IKE Capital, LLC More: the full row for IKE Capital, LLC 7,000 $617K 0.35% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,879 $617K 0.05% -667 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,997 $617K 0.04% -1,775 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,997 $617K 0.09% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,997 $617K 0.26% +1,308 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,983 $616K 0.06% +1 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,957 $613K 0.11% -21,215 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,951 $613K 0.31% -95 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,949 $613K 0.03% +615 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,920 $610K 0.03% +3,908 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 6,914 $610K 0.19% +3,435 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,885 $607K 0.42% +435 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,883 $607K 0.12% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,860 $605K 0.13% +225 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,845 $603K 0.04% -138 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,842 $603K 0.23% +4,324 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,839 $603K 0.26% +9 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 6,831 $602K 0.52% -7,783 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,815 $601K 0.32% -369 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,773 $597K 0.03% -2,443 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,764 $596K 0.08% -30 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 6,759 $596K 0.12% +298 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,757 $596K 0.18% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,727 $593K 0.02% +321 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,701 $591K 0.48% -901 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 6,692 $590K 0.15% -500 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,646 $586K 0.3% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,635 $585K 0.02% -880 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,630 $585K 0.16% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 6,600 $582K 0.3% +130 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 6,579 $580K 0.58% -12,833 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,574 $580K 0.06% -881 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 6,572 $579K 0.3% -4,559 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,567 $579K 0.26% -1,777 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 6,563 $579K 0.28% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,560 $578K 0.02% -109 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,548 $577K 0.27% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,510 $574K 0.02% -1,000 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,485 $572K 0.24% +129 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 6,468 $570K 0.06% -2,960 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 6,447 $568K 0.47% -9,192 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 6,437 $567K 0.4% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,429 $567K 0.13% -6,192 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 6,410 $565K 0.08% -763 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,402 $564K 0.16% +1,980 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 6,386 $563K 0.43% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,346 $559K 0.02% +275 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,345 $559K 0.09% +92 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 6,326 $558K 0.37% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,307 $556K 0.12% +1,004 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,305 $556K 0.25% -1,000 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,290 $555K 0.05% 0 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 6,282 $554K 0.4% -1,048 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 6,275 $553K 0.07% +43 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 6,266 $552K 0.16% +615 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,325 $552K 0.03% -2,408 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 6,210 $547K 0.2% +1,851 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,356 $547K <0.01% new 13F-HR Timeline Group Reliant Wealth Planning More: the full row for Reliant Wealth Planning 6,198 $546K 0.17% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,194 $546K <0.01% 0 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,156 $543K 0.5% -52 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 6,104 $538K 0.19% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 6,100 $538K 0.07% +2,948 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,097 $538K 0.24% -502 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,088 $537K 0.03% +90 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,074 $535K 0.3% +11 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 6,068 $535K 0.29% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 6,067 $535K 0.11% +1,868 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,048 $533K 0.13% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,924 $531K 0.4% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6,018 $531K 0.33% -6,727 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,003 $529K 0.04% +410 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 5,898 $529K 0.25% -2,850 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 6,006 $529K 0.36% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,990 $528K <0.01% -175 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 5,983 $527K 0.04% +2,070 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,210 $527K 0.02% +296 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,977 $527K <0.01% +192 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 5,969 $526K 0.24% -320 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,465 $525K 0.05% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,916 $522K 0.01% -14 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 5,906 $521K 0.23% +1,490 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,895 $520K 0.16% -398 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,894 $520K 0.04% +513 13F-HR Timeline Group Signature Wealth Management Group More: the full row for Signature Wealth Management Group 5,879 $518K 0.2% -864 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,877 $518K 0.05% -1,292 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,834 $514K 0.05% -93 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,820 $513K 0.01% -38 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 5,818 $513K 0.04% +53 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5,801 $511K 0.8% -771 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,767 $508K 0.14% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,744 $506K 0.1% -1,303 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,742 $506K 0.02% +147 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,622 $504K 0.11% +520 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,707 $503K 0.15% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,702 $503K 0.04% -489 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 5,701 $503K 0.48% -8,773 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 5,670 $500K 0.29% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 5,667 $500K 0.18% +506 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,665 $499K 0.03% -1,537 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,633 $497K 0.06% +66 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,500 $496K 0.32% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 5,628 $496K 0.15% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 5,625 $496K 0.21% -176 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,594 $493K 0.04% +3,112 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,575 $491K 0.01% -1,601 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,566 $491K 0.02% +214 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,564 $491K 0.12% -447 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,555 $490K 0.33% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,540 $488K 0.04% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,326 $486K 0.22% -700 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,500 $485K 0.06% -1,000 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 5,500 $485K 0.42% -1,375 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,498 $485K 0.08% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 5,494 $484K 0.48% +83 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,461 $481K 0.07% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,459 $481K 0.13% -118 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 5,447 $480K 0.09% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,425 $478K 0.04% +1,462 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,408 $477K 0.15% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,406 $477K 0.01% -917 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,392 $475K 0.04% +83 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,391 $475K 0.28% 0 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Retirement Management Systems Inc. 5,343 $471K 0.11% -969 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,198 $466K 0.1% +4,873 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,269 $465K 0.12% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,261 $464K 0.02% +3,240 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 5,260 $464K 0.3% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,250 $463K 0.09% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,249 $463K 0.13% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,235 $462K 0.08% +60 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 5,226 $461K 0.44% -2,756 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,221 $460K 0.31% +2,126 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,213 $460K 0.03% -250 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,209 $459K 0.2% -128 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,187 $457K 0.03% 0 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 5,142 $453K 0.31% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,133 $453K 0.34% -51 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 5,117 $451K 0.26% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,107 $450K 0.05% -88 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,080 $448K 0.01% +678 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,073 $447K 0.04% +98 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 5,066 $447K 0.44% +2,274 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,054 $446K 0.02% -52,944 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,054 $446K 0.23% -1,132 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,043 $445K 0.42% -2 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,029 $443K 0.01% +287 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,006 $441K 0.01% -120 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,960 $437K 0.12% -21 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,954 $437K 0.18% -250 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5,123 $436K 0.36% 0 13F-HR Timeline DAGCO, INC. 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More: the full row for WEST PACES ADVISORS INC. 4,815 $424K 0.08% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,637 $424K 0.03% -623 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,797 $423K 0.09% -843 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 4,790 $422K 0.16% -9,420 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 4,751 $419K 0.26% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,729 $417K 0.22% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,726 $417K 0.07% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,711 $415K 0.02% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,710 $415K 0.06% new 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 4,708 $415K 0.15% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,695 $414K 0.11% -32 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,693 $414K 0.17% +1,520 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,689 $413K <0.01% -903 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,682 $413K 0.02% +32 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 4,654 $410K 0.4% 0 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,650 $410K 0.17% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,639 $409K 0.05% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,636 $409K 0.12% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,624 $408K 0.07% +2,105 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,608 $406K 0.09% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,590 $405K 0.05% -1,762 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,570 $403K 0.01% -4,284 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 4,562 $402K 0.05% -43,434 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,560 $402K 0.39% +94 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,525 $399K 0.09% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,515 $398K 0.01% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,500 $397K 0.03% -1,266 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,476 $395K 0.01% +954 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,819 $391K 0.03% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,433 $391K 0.12% -419 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 4,801 $390K 0.04% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,420 $390K 0.02% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,406 $388K 0.02% +432 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,375 $386K 0.12% 0 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 4,369 $385K <0.01% +1,454 13F-HR/A Timeline Group Atwater Malick LLC More: the full row for Atwater Malick LLC 4,357 $384K 0.1% -875 13F-HR Timeline