FF Advisors,LLC More: the full row for FF Advisors,LLC 5,485 $2.76M 1.32% +50 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,481 $2.76M 1.87% -7 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,477 $2.75M 1.83% +181 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,466 $2.75M 0.5% 0 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 5,462 $2.75M 1.84% -88 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,458 $2.74M 1.49% -10 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 5,457 $2.74M 1.9% -1,276 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,456 $2.74M 1.48% -276 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,455 $2.74M 0.48% +238 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,445 $2.74M 0.31% +646 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,445 $2.74M 1.62% -579 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,444 $2.74M 1.3% +19 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,444 $2.74M 2.47% -55 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 5,438 $2.73M 0.29% -12,526 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,433 $2.73M 0.08% -1,592 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,430 $2.73M 0.24% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,430 $2.73M 0.38% +327 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 5,423 $2.73M 1.11% -153 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,423 $2.73M 0.51% +14 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,419 $2.72M 0.53% +960 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,412 $2.72M 2.16% -45 13F-HR/A Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,398 $2.71M 0.89% -294 13F-HR Timeline 1922 Investment Co LLC in group 1922 Investment Co LLC More: the full row for 1922 Investment Co LLC 5,397 $2.71M 89.35% -299 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,390 $2.71M 1.12% -1,364 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,389 $2.71M 0.52% -26 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,389 $2.71M 1.64% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 5,385 $2.71M 0.94% -1,642 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,378 $2.7M 0.42% -147 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,377 $2.7M 0.28% +327 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,375 $2.7M 0.58% +413 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,535 $2.69M 0.3% -207 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,346 $2.69M 0.13% +202 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,338 $2.68M 1.06% +108 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 5,635 $2.68M 1.16% +123 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 5,327 $2.68M 1.33% +50 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 5,326 $2.68M 0.66% -795 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,319 $2.67M 1.47% +1,415 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,298 $2.67M 0.38% -239 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,303 $2.67M 0.8% +5 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,303 $2.67M 0.37% 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 5,290 $2.66M 0.08% +100 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,289 $2.66M 2.04% +790 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,358 $2.66M 1.48% -75 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,285 $2.66M 0.85% +290 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,273 $2.65M 0.01% -428 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,273 $2.65M 0.31% +145 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 5,270 $2.65M 0.23% +15 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,266 $2.65M 0.57% -93 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,263 $2.65M 1.14% +178 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 5,567 $2.64M 1.52% -51 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,235 $2.63M 0.41% -170 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,234 $2.63M 0.26% +293 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 5,222 $2.63M 2.93% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,211 $2.62M 0.82% +169 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,208 $2.62M 0.57% +2 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,203 $2.62M 1.87% +434 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,200 $2.61M 0.84% +350 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 5,194 $2.61M 0.27% -25 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,194 $2.61M 0.06% -71 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,184 $2.61M 1% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,179 $2.6M 0.43% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,173 $2.6M 0.18% +10 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,171 $2.6M 2.41% -445 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,156 $2.59M 0.26% -59 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,155 $2.59M 0.91% -149 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,152 $2.59M 0.36% -331 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,151 $2.59M 0.54% +87 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 5,138 $2.58M 0.32% -495 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,121 $2.57M 1.68% -7 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,121 $2.57M 0.82% -250 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 5,121 $2.57M 1.11% +100 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,116 $2.57M 0.03% +1,772 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 5,113 $2.57M 0.32% +73 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,111 $2.57M 1.31% -49 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 5,109 $2.57M 0.63% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,108 $2.57M 0.25% +239 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,104 $2.57M 0.79% -932 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 5,100 $2.56M 0.62% 0 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,096 $2.56M 1.62% -24 13F-HR Timeline United Bank More: the full row for United Bank 5,084 $2.56M 0.89% -317 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,083 $2.56M 1.64% +175 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 5,076 $2.55M 1.69% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,073 $2.55M 1.36% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,071 $2.55M 1.14% +2 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,064 $2.55M 0.63% +40 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 5,064 $2.55M 1.54% +204 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,047 $2.54M 2.51% -29 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,039 $2.53M 1.13% -68 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,032 $2.53M 0.29% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,032 $2.53M 1.7% +885 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,032 $2.53M 0.3% +130 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 5,025 $2.53M 1.81% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,018 $2.52M 0.41% +1,695 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,017 $2.52M 0.9% -910 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,007 $2.52M 1.06% +20 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,005 $2.52M 0.11% -2 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 5,000 $2.51M 0.51% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,994 $2.51M 0.33% +35 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,993 $2.51M 0.65% -1,093 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,982 $2.5M 1.4% +447 