AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,729 $647K 0.01% +1,571 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 2,728 $647K 0.01% -907,189 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,706 $641K 0.41% +102 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,690 $638K 0.04% +53 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,689 $637K 0.12% -179 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,685 $637K 0.07% +78 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,687 $637K 0.4% +469 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,687 $637K 0.05% +34 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 2,685 $636K 0.54% +201 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 2,685 $636K 0.2% -366 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,676 $634K 0.24% +1,478 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 2,674 $634K 0.07% -8,429 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,673 $634K 0.05% -233 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,654 $633K 0.14% +75 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,656 $630K 0.35% +428 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,649 $628K 0.19% -41 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,648 $628K 0.15% -4,472 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,648 $628K 0.03% +520 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,636 $626K 0.03% -18,870 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,447 $625K 0.04% +172 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,634 $624K 0.46% -402 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,632 $624K 0.08% -753 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,625 $622K 0.17% +603 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,625 $622K 0.04% -661 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,619 $621K 0.09% -2,579 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,616 $620K 0.17% +410 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,611 $619K 0.29% +234 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,603 $617K 0.01% -436 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,601 $616K 0.34% +370 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 2,598 $616K 0.16% -8,879 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,589 $614K 0.15% -365 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,576 $612K 0.14% +643 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,571 $609K 0.01% +467 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,571 $609K 0.45% +274 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,569 $609K 0.11% -24 13F-HR Timeline City State Bank More: the full row for City State Bank 2,565 $608K 0.18% +2 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,556 $606K 0.33% +387 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,546 $603K 0.01% -491 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,518 $597K 0.03% +866 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,515 $596K 0.12% -59 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,508 $594K 0.53% -271 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,507 $594K 0.19% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,507 $594K 0.17% -451 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,503 $593K 0.26% +72 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,503 $593K 0.16% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,488 $590K 0.16% +3 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,484 $589K 0.44% +410 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,445 $588K 0.39% -423 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,472 $586K 0.09% +428 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,471 $586K 0.17% -799 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,459 $583K 0.05% -37 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,457 $582K 0.04% -194 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,452 $581K 0.1% -69 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,130 $581K 0.05% -201 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,441 $580K 0.14% +53 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,445 $579K 0.46% -22 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,439 $579K 0.05% -4,941 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,435 $577K 0.2% -88 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,430 $576K 0.03% -59 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 2,395 $576K 0.08% +155 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,376 $574K 0.31% +509 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,420 $573K 0.06% +674 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 2,407 $570K 0.51% +628 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,406 $570K 0.08% +958 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,391 $567K <0.01% -98 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,389 $566K 0.04% -769 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,384 $565K 0.03% -25 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,383 $565K 0.36% -44 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,381 $564K 0.45% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,369 $562K +1,032 Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,362 $560K 0.18% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,356 $558K 0.21% +1,265 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,352 $557K <0.01% +1,573 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,351 $557K 0.04% +145 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,345 $556K 0.03% +66 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,331 $552K 0.02% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,328 $552K 0.13% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,325 $551K 0.05% -364 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,325 $551K 0.04% +24 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,320 $551K 0.05% +275 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,317 $549K 0.32% -122 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,316 $549K 0.1% +182 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,313 $548K 0.02% +88 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,310 $548K 0.21% -936 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,300 $545K 0.14% -1,983 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,298 $545K 0.03% +217 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,295 $544K 0.1% +23 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,287 $544K 0.07% +257 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,287 $542K 0.23% +773 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,286 $542K 0.29% -35 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,281 $541K 0.23% +314 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,268 $538K 0.01% +348 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,264 $537K 0.06% -417 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,261 $536K 0.12% -385 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,260 $536K 0.15% -21 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,257 $535K 0.15% -250 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,246 $532K 0.18% +179 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,232 $529K 0.04% -2,346 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,217 $525K 0.02% +240 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,215 $525K 0.09% -1 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,214 $525K 0.02% +1,314 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,201 $522K 0.02% -86 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,176 $522K 0.07% -3,373 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,735 $520K 0.18% +690 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,192 $520K 0.16% +1,010 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,190 $519K 0.06% -1,084 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,180 $517K 0.29% +296 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,456 $516K 0.14% +1,321 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,178 $516K 0.19% -330 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 2,175 $515K 0.34% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,172 $515K 0.49% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,168 $514K 0.06% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,165 $513K 0.13% -12 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,160 $512K 0.04% -284 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,150 $510K 0.23% +100 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,148 $509K 0.18% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,141 $507K 0.09% +118 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 2,140 $507K 0.25% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,133 $506K 0.07% +752 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. 2,125 $504K 0.04% new 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,123 $503K 0.03% -232 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,121 $503K 0.07% +263 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,117 $502K 0.25% +1,505 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,110 $501K 0.08% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,113 $501K 0.08% -153 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,107 $499K 0.16% +25 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,103 $498K 0.15% +127 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 2,102 $498K 0.14% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,096 $497K 0.07% -493 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,092 $496K 0.05% +762 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,083 $494K 0.22% -211 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 2,077 $492K 0.08% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,074 $492K 0.1% 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,070 $491K 0.02% -93 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,067 $490K 0.38% +29 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,065 $489K 0.09% +195 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,062 $489K 0.25% +3 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,058 $488K 0.06% -3,818 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,050 $486K 0.29% -200 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,042 $484K 0.11% +31 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 2,040 $483K 0.68% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,035 $482K 0.33% +48 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 2,030 $481K 0.4% -500 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,030 $481K 0.25% +304 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,027 $480K 0.15% +18 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,015 $478K 0.17% -222 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,012 $477K 0.24% +64 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,003 $475K 0.2% -4,471 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,816 $475K 0.04% -239 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,001 $474K 0.13% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,000 $474K 0.04% +93 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 2,000 $474K 0.06% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,997 $473K 0.03% -144 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,995 $473K 0.09% -430 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,994 $473K 0.3% +536 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,988 $471K 0.06% +55 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,987 $471K 0.11% -194 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,983 $470K 0.13% +10 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,980 $469K 0.07% -23 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,972 $467K 0.08% -9 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,970 $467K 0.02% -733 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,968 $466K 0.44% -6 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,966 $466K 0.06% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,964 $466K 0.03% +306 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,960 $465K 0.18% +167 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,948 $462K 0.07% -128 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,936 $459K 0.28% -27 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,934 $458K 0.24% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,930 $457K 0.13% -2,324 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,924 $457K 0.25% +1 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,928 $457K 0.16% -183 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,925 $456K 0.11% +17 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,924 $456K 0.03% -77,826 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,922 $455K 0.2% -99 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,920 $455K 0.15% +163 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,920 $455K 0.08% +1 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,918 $455K 0.05% -188 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,917 $454K 0.19% -55 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,917 $454K 0.17% +550 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,915 $454K 0.18% +156 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,914 $454K 0.02% -57 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,912 $453K 0.04% new 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,908 $452K 0.28% +20 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,904 $451K 0.1% -16 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,902 $451K 0.01% +551 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,901 $451K 0.04% +20 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,901 $451K 0.07% -45 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,897 $450K 0.25% +188 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,896 $449K 0.42% +387 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,890 $448K 0.13% -97 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,885 $447K 0.04% -200 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,874 $445K 0.03% -54 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,876 $445K 0.21% +101 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,864 $442K 0.11% -424 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,860 $441K 0.06% -280 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,858 $440K 0.01% -2,533 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,854 $439K 0.21% -138 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,854 $439K 0.22% +56 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,850 $438K 0.13% +216 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,845 $437K 0.05% -639 13F-HR Timeline