Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,375 $330K 0.09% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,373 $330K 0.04% +174 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,369 $330K 0.05% -866 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,323 $329K 0.02% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,357 $329K 0.03% +1,209 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 4,350 $328K 0.18% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,339 $328K 0.17% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,323 $326K <0.01% +1,113 13F-HR Timeline Tradewinds, LLC. 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Bainbridge & Co., Inc. 4,230 $319K 0.03% +35 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,230 $319K 0.07% +1,152 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,217 $318K 0.08% -42 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,217 $318K 0.1% +335 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,194 $317K 0.01% +1,475 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,192 $317K 0.1% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,189 $316K 0.12% +583 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,185 $316K +662 Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 4,180 $316K 0.06% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,179 $316K 0.06% +10 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,173 $315K 0.04% +253 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 4,163 $314K 0.13% -679 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,159 $314K 0.1% +2,000 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,146 $313K 0.14% -8,029 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 4,133 $312K 0.11% 0 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 4,115 $311K 0.06% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,099 $310K 0.02% -3 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,097 $309K 0.03% 0 13F-HR/A Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,084 $308K 0.05% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,067 $307K 0.08% +687 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 4,062 $307K 0.11% -153 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,056 $306K 0.08% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,742 $306K 0.02% +330 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,564 $303K 0.05% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,000 $302K 0.1% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4,000 $302K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,986 $301K 0.07% +111 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,985 $301K 0.02% 0 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 3,965 $299K 0.01% -81 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,962 $299K 0.02% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,961 $299K 0.13% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,952 $298K 0.06% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,942 $298K 0.04% +43 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,920 $296K 0.02% -500 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,913 $295K 0.16% -192 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,903 $295K 0.08% +159 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,893 $294K 0.18% 0 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 3,890 $294K 0.1% 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,873 $292K 0.03% +28 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,870 $292K 0.06% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 6,641 $292K 0.12% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,863 $292K 0.06% 0 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 3,859 $291K 0.15% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,847 $290K 0.04% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,839 $290K 0.01% -843 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,836 $290K 0.05% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,830 $289K 0.03% -367 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,829 $289K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,824 $289K 0.06% +870 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,529 $289K 0.24% +392 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,810 $288K 0.03% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,806 $287K 0.14% -37 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,804 $287K 0.03% -7 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 3,803 $287K 0.21% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,801 $287K 0.03% +12 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,783 $286K 0.1% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,783 $286K 0.04% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 3,780 $285K 0.03% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,774 $285K 0.13% +282 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,758 $284K 0.01% -812 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,755 $284K 0.11% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,751 $283K 0.01% +281 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,740 $282K 0.04% +474 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,708 $280K 0.03% -437 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,708 $280K 0.14% +335 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,700 $279K 0.03% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,700 $279K 0.16% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,698 $279K 0.13% +55 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 3,686 $278K 0.12% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,680 $278K 0.01% +2 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,679 $278K 0.01% +4 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 3,676 $278K 0.15% 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,659 $276K 0.17% -115,210 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,658 $276K 0.02% +330 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,651 $276K 0.01% +82 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,651 $276K 0.06% +5 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,636 $275K 0.2% 0 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,630 $274K 0.04% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,627 $274K 0.17% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,626 $274K 0.13% +35 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,603 $272K 0.07% -231 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,602 $272K 0.02% 0 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 3,600 $272K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,582 $270K 0.03% +1,725 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,574 $270K 0.01% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,572 $270K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,552 $268K 0.09% +125 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 3,546 $268K 0.07% +1,096 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,525 $266K <0.01% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,517 $266K 0.02% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,506 $265K 0.07% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,500 $264K 0.13% -330 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,492 $264K 0.01% -91 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,485 $263K 0.01% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 3,478 $263K 0.11% +478 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,476 $262K 0.07% +91 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,474 $262K 0.01% -140 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,465 $262K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,461 $261K 0.03% +136 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,461 $261K 0.03% 0 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,453 $261K 0.1% -83 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,450 $261K 0.06% new 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 3,445 $260K 0.12% +200 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,443 $260K 0.01% -546 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,440 $260K 0.03% +20 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,438 $260K 0.06% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,438 $260K 0.03% +3 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,421 $258K 0.1% -144 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,421 $258K 0.04% -30,825 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,415 $258K 0.03% -12,260 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,414 $258K 0.02% +125 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 3,414 $258K 0.1% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,410 $257K 0.02% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,410 $257K 0.05% +515 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,404 $257K 0.08% +34 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 3,404 $257K 0.09% 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 3,373 $255K 0.03% -4,379 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,370 $254K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,366 $254K 0.06% -121 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,359 $254K 0.13% -4,690 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,354 $253K 0.03% -120 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 3,351 $253K 0.2% -270 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,347 $253K 0.02% +83 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,334 $252K 0.12% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,329 $251K 0.05% 0 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 3,302 $249K 0.08% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,300 $249K 0.06% -54 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,275 $247K 0.07% +734 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,264 $246K 0.03% -18,536 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,262 $246K 0.04% +803 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,254 $246K 0.01% -1,596 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,246 $245K 0.06% +202 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,233 $244K 0.01% +197 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,233 $244K 0.06% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,225 $244K 0.04% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,213 $243K 0.02% +9 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 3,210 $242K 0.23% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,203 $242K 0.13% +244 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,193 $241K 0.04% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,177 $240K 0.09% +10 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,176 $240K 0.15% -2,379 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,172 $240K 0.03% 0 13F-HR/A Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,171 $239K 0.02% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,168 $239K 0.09% -35 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,133 $239K 0.05% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,147 $238K 0.05% -560 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,146 $238K 0.02% -448 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,145 $237K 0.07% +215 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,143 $237K 0.01% +340 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,123 $236K 0.06% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,118 $235K 0.13% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,102 $234K 0.14% -201 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,098 $234K 0.06% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,981 $233K 0.07% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,064 $231K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,064 $231K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,057 $231K 0.03% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,032 $229K 0.03% -1,263 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 3,025 $228K 0.09% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,022 $228K 0.06% -400 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,017 $228K 0.01% +184 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,014 $228K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,013 $228K 0.05% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,006 $227K 0.03% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,006 $227K 0.22% -25 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,002 $227K 0.09% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,000 $227K <0.01% -488 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 3,000 $227K 0.08% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,993 $226K 0.03% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,992 $226K <0.01% -218 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,990 $226K 0.01% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,977 $225K 0.05% +550 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,974 $225K 0.01% +168 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,968 $224K 0.03% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,958 $223K 0.13% -3 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,474 $223K 0.06% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,951 $223K 0.03% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 2,929 $221K 0.05% +123 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,919 $220K 0.04% -172 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,900 $219K 0.03% -4,625 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,899 $219K 0.05% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,880 $217K 0.14% -102 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,871 $217K 0.04% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,866 $216K 0.08% 0 13F-HR Timeline