YANKCOM Partnership More: the full row for YANKCOM Partnership 3,576 $344K 0.14% -437 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,571 $343K 0.08% +1,310 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,567 $343K 0.09% +113 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,566 $343K 0.06% +104 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 3,561 $342K 0.28% -9,079 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,561 $342K 0.07% +161 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 3,556 $342K 0.2% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,415 $342K 0.08% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,550 $341K 0.19% -590 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,547 $341K 0.36% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 3,547 $341K 0.21% +1,366 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,543 $341K 0.24% +329 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,539 $340K 0.02% +306 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 3,537 $340K 0.28% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,531 $340K 0.04% -650 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,530 $339K 0.01% -100 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,523 $339K 0.17% +437 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,518 $338K 0.16% 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. 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More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 3,500 $337K <0.01% -1,035,150 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 3,500 $337K 0.18% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,500 $337K 0.07% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,500 $337K 0.19% -5,063 13F-HR Timeline Clarus Group, Inc. 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More: the full row for Core Wealth Advisors, Inc. 3,451 $332K 0.08% -495 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 3,446 $331K 0.09% +306 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,467 $331K 0.07% +2,305 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,444 $331K 0.1% -1,095 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,440 $331K 0.06% -100 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,438 $331K 0.09% +498 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,430 $330K 0.05% -2,214 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 3,429 $330K 0.22% +545 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,520 $330K 0.06% +885 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,426 $329K 0.15% +216 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,419 $329K 0.09% +716 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,418 $329K 0.03% -1,961 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,414 $328K 0.02% +24 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,410 $328K 0.07% +70 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,410 $328K 0.1% -140 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,407 $328K 0.09% +17 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,400 $327K 0.01% -140 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,396 $327K 0.05% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,395 $326K 0.03% +95 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 3,395 $326K 0.12% +1,185 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 3,810 $326K 0.3% 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,388 $326K +138 Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,387 $326K 0.21% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,382 $325K 0.16% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,382 $325K 0.07% +64 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 3,380 $325K 0.27% +157 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,360 $323K 0.04% +594 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,500 $322K 0.13% -150 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,351 $322K 0.05% -309 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,350 $322K 0.03% +150 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,350 $322K 0.05% +240 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 3,350 $322K 0.1% -20 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,345 $322K 0.02% +21 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,344 $322K 0.09% +378 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,341 $321K 0.09% +331 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,338 $321K 0.06% -726 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,331 $320K 0.06% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,330 $320K 0.11% -64 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,324 $320K 0.2% +405 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,313 $319K 0.12% +39 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,311 $318K 0.12% +496 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,308 $318K 0.06% -265 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,300 $317K 0.07% 0 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,298 $317K 0.24% 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,295 $317K 0.12% -25 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,363 $316K 0.07% -247 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 3,281 $315K 0.16% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,280 $315K 0.03% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,276 $315K 0.11% +967 13F-HR Timeline WEST PACES ADVISORS INC. 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More: the full row for Advance Capital Management, Inc. 3,244 $312K 0.01% -975 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,244 $312K 0.08% +216 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,230 $311K 0.02% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 3,234 $311K 0.09% +531 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,536 $311K 0.04% +396 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,219 $310K 0.04% -957 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,210 $309K 0.04% -513 13F-HR Timeline Hodges Capital Management Inc. 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More: the full row for SEARLE & CO. 3,200 $308K 0.08% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,195 $307K 0.13% +380 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,192 $307K 0.06% +894 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,188 $307K 0.03% -552 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,188 $307K 0.21% -142 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,186 $306K 0.03% +80 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,183 $306K 0.08% -437 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,183 $306K 0.21% +635 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,180 $306K 0.01% 0 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,180 $306K 0.02% +55 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,170 $305K 0.12% 0 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for IMG Wealth Management, Inc. 3,139 $302K 0.19% -81 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,138 $302K 0.07% +898 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,137 $302K 0.12% +220 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,132 $301K 0.07% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,130 $301K 0.21% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,129 $301K 0.09% +350 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,127 $301K 0.02% -30,214 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,039 $300K 0.1% -2 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,120 $300K 0.14% -18 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,117 $300K 0.03% -1,608 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,113 $299K 0.15% new 13F-HR Timeline Group Alpha Zero LLC More: the full row for Alpha Zero LLC 3,111 $299K 0.15% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,110 $299K 0.14% -50 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,103 $298K 0.12% -21 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,102 $298K 0.07% -85 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 3,100 $298K 0.25% +700 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,100 $298K 0.13% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,888 $297K 0.03% +447 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,090 $297K 0.08% +2,781 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,090 $297K 0.23% -5,641 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 3,090 $297K 0.1% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 3,083 $296K 0.13% -187 13F-HR Timeline Mystic Asset Management, Inc. 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More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,071 $295K 0.19% -2,755 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 3,071 $295K <0.01% -395,291 13F-HR Timeline 25 LLC More: the full row for 25 LLC 3,070 $295K 0.09% +623 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,063 $295K 0.05% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,062 $294K 0.12% +753 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 3,060 $294K 0.1% +260 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,060 $294K 0.11% +2,753 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,055 $294K 0.1% +275 13F-HR Timeline Group Aegis Wealth Management, Inc. 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More: the full row for Physician Wealth Solutions Inc. 3,030 $291K 0.12% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,024 $291K 0.15% +37 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,021 $290K 0.05% +471 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,020 $290K 0.07% +821 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,013 $290K 0.07% -23 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,012 $290K 0.11% +212 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,009 $289K 0.17% +4 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 3,006 $289K 0.13% -1,004 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,000 $288K 0.02% 0 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 3,000 $288K 0.01% new 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,994 $288K 0.18% +674 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,987 $287K 0.19% -777 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. 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More: the full row for Brand Asset Management Group, Inc. 2,970 $286K 0.07% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,957 $284K 0.18% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,033 $284K 0.1% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,950 $284K 0.01% -1,721 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,950 $284K 0.11% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,942 $283K 0.02% 0 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 2,941 $283K 0.19% 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,930 $282K 0.03% +2,930 13F-HR Timeline RS CRUM INC. 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