SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,608 $583K 0.01% new 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 2,605 $583K 0.11% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,597 $583K 0.18% +582 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,603 $582K 0.03% -196 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,564 $581K 0.01% +1,369 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,596 $581K 0.09% +983 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,669 $580K 0.33% +6 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,582 $578K 0.4% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,782 $577K 0.09% -205 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,577 $577K 0.05% +1,700 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,568 $575K 0.02% -416 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,557 $572K 0.01% +1,183 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,548 $570K 0.05% -2 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,540 $568K 0.19% +307 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,536 $567K 0.08% +312 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,060 $566K 0.09% +15 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,523 $564K 0.01% +1,680 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 2,506 $561K 0.02% +296 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,505 $560K 0.01% +1,425 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,504 $560K 0.1% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,501 $559K 0.16% 0 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 2,500 $559K 2.28% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,465 $551K 0.08% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,465 $551K 0.01% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,465 $551K 0.01% -117 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,463 $551K 0.03% +175 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,462 $551K 0.02% -64 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,461 $551K 0.24% -551 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,457 $550K 0.02% -204 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,447 $548K 0.01% +274 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,403 $544K 0.05% +190 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,430 $544K 0.05% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,426 $543K 0.04% +65 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,424 $542K 0.12% -33 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,403 $538K 0.01% -2,908 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,403 $537K 0.02% -32 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,400 $537K 0.4% 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,393 $535K 0.28% +870 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,145 $535K <0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,392 $535K 0.04% +1,141 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,388 $534K 0.04% +87 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,386 $534K 0.03% +296 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,386 $534K 0.11% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,380 $532K 0.1% -76 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,351 $526K 0.22% -52 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 2,341 $524K 0.04% +41 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,331 $522K 0.08% 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,326 $520K 0.23% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,324 $520K 0.44% 0 13F-HR Timeline DSC Meridian Capital LP More: the full row for DSC Meridian Capital LP 2,320 $519K 0.34% +560 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,318 $519K 0.04% -97 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 2,296 $514K 0.12% +163 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,297 $514K 0.28% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,285 $511K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,284 $511K 0.1% -174 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,839 $506K 0.16% +842 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,256 $505K 0.15% +291 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,246 $502K 0.27% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,231 $499K 0.04% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,227 $498K 0.01% -152 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 2,219 $496K 0.58% new 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 2,208 $494K 0.34% 0 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,190 $490K 0.01% +639 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,187 $489K 0.03% +86 13F-HR/A Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,185 $489K 0.01% -1,674 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,558 $489K 0.09% +205 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,182 $488K 0.04% -92 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,179 $487K 0.03% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,177 $487K 0.02% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,174 $486K 0.03% +1,200 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,144 $480K 0.09% -28 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,134 $477K 0.01% +21 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,128 $476K 0.32% -7 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,546 $474K 0.05% +249 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,112 $472K 0.02% -50 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,111 $472K 0.05% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,109 $472K 0.02% +123 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,104 $471K 0.02% +98 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,104 $471K 0.03% +58 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,101 $470K 0.04% -83 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,098 $469K 0.02% +517 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,091 $468K 0.33% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,084 $466K 0.04% +233 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,076 $464K 0.14% +314 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,074 $464K 0.06% +368 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,063 $462K 0.27% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,047 $458K 0.07% +381 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,044 $457K 0.06% -61 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,433 $452K 0.01% +247 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,017 $451K 0.03% -10 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,017 $451K 0.06% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,013 $450K 0.03% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,003 $448K 0.27% -19 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,000 $447K 0.07% new 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 2,000 $447K 0.27% -62 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,992 $446K 0.03% +133 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,988 $445K 0.25% +12 13F-HR Timeline Group EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,430 $443K 0.15% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 1,977 $442K 0.2% +4 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,973 $441K 0.12% +1,187 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,968 $440K 0.23% +42 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,967 $440K 0.03% +278 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,964 $439K 0.4% +35 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,955 $437K 0.27% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,953 $437K 0.12% +66 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,944 $435K <0.01% -57 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,932 $432K 0.1% -2 13F-HR/A Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,926 $431K 0.03% +137 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,921 $430K 0.06% +233 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,916 $429K 0.15% +285 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,915 $428K 0.05% +149 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,913 $428K 0.07% +296 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,903 $426K 0.05% +25 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,895 $424K 0.03% +20 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,892 $423K 0.16% -6 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,888 $422K 0.01% -503 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,880 $422K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,883 $421K 0.01% +507 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,882 $421K 0.04% -34 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,879 $421K 0.01% +974 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,879 $420K 0.04% -1 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,881 $420K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,872 $419K 0.06% -639 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,871 $419K <0.01% +57 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,860 $416K 0.01% +204 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,856 $415K 0.03% +44 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,852 $414K 0.24% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,850 $414K 0.07% -280 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,849 $414K 0.21% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,844 $413K 0.18% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,812 $405K 0.01% 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,809 $405K 0.3% +70 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 1,800 $403K 0.1% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,800 $403K <0.01% 0 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,796 $402K 0.07% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,795 $402K 0.08% +84 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 1,794 $401K 0.34% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,791 $401K 0.14% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,778 $398K 0.15% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,770 $396K 0.01% -233 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,770 $396K <0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,770 $396K 0.02% -6 13F-HR/A Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 1,759 $394K 0.04% new 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 1,757 $393K 0.08% -600 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,755 $393K 0.03% +206 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 1,751 $392K 0.18% -79,300 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,736 $388K 0.19% +470 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,735 $388K 0.03% -219 13F-HR/A Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,733 $388K 0.03% +100 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,115 $387K 0.1% 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,724 $386K 0.13% -352 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,724 $386K 0.01% +290 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,722 $385K 0.17% -67 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,720 $385K 0.04% +2 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,707 $382K 0.06% +19 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,694 $379K <0.01% +75 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,689 $378K 0.05% +34 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,685 $377K 0.07% -1,610 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,684 $377K 0.03% +18 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,683 $377K 0.01% -265 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,678 $375K 0.02% +3 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,673 $374K 0.18% +187 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,669 $373K 0.02% -98 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,665 $372K 0.05% +6 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,660 $371K 0.09% -97 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,658 $371K 0.02% -200 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,171 $369K 0.09% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,649 $369K 0.13% +10 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,639 $367K 0.12% +126 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,629 $364K 0.05% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,626 $364K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,622 $363K 0.03% +362 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,619 $362K 0.37% 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,616 $361K 0.26% +1 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,615 $361K 0.08% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,183 $361K 0.07% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,609 $360K 0.03% +358 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,600 $358K 0.03% 0 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 1,600 $358K 0.4% 13F-HR/A Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,596 $357K 0.09% -7 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,596 $357K 0.07% +264 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,590 $356K 0.03% 0 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,581 $354K 0.08% +250 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,580 $353K 0.01% -4,700 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,575 $352K 0.1% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,567 $351K 0.14% +678 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,565 $350K 0.25% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,563 $350K 0.17% +82 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,375 $347K 0.15% +75 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,550 $347K 0.03% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,546 $346K 0.04% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,544 $345K 0.02% -59,396 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,540 $344K 0.06% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,533 $343K 0.29% +100 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,528 $342K 0.04% +226 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,527 $342K 0.07% +2 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,525 $341K 0.3% +2 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,525 $341K 0.13% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,524 $341K 0.03% +9 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,523 $341K 0.01% -900 13F-HR/A Timeline Group