HT Partners LLC More: the full row for HT Partners LLC 3,904 $2.98M 0.91% -38 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,901 $2.98M 0.12% +290 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,892 $2.97M 0.35% +254 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,886 $2.97M 1.45% -44 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,884 $2.96M 0.44% +349 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,883 $2.96M 0.28% -76 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,879 $2.96M 1.82% +245 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,864 $2.95M 0.31% -550 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,864 $2.95M 0.15% -7,716 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 3,854 $2.94M 0.38% +8 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,849 $2.94M 0.59% -307 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 3,840 $2.93M 1.77% +72 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,834 $2.92M 0.37% +1 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,872 $2.92M 2.74% +211 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,831 $2.92M 0.6% -21 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,813 $2.91M 0.11% -53 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,810 $2.91M 0.16% -41 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,800 $2.9M 0.41% -169 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,798 $2.9M 0.05% -144 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,786 $2.89M 0.18% -839 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,784 $2.89M 0.18% +279 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,770 $2.88M -549 Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,766 $2.87M 0.36% +438 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,764 $2.87M 0.08% -25,941 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,747 $2.86M 0.09% -715 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,747 $2.86M 1.39% -6 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,745 $2.86M 0.29% +779 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,744 $2.86M 0.39% +759 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,729 $2.85M 0.63% +3,622 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,307 $2.85M 0.24% +464 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,728 $2.84M 0.21% -49 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,724 $2.84M 0.18% -129 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,715 $2.83M 0.32% -47 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,713 $2.83M 0.88% +386 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,709 $2.83M 1.42% +1,213 13F-HR Timeline Jackson Square Partners, LLC More: the full row for Jackson Square Partners, LLC 3,704 $2.83M 1.14% -63 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,704 $2.83M 0.54% -60 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,704 $2.83M 0.23% -110 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,700 $2.82M 0.13% +1,258 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,690 $2.82M 1.17% +79 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,688 $2.81M 1% -28 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,683 $2.81M 0.08% -43 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,679 $2.81M 1.65% -25 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,678 $2.81M 1.69% -111 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,676 $2.8M 0.47% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,672 $2.8M 0.2% -307 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,669 $2.8M 0.4% +2,384 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,661 $2.79M 0.18% +921 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,635 $2.77M 1.25% +105 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,635 $2.77M 0.39% +1 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 3,213 $2.77M 0.64% +308 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,621 $2.76M 0.02% -979 13F-HR Timeline Group Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,615 $2.76M 0.5% -70 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,609 $2.75M 0.17% +21 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,601 $2.75M 0.34% +122 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,600 $2.75M 0.48% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,597 $2.74M 0.91% -85 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,355 $2.73M 0.6% +813 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,566 $2.72M 0.37% -1,445 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,560 $2.72M 0.09% -70 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,560 $2.72M 0.18% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,558 $2.71M 1.56% +65 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,540 $2.7M 0.36% +331 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 3,535 $2.7M 0.32% +57 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,530 $2.69M 0.2% +248 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,521 $2.69M 0.13% +264 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,520 $2.69M 0.46% -50 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,520 $2.69M 0.32% +561 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,131 $2.68M 0.46% +781 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,248 $2.68M 1.33% +252 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,505 $2.67M 1.99% -374 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,500 $2.67M 0.71% +145 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,497 $2.67M 0.63% -76 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,490 $2.66M 0.08% +110 13F-HR Timeline Group Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 3,486 $2.66M 1.89% +397 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,165 $2.66M 2.08% -7 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,474 $2.65M 0.13% +8 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,472 $2.65M 0.74% +1,959 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,470 $2.65M 0.17% +1,670 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,464 $2.64M 0.66% +103 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,461 $2.64M 0.33% +3,061 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,460 $2.64M 0.42% +504 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,694 $2.64M 1.15% -78 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,457 $2.64M 0.38% -85 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,456 $2.64M 0.26% +268 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 3,442 $2.63M 0.19% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,437 $2.62M 1.41% -79 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,432 $2.62M 0.2% new 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 3,396 $2.59M 1.16% +520 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,395 $2.59M 1% +363 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,380 $2.58M 1.54% +660 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 3,376 $2.58M 1.36% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,374 $2.57M 0.78% +51 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 3,374 $2.57M 1.49% +148 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,372 $2.57M 0.98% +1,581 13F-HR/A Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,371 $2.57M 0.11% +2,473 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,370 $2.57M 0.29% -84 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,367 $2.57M 0.41% +91 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,365 $2.57M 0.51% -100 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,363 $2.57M 