Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,461 $343K 0.11% -862 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,448 $341K 0.01% -25 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,447 $341K 0.01% new 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,443 $341K 0.03% -50 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,439 $340K 0.07% +6 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,437 $340K 0.02% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,435 $339K 0.09% +149 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,427 $338K 0.02% +262 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,424 $338K 0.04% +200 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,419 $337K 0.02% -100 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,521 $335K 0.03% +504 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,405 $335K 0.18% -386 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,404 $335K 0.03% -353 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,400 $334K 0.03% +112 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,389 $333K 0.12% +10 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,381 $332K 0.04% -50 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,381 $332K 0.09% +1,782 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,381 $332K 0.09% -132 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,339 $331K 0.09% +31 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,369 $330K 0.1% -52 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,367 $330K 0.13% +12 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,367 $330K 0.16% +637 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,357 $328K 0.22% -96 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,356 $328K 0.31% -86 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,351 $328K 0.05% -53 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,351 $328K 0.33% -380 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,347 $327K 0.21% +107 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,344 $327K 0.04% +100 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,345 $327K 0.14% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,340 $326K 0.03% new 13F-HR Timeline Group JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 2,331 $325K 1.46% +9 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,325 $324K 0.1% +39 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,321 $323K 0.02% +12 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,315 $323K 0.01% +290 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,314 $323K 0.01% +63 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,309 $322K 0.06% +466 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,297 $320K 0.09% +15 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,308 $320K 0.14% +47 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,294 $320K 0.05% +10 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,288 $319K 0.07% +12 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,282 $318K 0.05% +5 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,282 $318K 0.31% +7 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,281 $318K 0.25% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,280 $318K 0.03% -453 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,278 $317K 0.06% 0 13F-HR/A Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,275 $317K <0.01% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,272 $317K 0.27% +142 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,271 $317K 0.1% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,266 $316K 0.04% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 2,281 $314K <0.01% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,250 $314K 0.06% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,247 $313K 0.06% -31 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,249 $313K <0.01% new 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,232 $311K <0.01% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,207 $310K 0.13% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,218 $309K 0.05% -554 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,196 $308K 0.15% +147 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,200 $307K 0.2% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,206 $307K 0.08% -71 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,202 $307K 0.04% +153 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,201 $307K 0.22% 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 2,531 $307K 0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,498 $307K 0.01% -238 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,197 $306K 0.12% -100 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,195 $306K 0.04% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,188 $305K 0.06% +48 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,187 $305K 0.01% +20 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,183 $304K 0.08% +3 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 2,179 $304K 0.09% +12 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,175 $303K 0.04% -75 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,175 $303K 0.16% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,174 $303K 0.01% +450 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,173 $303K 0.18% -447 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,169 $302K 0.06% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,167 $302K 0.37% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,165 $302K 0.09% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,163 $301K 0.02% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,185 $301K 0.17% -106 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,160 $301K 0.02% -5,666 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2,158 $301K 0.17% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,156 $300K 0.08% -20 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,153 $300K 0.02% +322 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,152 $300K 0.02% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,150 $300K 0.31% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,140 $298K 0.01% -215,571 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,140 $298K 0.02% -764 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,135 $298K 0.01% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,135 $298K 0.08% 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,132 $297K 0.08% +12 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,130 $297K 0.07% -201 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,128 $297K 0.03% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,127 $296K 0.07% +184 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,122 $296K <0.01% +68 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,121 $296K 0.04% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,117 $295K 0.16% -41 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,116 $295K 0.23% +1 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,114 $295K 0.04% +57 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,110 $294K 0.01% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,104 $293K 0.08% -51 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,101 $293K 0.02% +20 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,099 $293K 0.19% -473 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,099 $293K 0.11% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,092 $292K 0.13% +50 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,090 $291K 0.05% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,085 $291K 0.05% +290 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,080 $290K 0.1% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,080 $290K 0.07% -7 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,076 $289K 0.25% -3 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,072 $289K 0.08% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,072 $289K 0.02% +64 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,062 $287K 0.19% -228 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,061 $287K 0.1% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,061 $287K 0.21% +50 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,053 $286K 0.07% +46 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,052 $286K 0.23% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,050 $286K 0.07% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,050 $286K 0.04% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,044 $285K 0.07% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,040 $284K 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,038 $284K 0.04% +6 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,034 $283K 0.09% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,033 $283K 0.05% -986 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,026 $282K 0.1% -6,614 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,025 $282K 0.06% new 13F-HR/A Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,023 $282K 0.02% +317 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,020 $282K 0.03% -2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,018 $281K 0.05% +863 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,011 $280K 0.02% -394 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,009 $280K 0.07% +33 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,008 $280K 0.05% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,008 $280K <0.01% -971 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,004 $279K 0.05% -29 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,000 $279K 0.03% -1,154 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $279K 0.03% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $279K 0.04% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,000 $279K 0.08% 0 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 2,000 $279K 0.12% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,994 $278K 0.09% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,992 $278K 0.13% +2 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,984 $277K 0.15% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,982 $276K 0.03% -45 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,980 $276K 0.16% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,979 $276K 0.01% +99 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,979 $276K 0.04% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,100 $276K 0.09% +100 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,978 $276K 0.1% -956 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,976 $275K 0.08% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,973 $275K 0.02% +297 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,965 $274K 0.09% +84 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,960 $273K 0.09% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,958 $273K 0.15% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,954 $272K 0.02% +202 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,951 $272K 0.05% -7,637 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,950 $272K 0.11% -138 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,950 $272K 0.26% +52 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,949 $272K 0.06% -1,358 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,949 $272K 0.04% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 1,947 $271K 0.07% -131 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,947 $271K 0.19% +12 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,942 $271K 0.03% +7 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,932 $269K 0.02% +7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,931 $269K 0.01% +40 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,930 $269K 0.21% 0 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,927 $269K 0.14% +24 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,927 $269K 0.07% +56 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,927 $269K 0.09% +135 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,920 $268K 0.05% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,920 $268K 0.25% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,884 $267K 0.13% +158 13F-HR Timeline American Trust More: the full row for American Trust 1,913 $267K 0.02% -613 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,905 $265K 0.12% +135 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,904 $265K 0.02% 0 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,902 $265K <0.01% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,900 $265K 0.06% +66 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,896 $264K 0.1% -24 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,892 $264K 0.24% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,892 $264K 0.09% -30 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,887 $263K 0.01% +39 13F-HR/A Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,887 $263K 0.11% -109 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,879 $262K 0.11% +74 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,876 $262K 0.01% +60 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,876 $261K 0.03% -7,305 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,870 $261K 0.08% +286 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,870 $261K 0.01% -2,115,680 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,859 $261K 0.06% -155 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,864 $260K 0.09% +4 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,864 $260K 0.05% +133 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,863 $260K 0.02% +153 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,858 $259K 0.02% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,858 $259K 0.12% -50 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,857 $259K 0.12% -105 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,856 $259K 0.19% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,851 $259K 0.17% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,851 $258K 0.05% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,848 $257K 0.03% -67 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 1,845 $257K 0.1% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,843 $257K 0.11% +31 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,840 $256K 0.13% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,840 $256K 0.02% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,834 $256K 0.03% +1 13F-HR Timeline