VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 4,505 $266K 0.07% -375 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,238 $265K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,500 $265K 0.06% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,165 $263K 0.02% -1,476 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,436 $262K 0.1% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,435 $261K 0.1% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,411 $260K 0.06% new 13F-HR Timeline NDVR, Inc. 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More: the full row for Avantra Family Wealth, Inc. 4,193 $247K 0.24% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,188 $247K 0.24% +27 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 4,183 $247K 0.19% -1,848 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,179 $246K 0.19% new 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 4,178 $246K 0.14% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,176 $246K 0.01% +1,339 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,163 $245K 0.05% -715 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,184 $245K 0.06% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,149 $245K 0.02% +13 13F-HR Timeline Willis Johnson & Associates, Inc. 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Kulyk & Associates, LLC 3,836 $226K 0.05% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,834 $226K 0.05% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,833 $226K 0.05% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,832 $226K 0.01% +188 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,831 $226K 0.23% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,825 $226K 0.26% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,824 $225K 0.09% +21 13F-HR Timeline Yukon Wealth Management, Inc. 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Root & Company, LLC 3,707 $219K 0.07% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,705 $218K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,684 $217K 0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,650 $215K 0.06% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,650 $215K 0.11% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,649 $215K 0.02% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,517 $214K 0.01% new 13F-HR Timeline Mystic Asset Management, Inc. 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Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,426 $202K 0.04% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,423 $202K 0.04% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,421 $202K 0.05% -2,532 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 3,409 $201K 0.14% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,407 $201K 0.04% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,386 $200K 0.08% +713 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,341 $196K <0.01% -740 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 3,276 $193K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,272 $193K 0.12% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,233 $191K 0.09% -295 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,214 $189K 0.08% +828 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,151 $186K <0.01% -3,478 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,145 $185K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,014 $178K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,000 $177K 0.11% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,908 $171K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,898 $171K <0.01% -300 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,861 $169K 0.07% +1,748 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,753 $162K 0.06% 0 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 2,750 $162K <0.01% new 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,740 $162K 0.49% +1,205 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,701 $159K 0.02% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,687 $158K 0.03% +2 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,669 $157K 0.03% +100 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,655 $157K 0.04% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,635 $155K 0.05% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,613 $154K 0.06% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,559 $151K 0.01% +25 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,500 $147K 0.01% -3,350 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,479 $146K 0.02% +887 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,419 $143K 0.06% +1,151 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,371 $140K <0.01% -604 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,299 $136K 0.1% -73 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,277 $134K 0.1% -133 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,231 $132K 0.1% -275 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2,195 $129K 0.1% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,000 $118K 0.16% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,000 $118K 0.04% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,920 $113K 0.05% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,902 $112K 0.04% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,881 $111K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,812 $107K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,780 $105K 0.02% -1,188 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,752 $103K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,703 $100K 0.08% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,698 $100K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,641 $96.8K 0.03% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,635 $96.4K 0.01% +245 13F-HR/A Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,608 $94.8K 0.06% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,606 $94.7K 0.06% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,590 $93.7K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,565 $92.3K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,533 $90.4K 0.07% +24 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,525 $89.9K 0.05% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,510 $89K 0.1% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,500 $88.4K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,456 $85.8K 0.03% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,318 $81.9K 0.02% +206 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,370 $80.8K 0.05% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,362 $80.3K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,350 $79.6K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,318 $77.7K 0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,309 $77.2K 0.01% -158 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,274 $75.1K <0.01% +54 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,249 $73.6K 0.01% new 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,216 $71.7K 0.08% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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