0.88% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,360 $2.56M 0.16% -91 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,354 $2.56M 0.66% -2,285 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,353 $2.56M 0.21% -157 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 3,352 $2.56M 2.44% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,345 $2.55M 0.12% -436 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,338 $2.55M 0.24% -337 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,330 $2.54M 0.2% +1,526 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,911 $2.54M 0.23% +241 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,323 $2.54M 0.72% +1,418 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,320 $2.53M 0.65% -65 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,311 $2.53M 0.14% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,309 $2.52M 0.16% -1,591 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,307 $2.52M 0.57% -1,616 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,303 $2.52M 0.27% +866 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,300 $2.52M 1.99% -45 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,296 $2.51M 0.78% -3 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,288 $2.51M 0.26% +184 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,279 $2.5M 0.57% -537 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 3,278 $2.5M 1.82% +2,872 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,276 $2.5M 0.71% -115 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,269 $2.49M 0.36% -252 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,268 $2.49M 0.11% -1 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,268 $2.49M 0.46% +634 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,262 $2.49M 0.35% +65 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,255 $2.48M 0.61% +131 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,251 $2.48M 0.3% -115 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,250 $2.48M 0.77% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,249 $2.48M 0.39% +140 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,247 $2.48M 0.45% +25 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,243 $2.47M 0.96% +280 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,239 $2.47M 0.2% +15 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,223 $2.46M 0.37% +1,383 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,189 $2.44M 0.62% +40 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,190 $2.43M 0.67% -108 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,188 $2.43M 0.13% -904 13F-HR Timeline Group AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,185 $2.43M 0.96% -14 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,184 $2.43M 0.46% -200 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,183 $2.43M 0.26% -715 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 3,180 $2.43M 1.22% -280,637 13F-HR Timeline Group BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 3,178 $2.42M 1.23% +35 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,165 $2.41M 0.27% -70 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 3,164 $2.41M 1.91% +2 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,162 $2.41M 1.59% +35 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,160 $2.41M 0.74% +65 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,158 $2.41M 0.2% -41 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,156 $2.41M 0.39% -71 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,151 $2.4M 0.48% -33 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,150 $2.4M 0.83% +156 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,702 $2.39M 0.22% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,125 $2.38M 0.71% +170 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,121 $2.38M 0.34% +2,003 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,120 $2.38M 0.2% -12,600 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 3,120 $2.38M 0.4% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,109 $2.37M 0.57% +118 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,102 $2.37M 0.5% -180 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,100 $2.37M 0.16% +1,799 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,095 $2.36M 0.17% -125 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,093 $2.36M 0.64% -9 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,091 $2.36M 0.25% -83 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,091 $2.36M 0.35% -191 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,090 $2.36M 0.31% -391 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,089 $2.36M 0.44% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,081 $2.35M 0.71% -136 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,078 $2.35M 0.34% +200 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,076 $2.35M 0.51% -220 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,062 $2.34M 0.08% +3,008 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 3,062 $2.34M 1.16% +41 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,057 $2.33M 0.45% +69 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,057 $2.33M 0.35% +845 13F-HR Timeline City State Bank More: the full row for City State Bank 3,053 $2.33M 0.67% -100 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,206 $2.33M 0.14% -74 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,052 $2.33M 0.68% -43 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,050 $2.33M 0.35% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,050 $2.33M 1.15% +357 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,042 $2.32M 1.46% +1,366 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,034 $2.31M 0.09% -141 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,034 $2.31M 0.45% -166 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,034 $2.31M 1.43% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 3,033 $2.31M 0.84% -373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,029 $2.31M 0.05% +1,317 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,025 $2.31M 0.84% +170 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,022 $2.31M 0.05% +236 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 3,020 $2.3M 1.74% +923 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,013 $2.3M 0.26% +94 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,008 $2.3M 0.32% -156 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,006 $2.29M 0.35% +221 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 3,000 $2.29M 0.69% new 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 2,985 $2.28M 1.04% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,984 $2.28M 0.62% +162 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,982 $2.28M 0.33% +24 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,982 $2.28M <0.01% +813 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,981 $2.27M 0.13% -148 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 2,975 $2.27M 0.16% +66 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,970 $2.27M 1.46% +13 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,956 $2.26M 1.16% +131 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,948 $2.25M 2.22% +44 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,948 $2.25M 1.6% -30 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,946 $2.25M 0.03% -39 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,939 $2.24M 0.47% +3 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,929 $2.23M 1.13% -174 13F-HR Timeline Group