Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,541 $447K 0.05% +3 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,551 $447K 0.19% +1,355 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,540 $447K 0.04% -177 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,533 $446K 0.05% +1,005 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,532 $446K 0.22% -2,596 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,508 $443K 0.12% -5 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,505 $443K 0.04% +342 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,502 $442K 0.05% +1,041 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,501 $442K 0.04% +110 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,500 $442K 0.1% new 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,496 $442K 0.11% +125 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,494 $441K 0.07% +22 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,486 $440K 0.13% -1,235 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,480 $440K 0.15% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,477 $439K <0.01% +803 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,465 $438K 0.04% -85 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,459 $437K 0.02% -12 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,452 $436K 0.08% +78 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,450 $436K 0.08% +945 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,450 $436K 0.04% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,418 $432K 0.03% +1,560 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,416 $432K 0.03% -967 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,410 $431K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,408 $431K 0.03% +107 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,398 $429K 0.05% -19 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,386 $428K 0.05% +147 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,384 $428K 0.24% -26 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,382 $427K 0.13% -375 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,371 $426K 0.04% -95 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,369 $426K 0.05% +320 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,364 $425K 0.12% -149 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,356 $424K 0.16% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,346 $423K 0.1% +631 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,341 $422K 0.09% +133 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,335 $421K 0.02% +89 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 3,332 $421K 0.26% +1,131 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,323 $420K 0.12% +720 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,310 $418K 0.06% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,310 $418K 0.04% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,310 $418K 0.1% +68 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,306 $418K 0.04% -879 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,294 $416K 0.15% +6 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,280 $414K 0.07% -1,282 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,261 $412K <0.01% -22 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,260 $412K 0.07% +21 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,253 $411K 0.09% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,249 $410K 0.04% -71 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,247 $410K 0.09% +153 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,235 $409K 0.1% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,235 $409K 0.05% -87 13F-HR/A Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,232 $408K 0.04% +33 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,229 $408K 0.05% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,229 $408K 0.19% -39 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,223 $407K 0.04% -740 13F-HR Timeline City State Bank More: the full row for City State Bank 3,212 $406K 0.09% +28 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,202 $405K 0.05% +12 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,196 $404K 0.3% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,186 $403K 0.18% +1 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,176 $401K 0.03% -34 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,022 $401K 0.03% -56 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,173 $401K 0.03% +30 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,172 $401K 0.21% -302 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,171 $401K 0.05% +6 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,162 $399K 0.09% -39 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,161 $399K 0.03% +5 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,160 $399K 0.06% -35 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,160 $399K 0.08% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,156 $399K 0.05% +2 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,146 $397K 0.01% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,144 $397K 0.04% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,135 $396K 0.02% -80 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,134 $396K 0.03% +185 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,112 $393K 0.02% +230 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,112 $393K 0.01% +599 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,110 $393K 0.18% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,100 $392K 0.02% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,101 $391K 0.15% +153 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,094 $391K 0.03% -82 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,081 $389K 0.1% -88 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,069 $388K 0.14% -10 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 3,069 $388K 0.09% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,991 $388K 0.04% +470 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,065 $387K 0.47% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,064 $387K 0.03% -1,152 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,063 $387K 0.07% +43 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 3,062 $387K 0.21% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,059 $386K 0.02% -126 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,054 $386K 0.09% -10 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,046 $385K 0.19% -11 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,042 $384K 0.02% +13 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,040 $384K 0.19% -13,109 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 3,040 $384K 0.09% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,039 $384K 0.1% -15 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,030 $383K 0.06% +110 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,024 $382K 0.34% -624 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,020 $382K 0.07% -300 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 3,004 $380K 0.29% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,000 $379K 0.55% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,998 $379K 0.13% -1,379 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,000 $378K 0.07% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,990 $378K 0.14% +390 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,989 $378K 0.02% +155 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,985 $377K 0.07% -100 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,975 $376K 0.26% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,958 $374K 0.1% +22 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,960 $374K 0.07% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,953 $373K 0.01% +1,301 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 2,953 $373K 0.36% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,940 $371K 0.2% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,940 $371K 0.04% +54 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,935 $371K 0.05% +52 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,910 $368K 0.03% -45 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,894 $366K 0.01% -49 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,888 $365K 0.02% +100 13F-HR Timeline Group CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 2,888 $365K 0.08% -264 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,887 $365K 0.08% +44 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,885 $364K 0.05% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,734 $364K 0.13% +144 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,870 $363K 0.08% -413 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,866 $362K 1.03% +1,221 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,863 $362K 0.01% +347 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 2,859 $361K 0.12% 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,713 $361K 0.17% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,588 $361K 0.01% +90 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,852 $360K 0.19% 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,850 $360K 0.05% +469 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,848 $360K 0.02% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,845 $359K 0.12% +137 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,845 $359K 0.08% -178 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,838 $359K 0.11% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,831 $358K 0.03% +2,531 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 2,825 $357K 0.08% 0 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 2,819 $356K 0.07% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,819 $356K 0.02% +349 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,808 $355K 0.05% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,804 $354K 0.01% -46 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,797 $353K 0.06% -771 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,796 $353K 0.06% +100 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,792 $353K 0.05% +18 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,794 $352K 0.05% -134 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,783 $352K 0.05% -1,935 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,783 $352K 0.08% -107 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,783 $352K 0.05% -577 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,784 $351K 0.14% +476 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2,765 $349K 0.22% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,762 $349K 0.1% +54 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 2,760 $349K 0.19% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,755 $348K 0.02% -1,044 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,752 $348K 0.02% +315 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,749 $347K 0.23% -303 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,746 $347K 0.02% -201 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,742 $346K 0.02% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,740 $346K 0.02% 0 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 2,730 $345K 0.28% 0 13F-HR/A Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,406 $345K 0.23% -134 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,717 $343K 0.07% +673 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,716 $343K 0.06% -563 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,710 $342K 0.01% +396 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,707 $342K 0.2% -739 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,696 $341K 0.02% +742 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 2,681 $339K 0.14% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,673 $338K 0.01% -55 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,668 $337K 0.04% +359 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,666 $337K 0.13% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,664 $337K 0.01% +19 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,664 $337K 0.07% -163 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,659 $336K 0.04% +63 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,655 $335K 0.05% -7 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,639 $333K 0.28% +288 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,636 $333K 0.1% +676 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,631 $332K 0.05% +2,431 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,630 $332K 0.08% +333 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,620 $331K 0.17% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,621 $331K 0.03% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,619 $331K 0.03% +5 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,611 $330K 0.11% +9 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,610 $330K 0.01% +183 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,409 $329K <0.01% +128 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,593 $328K 0.01% +14 13F-HR/A Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,580 $326K <0.01% -255 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,573 $325K 0.03% +697 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,570 $325K 0.08% -261 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,563 $324K 0.07% +128 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,555 $323K 0.03% +2 13F-HR Timeline Wall Street Financial Group, Inc. 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More: the full row for Wealth Management Associates, Inc. 2,535 $320K 0.09% -50 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,521 $318K 0.05% -20,195 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,515 $318K <0.01% -306 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,515 $318K <0.01% -4,306 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,504 $316K 0.03% +104 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,502 $316K 0.03% -598 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 2,500 $316K 0.14% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,498 $316K 0.14% +93 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,493 $315K 0.01% -122,710 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,485 $314K 0.17% -20 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,477 $313K 0.09% -428 13F-HR Timeline