SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,473 $384K 0.18% +10 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,468 $384K 0.06% +68 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,408 $383K 0.01% +769 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,451 $382K <0.01% +83 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,446 $381K 0.03% +150 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,421 $378K 0.01% +1,137 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,418 $378K 0.05% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 3,417 $378K 0.02% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,411 $377K <0.01% +20 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,387 $376K 0.4% -1,500 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,534 $374K 0.09% +516 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,375 $373K <0.01% -96 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,373 $373K 0.07% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,364 $372K 0.01% +117 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,361 $372K 0.13% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,348 $370K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,295 $370K 0.01% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,320 $367K 0.11% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,314 $367K 0.12% +1 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,305 $366K 0.04% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,300 $365K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,292 $364K 0.03% -1,622 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,286 $364K <0.01% -55 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,283 $363K 0.07% +24 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,281 $363K 0.18% +491 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,281 $363K <0.01% -200 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,268 $362K 0.02% -378 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,255 $360K 0.06% +130 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,238 $358K 0.11% +27 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,234 $358K 0.07% -29 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,233 $358K 0.07% +19 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,189 $353K 0.04% +18 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,175 $351K 0.14% +292 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,162 $350K 0.1% +11 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,158 $349K 0.03% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,151 $349K 0.04% -17 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,145 $348K 0.01% +136 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,128 $346K 0.15% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 3,126 $346K 0.13% +380 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,120 $345K 0.04% +322 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,108 $344K 0.01% +144 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,105 $344K 0.04% -499 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,103 $343K 0.02% +352 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 3,100 $343K 0.08% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,096 $343K 0.03% -50 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,081 $341K 0.04% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,078 $341K 0.17% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,075 $340K 0.06% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,074 $340K 0.13% +463 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,033 $336K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,029 $335K 0.15% +780 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,025 $335K 0 Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 3,015 $335K 0.04% -12 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,010 $333K 0.02% +35 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,006 $333K -20,464 Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,003 $332K 0.03% 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,003 $332K 0.05% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,000 $332K 0.04% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,000 $332K 0.22% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,993 $331K 0.02% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,990 $331K 0.01% -987 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,989 $331K 0.14% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,973 $329K 0.01% -2 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,948 $326K 0.03% -39 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,944 $326K 0.1% +11 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,940 $325K 0.22% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,933 $325K 0.05% +45 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,930 $324K 0.01% +95 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,915 $322K 0.04% +639 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,913 $322K 0.02% +1 13F-HR Timeline Corecam AG More: the full row for Corecam AG 2,909 $322K 0.27% +623 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,908 $322K 0.24% +119 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,894 $320K 0.03% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,894 $320K <0.01% +43 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,861 $317K 0.06% +737 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,855 $316K 0.02% +95 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,846 $315K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,836 $314K <0.01% +1,084 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,831 $313K 0.07% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,810 $311K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,800 $310K 0.16% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,798 $310K 0.09% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,793 $309K 0.16% +10 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,765 $306K 0.01% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,764 $306K 0.09% +190 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,763 $306K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,762 $306K 0.01% -31 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,757 $305K 0.07% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,724 $301K 0.11% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,711 $300K <0.01% +101 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,702 $299K 0.01% +4 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,089 $299K <0.01% -126,561 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,678 $296K 0.03% +10 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,678 $296K 0.19% +26 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,670 $295K 0.05% -760 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,668 $295K 0.04% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,667 $295K 0.01% +632 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,665 $295K 0.19% +70 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,660 $294K 0.08% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,655 $294K 0.09% +18 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,650 $293K 0.17% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,648 $293K 0.01% -241 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 2,647 $292K 0.05% +4 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2,628 $291K 0.1% +21 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 2,622 $290K 0.21% 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,552 $289K 0.16% -1,006 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,600 $288K 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,596 $287K 0.01% -34 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,595 $287K 0.01% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,590 $286K 0.1% -22 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 2,578 $285K 0.24% +21 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,577 $285K 0.01% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,569 $284K 0.07% +20 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,567 $284K 0.01% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,567 $284K 0.31% +76 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,558 $283K 0.05% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,552 $282K 0.08% +45 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,551 $282K 0.01% -73 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,550 $282K 0.02% +62 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,548 $282K 0.02% -399 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 2,536 $281K 0.24% +20 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,535 $280K 0.02% -52 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,532 $280K 0.01% +152 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,531 $280K 0.03% -11,378 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,517 $278K 0.05% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,516 $278K 0.01% +4 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,514 $278K 0.01% -180 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,510 $278K 0.06% -36 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,505 $277K 0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,500 $277K 0.03% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,500 $277K 0.06% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,488 $275K 0.13% -16 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,487 $275K 0.08% -76 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,473 $274K <0.01% -64 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,464 $273K 0.05% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,463 $272K 0.03% +886 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,462 $272K 0.03% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,458 $272K 0.01% -29 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,458 $272K 0.02% -10 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,506 $271K 0.01% +96 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,449 $271K <0.01% -637 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,440 $270K 0.01% +156 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,438 $270K 0.03% -65 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,437 $270K 0.21% +155 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,437 $270K 0.01% +30 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,435 $269K 0.08% -160 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,423 $268K 0.14% +110 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,426 $268K <0.01% -16 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,404 $266K 0.09% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,393 $265K 0.12% +35 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,399 $265K 0.11% +184 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,389 $264K 0.02% +29 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,386 $264K 0.07% +17 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,379 $263K <0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,377 $263K 0.02% +5 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 2,374 $263K 0.23% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,370 $262K <0.01% +2 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,364 $262K <0.01% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,364 $262K 0.07% -80 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,353 $260K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,342 $260K <0.01% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,328 $258K 0.01% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,320 $257K 0.01% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,318 $256K 0.04% +114 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,317 $256K 0.05% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,311 $256K 0.08% +6 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,310 $256K 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,308 $255K <0.01% +390 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,305 $255K 0.08% -1,511 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,300 $254K 0.02% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,298 $254K 0.01% -9 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,270 $251K 0.26% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,270 $251K 0.02% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,269 $251K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,266 $251K 0.01% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,240 $248K 0.11% -225 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,237 $247K 0.01% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,228 $246K 0.02% -3,047 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,223 $246K 0.1% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,222 $246K 0.04% +37 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,222 $246K 0.01% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,219 $245K 0.02% +47 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,211 $245K 0.18% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,210 $245K 0.04% +7 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,210 $244K 0.02% -3,952 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,205 $244K 0.03% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,200 $243K 0.02% +211 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,200 $243K <0.01% -50 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,200 $243K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,200 $243K 0.05% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,200 $243K 0.05% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,200 $243K 0.01% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,198 $243K 0.03% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,190 $242K -6,575 Timeline United Bank More: the full row for United Bank 2,184 $242K 0.07% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,167 $240K 0.02% 0 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 2,155 $238K 0.11% 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,152 $238K 0.12% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,149 $238K 0.04% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,151 $238K 0.01% -963 13F-HR Timeline