BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2 $1.6M 1.36% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2 $1.6M 0.03% new 13F-HR Timeline Group FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 2 $1.6M 1.58% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2 $1.6M 0.44% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2 $1.6M 0.34% +1 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2 $1.6M 1.14% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 2 $1.6M 0.51% 0 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2 $1.6M 1.07% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2 $1.6M 0.59% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 2 $1.6M 1.37% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2 $1.6M 1.66% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2 $1.6M 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $1.6M 0.11% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2 $1.6M 0.1% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2 $1.6M 0.05% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $1.6M 0.07% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2 $1.6M <0.01% +1 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2 $1.6M 0.34% 0 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2 $1.6M 0.16% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2 $1.6M 0.13% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2 $1.6M 0.06% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2 $1.6M 0.21% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2 $1.6M 0.94% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2 $1.6M <0.01% 0 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2 $1.6M 0.12% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2 $1.6M 0.16% 0 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2 $1.6M 0.15% new 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 2 $1.6M 0.65% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2 $1.6M 0.42% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2 $1.6M 0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2 $1.6M 0.03% +1 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2 $1.6M 0.16% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2 $1.6M 0.2% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2 $1.6M 0.11% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2 $1.6M 0.14% 0 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 2 $1.6M 0.16% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2 $1.6M 0.28% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2 $1.6M 0.06% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2 $1.6M 0.15% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2 $1.6M 0.03% 0 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2 $1.6M 0.86% new 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 2 $1.6M 1.51% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2 $1.6M 0.79% new 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2 $1.6M 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $1.6M 0.16% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2 $1.6M 0.06% new 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2 $1.6M 0.04% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2 $1.6M 0.2% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2 $1.6M 0.62% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2 $1.6M 0.29% 0 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2 $1.6M 0.27% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2 $1.6M 0.3% -198 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2 $1.6M 0.17% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2 $1.6M 0.41% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Thomasville National Bank More: the full row for Thomasville National Bank 2 $1.6M 0.12% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2 $1.6M 0.65% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2 $1.6M 0.04% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2 $1.6M <0.01% -13 13F-HR/A Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2 $1.6M 0.09% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2 $1.6M 0.06% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2 $1.6M 0.32% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2 $1.6M 0.73% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2 $1.6M 0.18% new 13F-HR/A Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2 $1.6M 0.62% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2 $1.6M 0.11% new 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 2 $1.6M 1.02% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2 $1.6M 0.28% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2 $1.6M 0.23% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2 $1.6M 0.62% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2 $1.6M 1.57% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2 $1.6M 0.14% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2 $1.6M 0.29% 0 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 2 $1.6M 0.29% 0 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 2 $1.6M 0.7% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2 $1.6M 0.32% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2 $1.6M 0.67% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2 $1.6M 0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2 $1.6M 0.1% 0 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 2 $1.6M 0.19% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2 $1.6M 0.55% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2 $1.6M 0.28% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2 $1.6M 0.08% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2 $1.6M 0.49% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2 $1.6M 0.2% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2 $1.6M 0.3% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $1.6M 0.08% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2 $1.6M 0.68% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2 $1.6M 0.25% new 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2 $1.6M 0.33% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2 $1.6M 0.5% -1 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 2 $1.6M 0.73% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2 $1.6M 0.77% new 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2 $1.6M 0.84% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2 $1.6M 0.15% +1 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2 $1.6M 0.38% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2 $1.6M 0.27% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2 $1.6M 0.27% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2 $1.6M 0.26% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 2 $1.6M 1.19% new 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 2 $1.6M 0.36% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2 $1.6M 0.9% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2 $1.6M 0.45% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2 $1.6M 0.37% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2 $1.6M 0.13% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2 $1.6M 0.39% new 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2 $1.6M 0.63% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2 $1.6M 0.13% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2 $1.6M 0.1% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2 $1.6M 0.14% new 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2 $1.6M 0.77% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2 $1.6M 0.84% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $1.6M 0.35% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2 $1.6M 0.24% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2 $1.6M 0.78% -198 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2 $1.6M 0.73% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2 $1.6M 0.38% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2 $1.6M 0.9% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2 $1.6M 0.57% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2 $1.6M 0.67% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2 $1.6M 0.52% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2 $1.6M 0.6% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2 $1.6M 0.06% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2 $1.6M 1.3% new 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 2 $1.6M 0.48% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2 $1.6M 0.19% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2 $1.6M 0.06% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2 $1.6M 0.81% new 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2 $1.6M 0.45% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2 $1.6M 1.08% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 2 $1.6M 0.86% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2 $1.6M 0.64% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2 $1.6M 0.35% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2 $1.6M 0.48% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2 $1.6M 0.84% 0 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 2 $1.6M 0.85% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2 $1.6M 0.77% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2 $1.6M 0.6% +1 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2 $1.6M 0.23% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2 $1.6M 0.17% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2 $1.6M 0.57% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2 $1.6M 0.8% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2 $1.6M 0.52% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2 $1.6M 0.35% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2 $1.6M 0.15% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $1.6M 0.62% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 2 $1.6M 0.66% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2 $1.6M 0.32% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 2 $1.6M 0.66% -298 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2 $1.6M 0.51% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2 $1.6M 0.46% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2 $1.6M 0.1% +1 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 2 $1.6M 0.76% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2 $1.6M 0.31% +1 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2 $1.6M 0.25% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 2 $1.6M 1.04% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2 $1.6M 0.05% new 13F-HR/A Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2 $1.6M 0.19% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2 $1.6M 0.99% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2 $1.6M 2.36% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2 $1.6M 0.92% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2 $1.6M 0.06% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 2 $1.6M 1.46% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2 $1.6M 1.18% new 13F-HR Timeline BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 2 $1.6M 9.24% -5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $1.6M 0.54% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2 $1.6M 0.49% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2 $1.6M 0.61% 0 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 2 $1.6M 0.51% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 2 $1.6M 1.39% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2 $1.6M 0.59% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2 $1.6M 0.15% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $1.6M 0.53% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2 $1.6M 0.29% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2 $1.6M <0.01% -1 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2 $1.6M 0.46% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2 $1.6M 0.45% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2 $1.59M 0.31% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2 $1.57M 1.66% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2 $1.56M 0.05% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2 $1.55M <0.01% -2 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2 $1.54M 0.07% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2 $1.53M 0.81% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1 $892K 0.28% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1 $801K 0.31% 0 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 1 $800K 0.06% new 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 100 $798K 0.17% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1 $798K 0.05% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1 $798K 0.02% -1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1 $798K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1 $798K 0.07% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1 $798K 0.08% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1 $798K 0.38% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1 $798K 0.08% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1 $798K 0.1% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1 $798K 0.21% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1 $798K 0.02% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1 $798K 0.17% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 1 $798K 0.41% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1 $798K 0.45% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1 $798K 0.02% 0 13F-HR Timeline