Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 637 $285K 0.05% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 637 $285K 1.37% +24 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 635 $284K 0.25% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 634 $283K 0.19% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 633 $283K 0.09% -66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 647 $282K 0.06% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 631 $282K 0.12% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 630 $281K 0.05% +35 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 630 $281K 0.07% -1,828 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 630 $281K 0.04% +63 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 630 $281K 0.12% -466 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 628 $281K 0.09% +29 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 625 $279K 0.06% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 625 $279K 0.04% +182 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 625 $279K 0.1% +60 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 624 $279K 0.3% -810 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 621 $277K 0.08% +100 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 620 $277K 0.01% -93 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 619 $277K 0.09% +85 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 617 $276K 0.1% +6 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 616 $275K 0.07% +200 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 614 $274K 0.02% -135 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 614 $274K 0.14% new 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 612 $273K 0.16% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 611 $273K 0.1% +2 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 611 $273K 0.03% -207 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 611 $273K 0.04% +89 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 610 $273K 0.03% +83 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 610 $272K 0.02% -18 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 608 $272K 0.15% -6 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 607 $271K 0.05% +59 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 606 $271K 0.11% +28 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 606 $271K 0.18% -645 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 606 $271K 0.17% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 605 $270K 0.04% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 605 $270K 0.14% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 604 $270K 0.3% +54 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 600 $269K 0.03% -6,034 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 579 $269K 0.03% -31 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 601 $268K 0.11% -6 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 601 $268K 0.07% +2 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 600 $268K 0.06% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 600 $268K 0.07% -8 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 600 $268K 0.15% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 598 $267K 0.03% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 597 $267K 0.04% -12 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 551 $267K 0.13% 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 596 $266K 0.26% +70 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 593 $266K 0.07% -2,437 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 595 $266K 0.12% +4 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 595 $266K 0.06% +130 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 593 $265K 0.23% -29 13F-HR/A Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 592 $264K 0.19% -11 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 591 $264K 0.04% -150 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 589 $263K 0.13% +2 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 588 $262K 0.02% -59 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 549 $262K 0.15% +4 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 585 $261K 0.11% +105 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 585 $261K 0.03% +47 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 584 $261K 0.27% -43 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 580 $259K 0.05% +18 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 579 $259K 0.05% -51 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 579 $259K 0.13% new 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 579 $259K 0.21% +11 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 577 $258K 0.22% -24 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 576 $257K 0.03% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 575 $257K 0.11% -500 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 575 $257K 0.04% -38 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 575 $257K 0.33% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 574 $256K 0.01% -1,104 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 574 $256K 0.02% +420 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 572 $256K 0.03% -23 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 572 $255K 0.19% +2 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 572 $255K 0.23% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 571 $255K 0.06% -3 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 571 $255K 0.07% +3 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 571 $255K 0.02% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 569 $254K 0.03% +121 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 568 $254K 0.03% -54 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 567 $253K 0.16% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 566 $253K 0.05% +1 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 564 $252K 0.03% +67 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 564 $252K 0.17% +131 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 563 $251K 0.03% -42 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 561 $251K 0.26% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 560 $250K 0.08% +2 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 560 $250K 0.06% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 558 $249K 0.04% -70 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 557 $249K 0.01% -92 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 520 $249K 0.22% -13 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 555 $248K 0.01% +3 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 554 $248K 0.02% -50 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 554 $247K 0.34% -182 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 553 $247K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 552 $247K 0.23% -88 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 551 $246K 0.01% +64 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 551 $246K 0.03% -153 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 551 $246K 0.11% +188 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 550 $246K 0.07% -12 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 550 $246K 0.02% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 550 $245K 0.12% -241 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 549 $245K 0.04% +92 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 549 $245K 0.09% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 549 $245K 0.18% 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 550 $245K 0.03% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 544 $243K 0.16% +69 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 543 $243K 0.15% -10 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 542 $242K 0.1% -3 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 542 $242K 0.11% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 542 $242K 0.01% +20 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 541 $242K 0.14% -23 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 541 $242K 0.03% +25 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 540 $241K 0.01% -3,660 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 540 $241K 0.07% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 540 $241K 0.03% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 540 $241K 0.2% +17 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 540 $241K 0.21% +450 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 511 $241K 0.04% -23 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 539 $241K 0.02% +8 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 538 $241K 0.14% -32 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 538 $240K 0.01% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 538 $240K 0.02% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 538 $240K 0.07% +1 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 537 $240K 0.04% +37 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 537 $240K 0.34% -159 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 537 $240K 0.05% +58 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 537 $240K 0.07% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 537 $240K 0.07% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 536 $239K 0.09% +93 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 535 $239K 0.02% -313 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 534 $239K 0.19% +20 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 533 $238K 0.1% +23 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 533 $238K 0.18% -19 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 532 $238K 0.06% -143 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 529 $236K 0.06% new 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 529 $236K 0.1% 0 13F-HR/A Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 511 $236K 0.04% +71 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 527 $235K 0.09% -260 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 526 $235K 0.11% -385 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 526 $235K 0.09% +11 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 526 $235K 0.02% -10 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 524 $234K 0.08% -15 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 523 $234K 0.19% -107 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 522 $233K 0.05% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 521 $233K 0.02% +95 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 520 $232K 0.15% +28 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 518 $231K 0.18% -18 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 514 $230K 0.02% -1 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 513 $229K 0.1% -23 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 510 $228K 0.33% -49 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 510 $228K 0.08% -5 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 509 $227K 0.12% +1 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 509 $227K 0.1% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 509 $227K 0.03% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 507 $226K 0.05% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 507 $226K 0.06% -903 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 507 $226K 0.18% 0 13F-HR/A Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 506 $226K <0.01% -83 13F-HR Timeline Group Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 506 $226K 0.07% +6 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 507 $226K 0.03% -39 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 506 $226K 0.02% +2 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 505 $226K 0.03% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 505 $226K 0.05% -232 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 505 $226K 0.19% 0 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 505 $226K 0.06% -636 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 505 $225K 0.04% -272 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 504 $225K 0.12% -240 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 503 $225K <0.01% -766 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 503 $225K 0.11% +6 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 502 $224K 0.05% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 502 $224K 0.06% -21 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 502 $224K 0.01% -45 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 501 $224K 0.15% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 506 $223K 0.01% -171 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 500 $223K 0.01% -6 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 500 $223K 0.12% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 500 $223K 0.05% -36 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 467 $223K <0.01% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 499 $223K 0.26% -75 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 494 $221K 0.06% -742 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 494 $221K 0.03% -113 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 454 $221K 0.07% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 494 $220K 0.03% +30 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 492 $220K 0.02% +26 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 492 $220K 0.03% -94 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 492 $220K 0.02% -38 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 492 $220K 0.25% -10 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 492 $220K 0.11% -38 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 491 $220K 0.01% -40 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 491 $219K 0.06% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 490 $219K 0.05% -8 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 489 $219K 0.16% -31 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 490 $218K 0.01% +36 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 488 $218K 0.12% +355 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 488 $218K 0.14% +4 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 487 $218K 0.02% +9 13F-HR/A Timeline Cercano Management LLC More: the full row for Cercano Management LLC 486 $217K 0.01% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 484 $216K 0.1% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 483 $216K 0.06% +11 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 483 $216K 0.01% +6 13F-HR Timeline