FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 902 $460K 0.15% +52 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 902 $460K 0.14% +33 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 899 $458K 0.06% +62 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 898 $458K 0.13% -80 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 895 $456K 0.16% +24 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 894 $455K 0.18% +5 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 900 $455K 0.15% +100 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 891 $454K 0.13% +165 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 890 $453K 0.04% -23 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 888 $452K 0.13% +31 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 888 $452K 0.2% -2 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 888 $452K 0.08% +4 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 886 $451K 0.03% -43 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 885 $451K 0.06% +29 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 883 $450K 0.04% +1 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 882 $449K 0.07% -29 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 880 $448K 0.03% -13 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 880 $448K 0.07% +242 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 878 $447K 0.04% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 878 $447K 0.09% -5 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 875 $446K 0.16% +84 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 875 $446K 0.21% -1,131 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 874 $445K 0.17% -87 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 874 $445K 0.11% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 873 $445K 0.04% -86 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 871 $444K 0.11% -11 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 871 $444K 0.23% +105 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 869 $443K 0.05% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 866 $441K 0.25% -6 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 866 $441K 0.02% +73 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 865 $441K 0.3% +76 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 865 $440K 0.2% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 861 $438K 0.11% +76 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 860 $438K 0.1% +92 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 859 $438K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 859 $438K 0.07% 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 854 $435K 0.05% +4 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 853 $435K 0.03% -22 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 853 $434K 0.02% -216 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 851 $434K 0.1% -26 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 850 $433K 0.06% +80 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 850 $433K 0.17% -9 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 849 $433K 0.07% +10 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 849 $433K 0.04% +39 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 846 $431K 0.07% +3 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 817 $431K 0.05% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 836 $431K 0.1% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 845 $430K 0.26% +121 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $430K 0.1% new 13F-HR Timeline Amount filed as zero, left out of ratios. Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 842 $429K 0.16% -23 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 842 $429K 0.18% 0 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. 840 $428K 0.01% +634 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 840 $428K 0.03% -109 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 839 $427K 0.01% +69 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 838 $427K 0.03% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 838 $427K 0.12% +174 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 835 $425K 0.04% -10,271 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 834 $425K 0.29% +375 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 834 $425K 0.3% +22 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 833 $424K 0.04% -442 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 833 $424K 0.17% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 831 $423K 0.04% +4 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 831 $423K 0.35% +182 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 725 $422K 0.15% -15 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 829 $422K 0.33% +112 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 828 $422K 0.11% +218 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 827 $422K 0.05% -6 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 827 $421K 0.18% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 826 $421K 0.12% +21 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 825 $421K 0.23% +3 13F-HR/A Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 825 $420K 0.37% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 823 $419K 0.03% -8 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 822 $419K 0.04% +58 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 820 $418K 0.01% -23 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 819 $417K <0.01% -832 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 816 $416K 0.22% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 816 $416K 0.13% -5 13F-HR Timeline Group WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 815 $415K 0.27% +280 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 815 $415K 0.07% +4 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 814 $415K 0.06% +441 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 814 $415K 0.05% +27 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 812 $414K 0.11% -88 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 811 $413K 0.72% +87 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 810 $413K 0.01% 0 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 807 $411K 0.3% 0 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 807 $411K 0.05% -105 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 806 $411K 0.07% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 804 $410K 0.02% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 803 $409K 0.13% +58 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 780 $408K 0.28% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 800 $408K 0.05% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 799 $407K 0.07% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 791 $407K 0.04% -136 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 796 $405K <0.01% new 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 796 $405K 0.02% -97 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 795 $405K 0.15% -4 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 795 $405K 0.08% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 794 $405K 0.22% +180 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 794 $404K 0.05% -64 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 789 $402K 0.01% +47 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 788 $401K 0.14% +109 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 787 $401K 0.2% +24 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 785 $400K 0.05% +1 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 784 $399K 0.21% +87 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 784 $399K 0.06% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 783 $399K 0.04% -50 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 782 $399K 0.06% +3 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 783 $399K 0.08% +164 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 781 $398K 0.12% +1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 780 $397K 0.08% -88 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 780 $397K 0.04% -75 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 779 $397K 0.03% -13 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 778 $397K 0.12% +35 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 778 $396K 0.04% -121 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 778 $396K 0.07% -32 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 777 $396K 0.15% +88 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 777 $396K 6.56% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 776 $395K 0.09% +13 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 775 $395K <0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 757 $394K 0.01% -40 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 771 $393K 0.05% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 656 $392K 0.24% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 769 $392K <0.01% -75 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 769 $392K 0.02% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 768 $391K <0.01% +23 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 750 $391K 0.07% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 767 $391K 0.05% -83 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 765 $390K 0.04% -1 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 761 $388K 0.14% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 759 $387K 0.09% +43 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 758 $386K 0.12% -153 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 757 $386K 0.13% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 757 $386K 0.01% -20,608 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 757 $386K 0.04% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 756 $385K 0.11% +10 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 755 $385K 0.18% -100 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 755 $384K 0.24% -307 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 754 $384K 0.02% +36 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 754 $384K 0.3% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 749 $382K 0.08% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 748 $381K 0.07% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 748 $381K 0.11% -53 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 747 $380K 0.02% +180 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 745 $380K 0.22% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 744 $379K 0.09% -221 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 742 $378K 0.07% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 742 $378K 0.05% +84 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 740 $377K 0.03% +297 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 734 $377K 0.14% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 739 $376K 0.2% +265 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 738 $376K 0.05% -8 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 737 $376K 0.2% +5 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 737 $375K 0.02% -1 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 736 $375K 0.18% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 731 $372K 0.15% -18 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 731 $372K 0.06% +2 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 728 $371K 0.03% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 726 $370K 0.03% -42 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 726 $370K 0.03% -436 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 725 $369K 0.14% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 724 $369K 0.06% -22 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 723 $368K 0.22% +16 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 722 $368K 0.14% -27 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 722 $368K 0.09% -36 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 721 $367K 0.09% -55 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 720 $367K 0.19% -31 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 719 $366K 0.02% -36 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 719 $366K 0.05% +237 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 718 $366K 0.06% -3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 717 $365K 0.16% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 716 $365K 0.04% +89 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 715 $364K 0.28% -307 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 713 $363K 0.1% +1 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 712 $363K 0.06% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 712 $363K 0.05% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 711 $362K 0.03% -4 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 710 $362K 0.15% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 708 $361K 0.02% +3 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 705 $359K 0.03% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 704 $359K 0.04% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 704 $359K 0.16% -104 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 703 $358K 0.15% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 702 $358K 0.02% -55 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 701 $357K 0.04% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 701 $357K 0.11% -19 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 700 $357K 0.35% 0 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 700 $356K 0.21% -9,591 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 695 $354K 0.02% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 695 $354K 0.02% +16 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 693 $353K 0.06% -800 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 692 $353K 0.04% +94 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 690 $352K 0.04% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 690 $351K 0.02% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 600 $350K 0.07% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 686 $349K 0.25% -117 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 685 $349K 0.08% -17 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 685 $349K 0.11% +26 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 685 $349K 0.08% +13 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 684 $349K 0.02% -75 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 682 $347K 0.27% 0 13F-HR Timeline