Unified Investment Management More: the full row for Unified Investment Management 5,956 $1.02M 1.2% -510 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,946 $1.01M 1.71% -5,000 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,944 $1.01M 0.28% +113 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,917 $1.01M 0.19% +585 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,866 $1M 0.61% -28,402 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,852 $999K 0.19% +4,353 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,849 $998K 0.1% -17 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,848 $998K 0.56% -1,855 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,845 $997K 0.39% +33 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,810 $991K 0.11% -249 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 5,808 $991K 0.54% +296 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 5,768 $984K 0.05% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,766 $984K 0.03% -171 13F-HR/A Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 5,739 $979K 0.12% +4,877 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,700 $973K 0.13% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,670 $968K 0.08% -300 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 5,662 $966K 0.41% -1,171 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 5,661 $966K 0.26% -4,267 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,640 $962K 0.36% -1,698 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 5,553 $961K 0.51% -229 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,605 $956K 0.15% -321 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,604 $956K 0.05% +183 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,602 $956K 0.25% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,600 $956K 0.03% -120 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,549 $947K 0.6% +165 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,524 $943K 0.05% 0 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 5,524 $943K 1.1% -1,940 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 5,500 $939K 1.09% -2,625 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,458 $931K 0.18% +912 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,450 $930K <0.01% -1,688 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 5,410 $923K 0.18% -890 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 5,406 $922K 0.22% +2,352 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,405 $922K 0.04% +1,156 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,378 $917K 0.05% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,368 $916K 0.08% +53 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,354 $914K <0.01% -50 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,339 $911K 0.12% new 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 5,338 $911K 0.47% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,320 $908K 0.56% -371 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,320 $908K 0.04% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,254 $908K 0.4% -80 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,278 $901K 0.05% +1,493 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,264 $898K 0.05% -106 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 5,264 $898K 2.67% -1,252 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,235 $893K 0.16% -129 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,226 $892K 0.22% +200 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,223 $891K 0.38% +14 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,212 $889K 0.04% -1,156 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,177 $883K 0.57% -7,071 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,172 $883K 0.2% -6 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,125 $875K 0.12% -3,791 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,100 $870K 0.18% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,068 $865K 0.14% +30 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,605 $861K 0.08% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,044 $861K 0.39% +6 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,020 $857K 0.5% +2,250 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,005 $854K 0.15% +257 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,951 $845K 0.43% +636 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,950 $845K 0.72% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,945 $844K 0.16% +202 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,922 $840K 0.07% -24 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,914 $839K 0.19% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,890 $834K 0.06% +100 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,451 $831K 0.41% +517 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,816 $822K 0.02% +153 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,807 $820K 0.38% -5,780 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,802 $819K 0.07% +22 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,788 $817K <0.01% +278 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,786 $817K 0.02% +18 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,764 $813K 0.03% -447 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,754 $811K 0.11% +16 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,749 $810K 0.08% -5,057 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,752 $810K 0.09% +1,410 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,744 $810K 0.33% new 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,739 $809K 0.1% -355 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,703 $803K 0.07% +91 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,696 $801K 0.02% new 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,691 $800K 0.51% +1,519 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,687 $800K +3,267 Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,326 $799K 0.18% -300 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,680 $799K 0.24% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,675 $798K 0.27% -261,017 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,663 $796K 0.22% -51 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,650 $793K 0.39% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,644 $792K 0.03% +22 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,623 $789K 0.49% -10 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,615 $787K 0.29% +233 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,614 $787K 0.26% -6,192 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 4,607 $786K 2.98% -80,971 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 4,594 $784K -2,116 Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,591 $783K 0.19% -188 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,579 $781K 0.08% new 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 4,572 $780K 0.83% -275 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,559 $778K 0.7% +423 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,548 $776K 0.22% -132 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,548 $776K 0.45% -328 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,523 $772K 0.06% +276 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,522 $772K 0.14% 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,501 $768K 0.2% +725 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,500 $768K 0.34% 0 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,498 $768K 0.6% +318 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,491 $766K 0.19% +159 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,480 $764K 0.04% +1,386 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,479 $764K 0.09% +55 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,004 $763K 0.17% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,458 $761K 0.55% -42 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,441 $758K 0.07% +2,803 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,432 $756K 0.34% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,015 $755K 0.03% -647 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,415 $753K 0.07% +275 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,409 $752K 0.29% +59 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,393 $750K 0.04% +217 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,384 $748K 0.69% +827 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,382 $748K 0.35% -968 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,378 $747K 0.03% +216 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,360 $744K 0.24% +276 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,359 $744K 0.3% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,884 $740K 0.48% -14 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,279 $739K 0.11% -4,476 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,332 $739K -169 Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,319 $737K 0.28% -600 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,295 $733K 0.09% -779 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,292 $732K 0.06% +80 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,429 $732K 0.26% -91 13F-HR/A Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,287 $732K 0.06% +7 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,278 $730K 0.05% -70 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,274 $729K 0.09% +730 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,246 $725K 0.08% +78 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,246 $725K 0.02% -370 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,246 $725K 0.34% -214 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,230 $722K 0.64% +194 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,208 $718K 0.05% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,208 $718K 0.33% -98 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,199 $717K 0.02% +106 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,120 $712K 0.07% -209 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,162 $710K 0.02% +2,937 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,152 $708K 0.12% -14 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,149 $708K 0.06% -606 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,111 $702K 0.28% +535 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,105 $700K 0.03% +1,609 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,102 $700K 0.03% -296 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,716 $699K 0.1% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,091 $698K 0.06% -277 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,051 $694K 0.39% +1,538 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,058 $692K 0.02% +1,150 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,047 $691K 0.09% +55 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,041 $690K 0.07% +381 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,038 $689K <0.01% -420 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,823 $688K 0.2% -75 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,011 $684K 0.19% +13 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 4,000 $683K 0.1% -1,000 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 4,000 $683K 0.43% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,990 $681K 0.05% -20,727 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,989 $681K 0.07% -114 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,638 $680K 0.36% +102 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,981 $679K 0.87% -4,671 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,973 $678K 0.55% +402 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,957 $675K 0.19% +84 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,955 $675K 0.4% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,940 $672K 0.48% -168 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,403 $672K 0.31% +136 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,931 $671K 0.05% +60 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 3,930 $671K 0.53% -744 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,927 $670K 0.08% +40 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 3,917 $668K 0.2% -151 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,912 $668K 0.31% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VeraBank, N.A. More: the full row for VeraBank, N.A. 3,906 $667K 0.19% -186 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,905 $666K 0.05% -567 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,897 $665K 0.01% +14 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,894 $664K 0.06% +1,544 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,888 $663K 0.38% +200 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 3,878 $662K 0.2% -83 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,870 $660K 0.04% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,869 $660K 0.28% +13 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,843 $656K 0.3% +641 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,893 $655K 0.01% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,834 $654K 0.46% -48 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,831 $654K 0.05% +604 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,830 $654K 0.04% +80 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 3,816 $651K 0.03% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 3,814 $651K 0.08% +40 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,810 $650K 0.91% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,784 $646K 0.01% -104 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,777 $645K 0.56% +233 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,758 $641K 0.12% +117 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,750 $640K 0.46% -10 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,740 $638K 0.11% +1,999 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,740 $638K 0.06% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,738 $638K 0.24% +530 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,734 $637K 0.71% +544 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,722 $635K 1.32% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,710 $633K 0.06% +2,546 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,707 $633K 0.05% +161 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,697 $631K 0.26% +945 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,693 $630K 0.72% +320 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,682 $628K 0.06% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,659 $624K 0.12% +205 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,638 $621K 0.2% +78 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,624 $618K 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,623 $618K 0.07% +273 13F-HR Timeline