REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 18,653 $972K 0.32% +2,020 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 18,527 $968K 0.12% +1,127 13F-HR Timeline Fulton Bank, N.A. 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More: the full row for Everhart Financial Group, Inc. 15,040 $785K 0.16% +326 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 15,014 $784K +138 Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 15,068 $784K 0.3% -200 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,981 $782K <0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,915 $779K 0.05% +1,645 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,883 $777K 0.04% -293,050 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 14,883 $777K 0.38% +2,886 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 14,859 $776K 0.19% +28 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 14,801 $773K 0.46% -9,525 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 14,580 $761K 0.43% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 14,566 $761K 0.44% -833 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 14,506 $757K 0.51% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,410 $752K <0.01% -2,827,541 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,353 $750K 0.07% 0 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 14,347 $749K 0.11% -2,278 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for StoneX Group Inc. 14,094 $736K 0.04% -419 13F-HR/A Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 14,090 $736K <0.01% 0 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 14,084 $736K 0.95% +503 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 14,033 $733K 0.13% -653 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 14,004 $731K 0.73% +9,689 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 13,977 $729K 0.18% +55 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,226 $728K 0.14% +192 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,940 $728K +2,132 Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13,937 $728K 0.38% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 13,918 $727K 0.51% -583 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,915 $727K 0.04% +1,253 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,878 $725K 0.11% -760 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 13,863 $724K 1.26% 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 13,841 $720K 0.56% -32 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 13,749 $718K 0.31% -442 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 13,736 $717K 0.09% -580 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. 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More: the full row for MARYLAND CAPITAL ADVISORS INC. 13,246 $692K 0.32% -217 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,243 $692K 0.14% -2,554 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 13,089 $684K 0.02% 0 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 13,075 $683K 0.2% -178 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 13,054 $682K 0.35% +1,001 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 12,824 $670K 0.2% +328 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,785 $668K 0.04% -1,546 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 12,655 $661K 0.21% +306 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. 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More: the full row for First Heartland Consultants, Inc. 12,450 $650K 0.07% +2,827 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 12,447 $650K 0.65% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 12,437 $649K 0.18% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12,421 $649K 0.26% +906 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,365 $646K 0.04% +3,095 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,361 $646K 0.13% -1,349 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 12,230 $639K 0.53% 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 12,156 $635K 0.1% +3,213 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 12,152 $635K 0.41% +3,264 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,144 $634K 0.05% -1,174 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 12,083 $631K 0.12% +691 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 12,065 $630K 0.05% +1,052 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,077 $630K 0.05% -677,499 13F-HR Timeline M Holdings Securities, Inc. 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More: the full row for Keystone Financial Group, Inc. 11,797 $616K 0.5% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11,776 $615K 0.22% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 11,755 $614K 0.04% -370 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 11,748 $613K 0.18% -68 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 11,745 $613K 0.06% +146 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,720 $612K 0.08% +2 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 58,894 $612K 0.2% +47,189 13F-HR Timeline Coordinated Financial Services, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 10,910 $570K 0.07% -214 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,875 $568K 0.28% -10,875 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,840 $566K 0.01% +5,251 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,755 $562K 0.31% 13F-HR Timeline