RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,870 $437K 0.35% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,836 $434K <0.01% +639 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 4,831 $434K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,220 $433K 0.03% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,813 $432K 0.04% +200 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,813 $432K 0.01% +508 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,809 $432K 0.02% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,755 $427K 0.06% +165 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,735 $425K 0.03% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,726 $424K 0.04% +1,165 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,665 $419K 0.13% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,659 $418K 0.01% +100 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,645 $417K 0.01% -275 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,611 $414K <0.01% +590 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,608 $414K 0.01% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 4,600 $413K 0.08% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 4,593 $412K 0.26% -128 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,588 $412K 0.01% +143 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,548 $408K 0.03% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,538 $407K 0.07% 0 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,520 $406K -2,712 Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,516 $405K 0.02% -43 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,439 $398K <0.01% -2,132 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,424 $397K 0.15% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,380 $393K <0.01% +182 13F-HR Timeline Group Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 7,748 $392K 0.2% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 4,344 $390K 0.11% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,205 $388K 0.13% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,212 $378K 0.12% -4,194 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,208 $378K 0.12% -793 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,204 $377K 0.09% +1 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,179 $375K 0.08% -3,675 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 4,162 $374K 0.07% -73 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,133 $371K 0.02% -61 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,273 $371K 0.14% +583 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,084 $367K 0.07% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,192 $366K 0.18% +100 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,060 $364K 0.12% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,046 $363K 0.02% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,041 $363K 0.1% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 4,040 $363K 0.17% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,038 $362K 0.16% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 4,035 $362K 0.16% -100 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,027 $362K 0.2% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,919 $361K 0.06% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,996 $359K 0.02% +210 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,970 $356K 0.02% +1,521 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,950 $355K 0.08% -100 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,837 $344K 0.06% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,830 $344K 0.02% -35 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,819 $343K 0.01% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,817 $343K 0.08% -220 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,802 $341K 0.01% +192 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,785 $340K 0.04% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,774 $339K 0.13% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,757 $337K 0.08% -5,394 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,750 $337K 0.02% -250 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,740 $336K 0.08% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,734 $335K <0.01% +326 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,730 $335K <0.01% +479 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,729 $335K 0.04% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,722 $334K 0.13% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,700 $332K 0.01% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,695 $332K 0.79% +360 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,690 $331K 0.02% -51 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,688 $331K 0.04% -200 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,683 $331K 0.01% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,660 $329K 0.39% -73 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,657 $328K 0.08% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,647 $327K 0.15% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,641 $327K 0.1% -778 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,640 $327K 0.03% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,565 $320K 0.03% +150 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,540 $318K 0.01% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,538 $318K 0.21% -46 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,535 $317K 0.02% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,523 $316K 0.04% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 3,545 $316K 0.24% +79 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,495 $314K 0.06% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,494 $314K 0.04% -163 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,449 $310K 0.08% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,440 $309K 0.02% +1,861 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,421 $307K <0.01% -2,558 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,413 $306K 0.01% -597 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,400 $305K 0.32% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,394 $305K 0.01% +535 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,494 $301K 0.12% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,348 $301K 0.02% -907 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,340 $300K 0.04% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,321 $298K 0.01% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 5,994 $298K 0.1% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,310 $297K 0.04% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,310 $297K 0.02% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,300 $296K 0.13% +40 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,295 $296K 0.04% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,285 $295K 0.08% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,278 $294K 0.18% +246 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,264 $293K 0.04% -3,162 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,213 $288K 0.01% -10 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,210 $288K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,186 $286K 0.01% +216 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,185 $286K 0.08% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,182 $286K 0.11% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,167 $284K 0.03% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,164 $284K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,152 $283K 0.02% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,148 $283K 0.06% -244 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,144 $282K 0.03% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,115 $280K 0.03% -604 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,107 $279K 0.04% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,106 $279K 0.14% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,088 $277K 0.02% -1,030 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,067 $275K 0.03% 0 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,033 $272K 0.05% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,033 $272K 0.01% 0 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,000 $269K 0.02% -2,513 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,119 $268K 0.06% -1,000 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,980 $268K 0.31% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,972 $267K <0.01% -2,000 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,969 $267K 0.1% 0 13F-HR/A Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,737 $265K 0.11% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,950 $265K <0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,928 $263K <0.01% -500 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,924 $262K 0.02% +40 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,921 $262K 0.04% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,912 $261K 0.02% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,907 $261K 0.07% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,905 $261K 0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,900 $260K <0.01% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,900 $260K 0.08% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 2,895 $260K 0.13% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,877 $258K 0.14% +125 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,870 $258K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,835 $254K 0.01% new 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,824 $254K 0.06% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,797 $251K <0.01% new 13F-HR Timeline Group 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 2,796 $251K 0.03% +371 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,777 $249K <0.01% +1,175 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,764 $248K 0.04% -1,397 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,730 $245K 0.04% +174 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,714 $244K 0.02% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,714 $244K 0.02% +1,268 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,710 $243K 0.15% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,699 $242K 0.02% -250 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,697 $242K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,672 $240K 0.06% -60 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,670 $240K 0.07% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,665 $239K 0.04% -60 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,651 $238K 0.14% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,650 $238K 0.01% +50 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 2,646 $238K 0.18% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,644 $237K 0.18% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,643 $237K 0.02% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,643 $237K 0.11% -315 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,630 $236K 0.13% -25 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,621 $235K 0.09% 0 13F-HR/A Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,620 $235K 0.09% -28 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,616 $235K 0.08% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 2,613 $235K 0.08% +3 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,608 $234K 0.13% +5 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,601 $233K 0.11% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,600 $233K 0.06% 0 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 2,600 $233K 0.12% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,568 $231K 0.03% 0 13F-HR/A Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,570 $231K 0.01% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,565 $230K 0.12% 0 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,548 $229K 0.09% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,548 $229K 0.08% -456 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,546 $229K <0.01% -1,050 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,536 $228K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,515 $226K <0.01% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,510 $225K 0.08% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,508 $225K <0.01% +6 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,507 $225K 0.11% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,506 $225K 0.04% -235 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,502 $225K 0.02% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,500 $224K 0.07% -2,500 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,500 $224K 0.12% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,497 $224K 0.02% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,495 $224K 0.02% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,490 $224K 0.1% +361 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,472 $222K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,467 $221K 0.06% -5,394 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,457 $221K 0.16% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 2,455 $220K 0.16% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,437 $219K <0.01% +51 13F-HR/A Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,425 $218K 0.05% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,400 $215K 0.02% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,400 $215K 0.01% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,394 $215K 0.04% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,391 $215K 0.04% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,367 $212K 0.09% -150 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,360 $212K 0.05% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,355 $211K 0.09% -950 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 2,350 $211K 0.06% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,184 $210K <0.01% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,331 $209K 0.05% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,329 $209K 0.06% -211 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,321 $208K 0.17% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,320 $208K 0.07% -1,041 13F-HR Timeline