New Millennium Group LLC More: the full row for New Millennium Group LLC 9,860 $718K 0.33% +8,799 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,840 $716K 0.03% -2,236 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 9,836 $716K 0.42% +1,957 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 9,773 $711K 0.02% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,729 $708K 0.05% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,725 $708K 0.04% -15 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 9,717 $707K 0.11% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 9,700 $706K 0.23% -300 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,670 $704K 0.19% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 9,652 $702K 0.03% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,644 $702K 0.08% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 9,551 $695K 0.07% -1,574 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 9,517 $693K 0.51% +642 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,512 $692K 0.01% +274 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 9,478 $690K 0.03% -100 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,457 $688K 0.03% -462 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,372 $682K 0.32% +65 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,321 $678K 0.2% -875 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,269 $675K 0.47% +484 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,256 $674K 0.11% +1,361 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,240 $672K 0.01% -219 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,213 $670K 0.05% +1,161 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 9,195 $669K 0.15% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,189 $669K 0.05% +2,300 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 9,163 $667K 0.3% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 9,153 $666K 0.7% -11,021 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 9,061 $659K 0.08% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 8,867 $658K 0.23% +4,028 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 9,045 $658K 0.2% +58 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,000 $655K 0.06% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 9,000 $655K 0.62% -1,212 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,763 $653K 0.12% +174 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,925 $649K 0.14% +2,925 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,906 $648K 0.01% -240 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,894 $647K 0.29% -29 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,883 $646K 0.15% +206 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 8,875 $646K 0.09% +135 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 8,843 $644K 0.44% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 8,788 $640K 0.25% +2,591 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 8,785 $639K 0.59% +939 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 8,761 $638K 0.05% -1,198 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,729 $635K 0.01% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,720 $635K 0.49% +1,674 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,699 $633K 0.02% +1,177 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 8,690 $632K 0.01% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 8,688 $632K 0.55% +5 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,683 $632K 0.2% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,264 $630K 0.07% -762 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,639 $629K 0.06% -20,384 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,558 $623K 0.01% +44 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,500 $619K 0.06% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 8,470 $616K 0.23% +800 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,464 $616K 0.08% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 8,316 $605K 0.1% -250 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 8,304 $604K 0.25% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,297 $604K 0.11% +1,822 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,293 $603K 0.02% -30 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,276 $602K 0.06% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,189 $596K 0.08% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,188 $596K 0.03% +25 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,180 $595K 0.42% +150 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,106 $590K 0.02% +1,800 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 8,094 $589K 0.26% -1,315 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,070 $587K 0.27% -40 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,013 $586K 0.14% +1,625 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,972 $580K 0.26% -184 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 7,967 $580K 0.11% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,924 $577K 0.04% -134 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,914 $576K 0.03% +1,956 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,260 $576K 0.01% +176 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,902 $575K 0.03% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 7,872 $573K 0.06% new 13F-HR/A Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 7,867 $572K 0.5% -1,182 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,854 $572K 0.02% +138 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,851 $571K 0.04% new 13F-HR/A Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 7,832 $570K 0.46% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 7,811 $568K 0.12% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 7,777 $566K 0.34% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,763 $565K 0.34% +607 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 7,760 $565K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,748 $564K 0.01% -134 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 7,715 $561K 0.11% -54 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 7,705 $561K 0.1% +3,580 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,670 $558K 0.02% +136 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,655 $557K 0.05% +57 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 7,563 $550K <0.01% +1,129 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 7,560 $550K 0.03% -127 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 7,529 $548K 0.35% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,510 $547K 0.02% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,508 $546K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,500 $546K 0.02% new 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 7,500 $546K 0.32% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,482 $544K 0.04% +175 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,476 $544K 0.04% +216 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,467 $543K 0.13% +702 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,453 $542K 0.04% +1,452 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,442 $542K 0.07% -186 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,441 $541K 0.06% -700 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,415 $540K 0.06% -2,934 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 7,388 $538K 0.38% +60 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,364 $536K 0.06% +1,105 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,350 $535K 0.05% -109 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 6,903 $534K 0.32% +2,081 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 7,320 $533K 0.31% 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,274 $529K 0.1% -119 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 7,264 $529K 0.43% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 7,259 $528K 0.28% +725 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,243 $527K 0.28% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,217 $525K 0.39% +802 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 7,200 $524K 0.39% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,192 $523K 0.14% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,184 $523K 0.4% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,179 $522K 0.16% -284 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,175 $522K 0.07% +50 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 7,131 $519K 0.22% +2,867 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,087 $516K 0.11% 0 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 7,065 $514K 0.38% +218 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 7,058 $514K 0.15% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,054 $513K 0.02% -1,852 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 7,030 $512K 0.29% +200 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,007 $510K 0.09% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,962 $507K 0.08% -470 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,153 $505K 0.07% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,933 $505K 0.04% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,914 $503K 0.23% +3,914 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,912 $503K 0.09% +167 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,893 $502K 0.1% -40 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,885 $501K 0.15% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,852 $499K 0.05% -78 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 6,829 $497K 0.23% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,820 $496K 0.24% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,810 $496K 0.03% +777 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 6,773 $493K 0.01% +5,059 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,757 $492K 0.16% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 6,743 $491K 0.19% +1,937 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,712 $488K 0.09% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,669 $485K 0.02% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 6,649 $484K 0.18% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,646 $484K 0.23% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,630 $482K 0.13% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,612 $481K 0.27% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,576 $479K 0.02% -855 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 6,561 $477K 0.04% +309 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,548 $476K 0.22% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,548 $476K 0.04% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,531 $475K 0.11% -3,988 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 6,525 $475K 0.03% -3,173 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,503 $473K 0.02% -490 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,500 $473K 0.06% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,455 $470K 0.04% +539 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 6,442 $469K 0.48% +520 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,437 $468K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,423 $467K 0.04% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,400 $466K 0.1% -3,120 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,223 $466K 0.03% +574 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,381 $464K 0.25% -17 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. 6,379 $464K 0.02% -1,650 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 6,366 $463K 0.34% -242 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,358 $463K 0.06% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 6,346 $462K 0.08% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,334 $461K 0.06% -100 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 6,326 $460K 0.32% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 6,319 $460K 0.34% +2,043 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 6,276 $457K 0.78% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,267 $456K 0.12% +449 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 6,231 $453K 0.08% 0 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 6,198 $451K 0.15% -2,119 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,194 $451K <0.01% 0 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 6,183 $450K 0.09% -394 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,183 $450K 0.04% +147 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,150 $448K 0.21% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,143 $447K <0.01% -2,323 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,226 $445K 0.06% 0 13F-HR/A Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,086 $443K 0.37% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,082 $443K 0.04% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,065 $441K 0.25% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 6,039 $439K 0.35% +2,698 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,030 $439K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,975 $435K 0.09% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,965 $434K 0.07% +1,511 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,954 $433K 0.12% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 5,951 $433K 0.22% +8 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,927 $431K 0.04% +231 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,915 $430K 0.58% +2,671 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,907 $430K 0.1% +2,197 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,895 $429K 0.14% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,885 $428K 0.02% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 5,877 $428K 0.27% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 5,875 $428K 0.11% +1,950 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,873 $427K 0.02% -40 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,868 $427K 0.12% -14 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 5,841 $425K 0.2% -17,177 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 5,818 $423K 0.18% 0 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 5,765 $420K 0.03% +1,932 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,707 $415K 0.13% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,707 $415K 0.08% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 5,670 $413K 0.26% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,667 $412K 0.02% -98 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,667 $412K 0.04% +555 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,275 $411K 0.04% 0 13F-HR Timeline