Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,875 $300K 0.01% +48 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,875 $300K 0.2% -35 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,736 $300K 0.04% +2 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,863 $298K 0.03% +41 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,862 $298K 0.18% -77 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,858 $297K 0.17% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,855 $297K 0.02% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,855 $297K 0.09% 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,848 $296K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,845 $295K 0.02% +134 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,845 $295K 0.25% 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,845 $295K 0.06% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,844 $295K 0.05% +190 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,842 $295K 0.03% -12 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,837 $294K 0.14% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,837 $294K 0.09% -191 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 1,833 $293K 0.02% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,830 $293K 0.13% -3 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,827 $292K 0.21% +19 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,824 $292K 0.12% -4 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 1,823 $292K 0.24% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,819 $291K 0.07% +75 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,735 $291K 0.01% +208 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,747 $290K 0.03% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,808 $290K 0.02% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,805 $289K 0.02% -50 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,805 $289K 0.07% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,805 $289K 0.1% new 13F-HR Timeline American Trust More: the full row for American Trust 1,803 $289K 0.02% +60 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,802 $288K 0.02% +72 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,801 $288K <0.01% -166 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,800 $288K 0.29% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,799 $288K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,794 $287K 0.16% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,792 $287K <0.01% -174,291 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,789 $286K 0.04% +18 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,785 $286K 0.04% -37 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,780 $285K 0.07% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,780 $285K 0.05% -67 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,779 $285K 0.08% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,778 $285K 0.08% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,777 $285K 0.02% +1 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,772 $284K 0.04% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,771 $284K 0.28% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,763 $282K 0.03% -27 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,761 $282K 0.04% +52 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,759 $282K 0.03% +45 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,759 $282K 0.09% -1 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,758 $282K 0.11% +1 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,801 $281K 0.13% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,754 $281K 0.02% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,753 $281K 0.12% -61 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,752 $280K 0.05% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,747 $280K 0.06% -17 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,743 $279K 0.1% 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,743 $279K 0.06% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,740 $279K 0.27% 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,735 $278K <0.01% new 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 1,735 $278K 0.06% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,731 $277K 0.04% +115 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,726 $276K 0.02% +33 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,725 $276K 0.07% +23 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 1,724 $276K 0.21% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,723 $276K 0.09% +1 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,718 $275K 0.01% -10 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,717 $275K 0.03% +4 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,711 $274K 0.05% +3 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,707 $273K 0.01% -55,333 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 1,707 $273K 0.06% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,707 $273K 0.09% +1 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,702 $272K <0.01% new 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,700 $272K 0.09% -35 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,700 $272K 0.01% -300 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,700 $272K 0.19% -26 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 1,700 $272K 0.16% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,697 $272K 0.18% 0 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,696 $272K 0.24% 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,692 $271K 0.05% -7 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,692 $271K 0.03% -65 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,691 $271K 0.04% -12 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,590 $270K 0.1% -6 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,688 $270K 0.01% +2 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,687 $270K 0.07% +26 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,686 $270K 0.01% +81 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,678 $269K 0.03% +36 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,677 $268K 0.01% -190 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,676 $268K 0.02% -150 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,675 $268K 0.03% -129 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,672 $268K 0.02% +23 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,672 $268K 0.01% +221 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,668 $267K 0.01% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,661 $266K 0.14% +4 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,660 $266K 0.07% +197 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,652 $264K 0.05% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,523 $264K 0.12% -82 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,649 $264K 0.06% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,643 $263K 0.09% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,642 $263K 0.07% -466 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,641 $263K 0.05% -52 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,640 $263K 0.06% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,636 $262K 0.03% +12 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,635 $262K 0.05% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,635 $262K 0.22% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,634 $262K 0.01% +1 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,631 $261K 0.04% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,625 $260K 0.21% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,620 $259K 0.06% -25 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,618 $259K 0.03% +5 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,615 $259K 0.18% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,614 $258K 0.08% -203 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 1,613 $258K 0.18% +10 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 1,613 $258K 0.24% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,608 $257K 0.04% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,608 $257K 0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1,680 $257K 0.24% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,601 $256K 0.06% -8 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,600 $256K 0.08% -300 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,600 $256K 0.1% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,599 $256K 0.04% +127 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,598 $256K 0.01% -392 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,595 $255K 0.17% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,592 $255K 0.1% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,592 $255K 0.09% -206 13F-HR/A Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,591 $255K 0.07% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,590 $255K 0.12% +239 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,589 $254K 0.52% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,588 $254K 0.03% +30 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 1,586 $254K 0.34% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,624 $254K 0.1% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,585 $254K 0.24% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,582 $253K 0.15% +87 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,581 $253K 0.08% +176 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,649 $253K 0.03% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,580 $253K 0.12% 0 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,580 $253K 0.02% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,579 $253K 0.05% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,571 $252K 0.02% -170 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,571 $252K 0.07% +300 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,569 $251K 0.05% +4 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,567 $251K 0.12% -203 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,567 $251K <0.01% +262 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,567 $251K 0.07% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,567 $251K 0.03% -40 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,600 $250K 0.17% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,559 $250K 0.03% 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,555 $249K 0.05% 0 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,554 $249K 0.18% 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,551 $248K 0.03% 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,551 $248K 0.02% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 1,550 $248K 0.23% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,549 $248K 0.15% -217 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,547 $248K 0.03% -132 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,545 $247K 0.03% +40 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 1,480 $247K 0.17% -11 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,544 $247K 0.02% -33 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,538 $246K 0.02% +209 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,537 $246K 0.03% -74 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,535 $246K 0.06% -147 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,524 $244K 0.02% +81 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,520 $243K 0.03% +242 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,520 $243K 0.07% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,518 $243K 0.05% +17 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,517 $243K 0.02% -18 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,517 $243K 0.02% +740 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 1,513 $242K 0.06% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,513 $242K 0.01% +13 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,505 $241K 0.05% +17 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,501 $240K 0.07% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,500 $240K 0.01% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,500 $240K 0.04% 0 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,500 $240K 0.09% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,496 $240K 0.02% +101 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,493 $239K 0.05% -34 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,489 $238K 0.02% +642 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,489 $238K 0.16% 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 1,485 $238K 0.15% 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 1,482 $237K 0.16% +2 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,482 $237K 0.02% -283 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,479 $237K 0.01% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,470 $235K 0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,463 $234K 0.01% +28 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,461 $234K 0.09% +1 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,454 $233K <0.01% +89 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,455 $233K 0.02% -36 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,452 $233K 0.07% +2 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,451 $232K 0.04% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,450 $232K 0.12% +1,036 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,448 $232K 0.03% +2 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,446 $232K 0.04% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,444 $231K 0.01% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,439 $230K 0.14% -30 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,435 $230K 0.11% +6 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,433 $229K 0.05% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,328 $229K 0.16% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,432 $229K 0.06% new 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,430 $229K 0.07% -60 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,430 $229K 0.06% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,430 $229K 0.07% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,428 $229K 0.08% -160 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,425 $228K 0.06% new 13F-HR Timeline