Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,226 $641K 0.02% new 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,219 $641K 0.17% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,192 $637K 0.05% +206 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 5,186 $637K 0.06% -425 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,181 $636K 0.17% -3,553 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,170 $635K 0.01% +271 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,607 $635K 0.02% +2,198 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,154 $633K 0.6% 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,144 $631K 0.03% 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,132 $630K 0.41% -19 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,121 $628K 0.18% -20 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,100 $626K 0.29% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,080 $624K 0.69% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,067 $622K 0.45% -211 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,061 $621K 0.02% +116 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 5,060 $621K 0.43% -2,758 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,059 $621K 0.07% -13 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,051 $620K 0.05% +202 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,046 $619K 0.07% -21 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,041 $619K 0.07% +246 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 5,033 $618K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,033 $618K 0.01% -607 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,021 $616K 0.24% +3 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,019 $616K 0.44% -93 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,018 $616K 0.05% -396 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,017 $616K 0.02% -73 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,009 $615K 0.3% +493 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,006 $614K 0.04% +1,487 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,999 $614K 0.22% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,992 $613K 0.22% -1,600 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 4,972 $610K 0.13% -301 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,960 $609K 0.1% -1,590 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,952 $608K 0.06% +296 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,928 $605K 0.06% +534 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,906 $602K 0.49% -46 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,862 $597K 0.02% -104 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,853 $596K 0.05% -1,034 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,845 $595K 0.08% -10 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,839 $594K 0.46% -657 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,839 $594K 0.07% +132 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,834 $593K 0.52% 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 4,832 $593K 0.05% 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,829 $593K 0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,801 $589K 0.02% +1,055 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,795 $589K 0.01% +284 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,777 $586K 0.04% +467 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,777 $586K 0.03% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,766 $585K 0.38% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,746 $583K 0.11% +3,601 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,727 $580K 0.06% +607 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,707 $578K 0.24% +778 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,704 $577K 0.46% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,700 $576K 0.16% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,689 $576K 0.03% -59 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,685 $575K 0.46% -133 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 4,760 $574K 0.34% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,676 $574K 0.04% +21 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 4,675 $574K 0.11% new 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4,011 $573K 0.19% +2,894 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,662 $572K 0.04% +85 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,645 $570K 0.2% -680 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,646 $570K 0.04% +2,456 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,630 $568K 0.36% -925 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,627 $568K 0.02% -16,685 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 4,607 $565K 0.59% -808 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,590 $563K 0.2% 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,588 $563K 0.19% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,587 $563K 0.1% -571 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,577 $562K 0.14% +470 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,572 $561K 0.09% +76 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,547 $558K 0.3% +19 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,724 $558K 0.13% -196 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,539 $557K 0.27% -100 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,539 $557K 0.18% -19 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,525 $555K 0.06% 0 13F-HR Timeline Group Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,512 $554K 0.63% -4,652 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,501 $552K 0.11% -385 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,486 $551K 0.28% -80 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 4,482 $550K 0.27% +205 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,465 $548K 0.2% +18 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,465 $548K 0.04% -13,702 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,459 $547K 0.48% +291 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,456 $547K 0.21% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,451 $546K 0.15% +3 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,446 $546K 0.04% +76 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,434 $544K 0.14% -336 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,475 $544K 0.19% -47 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,832 $543K 0.18% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,417 $542K 0.07% +182 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,389 $539K 0.32% +2,569 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,387 $538K 0.2% +934 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,382 $538K 0.04% -50 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,361 $535K 0.1% +143 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,352 $534K 0.51% 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,350 $534K 0.12% -215 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,333 $532K 0.02% +123 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,329 $531K 0.13% -238 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,322 $530K 0.06% +408 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,473 $529K 0.24% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,291 $527K 0.11% -19 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,280 $525K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,274 $525K 0.01% +1,418 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,273 $524K 0.05% -147 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,262 $523K 0.05% -288 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,258 $523K 0.1% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,255 $522K 0.33% +676 13F-HR/A Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,250 $522K 0.28% -54 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,249 $522K 0.31% +4 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,248 $521K 0.07% -999 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,248 $521K 0.25% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,235 $520K 0.14% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,230 $519K 0.04% +114 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,214 $519K 0.04% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,207 $516K 0.11% -43 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,192 $515K 0.03% +353 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,192 $514K +1,865 Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,181 $514K 0.04% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,184 $514K 0.02% +235 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,182 $513K 0.05% +200 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,173 $512K 0.02% -127 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,160 $511K 0.09% +1,049 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,157 $510K 0.14% +23 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,208 $510K 0.12% -466 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,124 $506K 0.36% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,908 $505K 0.4% +1,630 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,110 $504K 0.13% +2,025 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 4,103 $504K 0.47% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,095 $503K 0.02% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,092 $502K 0.01% +34 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,073 $500K 0.06% +19 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,063 $499K 0.08% +1 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,088 $495K 0.11% -1,351 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,024 $494K 0.04% -855 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,020 $493K 0.01% +459 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,012 $492K 0.04% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,010 $492K 0.15% +2,168 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,006 $492K 0.07% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,006 $492K 0.16% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,005 $492K 0.07% +64 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,000 $491K 0.01% 0 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,982 $489K 0.09% -115 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,973 $488K 0.05% -17 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,968 $487K 0.25% +40 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,966 $487K 0.13% +1,993 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,965 $487K 0.14% +481 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,947 $484K 0.19% -111 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,940 $484K 0.09% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,936 $483K 0.11% 0 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 3,923 $482K 0.06% +158 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,922 $481K 0.02% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,916 $481K 0.15% +12 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,904 $479K 0.13% +714 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,891 $478K 0.03% -1,431 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,894 $478K 0.33% +250 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,887 $477K 0.11% +67 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,887 $477K 0.16% +36 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,886 $477K 0.05% -14 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,881 $476K 0.02% +12 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,864 $474K 0.14% -379 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,857 $473K 0.04% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,850 $473K 0.1% -66 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,818 $469K 0.03% +229 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,805 $467K 0.02% -17 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,800 $466K 0.08% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,797 $466K 0.15% +824 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,786 $465K 0.17% -15 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,764 $464K 0.03% -20 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,778 $464K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,775 $463K 0.07% +198 13F-HR Timeline Trust Co More: the full row for Trust Co 3,766 $462K 0.04% +1,530 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,763 $462K 0.02% 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,752 $460K 0.23% -2,755 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,750 $460K 0.36% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,743 $459K 0.23% +52 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,741 $459K 0.07% -39 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,735 $458K 0.05% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,732 $458K 0.08% -12 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,720 $457K 0.03% -66 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,716 $456K 0.16% -293 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,716 $456K 0.3% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,692 $453K 0.04% -75 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,679 $452K 0.05% -22 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,677 $451K 0.33% -97 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,676 $451K 0.45% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,668 $450K 0.04% +122 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,655 $449K 0.21% +789 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,640 $447K 0.04% +26 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 3,639 $447K 0.01% +83 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,635 $446K 0.04% +211 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,633 $446K 0.3% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,632 $446K 0.01% +329 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,673 $446K 0.02% +101 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,613 $445K 0.06% -275 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,617 $444K 0.02% -2,647 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,610 $443K 0.03% -18 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,597 $441K 0.01% -156 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,575 $439K 0.5% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,574 $439K 0.05% +5 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,563 $437K 0.05% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,562 $437K 0.19% +1,394 13F-HR Timeline