Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,346 $1.14M 0.6% +651 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,339 $1.14M 0.03% -33 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,314 $1.13M 0.73% -449 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,305 $1.13M 0.25% +160 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,304 $1.13M 0.18% +107 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,275 $1.12M 0.12% 0 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for Kaydan Wealth Management, Inc. 2,138 $729K 0.25% -323 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 2,110 $719K 0.52% +150 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,105 $717K 0.23% +30 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 2,048 $698K 0.4% +19 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,034 $693K 0.24% +403 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 2,000 $681K 0.2% 0 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 2,000 $681K 0.66% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 1,968 $671K 0.35% +241 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,943 $662K 0.44% -44 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 1,942 $662K 0.41% 0 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,923 $655K 0.37% +87 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,889 $650K 0.13% -104 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,891 $644K 0.1% +15 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,883 $642K 0.68% -311 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,869 $637K 0.2% +243 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 1,857 $633K 0.17% -15 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,887 $632K 0.12% +212 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,841 $627K 0.16% -49 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,835 $625K 0.11% +603 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,821 $620K 0.43% -112 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 1,820 $620K 0.39% 0 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 1,805 $615K 0.44% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,792 $611K 0.33% +25 13F-HR Timeline O'Keefe Stevens Advisory, Inc. 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More: the full row for FAGAN ASSOCIATES, INC. 1,717 $585K 0.07% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,714 $584K 0.21% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,697 $578K 0.25% +26 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,685 $574K 0.24% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,670 $569K 0.33% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1,646 $561K 0.22% -266 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,638 $558K 0.09% -23 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,628 $555K 0.21% -167 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,618 $551K 0.41% -34 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,611 $549K 0.31% +1 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,599 $545K 0.26% -8 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,598 $545K 0.17% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,575 $537K 0.05% -797 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Columbus Macro, LLC More: the full row for Columbus Macro, LLC 1,573 $536K 0.05% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,559 $531K 0.35% +65 13F-HR Timeline TLWM More: the full row for TLWM 1,544 $526K 0.08% -223 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,544 $526K 0.06% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 1,545 $526K 0.35% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,485 $519K 0.16% +597 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 1,514 $516K 0.48% +3 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,498 $510K 0.17% +480 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,434 $507K 0.12% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,471 $501K 0.32% -5 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,458 $497K 0.14% +18 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,437 $490K 0.39% -226 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,414 $489K 0.07% +1 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,413 $481K 0.07% -48 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 1,413 $481K 0.37% -11 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 1,413 $481K 0.23% +1 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 1,402 $478K 0.16% +51 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,400 $477K 0.06% 0 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,370 $476K 0.05% +2 13F-HR Timeline SUCCESSION FINANCIAL, INC. 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