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,982 $2.5M 1.58% +2,440 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 4,965 $2.49M 0.54% +55 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,961 $2.49M 1.18% +387 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,960 $2.49M 0.75% -225 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,960 $2.49M 0.6% +2,464 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,953 $2.49M 0.84% -42 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,379 $2.49M 1.09% +2,630 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,939 $2.48M 0.1% +63 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,934 $2.48M 0.39% -361 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,931 $2.48M 1.53% +13 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 4,930 $2.48M 1.73% +122 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,929 $2.48M 0.38% +3,700 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,926 $2.48M 1.48% +746 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,925 $2.48M 1.09% -11 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,912 $2.47M 0.15% -397 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,909 $2.47M 0.69% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 4,901 $2.46M 1.73% -1,102 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 4,870 $2.45M 2.71% -20 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,868 $2.45M 1.14% +18 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 4,863 $2.44M 1.7% +234 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 4,862 $2.44M 0.53% -1,976 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,862 $2.44M 1.32% +50 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,840 $2.43M 1.29% -502 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,838 $2.43M 0.31% -842 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,829 $2.43M 0.74% +146 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 4,827 $2.43M 0.95% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,822 $2.42M 0.77% +235 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,849 $2.42M 1.62% -1,070 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,819 $2.42M 0.29% -23 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 4,818 $2.42M 0.87% -132 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,807 $2.42M 0.13% -4 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 4,798 $2.41M 0.43% +20 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 4,797 $2.41M 0.74% +84 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,795 $2.41M 0.68% +421 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,788 $2.41M 0.47% +878 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,786 $2.41M 1.01% -210 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,784 $2.41M 1.32% -1,335 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,780 $2.4M 0.28% -3 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 4,779 $2.4M 0.25% -246 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 4,771 $2.4M 1.41% +111 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,693 $2.4M 0.88% -967 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,767 $2.4M 1.27% +569 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,759 $2.39M 0.41% +430 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,746 $2.39M 0.69% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 4,744 $2.38M 0.33% -89 13F-HR Timeline Group DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 4,740 $2.38M 1.51% +175 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4,734 $2.38M 0.64% 0 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 4,728 $2.38M 0.35% -3,654 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,718 $2.37M 1.16% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,782 $2.37M 0.69% -517 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,715 $2.37M 0.35% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,710 $2.37M 1% +278 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,747 $2.36M 0.44% +223 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,704 $2.36M 0.39% +384 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 4,703 $2.36M 1.83% +1 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,700 $2.36M 2.63% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,696 $2.36M 0.87% +22 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,693 $2.36M 0.4% +1,300 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,691 $2.36M 0.68% -675 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,688 $2.36M 0.17% +227 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,688 $2.36M 1.84% -42 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,685 $2.35M 0.23% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,681 $2.35M 0.26% +1,686 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,674 $2.35M 1.4% 0 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 4,669 $2.35M 0.1% +157 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,669 $2.35M 0.15% -362 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 4,699 $2.35M 1.19% +243 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 4,664 $2.34M 1.31% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,900 $2.34M 0.22% -148 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,639 $2.33M 1.06% +4,046 13F-HR/A Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,639 $2.33M 0.59% +180 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,636 $2.33M 0.17% -33 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,636 $2.33M 0.77% -3,450 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,635 $2.33M 0.26% -67 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,660 $2.33M 0.37% +315 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 4,630 $2.33M 1.29% +40 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 4,631 $2.33M 0.19% +148 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,622 $2.32M 0.46% -432 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,620 $2.32M 1% -64 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,619 $2.32M 0.53% +8 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,618 $2.32M 0.96% -16 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 4,621 $2.32M 2.18% +336 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,606 $2.32M 0.37% -501 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,601 $2.31M 0.17% -5,806 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,601 $2.31M 1.02% +233 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,857 $2.31M 1.33% -167 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,595 $2.31M 0.48% +67 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,595 $2.31M 0.81% -115 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,595 $2.31M 0.18% +4,585 13F-HR Timeline Group COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 4,590 $2.31M 1.31% +1,090 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,578 $2.3M 0.97% -140 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 4,574 $2.3M 2.79% +17 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,573 $2.3M 0.83% -114 13F-HR/A Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,569 $2.3M 0.01% new 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 4,568 $2.3M 1.83% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,558 $2.29M 1.83% +22 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,537 $2.28M 0.54% 0 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 4,532 $2.28M 0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,528 $2.28M 1.14% +75 13F-HR Timeline Machina Capital S.A.S. 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