14% -120 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 87 $432K 0.2% -4 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 86 $428K 0.06% 0 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 86 $427K 0.01% -4 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 86 $427K 0.21% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 86 $427K 0.04% -11 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 86 $426K 0.13% -30 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 86 $426K 0.01% +23 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 85 $422K 0.04% -3 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 85 $422K 0.12% +2 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 85 $422K 0.32% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 85 $422K 0.14% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 88 $421K 0.15% +15 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 84 $417K 0.05% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 84 $417K 0.04% +7 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 84 $417K 0.19% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 83 $412K 0.28% -4 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 83 $412K 0.04% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 83 $412K 0.01% -68 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 83 $412K 0.09% +1 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 82 $408K 0.03% -3 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 82 $407K 0.03% +18 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 82 $407K 0.04% +3 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 81 $406K 0.01% +6 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 81 $403K 0.02% +10 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 81 $402K 0.06% -4 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 80 $398K 0.02% +1 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 80 $397K 0.01% -17 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 80 $397K 0.12% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 80 $397K 0.04% +12 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 80 $397K 0.39% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 79 $394K 0.02% -10 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 79 $393K 0.05% +8 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 79 $393K 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 79 $393K 0.03% -4 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 78 $389K 0.08% -1 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 78 $388K 0.02% -2 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 78 $388K 0.22% -1 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 77 $383K 0.05% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 77 $383K 0.28% -3 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 77 $383K 0.04% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 77 $383K 0.26% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 77 $379K 0.13% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 76 $379K 0.06% -11 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 76 $378K 0.06% -9 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 76 $378K 0.02% -24 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 76 $378K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 76 $378K 0.05% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 76 $378K 0.04% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 76 $378K 0.08% +1 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 76 $377K 0.03% -6 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 76 $377K 0.31% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 75 $373K 0.06% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 95 $371K 0.02% +2 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 75 $370K 0.21% 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 77 $368K 0.13% -23 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 74 $368K 0.13% +2 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 74 $368K 0.01% +19 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 74 $368K 0.04% +1 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 74 $368K 0.05% +17 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 74 $368K 0.01% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 74 $368K 0.06% -10 13F-HR/A Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 74 $368K 0.4% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 74 $368K 0.12% -15 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 78 $366K 0.06% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 73 $364K 0.29% 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 73 $363K 0.2% -35 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 73 $363K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 73 $361K 0.01% +10 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 73 $361K 0.31% +1 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 72 $358K 0.09% -88 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 72 $358K 0.13% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 72 $358K 0.05% 0 13F-HR Timeline