Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 5,949 $694K 0.43% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,927 $692K 0.38% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,911 $690K 0.38% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,894 $688K 0.22% -37 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 5,866 $685K 0.37% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,864 $684K 0.02% +200 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 5,840 $681K 0.11% +707 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,840 $681K 0.24% -1,109 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,809 $678K 0.07% +66 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,802 $677K 0.04% +517 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5,800 $677K 0.94% +4,548 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,795 $676K 0.18% +146 13F-HR/A Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,794 $676K 0.21% +823 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,754 $671K 0.16% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,739 $670K 0.23% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,738 $670K 0.26% +2 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,719 $667K 0.08% +156 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,675 $662K 0.03% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,663 $661K 0.04% -764 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 5,647 $659K 0.45% -1,558 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,635 $658K 0.08% +202 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,610 $655K 0.11% -443 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,607 $654K 0.29% -15,317 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,600 $653K 0.04% 0 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,592 $653K 0.21% -330 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,582 $651K 0.43% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,568 $650K 0.05% -5,740 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,553 $648K 0.09% -120 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,546 $647K 0.49% -100 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,518 $644K 0.05% +400 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,512 $643K 0.42% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,502 $642K 0.07% +143 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,500 $642K 0.07% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 5,484 $640K 0.39% +1,131 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,483 $640K 0.38% +281 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,461 $637K 0.09% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,454 $636K 0.09% +905 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,444 $635K 0.24% +134 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,416 $632K 0.37% +81 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,412 $632K 0.47% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,403 $630K 0.29% -1,653 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,375 $627K 0.27% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,374 $627K 0.12% +386 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. 5,351 $624K 0.05% -84 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,342 $623K 0.14% +14 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 5,324 $621K 0.31% 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,322 $621K 0.1% +1,221 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,295 $618K 0.23% -264 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 5,295 $618K 0.51% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 5,265 $614K 0.46% -10 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,250 $613K 0.02% +347 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,250 $613K 0.33% -1,088 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 5,230 $610K 0.05% -25 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,222 $609K 0.16% -169 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 5,220 $609K 0.46% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,220 $609K 0.24% +29 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,970 $609K 0.06% +497 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,215 $609K 0.1% -260 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,205 $607K 0.09% +445 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,198 $607K 0.14% -4,870 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,177 $604K 0.22% -111 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,168 $603K 0.2% -626 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,153 $601K 0.12% +197 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,153 $601K 0.22% -166 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,144 $600K 0.01% +527 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 5,140 $600K 0.22% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,096 $595K 0.03% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,080 $593K 0.16% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,073 $592K 0.32% +553 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 5,030 $587K 0.07% -79 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,020 $586K 0.12% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,011 $585K 0.03% +571 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $583K 0.09% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,989 $582K 0.27% +104 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 4,986 $582K 0.25% +24 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,965 $579K 0.32% +140 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,952 $578K 0.03% -42,343 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,948 $577K 0.17% -83 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,908 $573K 0.01% +80 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,905 $572K 0.69% -27,008 13F-HR/A Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,900 $572K 0.04% -128 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,894 $571K 0.05% +57 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,878 $569K 0.19% +250 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,859 $567K 0.05% +27 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,846 $565K 0.02% -2,048 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 4,835 $564K 0.21% +14 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,821 $563K 0.37% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,818 $562K 0.1% -408 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,809 $561K 0.13% +1,039 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,807 $561K <0.01% +320 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,004 $559K 0.23% +437 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,791 $559K 0.28% +68 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,782 $558K 0.1% 0 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,781 $558K 0.03% +754 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,762 $556K 0.05% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,757 $555K 0.17% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,745 $554K 0.08% +69 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,740 $553K 0.03% -154 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,724 $551K 0.01% -524 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,721 $551K 0.09% +930 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,719 $551K 0.17% -1,000 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,707 $549K 0.02% -89 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,690 $547K 0.05% +233 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,664 $544K 0.04% +5 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,653 $543K 0.2% +375 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,608 $538K 0.12% -308 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,601 $537K 0.14% -111 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,578 $534K 0.1% -583 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 4,569 $533K 0.06% +476 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,565 $533K 0.13% +2,565 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,558 $532K 0.32% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,545 $530K 0.17% +104 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,531 $529K 0.13% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,515 $527K 0.05% -6,454 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,513 $527K 0.13% +2,459 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,511 $526K 0.06% +427 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,506 $526K 0.02% -25 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,503 $525K 0.02% +108 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,503 $525K 0.26% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,500 $525K 0.01% -405 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 4,500 $525K 1.15% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,483 $523K 0.24% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,468 $521K 0.03% -510 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,468 $521K 0.14% +998 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 4,450 $519K 0.4% -1,190 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,448 $519K 0.01% +70 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,436 $518K 0.17% -20 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,432 $517K 0.03% +975 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,582 $517K 0.12% +2,099 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 4,428 $517K 0.51% -9,001 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,426 $516K 0.01% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,424 $516K 0.06% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,403 $514K 0.13% +277 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,403 $514K 0.02% 0 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,398 $513K 0.01% +39 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,381 $511K 0.2% -120 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,364 $509K 0.01% +804 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,347 $507K 0.06% 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,339 $506K 0.15% 0 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 4,337 $506K 0.14% 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,333 $506K 0.08% -168 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,319 $504K 0.27% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,311 $503K 0.16% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,306 $503K 0.12% -102 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,288 $500K 0.14% +152 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,286 $500K 0.06% -3,761 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,260 $497K 0.02% -5,421 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,238 $495K 0.02% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,232 $494K 0.07% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,213 $492K 0.15% +848 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,208 $491K 0.21% -175 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,204 $491K 0.06% +202 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,245 $491K 0.13% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,203 $490K 0.01% -75 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,200 $490K 0.08% -525 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,178 $488K 0.11% +96 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,162 $486K 0.21% -31 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,160 $485K 0.13% +437 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,155 $485K 0.1% -148 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,148 $484K 0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,132 $482K 0.02% -703 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,112 $480K 0.09% 0 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 4,111 $480K 0.36% -63 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,100 $478K 0.29% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,095 $478K 0.05% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,094 $478K 0.33% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,085 $477K 0.05% -904 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,081 $476K 0.23% 13F-HR/A Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,077 $476K 0.06% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,076 $476K 0.1% 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 4,069 $475K 0.42% +22 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,061 $474K 0.2% -12,755 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,052 $473K 0.05% +145 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,041 $472K 0.02% +482 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,040 $471K 0.08% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,021 $469K 0.05% +415 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,012 $468K 0.46% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,008 $468K 0.04% +605 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,005 $467K 0.09% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,086 $467K 0.01% +1,824 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,986 $465K 0.99% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,981 $465K 0.12% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,975 $464K 0.11% +40 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 4,000 $464K 0.25% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,973 $464K 0.03% +1,191 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,972 $463K 0.08% +104 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,955 $462K 0.11% -595 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,942 $460K 0.03% +32 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,935 $459K 0.5% 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,928 $458K 0.23% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,916 $457K 0.06% +368 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,893 $454K 0.12% +98 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,890 $454K 0.09% +172 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,889 $454K 0.3% -55 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,886 $453K 0.52% -2,662 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,877 $452K 0.04% +722 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,874 $452K 0.25% -28 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,868 $451K 0.19% -232 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,869 $451K 0.19% -183 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,866 $451K 0.2% 0 13F-HR Timeline