Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,948 $448K 0.42% +2,055 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,938 $447K 0.03% -4 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,934 $446K 0.31% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,916 $444K 0.14% +938 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,911 $444K 0.33% +54 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,464 $443K 0.08% +38 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,908 $443K 0.08% +125 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,910 $443K 0.19% +41 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,905 $443K 0.22% -23 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,900 $442K 0.05% -669 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,900 $442K 0.05% -121 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,895 $442K 0.11% -80 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,891 $441K 0.09% +1,919 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,889 $441K 0.06% new 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 3,897 $441K 0.41% +483 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,876 $440K 0.01% -627 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,874 $439K 0.11% +12 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,871 $439K 0.23% -782 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,859 $438K 0.05% -57 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,849 $437K 0.1% +42 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,849 $437K 0.32% -245 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,826 $434K 0.19% -32 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 3,825 $434K 0.29% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,824 $434K 0.28% -65 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,808 $432K 0.3% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,779 $429K 0.14% +42 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,770 $428K 0.04% +281 13F-HR Timeline Tarbox Family Office, Inc. 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More: the full row for Sovereign Financial Group, Inc. 3,667 $416K 0.07% +285 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 3,660 $415K 0.29% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,655 $415K 0.22% -219 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,641 $413K 0.02% -12 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,640 $413K 0.12% +16 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,633 $412K 0.34% -5 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,630 $412K 0.02% +172 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,157 $409K 0.17% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,564 $404K 0.09% +25 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,552 $403K 0.28% +245 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,551 $403K 0.07% -489 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,548 $402K 0.1% +250 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,547 $402K 0.03% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,540 $401K 0.18% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,539 $401K 0.04% -16,907 13F-HR Timeline Group Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,525 $400K 0.32% +456 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,517 $399K 0.03% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,502 $397K 0.13% -164 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,500 $397K 0.06% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,492 $396K 0.13% -92 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,486 $395K 0.31% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,477 $394K 0.45% -458 13F-HR Timeline Lifestyle Asset Management, Inc. 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More: the full row for KICKSTAND VENTURES, LLC. 3,376 $383K 0.08% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,374 $383K 0.18% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,365 $382K 0.02% +1,361 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,363 $381K 0.01% +465 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,360 $381K 0.01% +22 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,358 $381K 0.06% +195 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,341 $379K 0.01% +330 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,341 $379K 0.24% +46 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,334 $378K 0.48% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,323 $377K 0.05% +66 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 3,315 $376K 0.86% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,302 $374K 0.05% +685 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,295 $374K 0.02% +106 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,294 $374K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,287 $373K 0.01% 0 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,265 $371K 0.02% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,274 $371K 0.12% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,271 $371K 0.04% +548 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,267 $371K 0.06% +27 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,260 $370K 0.34% -3,121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,258 $370K 0.03% +58 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,257 $369K 0.05% -62 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,256 $369K 0.09% -439 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,255 $369K 0.01% +744 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,149 $368K 0.02% -119 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,231 $366K 0.33% +485 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,227 $366K 0.03% +47 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,223 $365K 0.02% +4 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 3,220 $365K 0.16% -171 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,216 $365K 0.02% -56,745 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,213 $364K 0.06% -2,340 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,180 $361K 0.02% +695 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 3,172 $360K 0.11% +622 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,168 $359K 0.08% +314 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,159 $358K 0.02% +280 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,037 $356K 0.02% +951 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,139 $356K 0.07% -937 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,128 $355K 0.11% 0 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 3,128 $355K 0.26% +283 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,118 $354K 0.07% -569 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 3,117 $353K 0.09% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,117 $353K 0.11% +246 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,100 $352K 0.17% 0 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,100 $352K <0.01% +3 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,100 $352K 0.02% +60 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,095 $351K 0.05% +214 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,090 $350K 0.06% +9 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for VeraBank, N.A. 3,020 $342K 0.06% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,015 $342K 0.03% -798 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,009 $341K 0.04% +23 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,002 $340K 0.05% +2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,988 $339K 0.03% -18 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,986 $339K 0.05% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,985 $339K 0.08% +803 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,975 $337K 0.03% 0 13F-HR Timeline Northwest Bancshares, Inc. 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More: the full row for Paulson Wealth Management Inc. 2,959 $336K 0.08% +92 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,513 $334K 0.13% -9 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,940 $333K 0.34% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,939 $333K 0.05% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,935 $333K 0.14% +1 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,929 $332K 0.03% -104 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,924 $332K 0.02% +263 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,919 $331K 0.04% +478 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,915 $331K 0.09% +160 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,913 $330K 0.03% -256 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,911 $330K 0.07% +1,839 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,906 $330K 0.01% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,904 $329K 0.06% -46 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,903 $329K 0.06% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,892 $328K 0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,887 $327K 0.01% -52 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,885 $327K 0.01% -82 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,883 $327K 0.02% +135 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,883 $327K 0.03% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,882 $327K 0.08% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. 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More: the full row for Raleigh Capital Management Inc. 2,758 $313K 0.11% +29 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,753 $312K 0.08% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,752 $312K 0.14% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,393 $310K 0.05% -59 13F-HR Timeline Peregrine Asset Advisers, Inc. 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