NWAM LLC More: the full row for NWAM LLC 2,791 $274K 0.02% +2,530 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,033 $273K 0.11% +2,792 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,030 $273K 0.05% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,020 $272K 0.06% +2,819 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,015 $272K 0.04% +2,814 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,000 $270K 0.03% +2,800 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,000 $270K 0.03% +2,799 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,975 $268K 0.01% +2,782 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,970 $268K <0.01% +2,772 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,970 $268K 0.06% +2,772 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,955 $266K 0.03% 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,895 $265K 0.03% +2,183 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,940 $265K 0.05% +2,742 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,940 $265K 0.06% +2,744 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,940 $265K 0.08% +2,744 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,925 $264K 0.01% +2,717 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,910 $262K <0.01% +2,717 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,910 $262K 0.17% +2,716 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,895 $262K 0.06% +2,702 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,900 $261K 0.02% +2,704 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,895 $261K 0.01% +2,676 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,894 $261K 0.02% +2,691 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,880 $260K 0.02% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,865 $258K 0.01% +2,674 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,865 $258K 0.18% +2,667 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,860 $258K 0.07% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,847 $257K 0.01% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,805 $256K 0.09% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,840 $256K 0.1% +2,667 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,839 $256K 0.04% +2,666 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,829 $255K 0.19% +2,647 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,820 $254K 0.03% +2,632 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,805 $253K 0.02% +2,607 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,797 $252K 0.05% +2,611 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,790 $251K 0.03% +2,604 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,790 $251K 0.15% +2,607 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,775 $250K 0.01% +2,585 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,775 $250K 0.08% +2,590 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,771 $250K 0.01% +2,559 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,770 $250K 0.04% +2,589 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,757 $248K 0.02% +2,608 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,745 $247K 0.01% +2,562 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,735 $247K 0.04% +2,580 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,730 $246K 0.01% +2,398 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,730 $246K 0.15% +2,548 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,730 $246K 0.02% +2,548 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,724 $246K 0.01% +2,589 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,724 $246K 0.05% +2,549 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,721 $245K 0.01% +2,525 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,710 $244K 0.01% +2,545 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,700 $243K 0.01% +2,520 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,700 $243K <0.01% +2,470 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,690 $242K 0.11% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,640 $242K 0.13% +2,464 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,670 $241K 0.01% +2,493 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,654 $239K 0.03% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,648 $239K 0.01% +2,483 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,305 $238K 0.11% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,631 $237K 0.04% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,628 $237K <0.01% +2,442 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,628 $237K 0.04% +2,440 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,627 $237K 0.01% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,625 $237K 0.01% +2,450 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,625 $237K 0.05% +2,450 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,625 $237K 0.06% +2,444 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,610 $235K 0.01% +2,436 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,580 $233K 0.06% +2,408 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,555 $231K 0.16% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,555 $230K 0.01% +2,383 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,555 $230K 0.18% 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,550 $230K 0.03% +2,343 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,551 $230K 0.02% +2,311 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,550 $230K 0.05% +2,380 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,535 $228K 0.01% +2,347 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,532 $228K 0.1% +2,363 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,530 $228K <0.01% +2,363 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,523 $227K 0.01% +2,309 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,522 $227K 0.01% +1,638 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,520 $227K 0.03% +2,352 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,520 $227K 0.04% +2,352 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,520 $227K 0.08% +2,352 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,518 $227K 0.22% +2,331 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,505 $226K 0.33% +2,338 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,501 $225K 0.07% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,495 $225K 0.32% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,390 $224K 0.05% +2,231 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,490 $224K 0.01% +2,300 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,490 $224K 0.01% +2,324 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,475 $223K 0.02% +2,312 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,460 $222K 0.03% +2,317 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,445 $220K 0.08% +2,282 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,435 $219K 0.07% +2,276 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,401 $216K 0.04% +2,336 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,400 $216K 0.18% +2,244 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,400 $216K <0.01% +2,235 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,400 $216K 0.06% +2,240 