MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 925 $559K 0.05% -84 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 925 $559K 0.19% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 925 $559K 0.19% +137 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 925 $559K 0.05% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 923 $558K 0.16% -10 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 923 $558K 0.31% -198 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 873 $557K 0.3% +5 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 919 $555K 0.04% +58 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 916 $554K 0.16% new 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 914 $552K 0.54% +2 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 913 $552K 0.05% -69 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 913 $552K 0.36% -330 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 913 $552K 0.4% -269 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 912 $551K 0.08% +158 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 911 $551K 0.21% +247 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 911 $550K 0.08% -201 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 910 $550K 0.16% +5 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 905 $547K 0.22% 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 905 $547K 0.21% +23 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 905 $547K 0.02% +16 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 905 $545K 0.06% -150 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 900 $544K 0.18% -8 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 899 $543K 0.07% -11 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,058 $543K 0.15% +4 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 898 $543K 0.12% +4 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 893 $540K 0.04% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 893 $540K 0.03% +219 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 890 $538K 0.27% +15 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 890 $538K 0.06% 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 889 $537K 0.24% -7 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 888 $537K 0.11% +44 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 886 $535K 0.05% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 884 $535K 0.11% -223 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 883 $534K 0.12% -50 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 882 $533K 0.06% +9 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 882 $533K 0.15% +174 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 879 $531K 0.09% +11 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 878 $531K 0.05% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 878 $531K 2.58% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 927 $530K 0.06% +606 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 877 $530K 0.13% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 875 $529K 0.05% +92 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 874 $528K 0.15% +10 13F-HR/A Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 872 $527K 0.34% +179 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 871 $526K 0.21% +38 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 869 $525K 0.19% -141 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 868 $525K 0.12% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 865 $523K 0.04% +82 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 865 $523K 0.27% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 865 $522K 0.23% -1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 859 $519K 0.02% -24 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 859 $519K 0.25% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 858 $519K 0.08% +74 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 858 $519K 0.07% +2 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 857 $518K 0.19% +131 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 856 $518K 0.08% +33 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 855 $517K 0.06% +78 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 855 $517K 0.27% -25 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 852 $515K 0.01% -14,542 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 850 $514K 0.07% -162 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 850 $514K 0.07% -27 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 850 $514K 0.19% +3 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 847 $512K 0.1% -15 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 846 $511K 0.09% -92 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 846 $511K 0.35% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 845 $511K 0.18% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 844 $510K 0.01% +239 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 844 $510K 0.07% +3 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 844 $510K 0.01% new 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 843 $510K 0.1% +9 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 843 $510K 0.02% -6,718 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 842 $509K 0.24% +6 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 838 $508K 0.01% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 839 $507K 0.1% +9 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 838 $507K 0.03% -14 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 837 $506K 0.07% -26 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 836 $505K 0.14% -391 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 833 $504K 0.07% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 833 $503K 0.18% -24 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 833 $503K 0.24% -1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 833 $503K 0.06% -77 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 831 $502K 0.04% +176 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 827 $500K 0.05% -100 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 825 $499K 0.48% -150 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 822 $497K 0.3% +4 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 821 $496K 0.18% -44 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 816 $493K 0.3% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 812 $491K 0.36% +207 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 780 $490K 0.36% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 811 $490K 0.09% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 810 $490K 0.04% +3 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 810 $490K 0.05% +35 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 810 $490K 0.1% -1 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 810 $490K 0.23% new 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 $490K 0.02% -100 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 810 $490K 0.14% -684 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 797 $489K 0.01% -5 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 808 $488K 0.27% -42 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 807 $488K 0.43% 0 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 806 $487K 0.09% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 805 $487K 0.15% +102 13F-HR Timeline Bell Bank More: the full row for Bell Bank 804 $486K 0.02% -54 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 803 $485K 0.41% -134 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 802 $485K 0.23% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 801 $484K 0.06% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 801 $484K 0.17% +86 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 817 $484K 0.05% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 800 $484K 0.09% -200 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 799 $483K 0.1% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 757 $483K 0.05% +39 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 799 $483K 0.21% +71 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 800 $482K 0.2% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 795 $480K 0.02% -931 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 795 $480K 0.11% -91 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 793 $479K 0.05% +216 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 793 $479K 0.02% +113 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 792 $479K 0.04% -8 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 791 $478K 0.19% +22 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 789 $477K 0.4% +145 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 787 $476K 0.08% -149 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 785 $475K 0.25% -4 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 784 $474K 0.91% +1 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 783 $473K 0.06% +211 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 740 $472K 0.18% +13 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 779 $471K 0.08% +175 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 780 $471K 0.08% +8 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 780 $471K 0.16% +55 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 777 $469K 7.85% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mason & Associates Inc More: the full row for Mason & Associates Inc 784 $469K 0.09% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 776 $469K 0.13% +58 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 775 $468K <0.01% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 771 $466K 0.02% -506 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 771 $466K 0.07% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 770 $466K 0.02% +32 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 770 $465K 0.08% +35 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 770 $465K 0.03% +330 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 769 $465K 0.03% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 768 $464K 0.16% -356 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 768 $464K 0.29% -30 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 768 $464K 0.04% +116 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 750 $463K 0.09% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 766 $463K 0.29% -26 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 766 $463K 0.05% -4 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 765 $463K 0.17% -48 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 765 $462K 0.11% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 764 $462K 0.06% +25 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 764 $461K 0.05% +1 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 763 $461K 0.12% -16 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 763 $461K 0.27% +1 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 762 $461K 0.03% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 762 $461K 0.18% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 759 $459K 0.03% -206 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 758 $458K 0.1% -8 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 757 $458K 0.02% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 757 $458K 0.18% +10 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 755 $457K 0.03% +32 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 755 $456K 0.08% -101 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 754 $456K 0.39% -150 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 840 $455K 0.27% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 751 $454K 0.03% -109 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 751 $454K 0.27% -88 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 749 $453K 0.2% -24 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 749 $453K 0.21% -47 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 749 $453K 0.11% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 748 $452K 0.1% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 746 $451K 0.25% new 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 746 $451K 0.09% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 746 $451K 0.16% -37 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 746 $451K 0.07% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 745 $450K 0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 745 $450K 0.16% -3 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 745 $450K 0.3% -20 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 743 $449K 0.18% +16 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 743 $449K 0.06% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 742 $448K 0.01% 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 742 $448K 0.1% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 720 $448K 0.16% -5 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 741 $448K 0.02% +51 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 740 $447K 0.03% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 738 $446K 0.02% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 736 $445K 0.22% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 732 $443K 0.29% -7 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 849 $442K 0.22% -35 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 729 $440K 0.08% +1 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 728 $440K 0.04% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 726 $439K 0.16% -15 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 725 $438K 0.19% 0 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 724 $438K 0.74% -159 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 724 $438K 0.28% +1 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 723 $437K 0.1% -1 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 721 $436K 0.08% -32 13F-HR/A Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 718 $434K 0.02% +128 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 717 $434K 0.38% -1,735 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 717 $433K 0.24% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 716 $433K 0.12% +40 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 715 $432K 0.03% 0 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 712 $431K 0.13% -130 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 712 $430K 0.08% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 711 $430K 0.2% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 710 $429K 0.19% -20 13F-HR/A Timeline