BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 559 $583K 0.03% +70 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 559 $583K 0.08% +8 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 558 $582K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 557 $580K 0.04% +159 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 556 $580K 0.08% +150 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 553 $576K 0.01% +30 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 552 $576K <0.01% +33 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 552 $575K 0.16% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 549 $572K 0.38% -23 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 549 $572K 0.38% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 544 $567K <0.01% -13 13F-HR/A Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 529 $561K <0.01% +69 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 538 $561K 0.07% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 538 $560K 0.01% +27 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 536 $559K 0.06% -24 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 535 $558K 0.04% +160 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 531 $554K 0.06% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 530 $553K 0.02% -1 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 528 $551K 0.01% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 522 $544K 0.03% +245 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 520 $542K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 520 $542K 0.01% -2,759 13F-HR Timeline Sophron Capital Management L.P. More: the full row for Sophron Capital Management L.P. 517 $539K 0.17% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 507 $528K 0.15% +2 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 506 $527K 0.07% -28 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 505 $526K 0.07% +57 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 504 $525K 0.02% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 528 $525K 0.03% +13 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 500 $521K 0.13% -13 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 499 $520K 0.02% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 498 $519K 0.03% +17 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 498 $519K 0.1% -16 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 497 $518K 0.03% +41 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 494 $515K 0.22% +83 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 494 $515K 0.04% +185 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 488 $509K 0.22% -520 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 488 $509K 0.31% -34 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 486 $507K 0.07% new 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 486 $507K 0.41% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 483 $504K 0.01% -176 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 482 $502K 0.25% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 480 $500K 0.02% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 478 $498K 0.06% -14 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 478 $498K 0.01% +170 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 475 $495K 0.04% +19 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 474 $494K 0.01% +233 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 473 $493K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 473 $493K 0.01% +23 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 471 $491K 0.04% -91 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 467 $487K 0.01% +54 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 465 $485K 0.05% -112 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 460 $479K 0.01% 0 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 460 $479K 0.07% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 456 $475K 0.04% +190 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 453 $472K 0.03% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 452 $471K 0.02% +11 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 449 $469K 0.25% +7 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 447 $466K 0.14% +20 13F-HR Timeline Group Overbrook Management Corp More: the full row for Overbrook Management Corp 446 $465K 0.07% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 442 $461K 0.04% -27 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 442 $461K 0.21% +121 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 441 $460K 0.05% -83 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 441 $460K <0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 431 $454K 0.02% +157 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 433 $451K 0.01% +62 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 430 $448K 0.05% +1 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 430 $448K 0.01% +146 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 424 $442K 0.01% +180 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 424 $442K 0.28% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 421 $439K 0.03% +347 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 420 $438K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 418 $436K 0.01% +37 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 414 $432K 0.33% +35 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 414 $432K 0.17% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 411 $428K 0.02% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 410 $427K 0.03% +74 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 408 $425K 0.02% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 406 $423K 0.14% +10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 406 $423K 0.03% +22 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 405 $422K 0.06% -6,898 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 398 $415K 0.09% 0 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 397 $414K 0.09% -100 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 395 $412K <0.01% +1 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 395 $412K 0.02% +75 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 391 $408K 0.03% +33 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 391 $408K 0.08% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 388 $405K 0.03% +10 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 386 $402K 0.05% +3 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 386 $402K 0.23% -164 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 381 $397K 0.01% +92 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 380 $396K 0.05% -36 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 378 $395K 0.1% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 378 $394K <0.01% +5 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 377 $393K 0.13% -24 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 376 $392K 0.1% -48 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 375 $391K <0.01% -2,372 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 374 $389K 0.06% +67 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 371 $387K 0.07% +30 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 369 $385K 0.11% +25 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 368 $384K 0.01% +3 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 367 $382K 0.07% +37 13F-HR/A Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 366 $382K 0.12% -62 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 363 $378K 0.01% +14 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 361 $377K 0.13% +124 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 361 $376K 0.02% +8 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 360 $375K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 359 $375K 0.05% +100 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 356 $371K 0.04% -11 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 356 $371K 0.02% -4 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 355 $370K 0.05% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 355 $370K 0.09% +59 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 354 $369K 0.02% +14 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 354 $369K 0.13% -46 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 353 $368K <0.01% +2 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 353 $368K 0.01% +237 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 351 $366K 0.18% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 346 $361K 0.02% +9 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 346 $360K <0.01% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 345 $360K 0.12% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 345 $360K 0.05% +115 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 343 $358K 0.01% -35 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 340 $354K 0.28% +1 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 340 $354K 0.02% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 340 $354K <0.01% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 339 $353K 0.03% new 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 338 $352K 0.16% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 338 $352K <0.01% 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 335 $349K 0.01% -10 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 335 $349K 0.03% +22 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 335 $349K 0.18% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 334 $348K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 347 $347K 0.03% +5 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 332 $346K 0.05% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 329 $343K <0.01% +25 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 329 $343K 0.02% -60 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 328 $342K 0.01% +10 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 327 $341K 0.08% +53 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 327 $341K 0.47% +23 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 324 $338K 0.07% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 324 $338K 0.01% +114 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 322 $336K <0.01% +37 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 321 $335K 0.16% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 316 $329K 0.04% -56 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 315 $328K 0.01% +15 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 314 $327K 1.11% +74 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 313 $326K 0.06% +95 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 311 $324K 0.01% -2 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 310 $323K 0.01% +11 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 310 $323K 0.01% +31 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 305 $318K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 304 $317K 0.03% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 304 $317K 0.02% +8 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 302 $315K 0.25% +9 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 300 $313K 0.05% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 300 $313K 0.1% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 300 $313K 0.01% +55 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 300 $312K 0.02% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 300 $312K 0.03% +6 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 299 $312K 0.07% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 299 $312K 0.06% +71 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 299 $312K <0.01% -5,559 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 298 $311K 0.07% -11 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 298 $310K 0.01% -30 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 297 $310K 0.01% +50 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 295 $308K 0.01% +61 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 295 $308K 0.15% -238 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 295 $307K 0.04% -28 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 291 $303K 0.08% +5 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 290 $302K 0.02% +24 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 289 $301K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 289 $301K 0.13% -7 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 287 $299K 0.11% +9 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 286 $298K <0.01% +17 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 280 $292K 0.24% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 280 $292K 0.04% +71 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 277 $289K 0.02% new 13F-HR Timeline MOTCO More: the full row for MOTCO 275 $287K 0.02% -20 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 274 $286K 0.14% -42 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 274 $286K 0.11% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 273 $285K <0.01% +14 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 273 $285K 0.09% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 272 $284K 0.07% -1 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 271 $283K 0.16% +1 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 270 $281K 0.05% -80 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 270 $281K 0.16% -1 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 269 $280K 0.3% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 269 $280K 0.01% +16 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 268 $279K <0.01% -9 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 266 $277K 0.02% -9 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 266 $277K 0.11% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 266 $277K 0.12% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 265 $276K 0.02% +29 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 265 $276K 0.18% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 264 $275K 0.02% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 264 $275K 0.08% +31 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 263 $274K 0.07% +3 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 262 $273K 0.01% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 262 $273K 0.03% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 262 $273K <0.01% +32 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 261 $272K 0.02% +16 13F-HR Timeline