Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $355K 0.06% 0 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 5,000 $355K 0.16% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,994 $355K 0.07% +81 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,986 $354K 0.01% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,940 $351K 0.06% -23 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,928 $350K 0.22% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,922 $349K 0.12% +72 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,910 $349K 0.02% +348 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 4,906 $348K 0.18% +29 13F-HR Timeline Oldfield Partners LLP More: the full row for Oldfield Partners LLP 4,900 $348K 0.1% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,873 $346K 0.12% -63 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,863 $345K 0.02% +277 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,844 $344K 0.01% -556 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,841 $344K 0.06% +79 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 4,840 $344K 0.19% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,832 $343K 0.02% +1,134 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,817 $342K 0.29% +585 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,808 $341K 0.16% -205 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,796 $340K 0.16% -632 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,543 $340K 0.07% -1,681 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,780 $339K 0.11% -13,327 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,794 $337K 0.21% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,754 $337K 0.14% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,741 $337K 0.18% +529 13F-HR/A Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,676 $334K 0.15% -109 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,691 $333K 0.03% +1,012 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,651 $330K 0.08% +6 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,648 $330K 0.29% +32 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,618 $328K 0.19% -400 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,608 $327K 0.06% +369 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,605 $327K 0.01% -926 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,601 $327K 0.03% -582 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,586 $326K 0.09% -185 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,558 $324K 0.04% new 13F-HR/A Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,555 $323K 0.27% -130 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,553 $323K 0.05% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,539 $322K 0.09% +14 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,531 $322K 0.06% +245 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,568 $321K 0.05% +456 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,520 $321K 0.06% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,502 $320K 0.03% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,499 $319K 0.15% 0 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 4,501 $319K <0.01% -325 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,495 $319K 0.24% -300 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,490 $319K 0.16% +5 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,489 $319K 0.01% +493 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,472 $317K 0.37% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,758 $315K 0.02% -293 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,443 $315K 0.05% -22 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,430 $314K 0.18% +1,330 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 4,427 $314K 0.02% +719 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,419 $314K 0.19% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,418 $314K 0.07% -44 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,408 $313K 0.07% -33 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,393 $312K 0.03% +1,483 13F-HR Timeline Group NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 4,388 $312K 0.18% +597 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,006 $311K 0.13% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,378 $311K 0.01% -285 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,360 $310K 0.02% +597 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,341 $308K <0.01% +320 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,339 $308K 0.11% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,334 $308K 0.07% +1,353 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,328 $307K 0.01% +1,116 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,756 $307K 0.06% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,308 $306K 0.13% +1 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,300 $305K 0.12% +138 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,285 $304K 0.19% +250 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,272 $303K 0.02% -5 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,263 $303K 0.02% +372 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,254 $302K 0.24% -50 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,248 $302K 0.03% +1,085 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,238 $301K 0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,228 $300K 0.03% +857 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,222 $300K 0.03% -98 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,219 $300K 0.02% +57 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,218 $299K 0.01% -246 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 4,217 $299K 0.07% -330 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,209 $299K <0.01% new 13F-HR/A Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 4,197 $298K 0.31% +52 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,182 $297K 0.03% -12,810 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,144 $294K 0.05% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,126 $293K <0.01% -1,503 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,125 $293K 0.17% -28 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4,100 $291K 0.01% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,100 $291K 0.29% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,086 $290K 0.01% +315 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,080 $290K 0.08% +1,155 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,996 $288K 0.15% +375 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,039 $287K 0.13% +1,150 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,036 $287K 0.02% +475 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,031 $286K 0.01% -93 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,029 $286K 0.05% -385 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,027 $286K 0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,025 $286K 0.07% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,020 $285K 0.06% -96 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,014 $285K 0.13% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,008 $285K 0.01% 0 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,000 $284K 0.05% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,992 $283K 0.1% -588 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,990 $283K <0.01% +425 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,969 $282K 0.05% +141 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,967 $282K 0.19% +126 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,964 $281K 0.04% +14 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,962 $281K 0.06% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,957 $281K 0.04% -21,668 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,876 $275K 0.02% -20 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,863 $274K 0.05% -480 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,866 $274K 0.14% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,831 $272K 0.02% +325 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,816 $271K 0.06% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,810 $270K 0.08% -120 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,807 $270K 0.05% -973 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,804 $270K 0.03% +3 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,800 $270K 0.01% -985 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,779 $268K 0.08% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,775 $268K 0.08% +160 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,773 $268K 0.02% +87 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,765 $267K 0.1% +719 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,764 $267K 0.02% +168 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,753 $266K 0.07% +379 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,323 $266K 0.03% +224 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,750 $266K 0.03% new 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,744 $266K 0.29% +4 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,737 $265K 0.09% -240 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,733 $265K 0.14% -228 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,730 $265K 0.08% -330 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,725 $264K 0.07% +22 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,729 $264K 0.07% +192 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,723 $264K 0.13% -1,310 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,705 $263K 0.1% -975 13F-HR/A Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,704 $263K 0.02% +87 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,695 $262K 0.07% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,691 $262K 0.09% +75 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,696 $262K 0.11% +137 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,680 $261K 0.02% +68 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,671 $261K 0.04% +359 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,665 $260K 0.08% +313 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,662 $260K 0.18% +702 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,653 $259K 0.08% -880 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,645 $259K 0.2% +300 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,642 $259K <0.01% +1,485 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,642 $259K 0.02% -237 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,633 $258K 0.04% +480 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,607 $256K 0.1% +187 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,601 $256K 0.02% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,580 $254K 0.14% -264 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,563 $253K 0.09% +21 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,552 $252K 0.05% -15 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 3,550 $252K <0.01% -28,850 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,548 $252K 0.06% +699 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,515 $250K 0.12% -150 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,512 $249K 0.09% +379 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 3,500 $248K 0.48% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,500 $248K <0.01% new 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,500 $248K 0.05% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,486 $248K 0.11% -983 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,485 $247K 0.04% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,481 $247K 0.03% new 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,472 $246K 0.25% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,458 $246K 0.07% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,463 $246K 0.04% +457 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,440 $244K 0.02% +1 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,430 $244K 0.26% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,403 $242K 0.03% -59 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,399 $241K 0.12% -30 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,397 $241K <0.01% +108 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,396 $241K 0.01% +388 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,377 $240K 0.13% -175 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,372 $239K 0.03% -189 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,369 $239K 0.07% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,362 $239K 0.05% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,360 $239K 0.01% -494 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 3,350 $238K 0.2% -14,908 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,350 $238K 0.25% -8,940 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,345 $237K 0.02% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,339 $237K 0.06% -1,699 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,336 $237K 0.15% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,334 $237K 0.35% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,334 $237K 0.01% +48 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 3,315 $235K 0.68% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,311 $235K 0.03% -145 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,306 $235K 0.17% +5 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,302 $234K 0.03% +294 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 3,300 $234K 0.03% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,300 $234K 0.02% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,294 $234K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,287 $233K 0.01% +870 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,280 $233K 0.18% +155 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,270 $232K 0.02% -54 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,288 $231K 0.24% -92 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,247 $230K 0.02% +3,244 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,239 $230K 0.02% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,234 $230K 0.13% -2,500 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,226 $229K 0.15% +268 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,220 $229K 0.03% +223 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,217 $228K 0.04% 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,206 $228K 0.03% +153 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,206 $228K 0.05% -38 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,205 $228K 0.01% -715 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,182 $226K 0.04% 0 13F-HR Timeline