LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,468 $312K 0.17% +121 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,463 $311K 0.14% -45 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,335 $311K 0.13% -32 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,456 $310K 0.24% -29 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 5,500 $310K 0.22% +3,570 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,448 $309K 0.01% -29 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,447 $309K 0.14% -379 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,434 $308K 0.06% -5 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,431 $307K 0.02% -369 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,431 $307K 0.14% -5,380 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,430 $307K 0.01% -120 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,429 $307K 0.02% +497 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,423 $306K 0.09% +98 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,410 $304K 0.02% -9 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,409 $304K 0.02% +610 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,409 $304K 0.02% -344 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,402 $303K 0.23% +130 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,401 $303K 0.06% +550 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,308 $303K 0.07% -31 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,399 $303K 0.02% -5 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 2,393 $302K 0.17% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,393 $302K 0.09% -128 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,384 $301K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,373 $300K 0.1% -16 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,365 $299K 0.04% +14 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,363 $298K <0.01% +355 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,357 $298K 0.05% +272 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,353 $297K <0.01% -95 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,351 $297K 0.05% -495 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,346 $296K 0.06% +219 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,345 $296K 0.04% +63 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,345 $296K 0.12% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,344 $296K 0.06% +704 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,344 $296K 0.03% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,330 $294K 0.08% -39 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,317 $293K 0.01% +157 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,312 $292K 0.04% +361 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,305 $291K 0.04% +11 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,100 $291K 0.1% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,299 $290K 0.26% +17 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,295 $290K 0.06% +7 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,293 $290K 0.03% -150 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,355 $289K 0.04% +153 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,281 $288K 0.2% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,114 $288K 0.11% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,200 $288K 0.18% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,275 $287K <0.01% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,275 $287K 0.03% +9 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,273 $287K 0.16% -84 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,272 $287K 0.14% -4,997 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,272 $287K 0.01% -49 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,271 $287K 0.07% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,268 $287K 0.03% -11,425 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,163 $286K 0.13% -22 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,262 $286K <0.01% +140 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,256 $285K 0.03% -168 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,254 $285K 0.02% +350 13F-HR Timeline Group Cypress Capital, LLC More: the full row for Cypress Capital, LLC 2,254 $285K 0.08% +75 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,250 $284K 0.05% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,249 $284K 0.03% -2,669 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,247 $284K 0.07% -134 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,245 $284K 0.06% +298 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,245 $284K 0.17% -568 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,244 $284K 0.09% -123 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,243 $283K 0.08% -12,437 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,234 $282K 0.04% -13 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,233 $282K 0.02% +105 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,225 $281K 0.08% +700 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,225 $281K 0.11% +753 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 2,222 $281K <0.01% +48 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,222 $281K 0.05% +53 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,217 $280K 0.1% +10 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,213 $280K 0.12% +1,740 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,208 $278K 0.06% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,201 $278K 0.05% +13 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,201 $278K 0.02% +201 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,201 $278K 0.02% +338 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,200 $278K 0.07% -6 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,193 $277K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,190 $277K 0.01% -125 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,189 $277K 0.08% +319 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,186 $276K 0.06% +3 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,184 $276K 0.15% -318 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,181 $276K 0.01% -337 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,180 $275K 0.02% +140 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,179 $275K 0.11% +274 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,175 $275K 0.03% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,989 $275K 0.01% +198 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,175 $275K 0.13% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,171 $274K 0.03% -760 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,171 $274K 0.08% -372 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,167 $274K 0.02% +617 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,165 $274K 0.18% +433 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,164 $273K 0.05% +29 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,163 $273K 0.01% 0 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2,158 $273K 0.16% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,156 $272K 0.07% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $272K 0.06% new 13F-HR Timeline Amount filed as zero, left out of ratios. WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,152 $272K 0.01% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,150 $272K 0.27% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,149 $272K 0.02% -191 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,146 $271K 0.01% -7 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,143 $271K 0.01% -3,164 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,143 $271K 0.07% +11 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 2,138 $270K 0.6% -193 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,135 $270K 0.01% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,122 $268K 0.1% -75 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,121 $268K 0.03% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,120 $268K 0.02% +100 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,119 $268K 0.06% +192 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,117 $267K 0.05% +541 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,116 $267K 0.01% -608 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,116 $267K 0.05% +216 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,109 $266K 0.02% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,107 $266K 0.03% -7 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,104 $266K 0.01% +217 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,099 $265K 0.08% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,097 $265K 0.06% +88 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,093 $264K <0.01% -139 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,090 $264K 0.04% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,084 $263K 0.14% -15 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 2,083 $263K 0.02% +1,832 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,081 $263K 0.02% -20 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,080 $263K 0.07% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,076 $262K 0.2% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,075 $262K 0.18% -41 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,072 $262K 0.06% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,067 $261K 0.11% +209 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,064 $261K 0.05% +11 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,061 $260K 0.07% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,059 $260K 0.02% -590 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,056 $260K 0.01% -54 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,050 $259K 0.06% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,050 $259K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,039 $259K <0.01% +163 13F-HR Timeline Group AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,038 $257K 0.16% -23 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,034 $257K 0.07% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,018 $255K 0.02% -54 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,017 $255K 0.13% -100 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,017 $255K 0.08% -9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,017 $255K 0.02% -506 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,016 $255K 0.04% +12 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,011 $254K 0.05% new 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,011 $254K 0.01% 0 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 2,000 $253K 0.02% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $253K 0.03% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $253K 0.03% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,997 $252K 0.07% +3 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,996 $252K 0.12% +69 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,994 $252K 0.1% +2 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,988 $251K 0.1% +4 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,988 $251K 0.2% +38 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,981 $250K 0.07% +16 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,982 $250K 0.03% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,980 $250K 0.12% 0 13F-HR Timeline American Trust More: the full row for American Trust 1,978 $250K 0.02% +65 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,978 $250K 0.01% -209 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,976 $250K 0.06% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,854 $249K 0.05% -5 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,965 $248K 0.01% -14 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 1,773 $248K 0.29% 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,959 $248K 0.14% +12 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,950 $246K 0.04% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,945 $246K 0.1% -5 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,941 $245K <0.01% new 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,941 $245K 0.05% -8 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,937 $245K 0.04% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,937 $245K <0.01% -203 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,937 $245K 0.03% -12 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,935 $244K 0.04% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,934 $244K 0.14% +530 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,925 $243K 0.02% -17 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,923 $243K 0.09% +360 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,914 $242K 0.07% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,905 $241K <0.01% +124 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,902 $240K <0.01% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,901 $240K 0.04% +37 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,896 $240K 0.01% +128 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,895 $239K 0.16% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,893 $239K 0.09% -199 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,893 $239K 0.01% -38 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,715 $239K 0.03% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,890 $239K 0.09% +3 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,885 $238K 0.03% +160 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,883 $238K 0.03% +71 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,881 $238K 0.06% +158 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,879 $237K 0.09% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,875 $237K 0.01% +374 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,872 $237K 0.07% -55 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,868 $236K 0.07% +4 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 1,868 $235K 0.05% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,860 $235K 0.08% -118 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,857 $235K 0.09% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,857 $235K 0.05% -223 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,856 $234K 0.02% +85 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,853 $234K 0.04% -165 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,851 $234K 0.16% -5 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,851 $234K 0.14% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,850 $234K 0.1% +169 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 1,845 $233K 0.08% 0 13F-HR Timeline