STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,310 $446K 0.07% -15 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 51,046 $445K 0.1% +50,280 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,302 $445K 0.11% -92 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,302 $444K 0.02% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,300 $443K 0.05% -8 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,296 $442K 0.01% -58 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,291 $440K 0.03% -18 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,286 $438K 0.1% -19 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,284 $438K <0.01% +167 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,280 $436K 0.07% -1,411 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,277 $435K 0.01% -1,093 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,275 $434K 0.06% +8 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,275 $434K 0.02% -1 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,268 $432K 0.02% +240 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,268 $432K 0.01% -10 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,260 $429K 0.03% -20 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,258 $429K 0.06% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,257 $428K 0.04% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,257 $428K 0.06% +38 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,257 $428K 0.03% +164 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,257 $428K 0.21% +51 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,256 $428K 0.1% -160 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,254 $427K 0.12% +4 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,253 $427K 0.02% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,242 $423K 0.29% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,236 $421K 0.05% -10 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,235 $421K 0.01% +3 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,235 $421K 0.12% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,233 $420K 0.01% +47 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,228 $418K 0.04% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,223 $418K 0.14% -265 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,222 $418K 0.04% +141 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,198 $417K 0.17% -63 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,224 $417K 0.09% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,223 $417K 0.18% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,220 $416K 0.34% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,219 $415K 0.12% +89 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,218 $415K 0.04% -23 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,213 $413K 0.04% -21 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,212 $413K 0.06% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,209 $412K 0.28% -5 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,207 $411K 0.04% +116 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,203 $411K 0.2% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,202 $411K 0.18% +179 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,204 $410K 0.02% +255 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,203 $410K 0.01% +158 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,149 $408K 0.01% -1,060 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,194 $407K 0.05% -777 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,170 $407K <0.01% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,192 $406K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,190 $405K 0.29% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 1,188 $405K 0.09% +7 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,187 $404K 0.03% -27 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,182 $403K 0.19% +100 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,181 $402K 0.04% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,179 $402K 0.04% +259 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,177 $401K 0.02% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,175 $400K 0.17% 0 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 1,174 $400K 0.57% -453 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,173 $400K 0.06% +124 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,171 $399K 0.08% -48 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,167 $398K 0.01% +545 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,169 $398K 0.05% +11 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,240 $398K 0.23% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,166 $397K 0.11% -122 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,163 $396K 0.02% -125 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,156 $394K 0.05% +4 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,152 $392K 0.05% +12 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,150 $392K 0.24% -307 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,146 $392K 0.18% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,144 $391K 0.07% +99 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,146 $390K 0.01% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,146 $390K 0.25% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,143 $389K 0.05% -32 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,143 $389K 0.02% +1 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,136 $387K 0.04% -236 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,134 $387K 0.04% -19 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,133 $386K 0.02% -10 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,130 $385K 0.01% +60 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,125 $383K 0.02% +9 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,123 $383K 0.04% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,120 $382K 0.26% -6 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,118 $381K 0.04% +277 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,116 $380K 0.09% +52 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,115 $380K 0.05% +1 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,109 $378K 0.05% +2 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $378K 0.09% new 13F-HR Timeline Amount filed as zero, left out of ratios. McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,072 $376K 0.05% -12 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,101 $375K 0.01% -50 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,098 $374K 0.12% +3 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,093 $373K 0.04% -475 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,089 $371K 0.04% +425 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 1,083 $369K 0.36% -176 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,081 $368K 0.07% +30 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,080 $368K <0.01% -15,440 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,079 $368K 0.08% -193 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,075 $366K 0.2% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,073 $365K 0.15% -2 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,065 $363K 0.27% +80 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 1,061 $362K 0.08% 0 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,060 $361K 0.09% -49 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,059 $361K <0.01% +22 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,057 $360K 0.03% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,055 $359K 0.1% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,033 $359K 0.24% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,049 $358K 0.13% -12 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 1,050 $358K 0.09% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,048 $357K 0.01% -55 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,046 $356K 0.03% +75 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,044 $356K 0.07% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,039 $354K 0.06% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,035 $353K 0.19% +405 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 1,032 $352K <0.01% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,011 $351K 0.11% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,028 $350K 0.08% -106 13F-HR/A Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,027 $350K 0.04% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,022 $348K 0.05% -55 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,020 $348K 0.06% -15 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,020 $348K 0.27% -46 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,017 $347K 0.05% +20 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 1,016 $346K 0.17% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,015 $346K 0.03% +68 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,015 $346K 0.01% -50 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,012 $345K 0.07% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 1,010 $344K 0.07% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,005 $342K 0.13% -9 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,004 $342K 0.03% +288 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,003 $342K 0.06% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,003 $342K 0.04% -1,189 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,000 $341K 0.01% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $341K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 998 $340K 0.23% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 997 $340K 0.02% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 995 $339K 0.15% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 987 $336K 0.08% +166 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 984 $335K 0.11% -50 13F-HR Timeline Quarry LP More: the full row for Quarry LP 984 $335K 0.05% +804 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 983 $335K <0.01% +7 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 982 $335K 0.19% -23 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 981 $334K 0.26% +61 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 973 $332K 0.15% -143 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 954 $332K 0.23% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 970 $331K 0.09% +347 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 968 $330K 0.04% +148 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 963 $328K 0.04% -1,189 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 963 $328K 0.11% +29 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 962 $328K 0.04% +5 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 960 $327K 0.03% +320 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 959 $327K 0.01% -1,447 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 959 $327K 0.17% +64 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 967 $326K 0.05% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 951 $324K 0.05% +1 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 951 $324K 0.02% +90 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 942 $322K 0.01% +328 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 944 $322K 0.06% +47 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 943 $321K 0.01% +240 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 890 $321K 0.1% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 943 $321K 0.12% -402 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 941 $321K 0.05% +11 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 940 $320K 0.05% +170 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 935 $319K 0.21% -38 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 932 $318K 0.02% +50 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 931 $317K 0.02% -134 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 931 $317K 0.07% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 925 $315K 0.18% -17 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 921 $314K 0.12% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 920 $313K 0.07% +140 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 920 $313K 0.06% -36 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 918 $313K 0.04% -25 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 925 $312K 0.03% +18 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 914 $311K 0.1% +21 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 912 $311K <0.01% new 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 910 $310K 0.03% -2,106 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 907 $310K 0.06% +100 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 909 $310K 0.14% new 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 908 $309K 0.25% -160 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 901 $307K 0.15% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 901 $307K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 898 $307K 0.08% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 900 $307K 0.07% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 900 $307K 0.14% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 897 $306K 0.07% +189 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 895 $306K 0.12% -4 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 894 $305K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 893 $304K 0.06% -2 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 892 $304K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 892 $304K 0.1% -38 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 891 $304K <0.01% +220 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 888 $303K 0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 887 $303K 0.01% -393 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 889 $303K 0.09% +3 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 889 $303K 0.23% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 888 $303K 0.03% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 886 $302K 0.19% +6 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 882 $301K 0.01% +51 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 882 $300K 0.19% +26 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 881 $300K 0.06% +198 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 880 $300K <0.01% new 13F-HR Timeline Group BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 878 $299K 0.01% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 877 $299K 0.11% 0 13F-HR Timeline