IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 704 $406K 0.22% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 704 $406K 0.27% -10 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 703 $405K 0.03% -6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 694 $405K 0.18% +124 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 702 $405K 0.08% +250 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 702 $405K 0.17% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 701 $404K 0.11% -31 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 700 $404K 0.19% new 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 700 $404K 0.03% +337 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 700 $403K 0.1% +101 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 699 $403K 0.18% 0 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 698 $402K 0.27% -10 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 698 $402K 0.07% +107 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 600 $401K 0.39% +4 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 694 $400K 0.23% +82 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 694 $400K 0.29% -64 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 692 $399K 0.14% +329 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 691 $398K 0.09% -40 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 691 $398K 0.28% +101 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 692 $398K 0.29% +245 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 690 $398K 0.15% +56 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 689 $397K 0.15% -5 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 769 $397K 0.19% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 689 $397K 0.56% new 13F-HR/A Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 688 $397K 0.36% +269 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 688 $397K 0.16% +20 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 687 $396K 0.08% +22 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 686 $395K 0.03% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 662 $395K 0.35% +45 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 685 $395K 0.07% 0 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 685 $395K 0.15% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 684 $394K 0.11% +40 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 684 $394K 0.16% +1 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 660 $394K 0.22% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 682 $393K 0.04% 0 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 680 $392K 0.05% +630 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 679 $392K 0.27% +85 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 677 $390K 0.08% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 676 $390K 0.04% +6 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 676 $390K 0.18% +1 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 664 $389K 0.26% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 675 $389K 0.2% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 675 $389K 0.15% +64 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 674 $388K 0.22% -43 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 672 $387K 0.2% +24 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 672 $387K 0.04% +125 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 671 $387K 0.26% +26 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 660 $387K 0.28% +2 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 670 $386K 8.34% -2,526 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 669 $386K 0.25% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 666 $384K 0.16% -75 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 666 $384K 0.09% +62 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 665 $383K 0.2% +4 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 664 $383K 7.16% +140 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 662 $382K 0.06% +55 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 657 $379K 0.41% +107 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 656 $378K 0.07% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 655 $378K 0.04% +72 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 655 $378K 0.19% +86 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 655 $378K 0.11% +123 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 654 $377K 0.25% +7 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 654 $377K 0.02% -561 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 652 $376K 0.14% +262 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 650 $375K 0.02% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 650 $375K 0.08% +286 13F-HR/A Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 650 $375K 0.11% 0 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 650 $375K 0.23% +92 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 650 $375K 0.16% -60 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 646 $372K 0.11% +40 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 645 $372K 0.35% +85 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 645 $372K 0.07% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 645 $372K 0.14% +57 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 645 $372K 0.27% -37 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 645 $372K 0.27% new 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 641 $369K 0.11% +64 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 639 $369K 0.04% +174 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 639 $368K 0.21% -1 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 638 $368K 0.1% +27 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 638 $368K 0.21% +38 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 637 $367K 0.13% -1,886 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 636 $367K 0.15% +79 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 634 $366K 0.03% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 634 $365K 0.07% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 633 $365K 0.09% -37 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 631 $364K 0.21% +26 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 629 $363K 0.14% +4 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 634 $362K 0.11% +2 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 629 $362K 0.13% +54 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 627 $361K 0.29% +1 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 626 $361K 0.11% -50 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 626 $361K 0.2% +21 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 626 $361K 0.15% +1 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 744 $361K 0.17% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 623 $359K 0.09% -75 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 622 $359K 0.08% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 622 $359K 0.32% +50 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 621 $358K 0.01% -57 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 619 $357K 0.18% +34 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 619 $357K 0.1% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 617 $356K 0.1% +262 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 617 $356K 0.12% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 617 $356K 0.55% -3 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 617 $356K 0.05% -9,196 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 617 $356K 0.31% +98 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 617 $356K 0.07% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 615 $355K 0.32% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 604 $354K 0.12% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 612 $353K 0.14% -80 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 610 $352K 0.05% +120 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 608 $350K 0.26% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 607 $350K 6.08% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chris Bulman Inc More: the full row for Chris Bulman Inc 607 $350K 0.22% +112 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 605 $349K 0.04% -9 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 604 $348K 0.23% 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 603 $348K 0.07% +5 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 602 $347K 0.83% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 602 $347K 0.11% +289 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 602 $347K 0.09% -8 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 601 $346K 0.1% -2 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 600 $346K 0.14% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 600 $346K 0.17% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 600 $346K 0.25% +5 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 662 $345K 0.04% +78 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 598 $345K 0.19% +3 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 598 $345K <0.01% +15 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 596 $343K 0.07% -1,091 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 595 $343K 0.03% +44 13F-HR Timeline Group Orion Investment Co More: the full row for Orion Investment Co 595 $343K 0.14% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 592 $341K 0.14% -243 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 590 $340K 0.12% -1,450 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 589 $339K 0.14% -15 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 583 $339K 0.26% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 588 $339K 0.05% -12 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 588 $339K 0.06% +10 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 586 $338K 0.19% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 584 $336K 0.16% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 583 $336K 0.27% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 582 $335K 0.08% -9 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 580 $334K 0.11% -16 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 579 $334K 0.1% -1,352 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 579 $334K 0.09% +3 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 578 $333K 0.12% +17 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 577 $333K 0.14% +7 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 577 $333K 0.14% -44 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 577 $333K 0.13% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 577 $333K 0.05% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 577 $333K 0.1% +58 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 577 $332K 0.14% -12 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 576 $332K 0.14% +212 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 576 $332K 0.05% -51 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 576 $332K 0.23% new 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 575 $331K 0.27% +1 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 575 $331K 0.06% -15 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 574 $331K 0.2% 0 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 574 $331K 0.01% new 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 572 $330K 0.19% +34 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 573 $330K 0.1% +1 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 572 $330K <0.01% +27 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 570 $329K 0.06% -6 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 569 $328K 0.1% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 569 $328K 0.07% new 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 568 $327K 0.13% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 568 $327K 0.27% +16 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 567 $327K 0.42% -1,316 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 567 $327K 0.02% -252 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 566 $326K 0.3% +11 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 566 $326K 0.1% -55 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 566 $326K 0.33% 0 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 565 $326K 0.17% 0 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 564 $325K 0.23% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 563 $324K 0.02% new 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 562 $324K 0.18% +13 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 562 $324K 0.03% +74 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 561 $323K 0.21% -27 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 558 $322K 0.08% +35 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 558 $322K 0.11% +13 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 558 $322K 0.02% -201 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 554 $319K 0.21% +18 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 553 $319K 0.26% -246 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 553 $319K 0.37% +22 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 552 $318K 0.19% +135 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 551 $318K 0.1% -196 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 550 $317K 0.2% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 550 $317K 0.12% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 550 $317K 0.15% 0 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 549 $316K 0.15% +36 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 547 $316K 0.11% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 546 $314K 0.13% -28 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 545 $314K 0.05% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 545 $314K 0.16% -135 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 541 $312K 0.16% -72 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 539 $311K 0.12% -20 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 538 $310K 0.22% +20 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 538 $310K 0.04% -40 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 537 $310K 0.21% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 537 $310K 0.32% +8 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 537 $310K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 536 $309K 0.3% -10 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 536 $309K 0.25% -251 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 536 $309K 0.18% +19 13F-HR Timeline