Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 890 $278K 0.13% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 889 $278K 0.01% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 886 $277K 0.1% +1 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 886 $277K 0.03% -70 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 880 $276K 0.01% -9 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 875 $274K 0.11% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 875 $274K 0.02% new 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 874 $274K 0.18% -18 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 872 $273K 0.04% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 869 $273K 0.01% +9 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 860 $270K 0.05% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 861 $270K 0.05% +1 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 861 $270K 0.03% +86 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 860 $269K 0.01% -8 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 859 $269K 0.14% +6 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 856 $269K <0.01% +144 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 858 $269K 0.02% -128 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 855 $268K 0.01% -70 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 854 $267K 0.2% +3 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 852 $267K 0.04% +111 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 972 $266K <0.01% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 850 $266K 0.22% -80 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 850 $266K <0.01% +20 13F-HR Timeline Quarry LP More: the full row for Quarry LP 848 $266K 0.04% -741 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 846 $265K 0.09% +241 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 846 $265K 0.01% +56 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 846 $265K 0.01% -3 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 842 $265K 0.05% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 845 $265K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 842 $264K 0.02% -783 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 840 $263K 0.02% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 839 $263K 0.12% +34 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 837 $262K 0.02% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 832 $261K 0.13% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 832 $261K 0.06% 0 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 832 $260K 0.12% -3 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 831 $260K 0.13% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 831 $260K 0.05% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 828 $259K 0.01% 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 827 $259K 0.01% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 826 $259K 0.01% +213 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 825 $258K 0.12% -60 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 822 $257K 0.01% +120 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 817 $256K 0.03% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 816 $256K 0.05% -5 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 816 $256K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 814 $255K 0.02% +25 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 813 $255K 0.03% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 808 $254K 0.07% +12 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 808 $253K 0.03% -53 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 806 $253K 0.01% -110 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 804 $252K 0.06% -2,529 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 803 $251K <0.01% +253 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 802 $251K 0.08% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 802 $251K 0.01% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 800 $251K 0.03% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 800 $251K 0.1% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 800 $251K 0.02% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 799 $250K 0.02% +62 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 794 $249K 0.02% -19 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 791 $248K 0.07% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 790 $247K 0.04% +92 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 789 $247K 0.02% +39 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 789 $247K 0.03% -73 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 785 $246K 0.11% +3 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 783 $245K 0.01% -372 13F-HR Timeline Bell Bank More: the full row for Bell Bank 782 $245K 0.01% -6 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 780 $244K 0.07% +1 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 780 $244K 0.06% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 780 $244K 0.07% -1,000 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 778 $244K 0.08% -57 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 777 $243K 0.01% +49 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 776 $243K 0.02% -155 13F-HR Timeline Group Westwood Wealth Management More: the full row for Westwood Wealth Management 775 $243K 0.07% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 775 $243K 0.02% -88 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 774 $242K 0.03% -3 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 772 $242K 0.26% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 771 $241K 0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 771 $241K 0.03% +2 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 770 $241K 0.02% -32 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 765 $240K 0.12% +151 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 760 $239K 0.01% -5 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 758 $237K -872 Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 757 $237K 0.01% +1 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 757 $237K 0.1% -25 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 753 $237K 0.02% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 755 $236K 0.06% +1 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 752 $236K 0.11% -135 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 750 $235K 0.02% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 750 $235K 0.02% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 748 $234K 0.05% -90 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 750 $234K 0.04% -95 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 746 $234K 0.01% -131 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 746 $234K 0.03% +41 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 745 $233K 0.12% +1 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 745 $233K 0.23% -70 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 744 $233K 0.03% +381 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 743 $233K 0.07% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 652 $232K 0.04% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 736 $232K 0.03% +1 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 739 $231K 0.02% +117 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 735 $230K 0.07% -43 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 735 $230K 0.01% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 732 $229K 0.02% -27 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 731 $229K 0.17% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 729 $228K 0.09% -152 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 728 $228K 0.04% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 727 $228K 0.02% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 725 $227K 0.08% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 725 $227K 0.03% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 724 $227K 0.07% +6 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 722 $226K 0.11% +11 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 721 $226K 0.02% -300 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 721 $226K 0.05% -507 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 718 $226K 0.16% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 718 $225K 0.02% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 718 $225K 0.05% +4 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 715 $225K 0.03% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 717 $225K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 709 $224K 0.05% +378 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 713 $223K 0.07% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 709 $222K 0.08% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 707 $221K 0.01% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 706 $221K 0.01% +100 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 706 $221K 0.01% +57 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 705 $221K 0.01% -200 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 702 $221K 0.04% -3 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 702 $220K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 702 $220K 0.02% -1,345 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 700 $219K 0.02% -10 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 700 $219K 0.12% 0 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 700 $219K 0.14% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 700 $219K <0.01% 0 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 698 $219K 0.04% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 698 $219K <0.01% 13F-HR Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 696 $218K 0.04% +2 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 695 $218K 0.02% new 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 695 $218K 0.01% +13 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 694 $217K 0.1% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 692 $217K 0.1% -68 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 693 $217K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 693 $217K 0.02% -307 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 691 $216K 0.02% +1 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 690 $216K 0.06% +12 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 688 $215K 0.06% +1 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 687 $215K 0.01% +28 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 687 $215K 0.12% +85 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 686 $215K 0.06% -85 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 683 $214K 0.01% -1,000 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 683 $214K 0.01% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 680 $214K 0.04% +47 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 682 $214K 0.02% +80 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 680 $213K 0.01% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 680 $213K 0.01% +3 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 678 $212K 0.02% 0 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 675 $211K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 672 $211K 0.09% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 593 $211K 0.05% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 673 $211K 0.13% +15 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 672 $211K 0.12% -14 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 665 $209K 0.03% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 667 $209K 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 666 $209K 0.06% +8 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 665 $208K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 665 $208K 0.03% -89 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 664 $208K 0.11% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 663 $208K <0.01% +1 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 662 $208K 0.02% +10 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 662 $207K 0.01% +28 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 661 $207K 0.01% -35 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 661 $207K 0.03% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 661 $207K 0.06% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 660 $207K 0.16% -1 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 660 $207K 0.01% +33 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 658 $206K 0.04% -152 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 655 $205K 0.05% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 655 $205K 0.09% -175 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 654 $205K 0.03% 0 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 654 $205K 0.2% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 653 $204K 0.02% +7 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 649 $204K 0.12% +6 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 652 $204K 0.03% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 652 $204K 0.01% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 650 $204K 0.12% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 650 $204K 0.05% +9 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 650 $204K 0.01% -3,379 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 647 $203K 0.2% 13F-HR/A Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 647 $203K 0.01% -5,626 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 646 $202K 0.03% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 645 $202K 0.01% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 644 $202K 0.02% 0 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 643 $201K 0.07% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 640 $201K 0.07% -15 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 643 $201K 0.02% -145 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 647 $201K 0.01% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 642 $201K 0.16% -33 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 637 $199K 0.05% +39 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 635 $199K 0.03% +85 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 626 $196K 0.11% -249 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 617 $193K 0.03% new 13F-HR Timeline