W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 800 $547K 0.33% -91 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 800 $546K 0.18% +311 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 794 $542K 0.05% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 792 $541K 0.09% -5 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 791 $540K 0.01% +15 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 789 $539K 0.07% -442 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 789 $539K 0.4% +10 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 788 $538K 0.1% -32 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 780 $533K 0.3% +72 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 779 $532K 0.04% +8 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 779 $532K <0.01% +16 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 779 $532K 0.08% -282 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 775 $529K 0.01% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 775 $529K 0.08% +232 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 774 $529K 0.18% +4 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 774 $529K 0.25% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 669 $527K 0.03% +226 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 768 $524K 0.05% +18 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 767 $524K 0.04% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 767 $524K 0.03% +42 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 766 $523K 0.07% -2 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 762 $520K 0.07% +40 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 759 $518K 0.34% +18 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 756 $516K 0.01% +77 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 754 $515K 0.04% -38 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 753 $514K 0.33% +30 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 752 $513K 0.03% +37 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 751 $513K 0.03% -26 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 750 $512K 0.16% -3 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 752 $511K 0.09% +14 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 748 $511K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 747 $510K 0.02% +23 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 746 $509K 0.09% +171 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 745 $509K 0.21% -77 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 745 $509K 0.05% -9 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 743 $508K 0.04% +98 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 738 $504K 0.05% -19 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 732 $500K 0.04% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 732 $500K 0.19% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 732 $500K 0.41% +1 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 729 $499K 0.12% -41 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 729 $498K 0.1% -13 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 729 $498K 0.11% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 728 $497K 0.03% +79 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 727 $496K 0.22% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 726 $496K 0.16% -11 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 725 $495K 0.1% +24 13F-HR/A Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 725 $495K 0.06% 0 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 724 $494K 0.29% -7 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 721 $492K 0.17% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 746 $491K 0.05% +129 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 718 $491K 0.12% -17 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 713 $487K 0.16% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 712 $486K 0.13% +104 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 711 $486K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 708 $484K 0.2% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 706 $482K 0.03% +234 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 705 $482K 0.02% +126 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 704 $481K 0.06% +54 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 700 $478K 0.26% -230 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 700 $478K 0.06% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 700 $478K 0.23% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 700 $478K 0.63% +200 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 699 $477K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 698 $477K 0.01% +4 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 695 $475K 0.42% -110 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 695 $475K 0.13% -13 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 690 $471K 0.22% +61 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 690 $471K 0.24% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 690 $471K 0.21% -4 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 688 $470K 0.05% -4 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 687 $469K 0.04% new 13F-HR Timeline Group Verity & Verity, LLC More: the full row for Verity & Verity, LLC 687 $469K 0.04% +3 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 711 $468K 0.31% -190 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 685 $468K 0.05% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 685 $468K 0.07% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 685 $468K 0.19% -7 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 682 $466K 0.06% +281 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 681 $465K 0.01% +18 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 679 $464K 0.06% +68 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 679 $464K 0.05% -17 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 696 $460K 0.16% +88 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 673 $460K 0.1% -9 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 672 $459K 0.16% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 671 $458K 0.02% +145 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 671 $458K 0.12% -83 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 671 $458K 0.21% +332 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 669 $457K 0.31% -2 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 667 $456K 0.04% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 666 $455K 0.08% +243 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 666 $455K 0.08% -60 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 666 $455K 0.14% +53 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 665 $454K 0.08% +125 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 665 $454K 0.07% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 664 $453K 0.13% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 689 $452K 0.06% -596 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 660 $451K 0.09% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 659 $450K 0.08% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 654 $447K 0.03% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 690 $446K 0.3% -1 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 650 $444K 0.1% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 650 $444K 0.24% +100 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 650 $444K 0.03% -238 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 650 $444K 0.1% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 647 $442K 0.28% -2 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 646 $441K 0.03% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 641 $438K 0.07% +46 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 640 $437K 0.02% -135 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 640 $437K 0.05% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 640 $437K 0.32% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 637 $435K 0.06% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 635 $434K 0.05% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 633 $432K 0.05% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 632 $432K 0.11% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 628 $429K 0.18% -12 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 627 $428K 0.14% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 623 $426K 0.01% +98 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 623 $425K 0.13% +1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 621 $424K 0.15% +10 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 620 $423K 0.06% -83 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 619 $423K 0.06% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 619 $423K 0.02% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 618 $422K 0.17% -32 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 616 $421K 0.07% -21 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 619 $421K 0.14% -143 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 614 $419K 0.27% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 614 $419K 0.14% +1 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 638 $419K 0.12% -218 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 610 $416K 0.01% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 633 $416K 0.04% +356 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 609 $416K 0.02% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 606 $414K 0.05% +2 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 604 $412K 0.07% +314 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 604 $412K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 603 $412K 0.06% -324 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 602 $411K 0.08% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 602 $411K 0.06% new 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 601 $411K 0.21% -41 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 600 $410K 0.13% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 600 $410K 0.13% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 600 $410K 0.02% +1 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 600 $410K 0.46% new 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 600 $410K 0.28% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 597 $408K 0.06% +105 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 594 $406K 0.06% +14 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 593 $405K 0.06% -50 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 592 $404K 0.2% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 592 $404K 0.11% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 580 $403K 0.02% -7 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 589 $402K 0.01% -1,769 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 589 $402K 0.02% new 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 586 $400K 0.08% +5 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 584 $399K 0.03% +329 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 582 $398K +570 Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 582 $397K 0.05% -1 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 581 $397K 0.09% -17 13F-HR Timeline Busey Bank More: the full row for Busey Bank 580 $396K 0.01% -3 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 579 $395K 0.01% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 578 $395K <0.01% +118 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 583 $395K 0.04% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 577 $394K 0.02% +206 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 575 $393K 0.18% -11 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 573 $391K 0.01% -48 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 571 $390K 0.14% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 571 $390K 0.08% +1 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 570 $389K 0.01% -69 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 569 $389K 0.02% -104 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 566 $387K 0.14% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 565 $386K 0.09% +20 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 564 $385K 0.02% -37 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 564 $385K 0.47% -414 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 562 $384K 0.94% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 560 $382K 0.04% -25 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 556 $380K 0.04% +92 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 553 $378K 0.16% -8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 553 $377K 0.03% +525 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 552 $377K 0.11% -21 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 549 $375K 0.07% +48 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 548 $374K 0.01% -3 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 549 $374K 0.07% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 546 $373K 0.07% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 569 $373K 0.08% -198 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 545 $372K 0.02% -59 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 543 $371K 0.05% +3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 543 $371K 0.02% -12 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 543 $371K 0.1% +40 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 542 $370K 0.27% -59 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 542 $370K 0.07% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 541 $370K 0.02% +96 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 541 $369K 0.03% new 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 538 $368K 0.25% +9 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 537 $367K 0.12% -5 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 534 $365K 0.02% +15 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 533 $364K 0.21% +12 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 531 $363K 0.05% -142 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 531 $363K 0.12% -10 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 531 $362K 0.01% +47 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 530 $362K 0.01% -46 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 530 $362K 0.05% 0 13F-HR/A Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 528 $361K 0.14% -165 13F-HR Timeline