Bank of New Hampshire More: the full row for Bank of New Hampshire 460 $242K 0.06% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 460 $242K 0.05% -11 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 460 $242K 0.04% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 459 $242K 0.04% +25 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 459 $242K 0.07% new 13F-HR/A Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 459 $242K 0.26% -825 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 458 $241K 0.03% +317 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 458 $241K 0.17% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 458 $241K 0.02% +4 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 457 $241K 0.06% -29 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 456 $240K 0.14% -130 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 456 $240K 0.13% -267 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 455 $240K 0.05% 0 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 454 $239K 0.1% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 454 $239K 0.19% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 452 $238K 0.06% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 452 $238K 0.05% +3 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 450 $237K 0.14% -100 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 450 $237K 0.26% 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 450 $237K 0.04% +4 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 450 $237K 0.1% -25 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 448 $236K 0.09% -6 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 448 $236K 0.25% 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 447 $235K 0.05% -100 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 440 $235K 0.07% 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 445 $235K 0.01% -45 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 444 $234K 0.15% -12 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 460 $232K 0.04% -68 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 441 $232K 0.09% -57 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 441 $232K 0.01% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 441 $232K 0.13% +2 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 440 $232K 0.03% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 440 $232K 0.09% +58 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 440 $232K 0.04% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 440 $232K 0.03% +22 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 436 $230K 0.21% 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 435 $229K 0.03% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 435 $229K 0.13% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 435 $229K 0.2% 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 434 $229K 0.07% -9 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 434 $229K 0.05% +28 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 433 $228K 0.06% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 431 $227K 0.09% -60 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 431 $227K 0.04% -12 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 430 $226K 0.12% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 428 $225K 0.13% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 428 $225K 0.08% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 427 $225K 0.27% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 399 $224K 0.01% -148 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 425 $224K 0.11% -72 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 424 $223K 0.06% 0 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 422 $222K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 422 $222K 0.02% +50 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 422 $222K 0.04% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 421 $222K 0.02% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 418 $220K 0.03% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 417 $220K 0.04% -349 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 417 $220K 0.02% -36 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 416 $219K 0.01% -5 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 415 $219K 0.07% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 415 $219K 0.11% new 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 415 $219K 0.08% -23 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 415 $218K 0.06% -9 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 414 $218K 0.03% -57 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 414 $218K 0.07% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 414 $218K 0.09% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 441 $218K 0.04% 0 13F-HR/A Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 412 $217K 0.07% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 412 $217K 0.04% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 412 $217K 0.19% 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 412 $217K 0.13% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 411 $216K 0.19% 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 411 $216K 0.17% -27 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 410 $216K 0.03% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 410 $216K 0.08% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 409 $215K 0.11% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 409 $215K 0.02% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 409 $215K 0.08% -4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 408 $215K 0.02% -5,208 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 408 $215K 0.06% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 408 $215K <0.01% -57,771 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 403 $215K 0.06% -11 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 385 $215K 0.2% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 407 $214K 0.05% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 407 $214K 0.04% -5 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 405 $213K 0.2% 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 405 $213K 0.11% 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 404 $213K 0.02% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 404 $213K 0.07% +1 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 403 $212K 0.11% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 403 $212K <0.01% new 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 403 $212K 0.08% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 402 $212K 0.03% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 401 $211K 0.1% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 400 $211K 0.09% new 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 400 $211K 0.23% new 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 400 $211K <0.01% new 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 400 $211K 0.01% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 400 $211K 0.08% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 400 $211K 0.14% +40 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 400 $211K 0.14% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 400 $211K 0.12% 0 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 400 $211K 0.04% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 400 $211K 0.02% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 399 $210K 0.04% -72 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 399 $210K 0.12% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 398 $210K 0.02% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 398 $210K 0.08% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 398 $210K 0.01% +72 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 397 $209K 0.07% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 397 $209K 0.12% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 395 $208K 0.03% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 396 $208K 0.07% new 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 395 $208K 0.16% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 394 $207K 0.03% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 394 $207K 0.09% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 394 $207K 0.05% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 395 $207K 0.04% +204 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 393 $207K 0.04% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 393 $207K 0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 392 $206K 0.16% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 390 $205K 0.04% new 13F-HR/A Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 390 $205K 0.04% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 390 $205K 0.17% 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 389 $205K 0.11% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 389 $205K 0.07% new 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 389 $205K 0.15% new 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 388 $204K 0.19% 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 388 $204K 0.17% new 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 388 $204K 0.18% 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 388 $204K 0.16% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 384 $204K <0.01% -27,680 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 387 $204K 0.04% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 386 $203K 0.03% -26 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 386 $203K 0.04% 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 385 $203K 0.02% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 384 $202K 0.03% -333 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 409 $202K 0.07% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 383 $202K 0.11% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 383 $202K 0.05% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 383 $202K 0.08% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 383 $202K 0.17% -1,664 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 382 $201K 0.07% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 382 $201K 0.11% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 382 $201K 0.06% 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 383 $201K 0.15% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 381 $201K 0.05% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 381 $201K 0.05% -60 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 380 $200K 0.04% -5 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 380 $200K 0.03% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 380 $200K 0.13% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 380 $200K 0.17% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 376 $198K 0.11% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 370 $195K 0.16% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 369 $194K 0.06% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 368 $194K 0.02% -50 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 367 $193K 0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 364 $192K 0.04% -16 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 361 $190K 0.13% -15 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 361 $190K 0.12% -122 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 361 $190K 0.1% -556 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 356 $187K 0.07% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 354 $186K 0.05% +215 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 350 $184K 0.52% -143 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 345 $182K 0.02% +8 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 343 $181K 0.12% 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 342 $180K 0.1% -6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 338 $178K 0.07% +2 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 336 $177K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 329 $173K 0.06% +7 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 329 $173K 0.08% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 351 $173K 0.16% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 326 $172K 0.02% +47 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 326 $172K 0.06% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 321 $169K 0.05% -20 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 316 $166K 0.05% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 313 $165K 0.11% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 310 $164K 0.06% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 308 $162K 0.06% +42 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 303 $160K 0.03% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 300 $158K 0.02% 0 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 300 $158K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 289 $152K 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 275 $145K 0.09% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 273 $144K 0.07% 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 270 $142K 0.03% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 270 $142K 0.09% 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 270 $142K 0.03% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 269 $141K 0.05% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 266 $140K <0.01% -184 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 264 $139K 0.04% +19 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 261 $137K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 261 $137K 0.11% +77 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 260 $137K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 238 $125K 0.06% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 235 $124K 0.03% +17 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 232 $122K 0.15% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 230 $121K 0.02% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 228 $120K 0.02% +88 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 225 $118K 0.06% 13F-HR Timeline