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,400 $216K 0.02% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,400 $216K 0.29% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,400 $216K 0.12% +2,240 13F-HR/A Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,400 $216K 0.17% +2,233 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,385 $216K 0.09% +2,226 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,385 $215K 0.62% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,370 $214K 0.02% +2,211 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,355 $212K 0.04% +2,164 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,340 $211K 0.04% +2,184 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,325 $210K 0.05% +2,175 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,325 $210K 0.12% +2,170 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,325 $210K 0.03% +2,163 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,325 $210K 0.04% +2,178 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 177 $209K 0.13% -27 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,314 $209K 0.03% +2,171 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,310 $208K 0.02% +2,156 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,310 $208K 0.06% +2,161 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,306 $208K 0.09% +2,153 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,305 $208K 0.02% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,295 $207K 0.17% +2,142 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,280 $205K 0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 2,280 $205K 0.03% +2,124 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,275 $205K 0.02% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,275 $205K 0.17% +2,110 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,275 $205K 0.02% +2,099 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,270 $205K 0.03% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,254 $203K 0.04% +2,000 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,257 $203K 0.15% +2,102 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,250 $203K 0.03% +1,772 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,250 $203K 0.05% +2,100 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,979 $202K 0.14% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,232 $201K 0.01% +2,073 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,167 $201K 0.03% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,220 $200K 0.04% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,148 $194K 0.02% +1,999 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,145 $193K 0.02% +2,002 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,115 $191K 0.06% +1,974 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,013 $181K 0.01% +1,841 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,010 $181K 0.08% +2,009 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,966 $177K 0.06% +1,849 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,925 $174K 0.07% +1,802 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,920 $173K 0.01% +1,792 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 1,920 $173K 0.01% +1,792 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,846 $166K 0.02% +1,723 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,845 $166K 0.02% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,740 $157K 0.08% +1,640 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,740 $157K 0.01% +1,624 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,740 $157K 0.07% +1,622 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,710 $154K 0.15% +1,596 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,665 $150K 0.04% +1,664 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,650 $149K 0.01% +1,551 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,650 $149K 0.01% +1,547 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,620 $146K 0.02% +1,514 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,620 $146K 0.05% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,600 $144K <0.01% +1,219 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,538 $140K 0.01% +1,508 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,551 $140K 0.17% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,535 $138K 0.01% +1,287 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,535 $138K 0.03% +1,432 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,515 $137K 0.01% +1,495 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,500 $135K 0.07% +1,400 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,500 $135K 0.04% +1,400 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,440 $130K 0.03% +1,371 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,350 $122K <0.01% +1,260 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,350 $122K <0.01% +1,260 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,345 $121K 0.07% +1,202 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,343 $121K 0.01% +1,261 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,275 $115K 0.08% +1,190 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,272 $115K 0.04% +1,194 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,254 $113K 0.03% +1,169 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,215 $110K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,200 $108K 0.02% +1,120 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,192 $107K <0.01% +1,094 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 1,170 $105K 0.04% +1,092 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,149 $104K +1,072 Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,125 $101K 0.03% +1,065 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,119 $101K 0.02% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,080 $97.3K 0.02% +1,008 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,035 $93.3K 0.01% +960 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,005 $90.6K 0.06% +938 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,002 $90.3K 0.01% +928 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 982 $88.5K 0.06% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 960 $86.5K 0.05% +896 13F-HR Timeline Physician Wealth Advisors, Inc. 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Ltd, Zurich 822 $74.1K <0.01% +767 13F-HR/A Timeline Boit C F David More: the full row for Boit C F David 750 $67.6K 0.03% +700 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 750 $67.6K 0.02% +701 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 750 $67.6K 0.02% +581 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 740 $66.7K <0.01% +710 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 633 $64.7K 0.01% +592 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 667 $61.3K 0.05% +643 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 675 $60.8K 0.01% +630 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 645 $58.1K 0.04% +602 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 630 $56.8K 0.01% +588 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 630 $56.8K 0.02% +588 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. 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