RHS Financial, LLC More: the full row for RHS Financial, LLC 1,141 $565K 0.32% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,134 $561K 0.2% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,131 $560K 0.16% -19 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,144 $560K 0.06% +75 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,748 $556K 0.05% +686 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,122 $556K 0.31% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,121 $555K 0.05% -832 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,121 $555K 0.17% -33 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,118 $554K 0.1% +64 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,116 $553K 0.18% +20 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,112 $551K 0.21% +42 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,102 $546K 0.42% +27 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,101 $545K 0.04% +71 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,101 $545K 0.17% 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 1,100 $545K 0.11% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,098 $544K 0.57% +143 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,098 $544K 0.22% -206 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,094 $542K 0.22% -17 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,094 $542K 0.02% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,093 $541K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,091 $540K 0.18% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,091 $540K 0.33% +105 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,084 $537K 0.09% +162 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,079 $534K 0.18% +42 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,079 $534K 0.07% -74 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,078 $534K 0.15% +130 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,077 $533K 0.07% -1,138 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,075 $532K 0.06% -611 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,074 $532K 0.11% -18 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,070 $530K 0.05% -59 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,064 $527K 0.11% -55 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,062 $526K 0.04% +37 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,061 $525K 0.06% -87 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,060 $525K 0.05% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,057 $524K 0.01% +8 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 1,056 $523K 0.02% new 13F-HR Timeline Group Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,054 $522K 0.35% -183 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,053 $522K 0.1% -1 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,052 $521K 0.17% +86 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,052 $521K 0.01% new 13F-HR/A Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,049 $520K 0.05% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,048 $519K 0.13% +40 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,043 $517K 0.01% +179 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,041 $516K 0.24% new 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,040 $515K 0.06% +13 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,039 $515K 0.03% -1 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,039 $515K 0.43% -50 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,037 $514K 0.05% +28 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,107 $513K 0.12% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,031 $511K 0.15% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,031 $511K 0.12% +3 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,029 $510K 0.02% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 976 $509K 0.16% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,057 $509K 0.37% -6 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,023 $507K 0.33% -6 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,019 $505K 0.05% +602 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,016 $503K 0.05% -16 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,014 $502K 0.02% +44 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 962 $502K 0.13% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,010 $500K 0.07% -6 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,003 $497K 0.1% +30 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,002 $496K 0.19% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,000 $495K 0.01% new 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 998 $494K 0.06% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 995 $493K 0.12% 0 13F-HR/A Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 994 $492K 0.13% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 991 $491K 0.14% +75 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 990 $490K 0.03% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 990 $490K 0.17% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 988 $489K 0.02% +87 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 987 $489K 0.18% -11 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 986 $488K 0.03% +1 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 982 $486K 0.01% +80 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 980 $485K 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 980 $485K 0.01% -213 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 962 $477K 0.29% -187 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 962 $476K 0.03% -47 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 957 $474K 0.04% +15 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 957 $474K 0.22% +61 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 954 $472K 0.07% -4 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 954 $472K 0.17% +285 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 950 $471K 0.02% -2,114 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 950 $471K 0.3% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 945 $468K 0.4% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 945 $468K 0.03% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 945 $468K 0.09% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 942 $467K 0.19% 0 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 939 $465K 0.22% +17 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 936 $464K 0.35% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 935 $463K 0.47% -12 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 935 $463K 0.17% +114 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 931 $461K 0.17% -12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 892 $459K 0.04% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 927 $459K 0.02% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 925 $458K 0.16% -100 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 924 $458K 0.23% -32 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 921 $456K 0.04% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 921 $456K 0.09% -4 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 917 $454K 0.24% +30 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 916 $454K 0.41% -55 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 915 $453K 0.16% -73 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 911 $451K 0.19% 0 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 885 $450K 0.1% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 902 $447K 0.19% 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 900 $446K 0.19% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 900 $446K 0.11% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 909 $445K 0.1% +7 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 897 $444K 0.25% +146 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 896 $444K 0.14% -94 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 896 $444K 0.1% +45 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 895 $443K 0.03% -26 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 894 $443K 0.21% +62 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 889 $440K 0.17% +4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 888 $440K 0.03% +59 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 888 $440K 0.09% -799 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 884 $438K 0.05% +167 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 878 $435K 0.07% -678 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 876 $434K 0.36% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 874 $433K 0.11% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 873 $432K 0.17% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 870 $431K 0.06% +33 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 868 $430K 0.07% +243 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 868 $430K 0.15% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 867 $429K 0.1% +18 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 862 $427K 0.04% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 860 $426K 0.42% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 858 $425K 0.02% -36 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 858 $425K 0.11% -85 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 856 $424K 0.28% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 853 $422K 0.07% -5,307 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 852 $422K 0.28% -134 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 851 $421K 0.17% +836 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 850 $421K 0.05% +103 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 848 $420K 0.18% -1 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 847 $419K 0.14% +67 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 843 $418K 0.32% -7 13F-HR/A Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 839 $416K 0.1% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 839 $416K 0.03% +59 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 838 $415K 0.34% +296 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 837 $415K 0.06% +324 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 835 $414K 0.11% +302 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 829 $411K 0.04% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 829 $411K 0.45% -795 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 830 $410K 0.24% -4 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 826 $409K 0.42% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 821 $407K 0.16% +7 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 818 $405K 0.14% +232 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 815 $404K 0.31% -1,995 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 811 $402K 0.1% -78 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 811 $402K 0.22% -34 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 808 $400K 0.15% +2 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 807 $400K 0.47% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 805 $399K 0.04% -53 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 804 $398K 0.02% +11 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 804 $398K -23 Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 803 $398K 0.01% +166 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 801 $397K 0.03% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 801 $397K 0.14% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 800 $396K 0.04% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 800 $396K 0.01% -116 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 799 $396K 0.2% -91 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 795 $394K 0.04% +16 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 792 $392K 0.04% -27 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 751 $392K 0.13% -38 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 788 $390K 0.15% +284 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 727 $390K 0.06% +198 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 787 $390K 0.09% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 784 $388K 0.05% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 784 $388K 0.22% +51 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 783 $388K 0.05% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 783 $388K 0.01% +66 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 782 $387K 0.16% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 780 $386K 0.02% +48 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 774 $383K 0.03% +323 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 712 $383K 0.2% +302 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 772 $382K 0.03% +143 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 771 $382K 0.01% +113 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 768 $380K 0.02% -46 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 767 $380K 0.13% +107 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 766 $379K 0.15% +28 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 760 $376K 0.04% +169 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 760 $376K 0.4% +279 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 757 $375K 0.04% 0 13F-HR Timeline Group SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 756 $374K 0.23% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 753 $373K 0.22% -10 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 751 $372K 0.34% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 750 $371K 0.06% -39 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 745 $369K 0.13% -200 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 745 $369K 0.08% +191 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 744 $368K 0.22% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 743 $368K 0.19% -42 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 739 $366K 0.02% +40 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 733 $363K 0.01% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 733 $363K 0.04% +1 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 732 $363K 0.02% -60 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 732 $363K 0.21% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 730 $362K 0.22% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 728 $361K 0.19% -290 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 726 $359K 0.1% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 725 $359K 0.06% new 13F-HR Timeline