Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,367 $629K 0.15% +11 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 10,300 $625K 0.61% -87,198 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 10,261 $622K 0.27% +2,075 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 10,228 $620K 0.62% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,199 $619K 0.02% +2,391 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10,194 $618K 0.06% -987 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 10,147 $615K 0.09% -1,210 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 10,117 $614K 0.11% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 10,101 $613K 0.3% -100 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,083 $612K 0.06% -153 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 10,069 $611K 0.05% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,063 $610K 0.14% +1,000 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 10,050 $610K 0.13% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 10,040 $609K 0.18% +18 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 10,009 $607K 0.14% +1,049 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,996 $606K 0.1% -188 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 9,993 $606K 0.4% -134 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 10,000 $606K 0.07% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 9,966 $604K 0.04% +3,400 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 9,965 $604K 0.07% -166 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 9,927 $602K 0.12% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 9,896 $600K 0.09% -86 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 9,870 $599K 0.03% 0 13F-HR Timeline Group Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 9,872 $599K 0.11% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,869 $599K 0.06% +1,448 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,857 $598K 0.1% -5,471 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 9,839 $597K 0.21% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,830 $596K 0.07% +538 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 9,828 $596K 0.38% +1,076 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,817 $595K 0.31% +15 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 9,801 $594K 0.27% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 9,758 $592K 0.27% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,739 $591K 0.04% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,670 $587K 0.25% +67 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 9,634 $584K 0.26% +986 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for AlTi Global, Inc. 9,221 $559K 0.01% -105,548 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,181 $557K 0.32% +1,579 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,178 $557K 0.36% -1 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,174 $556K 0.12% +376 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,164 $556K 0.05% +1,158 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,145 $555K 0.1% +1,347 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 9,129 $554K 0.1% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,125 $553K 0.14% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 9,119 $553K 2.69% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 9,100 $552K <0.01% new 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 9,097 $552K 0.06% +1,677 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 9,074 $550K 0.3% +1,274 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 9,015 $547K 0.23% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,986 $545K 0.02% new 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 8,985 $545K 0.05% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,983 $545K 0.04% +2,137 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,966 $544K 0.32% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,939 $542K 0.01% +5,077 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,195 $542K 0.15% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 8,937 $542K 0.06% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 8,927 $541K 0.5% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,920 $541K 0.07% -2,819 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,890 $539K 0.02% -2,144 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 8,890 $539K 0.03% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 8,885 $539K 0.27% +40 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 8,871 $538K 0.25% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 8,823 $535K 0.28% +1,181 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 8,817 $535K 0.16% +2,715 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,482 $535K 0.05% -136 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,816 $535K 0.35% +2 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 8,810 $534K 0.23% +300 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,801 $533K 0.16% +253 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,784 $533K 0.1% +28 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,756 $531K 0.07% -2,537 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,745 $530K 0.15% +57 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,724 $529K 0.04% +3,047 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,702 $528K 0.04% -391 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,694 $527K 0.07% +1,082 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,694 $527K 0.02% +241 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,684 $527K 0.1% -40 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 8,675 $526K 0.03% -1,470 13F-HR Timeline Group Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 8,667 $526K 0.15% +74 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 8,655 $525K 0.22% -303 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 8,653 $525K 0.18% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,635 $524K 0.21% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,614 $522K 0.01% -209 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 8,612 $522K 0.35% +41 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 8,609 $522K 0.23% -1,144 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,579 $520K 0.01% -195 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 8,570 $520K 0.08% +101 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 8,538 $518K 0.15% -96 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,522 $517K 0.28% +103 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,501 $516K 0.07% -486 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 8,497 $515K 0.34% +281 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 9,075 $514K 0.49% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,435 $512K 0.19% -640 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,418 $511K 0.04% -904 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,814 $510K 0.03% -482 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,400 $509K 0.06% +25 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 8,398 $509K 0.47% +2 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 8,379 $508K 0.22% 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,371 $508K 0.16% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,366 $507K 0.13% +56 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 8,354 $507K 0.04% -2,136 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 9,385 $506K 0.05% +279 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 8,346 $506K 0.04% +269 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 8,342 $506K 0.23% +1 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 8,324 $505K 0.11% -240 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 8,319 $505K 0.04% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,301 $503K 0.06% +1,899 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 8,286 $503K 0.32% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,278 $502K 0.31% -86 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 8,252 $500K 0.06% +76 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,252 $500K 0.01% +258 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,236 $499K 0.07% +3,416 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 8,230 $499K 0.06% +544 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,225 $499K 0.03% -310 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,507 $499K <0.01% +262 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,219 $498K 0.08% +66 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 8,217 $498K 0.15% -100 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 8,195 $497K 0.45% +273 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,184 $496K 0.03% +4,077 13F-HR Timeline BANK OZK More: the full row for BANK OZK 8,173 $496K 0.17% -203 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,155 $495K 0.05% -4,219 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 8,104 $492K 0.32% +846 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,093 $491K 0.01% +321 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,092 $491K 0.06% -374 13F-HR Timeline City State Bank More: the full row for City State Bank 8,086 $490K 0.13% +704 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,080 $490K 0.05% -663 13F-HR Timeline Texas Yale Capital Corp. 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More: the full row for Cambria Investment Management, L.P. 7,764 $471K 0.03% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,757 $470K 0.02% -391 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,756 $470K 0.01% -726 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,755 $470K 0.29% -73 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,750 $470K 0.17% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 7,738 $469K 0.03% -2,420 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,732 $469K 0.17% -587 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,723 $468K 0.01% -3,090 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 7,723 $468K 0.16% +2,203 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7,592 $467K 0.31% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,657 $464K 0.32% -76 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,631 $463K 0.06% -393 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7,620 $462K 0.13% +1,434 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,592 $460K 0.12% +4,185 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,581 $460K 0.06% +118 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 7,574 $459K 0.02% +954 13F-HR/A Timeline CHILTON INVESTMENT CO INC. 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Sherr & Co., LLC 7,468 $453K 0.21% +532 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 7,461 $453K 0.21% +1,564 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,455 $452K 0.03% +97 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,442 $451K 0.06% -182 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 7,430 $451K 0.42% -1,000 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 7,427 $450K 0.55% -5,175 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,540 $450K 0.03% +2,034 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 7,417 $450K 0.38% -620 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,410 $449K 0.17% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,391 $448K 0.04% +477 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 7,389 $448K 0.45% +135 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 7,386 $448K 0.31% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,380 $448K 0.01% +734 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 7,380 $448K 0.45% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,379 $448K 0.02% +4,356 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 7,362 $446K 0.05% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 7,358 $446K 0.11% +518 13F-HR Timeline