Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,062 $452K 0.06% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,060 $451K 0.18% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,052 $448K 0.05% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for Claro Advisors Inc. 997 $424K 0.06% -4 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 995 $423K 0.21% +3 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 985 $419K 0.06% +3 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 999 $419K 0.03% +1 13F-HR Timeline Group ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 984 $419K 0.11% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 983 $418K 0.22% -23 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 977 $416K 0.01% -30 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 975 $415K 0.24% -4 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 975 $415K 0.06% -299 13F-HR Timeline Houlihan Financial Resource Group, Ltd. 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More: the full row for Monterey Private Wealth, Inc. 849 $361K 0.12% -1 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 846 $360K 0.17% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 846 $360K 0.04% +11 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 845 $360K 0.2% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 845 $360K 0.05% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 845 $360K 0.1% 0 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 836 $356K 0.37% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 836 $356K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Banco BTG Pactual S.A. 823 $349K 0.08% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 812 $346K 0.11% +2 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 812 $345K 0.09% -21 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 811 $345K 0.18% 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 808 $344K 0.35% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 805 $343K 0.02% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 801 $342K 0.01% +1 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 800 $341K <0.01% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 802 $341K 0.35% +33 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 800 $340K 0.33% 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 807 $338K 0.28% 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 790 $336K 0.04% -45 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 800 $335K 0.07% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 785 $335K 0.04% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 785 $334K 0.02% -19 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 784 $334K <0.01% +285 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 781 $332K 0.08% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 779 $331K 0.21% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 777 $331K 0.04% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 775 $330K 0.02% 0 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 775 $330K 0.18% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 773 $329K 0.1% +3 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 782 $328K 0.02% -659 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 770 $328K 0.07% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 766 $327K 0.03% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 768 $327K 0.15% -27 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 768 $327K 0.12% +3 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 765 $326K 0.02% -68 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 764 $326K 0.02% +124 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 765 $326K 0.09% +2 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 762 $324K 0.04% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 759 $323K 0.07% -325 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 759 $323K 0.03% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 758 $323K 0.01% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 755 $321K 0.06% -14 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 750 $319K 0.03% +5 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 750 $319K 0.03% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 750 $319K 0.03% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 749 $319K 0.04% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 749 $319K <0.01% +29 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 748 $318K 0.02% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 745 $317K 0.07% -360 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 744 $317K 0.17% -296 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 744 $317K 0.01% -88 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 743 $316K 0.08% 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 740 $315K 0.23% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 738 $314K 0.01% -46 13F-HR/A Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 730 $312K 0.04% -141 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 727 $310K 0.1% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 724 $309K 0.07% -130 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 724 $308K 0.06% -18 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 717 $305K <0.01% 0 13F-HR/A Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 717 $305K 0.02% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 715 $304K 0.08% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 710 $303K <0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 710 $302K 0.14% -34 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 705 $300K 0.1% -98 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 704 $299K 0.29% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 702 $299K 0.01% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 701 $298K 0.06% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 700 $298K 0.04% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 700 $298K 0.03% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 691 $294K 0.07% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 691 $294K 0.17% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 690 $294K 0.34% -104 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 690 $294K 0.09% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 653 $293K 0.11% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 685 $291K 0.02% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 683 $291K 0.06% -2 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 681 $290K 0.1% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 681 $290K 0.06% 0 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 679 $289K 0.02% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 675 $287K 0.11% -81 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 675 $287K 0.15% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 674 $287K 0.01% +359 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 672 $286K 0.09% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 667 $284K <0.01% +228 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 666 $283K 0.01% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 665 $283K 0.03% -10 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 661 $281K 0.07% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 659 $280K 0.02% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 658 $280K 0.14% +1 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 657 $280K 0.12% -20 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 656 $279K 0.04% -5 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 655 $279K 0.1% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 653 $278K 0.09% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 652 $277K 0.01% -98 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 652 $277K <0.01% +69 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 651 $277K 0.04% -450 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 651 $277K 0.24% 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 650 $277K 0.01% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 650 $277K 0.19% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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