Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,086 $234K <0.01% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,085 $234K 0.02% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,083 $233K 0.07% -230 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,079 $233K <0.01% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,077 $233K 0.03% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,075 $232K 0.1% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,052 $230K 0.07% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,052 $230K <0.01% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,050 $230K 0.07% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,050 $230K 0.03% new 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,047 $229K 0.09% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,042 $229K 0.1% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,041 $229K 0.02% +6 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,038 $228K 0.04% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,035 $228K 0.03% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,034 $228K 0.09% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,034 $228K 0.06% -500 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,033 $228K 0.09% new 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 2,031 $228K 0.05% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,026 $227K 0.07% new 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,016 $226K 0.05% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,012 $225K 0.12% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,010 $225K 0.02% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $224K 0.04% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,000 $224K 0.08% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $224K 0.04% new 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,000 $224K <0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,983 $222K <0.01% -418 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,980 $222K 0.2% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,966 $220K 0.06% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,962 $220K 0.12% -181 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,960 $220K 0.1% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,948 $218K 0.08% -2,575 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,948 $218K 0.12% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,947 $218K 0.02% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,945 $218K 0.12% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,945 $218K 0.07% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,945 $218K 0.16% 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,142 $217K 0.02% -1,438 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,935 $217K 0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,935 $217K 0.16% -100 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,931 $216K 0.02% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,924 $216K <0.01% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,923 $215K 0.05% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,920 $215K 0.21% -11 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,904 $213K 0.09% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,902 $213K 0.11% -512 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,899 $213K 0.03% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,894 $212K 0.07% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 1,894 $212K 0.13% -387 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,893 $212K 0.03% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,891 $212K 0.01% -2,879 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,891 $212K 0.12% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,888 $212K 0.06% +30 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,993 $212K 0.04% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,886 $211K 0.05% -1,159 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,881 $211K 0.03% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,879 $211K 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,879 $211K 0.06% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,875 $210K 0.05% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,874 $210K 0.13% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,872 $210K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,872 $210K 0.02% 0 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,872 $210K 0.03% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,864 $209K 0.03% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,863 $209K 0.03% -372 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,860 $208K 0.02% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,859 $208K 0.2% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,859 $208K 0.04% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,858 $208K 0.02% new 13F-HR/A Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,856 $208K 0.02% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,851 $207K 0.03% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,847 $207K 0.07% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,843 $206K 0.08% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,842 $206K 0.02% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,840 $206K 0.02% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,836 $206K 0.03% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,825 $204K 0.02% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,822 $204K 0.04% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,822 $204K 0.08% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,808 $203K 0.1% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,808 $203K 0.02% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,800 $202K 0.05% new 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 1,800 $202K 0.18% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,797 $201K 0.02% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,795 $201K 0.08% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,792 $201K 0.09% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,789 $200K 0.02% -780 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,730 $194K 0.01% -145 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,630 $183K 0.13% +55 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,624 $182K 0.05% +49 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,588 $178K 0.14% -58 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,583 $177K 0.07% +2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,510 $169K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,494 $167K 0.17% -25 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,489 $167K 0.08% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,478 $166K 0.04% 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,443 $161K 0.11% -472 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,436 $161K 0.03% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,431 $160K 0.04% +1,091 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,411 $158K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,400 $157K 0.04% -1,365 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,364 $153K 0.05% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,340 $150K 0.01% +529 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,336 $150K 0.01% +28 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,331 $149K 0.01% -3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,606 $148K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,332 $148K 0.05% -1,069 13F-HR Timeline Group Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,300 $146K 0.07% -30 13F-HR/A Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,300 $146K 0.09% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,298 $145K 0.03% +640 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,276 $143K 0.02% -1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,258 $141K 0.03% +307 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,246 $140K 0.09% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,200 $134K 0.02% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,200 $134K 0.08% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,200 $134K <0.01% -2,504 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 1,188 $133K 0.02% +136 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,166 $131K -17,538 Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,165 $131K 0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,144 $128K 0.07% +18 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,144 $128K 0.01% +246 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,121 $126K 0.03% 0 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,104 $124K 0.05% +1 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 1,078 $121K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,075 $120K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,062 $119K 0.05% +122 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,057 $118K 0.09% +37 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,044 $117K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,036 $116K 0.07% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,030 $115K 0.05% +91 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,019 $114K 0.04% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,017 $114K 0.04% +17 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,012 $113K 0.07% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,008 $113K +150 Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,000 $112K 0.01% -1,400 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 997 $112K 0.03% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 989 $111K 0.01% -502 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 957 $109K 0.11% +8 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 968 $108K 0.1% +219 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 966 $108K 0.01% -1,742 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 960 $108K <0.01% -2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 931 $104K 0.06% +911 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 930 $104K 0.04% +312 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 916 $103K 0.05% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,031 $101K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 896 $100K <0.01% +166 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 863 $96.8K 0.01% +109 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 845 $94.7K 0.03% -692 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 842 $94.3K 0.01% -5,542 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 840 $94K 0.01% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 835 $93.6K 0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 824 $92.3K 0.07% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 828 $92K 0.01% +155 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 809 $91K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 802 $89.9K 0.04% -270 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 800 $89.6K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 792 $88.7K 0.02% +4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 786 $88.1K 0.01% -265 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 783 $87.8K 0.04% +16 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 778 $87K <0.01% +150 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 775 $86.8K 0.01% -707 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 766 $85.8K <0.01% 0 13F-HR/A Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 763 $85.5K 0.02% -2 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 754 $84.5K 0.09% -46 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 752 $84.2K 0.03% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 750 $84K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 739 $82.8K 0.04% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 738 $82.7K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 738 $82.7K 0.05% +38 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 711 $79.6K 0.02% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 743 $79.1K 0.02% +438 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 763 $78.4K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 680 $76.2K 0.01% -103 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 679 $76.1K 0.03% -6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 675 $75.7K 0.03% +69 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 673 $75.5K 0.04% +2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 671 $75.2K 0.03% -300 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 659 $73.8K 0.04% +635 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 656 $73.5K 0.04% +5 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 629 $70.5K 0.05% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 622 $69.7K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 672 $69.3K 0.03% -1,839 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 614 $68.8K 0.05% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 614 $68.8K 0.01% 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 610 $68.4K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 600 $67.2K 0.01% -50 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 599 $67.1K 0.02% +3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 585 $65.6K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 584 $65.4K 0.01% -531 13F-HR Timeline CNB Bank More: the full row for CNB Bank 582 $65.2K 0.03% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 584 $65K 0.06% +484 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 580 $65K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 579 $64.9K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 571 $64K 0.04% -58 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 568 $63.6K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 550 $61.6K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 547 $61K 0.02% +230 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 525 $58.8K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 519 $58.1K 0.01% -500 13F-HR Timeline