Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,823 $579K 0.25% -137 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,820 $578K 0.05% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,817 $577K 0.06% -1,440 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,813 $577K 0.04% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,800 $574K <0.01% +279 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,792 $572K 0.1% -4 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,762 $566K 0.06% +419 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 2,757 $565K 0.43% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,756 $565K 0.28% +201 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,755 $565K 0.04% +102 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,751 $564K 0.09% -29 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 2,750 $564K 0.65% new 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 2,734 $561K 0.05% +1,269 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,728 $559K 0.15% +507 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,712 $556K 0.07% +102 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,703 $554K 0.19% -9 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,680 $549K 0.14% -2 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,676 $549K 0.14% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,675 $548K 0.06% -17,619 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,660 $545K 0.04% -711 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,650 $544K 0.26% -39 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,647 $543K 0.04% +81 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,641 $541K 0.28% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,641 $541K 0.06% -199 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,638 $541K 0.04% -4,395 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,630 $539K 0.35% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,617 $536K 0.27% +650 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,610 $535K <0.01% -451 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,609 $535K 0.05% -2 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,601 $533K 0.17% -3 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,600 $533K 0.13% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,593 $532K 0.03% +153 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,562 $525K 0.2% -691 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,556 $523K 0.03% +32 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,546 $522K 0.14% -36 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,537 $520K 0.15% +75 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,534 $519K 0.05% +1,435 13F-HR/A Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,520 $517K 0.05% +87 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,515 $516K 0.37% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,515 $516K 0.04% -5,170 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,502 $513K 0.22% -90 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,501 $513K 0.03% -24 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,493 $511K 0.14% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,490 $510K 0.05% -217 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,473 $507K 0.16% -27 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,459 $504K 0.09% -363 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,454 $503K 0.01% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,446 $501K 0.1% +1,525 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,445 $501K 0.19% +269 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,440 $500K 0.02% -132 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,432 $498K 0.11% -85 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,432 $498K 0.01% -2,147 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 2,429 $498K 0.04% +12 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,419 $496K 0.12% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,410 $494K 0.18% -2,067 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,404 $493K 0.03% +54 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,400 $492K 0.08% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,399 $492K 0.02% -182 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,399 $492K 0.27% -232 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,399 $492K 0.08% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,397 $491K 0.05% +231 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,393 $491K 0.02% -226 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,393 $491K 0.18% -10 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,390 $490K 0.05% -127 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,383 $489K 0.04% -1,178 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,386 $489K 0.5% +408 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,384 $489K 0.02% -7 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,365 $485K 0.01% +78 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,338 $479K 0.38% -99 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,331 $478K 0.2% -13 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,331 $478K 2.1% +867 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,327 $478K 0.01% -171 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,298 $471K 0.04% -802 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,291 $470K 0.43% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,284 $468K 0.02% -129 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,284 $468K 0.01% -37 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,278 $467K 0.06% +73 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,267 $465K 0.15% -69 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,264 $464K 0.19% -2,461 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,250 $462K 0.26% -604 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,248 $461K 0.07% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,243 $460K 0.15% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,242 $460K 0.22% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,226 $456K 0.02% -2,913 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,223 $456K 0.04% -423 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,217 $454K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,217 $454K 0.03% +729 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,214 $454K 0.05% -30 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,202 $451K 0.04% -425 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,194 $450K 0.24% +1,963 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,191 $449K 0.04% +620 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,183 $448K 0.24% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,163 $443K 0.01% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,158 $442K 0.26% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,146 $440K 0.11% -42 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,134 $437K 0.01% +987 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,126 $436K 0.07% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,120 $435K 0.02% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,120 $435K 0.46% +1,760 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,091 $429K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,094 $429K 0.04% -2,105 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,071 $425K 0.03% -71,283 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,070 $424K 0.22% -1,007 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,067 $424K 0.01% +13 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,059 $422K 0.05% +574 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,056 $421K 0.02% +1,038 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,054 $421K 0.01% 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,042 $419K 0.07% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,172 $417K 0.01% +30 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,121 $416K 0.03% -783 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,028 $416K 0.3% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,014 $413K 0.04% -838 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,006 $411K 0.05% -100 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,996 $409K 0.1% -315 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,996 $409K 0.11% +151 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,984 $407K 0.11% +27 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,985 $407K 0.03% +22 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,983 $407K 0.04% -91 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,983 $407K 0.07% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,978 $405K 0.02% -22 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,132 $405K 0.06% +21 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,963 $402K 0.11% -8,657 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,955 $401K 0.03% +145 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,953 $400K 0.03% +197 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,953 $400K 0.2% -95 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,951 $400K 0.02% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,939 $397K 0.11% +152 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,935 $397K 0.06% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,927 $395K 0.02% -280 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,920 $394K 0.15% -3 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,918 $393K 0.1% 0 13F-HR/A Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,910 $392K 0.05% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,910 $392K 0.27% +115 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,905 $391K 0.05% -205 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,901 $390K 0.07% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,402 $390K 0.04% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,901 $390K 0.06% -71 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,900 $390K 0.04% +462 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,900 $390K 0.09% -65 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,953 $389K 0.17% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,890 $387K 0.18% +480 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,887 $387K 0.03% -3,142 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,887 $387K 0.05% +494 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,881 $386K 0.29% -160 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,878 $385K 0.05% -100 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,877 $385K 0.32% -282 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,875 $384K 0.08% -11 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,871 $384K 0.06% -16,763 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,865 $382K 0.05% -7,647 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,864 $382K 0.03% -283 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,860 $381K 0.09% -188 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,854 $380K 0.03% +8 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,855 $380K 0.01% -915 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,851 $379K 0.04% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,846 $378K 0.11% -1,419 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,898 $378K 0.04% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,840 $377K 0.03% -10 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,836 $376K 0.09% -1,518 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,826 $374K 0.2% -79 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,826 $374K 0.05% 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 1,823 $374K 0.11% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,823 $374K 0.03% -81 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,817 $372K 0.04% -70 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,807 $370K 0.03% +68 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,044 $369K 0.25% -610 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,796 $368K 0.07% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,796 $368K 0.05% +392 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,792 $367K 0.1% +64 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,785 $366K 0.05% +36 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,774 $364K 0.02% +62 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,756 $360K 0.11% +223 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,755 $360K 0.01% -35 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,753 $359K 0.08% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,830 $359K 0.12% +854 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,752 $359K 0.06% -333 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,740 $357K 0.47% -50 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,738 $356K 0.03% +267 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,738 $356K 0.05% -27,558 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,737 $356K 0.16% -277 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,735 $356K 0.09% -243 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,732 $355K 0.21% -49 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,728 $355K <0.01% +1,472 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,728 $354K 0.1% -1,434 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,731 $354K 0.02% +11 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,725 $354K 0.21% -45 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,721 $353K 0.13% -1,475 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,720 $352K 0.06% -803 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,718 $352K 0.03% +172 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,710 $351K 0.01% -506 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,711 $351K 0.06% -91 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,704 $350K 0.23% -244 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,705 $350K 0.06% +18 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,703 $349K 0.04% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,702 $349K 0.04% +151 13F-HR/A Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,700 $349K 0.08% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,700 $348K 0.36% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,689 $346K 0.53% -404 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,685 $346K 0.02% +9 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,687 $346K 0.01% +48 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,682 $345K 0.1% +21 13F-HR Timeline