Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 13,060 $932K 0.12% +1,000 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 13,027 $932K 0.25% -233 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13,028 $930K 0.23% -326 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13,020 $930K 0.25% +30 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 13,010 $929K 0.55% +190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 13,000 $928K 0.17% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 12,988 $927K 0.56% -1,082 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,976 $926K 0.32% +2,435 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 12,976 $926K 0.7% -213 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,939 $924K 0.07% +3,073 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 12,929 $923K 0.56% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 12,926 $923K 0.49% +3,247 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 12,925 $923K 0.13% +2,362 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 12,899 $921K 0.3% +99 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,878 $919K 0.47% +1,231 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 12,877 $919K 0.29% -402 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 12,452 $919K 0.76% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 12,846 $917K 0.5% +3,897 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 12,822 $915K 0.3% +186 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,816 $915K 0.32% -5,154 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,634 $912K 0.17% +9,749 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,735 $909K 0.01% +1,789 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,695 $906K 0.33% +461 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 12,623 $901K 0.46% +9,759 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 12,620 $901K 0.17% -140 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 12,590 $899K 0.15% -660 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 12,582 $898K 0.3% +1,534 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 12,169 $898K 0.67% -475 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 12,555 $896K 0.28% -959 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,542 $895K 0.07% +880 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12,540 $895K 0.09% -31 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 12,947 $893K 0.35% -918 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 12,500 $892K 0.23% -32,679 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,498 $892K 0.11% -4,523 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 12,489 $892K 0.4% -205 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 12,465 $890K 0.17% +1,526 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 12,460 $890K 0.27% +2,258 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 12,433 $888K 0.04% -16,069 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 12,415 $886K 0.22% +1,090 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,414 $886K 0.08% -1,963 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 12,404 $886K 0.17% +6,839 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 12,391 $885K 0.33% -260 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 12,368 $883K 0.02% +778 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,362 $883K 0.2% +423 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 12,350 $882K 0.48% -3,000 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 12,346 $882K 1.07% +472 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,325 $880K 0.1% +803 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 12,307 $879K 0.65% +5,816 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 12,306 $879K 0.6% -4,037 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 11,503 $878K 0.35% +3,199 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,273 $876K 0.09% -1,338 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 12,235 $874K 0.18% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 12,222 $873K 0.53% -334 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 12,319 $873K 0.15% -28,426 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 12,215 $872K 0.47% +955 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 12,214 $872K 0.08% +1,092 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 12,190 $870K 0.27% +100 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 12,150 $868K 0.08% -440 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 12,150 $868K 0.4% -810 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 12,143 $867K 0.26% +1,154 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 12,134 $866K 0.59% +29 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,112 $865K 0.26% -22 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 12,088 $863K 0.18% -682 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,080 $863K 0.04% -60 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,070 $862K 0.17% +2,780 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 12,070 $862K 0.47% +300 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,054 $861K 0.54% -560 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 12,041 $860K <0.01% -6,259,289 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 12,035 $859K 0.03% +5,100 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 12,034 $859K 0.48% +434 13F-HR Timeline Horiko Capital Management LLC More: the full row for Horiko Capital Management LLC 12,020 $858K 0.15% -64,027 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 11,976 $855K 0.07% +510 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 11,931 $852K 0.11% -2,426 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 11,920 $851K 1.2% +256 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 11,915 $851K 0.13% +121 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 11,910 $850K 0.12% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 11,898 $850K 0.63% -61 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 11,883 $848K 0.39% -22 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,880 $848K 0.48% -125 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 11,872 $848K 0.23% +1,053 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 11,850 $846K 0.34% +2,750 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,838 $845K 0.01% +1,743 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 11,797 $842K 0.36% +2,193 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 11,791 $842K 0.07% +322 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,780 $841K 0.03% -10,579 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 11,780 $841K 0.59% +3,155 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 11,763 $840K 0.1% +722 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 11,758 $840K 0.24% +1,261 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,749 $839K 0.14% -846 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,720 $837K 0.1% -100 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 11,692 $835K 0.07% +256 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 11,679 $834K 0.08% -200 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,676 $834K 0.11% -45 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 11,657 $832K 0.04% -22,177 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 11,632 $831K 0.53% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,629 $830K 0.07% -136 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 11,625 $830K 0.05% -733 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 11,616 $829K 0.05% -913 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,609 $829K 0.19% -25,825 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 11,514 $822K 0.63% +50 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 11,512 $822K 0.11% -59 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 11,497 $821K 0.68% -46 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 11,480 $820K 0.24% -513 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 11,468 $819K 0.46% -178 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,456 $818K 0.02% +318 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 11,451 $818K 0.01% -80 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 11,437 $817K 0.29% -5,397 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 11,436 $817K 0.37% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 11,417 $815K 0.46% +8,346 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,410 $815K 0.07% -1,775 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 11,407 $814K 0.04% -1,047 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 11,393 $813K 0.33% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 11,372 $812K 0.37% +620 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 11,372 $812K 0.09% +710 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,367 $812K 0.08% -113 13F-HR Timeline CNB Bank More: the full row for CNB Bank 11,365 $811K 0.32% -2,244 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 11,346 $810K 0.14% +2,245 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 11,334 $809K 0.14% +3,510 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 11,324 $809K 0.04% -28 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 11,308 $807K 0.05% -231,254 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,289 $806K <0.01% +1,585 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 11,285 $806K 0.28% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,254 $805K 0.03% +14 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 11,245 $803K 0.22% +1,876 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 11,245 $803K 0.17% +10,548 13F-HR/A Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 11,226 $802K 0.06% -21,286 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 11,225 $801K 0.44% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,215 $801K 0.05% -167 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 11,206 $800K 0.36% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 11,191 $799K 0.08% +3,636 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 11,189 $799K 0.06% +1,674 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 11,163 $797K 0.28% -2,001 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 11,159 $797K 0.03% +3,401 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 11,143 $796K 0.09% -1,224 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,143 $796K 0.08% -62 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 11,140 $795K 0.21% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 11,110 $793K 0.19% -70 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11,105 $793K 0.07% -911 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,412 $792K 0.07% -61 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,085 $791K <0.01% +76 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 11,068 $790K 0.42% -1,062 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 11,067 $790K 0.04% -1,682 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 11,040 $788K 0.26% +50 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 11,033 $788K 0.18% +10,373 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 11,032 $788K 0.05% -38 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 11,020 $787K 0.06% +20 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,009 $786K 0.06% -209 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 10,996 $785K 0.03% +52 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,025 $784K 0.04% +2,684 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 10,948 $782K 0.03% -500 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 10,948 $782K 0.35% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 10,945 $781K 0.15% -10,980 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,930 $780K 0.06% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,543 $778K 0.19% -203 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 10,900 $778K 0.14% +296 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,896 $778K 0.1% +1,881 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 10,870 $776K 0.39% +180 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 10,837 $774K 0.35% +112 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 10,810 $772K 0.1% -847 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 10,808 $772K 0.09% +4,433 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 10,800 $771K 0.46% +100 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,761 $768K 0.15% -435 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 10,708 $765K 0.5% +1,313 13F-HR/A Timeline First Bank & Trust More: the full row for First Bank & Trust 10,690 $763K 0.11% -2,281 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 10,686 $763K 0.38% -812 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,683 $763K 0.33% -2,237 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 10,680 $763K 0.24% +80 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 10,678 $762K 0.45% +5,404 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,676 $762K 0.23% -218 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 10,664 $761K 0.34% -129 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 10,645 $760K 0.51% +280 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 10,608 $757K 0.19% +5,378 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 10,600 $757K 0.09% +875 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 10,596 $757K 0.03% -386 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,542 $753K 0.06% +6,070 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,530 $752K 0.03% -945 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 10,530 $752K 0.25% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 10,513 $751K 0.16% +21 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,513 $751K 0.06% +67 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 10,508 $750K 0.08% +619 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 10,496 $749K 0.27% -78 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,494 $749K 0.14% -704 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,483 $748K 0.09% -286 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 10,482 $748K 0.41% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,465 $747K 0.15% -125 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,463 $747K 0.29% -2,720 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 10,460 $747K 0.32% +855 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 10,458 $747K 0.49% +1,331 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 10,447 $746K 0.19% -1,366 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,440 $745K 0.19% -6,254 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,433 $745K 0.05% -12,384 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,433 $745K 0.03% +903 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,421 $744K 0.34% +1 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,383 $741K 0.13% -2,421 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 10,375 $741K 0.35% -225 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 10,375 $741K 0.33% -1,076 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,360 $740K 0.06% -4,169 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,352 $739K 0.01% +2,098 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 10,331 $738K 0.14% +200 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 10,330 $738K 0.1% -608,097 13F-HR/A Timeline