Columbia Asset Management More: the full row for Columbia Asset Management 1,100 $281K 0.05% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,100 $281K 0.08% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,100 $281K 0.15% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,099 $281K 0.01% +10 13F-HR Timeline City State Bank More: the full row for City State Bank 1,091 $279K 0.06% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,089 $278K 0.19% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,087 $278K 0.04% +15 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,084 $277K 0.02% +70 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,082 $277K 0.02% -179 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,076 $275K 0.09% +54 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,075 $275K 0.07% +31 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,073 $274K 0.04% +28 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,070 $274K 0.02% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,071 $274K <0.01% 0 13F-HR Timeline Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 1,070 $274K 0.18% -300 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,068 $273K 0.03% +14 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,065 $272K 0.04% -104 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,060 $271K 0.26% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,060 $271K 0.05% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,057 $270K 0.11% +3 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,057 $270K 0.03% -94 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,056 $270K 0.01% -111 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,054 $270K 0.06% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,051 $269K 0.02% -54 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,050 $268K 0.05% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,049 $268K 0.05% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,049 $268K 0.05% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,048 $268K 0.02% -35 13F-HR/A Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,047 $268K 0.12% -490 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,045 $267K 0.01% +150 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,045 $267K 0.01% -444 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 1,043 $267K 0.14% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,042 $266K 0.02% +19 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,037 $265K 0.03% +139 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,036 $265K 0.03% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,034 $264K 0.15% -46 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,033 $264K 0.02% +96 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,032 $264K <0.01% new 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,032 $264K 0.23% +7 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,032 $264K 0.01% -108 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,032 $264K 0.01% -92 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,026 $262K 0.08% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,022 $261K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,020 $261K 0.12% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 1,020 $261K 0.11% +4 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,019 $261K 0.02% -59 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,018 $260K 0.03% +14 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,017 $260K 0.1% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,018 $260K 0.05% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,016 $260K 0.03% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,016 $260K 0.04% -1,605 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 820 $259K 0.05% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,012 $259K 0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,010 $258K 0.01% +36 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,009 $258K 0.02% +78 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,008 $258K 0.23% -18 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,004 $257K 0.08% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,004 $257K 0.05% -4 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,001 $256K 0.02% -3 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,000 $256K 0.03% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,000 $256K 0.02% 0 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 1,000 $256K 0.07% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,000 $256K 0.12% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,000 $256K 0.01% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,000 $256K 0.05% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 997 $255K 0.04% +6 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 997 $255K 0.03% +81 13F-HR/A Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 996 $255K 0.06% new 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 996 $255K 0.05% new 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 990 $254K new Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 993 $254K 0.03% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 990 $253K 0.05% +1 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 982 $251K 0.02% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 984 $251K 0.06% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 982 $251K 0.06% +4 13F-HR Timeline Quarry LP More: the full row for Quarry LP 974 $249K 0.04% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 973 $249K 0.07% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 972 $249K 0.02% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 968 $247K 0.02% +56 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 968 $247K 0.02% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 968 $247K 0.52% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 967 $247K 0.02% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 966 $247K 0.05% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 962 $246K 0.05% -98 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 948 $246K 0.01% -5 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 958 $245K 0.02% +121 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 955 $244K 0.02% +108 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 953 $244K 0.03% +3 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 950 $243K 0.06% -50 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 950 $243K 0.06% 0 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 950 $243K 0.14% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 811 $242K 0.04% -191 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 948 $242K 0.05% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 947 $242K 0.21% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 945 $242K 0.11% +3 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 942 $241K 0.02% 0 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 942 $241K 0.03% +29 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 942 $241K 0.03% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 941 $241K 0.2% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 940 $240K 0.06% -3 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 935 $239K 0.22% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 933 $239K 0.01% +3 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 933 $239K 0.02% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 932 $238K 0.04% +5 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 931 $238K 0.15% -197 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 931 $238K 0.07% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 930 $238K 0.03% -257 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 928 $237K 0.04% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 928 $237K 0.01% -129 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 924 $236K 0.02% +14 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 922 $236K 0.14% -400 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 921 $235K 0.01% +52 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 920 $235K 0.04% +3 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 920 $235K 0.01% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 920 $235K 0.08% +3 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 912 $233K 0.03% +40 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 911 $233K 0.22% -39 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 910 $233K 0.01% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 910 $232K 0.04% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 906 $232K <0.01% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 906 $232K 0.03% +65 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 904 $231K 0.05% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 902 $231K 0.02% +13 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 902 $231K 0.02% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 902 $231K 0.01% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 902 $231K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 901 $230K 0.01% -963 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 900 $230K 0.03% +3 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 900 $230K 0.01% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 900 $230K 0.07% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 900 $230K 0.05% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 900 $230K 0.17% -17 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 897 $229K <0.01% -153 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 895 $229K 0.02% -22 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 891 $228K 0.06% +3 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 890 $228K 0.05% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 885 $226K 0.02% -69 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 885 $226K <0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 885 $226K 0.07% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 875 $224K 0.09% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 875 $224K 0.09% 0 13F-HR Timeline Group CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 873 $223K 0.13% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 872 $223K 0.04% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 871 $223K 0.06% +19 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 871 $223K 0.01% -1,142 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 784 $223K 0.08% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 869 $222K 0.03% -1,414 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 867 $222K 0.07% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 743 $222K 0.06% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 865 $221K 0.03% -19 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 864 $221K 0.04% -36 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 864 $221K 0.03% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 863 $221K 0.03% -20,421 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 819 $220K 0.02% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,749 $220K 0.04% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 860 $220K 0.09% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 857 $219K 0.02% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 857 $219K 0.03% -33 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 856 $219K 0.07% +5 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 854 $218K 0.02% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 852 $218K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 852 $218K 0.02% -23 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 852 $218K 0.06% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 851 $218K 0.01% new 13F-HR Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 850 $217K 0.02% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 849 $217K 0.02% -99 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 837 $217K 0.02% -112 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 848 $217K <0.01% +48 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 847 $217K 0.06% new 13F-HR Timeline MOTCO More: the full row for MOTCO 846 $216K 0.02% +6 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 842 $215K 0.1% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 838 $214K 0.01% -1 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 838 $214K 0.03% +3 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 837 $214K 0.08% +3 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 836 $214K 0.02% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 832 $213K 0.06% +3 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 830 $212K 0.01% -90 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 829 $212K 0.04% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 827 $211K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 826 $211K 0.02% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 824 $211K 0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 824 $211K 0.05% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 822 $210K 0.03% -131 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 820 $210K 0.1% new 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 819 $209K 0.07% new 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 818 $209K 0.05% -53 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 817 $209K <0.01% -10,564 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 817 $209K 0.08% new 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 817 $209K 0.05% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 817 $209K 0.03% -2 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 814 $208K 0.11% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 812 $208K 0.05% -4 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 812 $208K 0.01% -288 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 810 $207K 0.1% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 809 $207K 0.02% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 808 $207K 0.04% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 808 $206K 0.07% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 804 $206K 0.05% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 802 $205K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 803 $205K 0.02% -14 13F-HR Timeline