Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 6,810 $428K 0.06% +68 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 6,800 $428K 0.39% -2,800 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,788 $427K 0.05% +173 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,777 $426K 0.01% -816 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 6,754 $425K 0.05% +1,716 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 6,707 $422K 0.19% +1,960 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,677 $420K 0.19% +848 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 6,664 $419K 0.02% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,635 $417K 0.02% +1,361 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,624 $417K 0.03% +1 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,598 $415K 0.06% +317 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,573 $413K 0.05% -4,774 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,565 $413K 0.01% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,555 $412K 0.04% +712 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,580 $411K 0.08% -20 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 6,522 $410K 0.04% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,514 $410K 0.08% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,511 $409K 0.15% +691 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,539 $409K 0.02% +900 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,510 $409K 0.08% +1,079 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 6,500 $409K 0.37% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,464 $407K 0.03% -241 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 6,463 $406K 0.08% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,460 $406K 0.09% -395 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 6,433 $404K 0.06% 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6,397 $402K 0.31% -463 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 6,389 $402K <0.01% -2,425,772 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,349 $399K 0.09% +35 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 6,331 $398K 0.01% new 13F-HR Timeline Group NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 6,319 $397K 0.04% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,308 $397K 0.1% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,295 $396K 0.08% +2,053 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,274 $395K 0.01% -1,210 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 6,257 $394K 0.01% -35,639 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,230 $392K 0.03% -7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,219 $391K 0.02% +69 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,204 $390K 0.05% -43 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 6,201 $390K 0.06% +1,546 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 6,157 $387K 0.31% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,119 $385K 0.04% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,103 $384K 0.23% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,078 $382K 0.01% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 6,074 $382K 0.19% -95 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,068 $382K 0.03% -779 13F-HR Timeline Group Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 6,067 $382K 0.02% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,065 $381K 0.03% +1,100 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,022 $379K 0.26% -1,417 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,011 $378K 0.11% -43 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 5,991 $377K 0.26% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,981 $376K 0.17% +31 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,971 $375K 0.01% -200 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,969 $375K 0.16% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,968 $375K 0.01% +221 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,961 $375K 0.02% +398 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,947 $374K 0.16% +1,039 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,937 $373K 0.05% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,911 $372K 0.17% +2,154 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 5,902 $371K 0.1% +19 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 5,895 $371K 0.28% +305 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,893 $371K 0.26% -2,401 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,890 $370K 0.16% -239 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,872 $369K 0.06% -81 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,835 $367K 0.02% +1,585 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 5,825 $366K 0.06% +1,894 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,822 $366K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,809 $365K 0.03% +2,309 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,797 $365K 0.01% +112 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,795 $364K 0.07% 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,794 $364K 0.03% -148 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,786 $364K 0.01% -1 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,753 $362K 0.12% +980 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,752 $362K 0.17% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,731 $360K 0.02% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,727 $360K 0.34% +272 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,719 $360K 0.23% -3,052 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,713 $359K 0.01% -490 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,629 $354K 0.03% -590 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,590 $352K 0.1% -710 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,548 $349K 0.21% -1,657 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,542 $349K 0.02% -67 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,540 $348K 0.08% -50 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,526 $348K 0.09% -81 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 5,502 $346K 0.27% +1,779 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,500 $346K 0.07% +1,000 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,498 $346K 0.14% -51 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,702 $345K <0.01% +960 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,400 $340K 0.04% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,595 $339K 0.16% +442 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,379 $338K 0.11% +103 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 5,371 $338K 0.01% +140 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,043 $337K 0.02% +567 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,351 $337K 0.04% -491 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,300 $333K 0.07% +300 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,271 $331K 0.17% -37 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,263 $331K 0.01% -764 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,246 $330K 0.02% +633 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,244 $330K 0.02% -16,285 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,242 $330K 0.1% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,238 $329K 0.01% -64 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,237 $328K 0.01% +378 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,215 $328K 0.06% +636 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,213 $328K 0.05% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,195 $327K <0.01% -137 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,187 $326K 0.08% +1,485 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,151 $324K 0.1% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,115 $322K 0.17% +739 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,108 $321K 0.08% +69 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,103 $321K <0.01% +2,218 13F-HR Timeline Group Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 5,085 $320K 0.12% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 5,055 $318K 0.12% +379 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,052 $318K 0.03% +292 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,043 $317K 0.01% 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,034 $317K 0.09% +179 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 5,033 $317K 0.13% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,418 $316K 0.12% +1,674 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,022 $316K 0.05% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,016 $315K 0.06% +433 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,015 $315K 0.09% +7 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,008 $315K <0.01% +1,000 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,000 $314K 0.01% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $314K 0.04% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,000 $314K 0.13% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,997 $314K 0.09% 0 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 4,983 $313K 0.04% -19 13F-HR/A Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,981 $313K 0.04% +1,384 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,978 $313K 0.03% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,972 $313K 0.29% -317 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,938 $311K 0.09% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,923 $310K 0.02% +190 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,895 $308K 0.04% -822 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,884 $307K 0.07% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,877 $307K 0.11% -137 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,873 $306K <0.01% +233 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,851 $305K 0.09% +207 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,850 $305K 0.09% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,841 $304K <0.01% +95 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,829 $304K 0.01% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,829 $304K 0.09% -654 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,820 $303K 0.18% +1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,810 $303K 0.03% -1,110 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,803 $302K 0.03% +4 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,800 $302K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,800 $302K 0.04% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,800 $302K 0.03% -372 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,750 $299K 0.21% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,747 $299K 0.17% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,744 $298K 0.03% -83 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,707 $296K 0.05% +145 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,688 $295K 0.1% -902 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,686 $295K 0.01% new 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,675 $294K 0.4% -48 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,672 $294K 0.06% +30 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,644 $292K 0.13% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,639 $292K 0.08% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,637 $292K 0.04% -5 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,634 $291K 0.05% -764 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,629 $291K 0.01% -48 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 4,642 $290K 0.02% -1,749 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,619 $290K <0.01% +186 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 4,602 $289K 0.06% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,602 $289K 0.1% +222 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,596 $289K 0.06% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,592 $289K 0.02% -668 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 4,571 $287K 0.03% +4,172 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,548 $286K +2,580 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,542 $286K <0.01% -1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,528 $285K 0.03% +394 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,524 $285K 0.04% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,522 $284K 0.04% -19,192 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 4,521 $284K 0.07% +21 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,500 $283K 0.07% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,500 $283K 0.05% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,492 $283K 0.06% -68 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,461 $281K 0.06% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,447 $280K 0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,429 $279K 0.02% +252 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,426 $278K 0.01% new 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,389 $276K 0.05% -1,724 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,375 $275K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,347 $273K 0.02% -537 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,319 $272K 0.07% +848 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,318 $272K 0.01% -1,180 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,300 $270K 0.03% -2 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,287 $270K 0.2% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,267 $268K 0.21% +319 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,260 $268K 0.04% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,259 $268K 0.03% -46,967 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,254 $268K 0.06% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,248 $267K 0.01% 0 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,256 $267K 0.03% -558 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,543 $267K 0.19% -4,070 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,241 $267K 0.01% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,238 $267K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,236 $266K 0.01% +230 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 4,233 $266K 0.12% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,224 $266K 0.06% +392 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,206 $265K 0.01% -65 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,193 $264K 0.03% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,183 $263K 0.02% 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,162 $262K 0.01% +10 13F-HR Timeline