TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 7,870 $1.45M 0.66% +825 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,809 $1.44M 0.26% +629 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,787 $1.43M 0.14% new 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 7,770 $1.43M 1.46% 0 13F-HR/A Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 7,761 $1.43M 0.22% +293 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,706 $1.42M 0.14% +664 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 7,703 $1.42M 0.93% -141 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,667 $1.41M 0.04% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,659 $1.41M 0.41% -311 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,565 $1.39M 0.18% -1,719 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 7,539 $1.39M 0.84% +568 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,538 $1.39M 0.1% +81 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,531 $1.39M 0.08% -183 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,518 $1.38M 0.16% +166 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,518 $1.38M 0.05% -44 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 7,515 $1.38M 0.61% -45 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,509 $1.38M 0.34% -206 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,508 $1.38M 0.03% +213 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,494 $1.38M 0.06% +726 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,470 $1.38M 0.36% -2,530 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,444 $1.37M 0.54% +239 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,437 $1.37M 0.1% +296 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 7,435 $1.37M 0.56% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,383 $1.36M 0.05% -7,596 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,356 $1.35M 0.09% -3,779 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,347 $1.35M 0.22% -140 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 7,340 $1.35M 0.5% +494 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,338 $1.35M 0.12% -545 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,336 $1.35M 0.28% -374 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,407 $1.35M 0.35% +354 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,279 $1.34M 0.27% -70 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,276 $1.34M 0.06% +58 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,219 $1.34M 0.15% +623 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,256 $1.34M 1.02% -34 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,238 $1.33M 0.09% -259 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 7,237 $1.33M 0.33% +205 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,207 $1.33M 0.05% -35 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 7,164 $1.32M 0.89% +675 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,156 $1.32M 0.32% +337 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 7,140 $1.32M 0.42% -8,400 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,128 $1.31M 0.08% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,127 $1.31M <0.01% -127 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 7,100 $1.31M 0.08% +1,100 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,375 $1.31M 0.2% +77 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 7,048 $1.3M 0.85% 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 7,029 $1.29M 0.79% +656 13F-HR/A Timeline Apriem Advisors More: the full row for Apriem Advisors 6,993 $1.29M 0.12% +64 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,978 $1.29M 0.13% -124 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,938 $1.28M 0.07% +20 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,925 $1.28M 0.17% +193 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,918 $1.27M 0.03% +1,131 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,897 $1.27M 0.19% -155 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 6,893 $1.27M 1.04% -78 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,621 $1.26M 0.21% -176 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,831 $1.26M 0.04% +173 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,820 $1.26M 0.03% -445 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,795 $1.25M +1,490 Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 6,789 $1.25M 1.18% +377 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,782 $1.25M 0.05% -120 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,757 $1.24M 0.07% +107 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 6,738 $1.24M 0.54% 0 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 6,715 $1.24M 0.99% +615 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,688 $1.23M 0.19% +2 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,687 $1.23M 0.38% +18 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,573 $1.23M 0.05% +1,213 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 6,652 $1.23M 0.68% 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 6,608 $1.22M 0.84% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,605 $1.22M 0.16% +28 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,600 $1.22M 0.06% +303 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 6,600 $1.22M 0.06% 0 13F-HR Timeline Group LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,580 $1.21M 0.3% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,576 $1.21M 0.03% +731 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,566 $1.21M 0.46% +1,905 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,538 $1.2M 0.25% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 6,494 $1.2M 0.35% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,491 $1.2M 0.17% +26 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,471 $1.19M 0.2% -217 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,462 $1.19M 0.15% +240 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,449 $1.19M 0.95% -6 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,441 $1.19M 0.07% +128 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,419 $1.18M 0.16% +1,762 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,418 $1.18M 0.12% -1,633 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,387 $1.18M 0.02% +380 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,372 $1.17M 0.39% +569 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,367 $1.17M <0.01% +85 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,311 $1.16M 0.65% -688 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,297 $1.16M 0.03% +135 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,292 $1.16M 0.09% +1,400 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,286 $1.16M 0.44% -195 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,272 $1.16M 0.33% +1,772 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,261 $1.15M 0.22% +415 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,255 $1.15M 0.08% +155 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 6,254 $1.15M 0.49% +335 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,254 $1.15M 0.33% +449 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,231 $1.15M 0.12% +183 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,150 $1.13M 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,151 $1.13M 0.46% -63 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,149 $1.13M 0.22% new 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 6,130 $1.13M 1.08% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,125 $1.13M 0.13% +265 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 6,097 $1.12M 1.06% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,092 $1.12M 0.28% +2,917 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,090 $1.12M 0.13% -206 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,061 $1.12M 0.01% +8 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 6,058 $1.12M 0.52% +304 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,016 $1.11M 0.1% -12 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 6,007 $1.11M 0.03% -15 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,000 $1.11M 0.07% +4,400 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,000 $1.1M 0.32% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,990 $1.1M 0.17% -277 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,978 $1.1M 0.21% +163 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,951 $1.1M 0.33% -535 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,372 $1.09M 0.16% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,934 $1.09M 0.37% 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,929 $1.09M 0.41% +193 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,926 $1.09M 0.03% +368 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,908 $1.09M 0.75% -120 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,900 $1.09M 0.08% -3,412 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,885 $1.08M 1.1% -38 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,851 $1.08M 0.78% +462 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,833 $1.07M 0.2% +502 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,814 $1.07M 0.16% -39 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,810 $1.07M 0.05% -697 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,804 $1.07M 0.07% +1,220 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,778 $1.06M 0.39% -531 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,775 $1.06M 0.26% -98 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 5,771 $1.06M 0.94% 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,765 $1.06M 0.67% +1,599 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,750 $1.06M 0.22% +100 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,716 $1.05M 0.37% +70 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,710 $1.05M 0.32% -286 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,709 $1.05M 0.55% +230 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 5,700 $1.05M 0.03% +4,700 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,753 $1.05M 0.26% +84 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,682 $1.05M 0.11% +277 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 5,659 $1.04M 12.06% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,653 $1.04M 0.25% +37 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,651 $1.04M 0.1% +1,285 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,758 $1.04M 0.03% -753 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,607 $1.03M 0.04% +3,111 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 5,606 $1.03M 0.23% -529 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,601 $1.03M 0.14% -5 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,599 $1.03M 0.25% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,594 $1.03M 0.13% +2,019 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,573 $1.03M 0.06% -1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,573 $1.03M 0.01% -432 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 5,570 $1.03M 0.59% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,513 $1.02M 0.32% -5 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 5,484 $1.01M 0.46% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,482 $1.01M 0.21% -90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,479 $1.01M 0.55% +629 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,476 $1.01M 0.02% +1,457 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 5,475 $1.01M 0.7% +225 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,458 $1.01M 0.02% +304 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 5,446 $1M 0.78% +140 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 5,450 $1M 0.68% +59 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,436 $1M 0.03% +1,120 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,418 $998K 0.06% +732 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,418 $998K 0.07% -564 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,371 $989K 0.19% -133 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 5,371 $989K 0.95% 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,363 $988K 0.74% 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,361 $987K 0.69% +377 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,350 $985K 0.18% +1,700 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,346 $985K 0.07% +3,165 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 5,338 $983K 0.44% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,337 $983K 0.3% +680 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,254 $982K 0.29% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,329 $982K 0.38% -397 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,307 $978K 0.04% +336 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 5,300 $976K 0.13% 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,291 $975K 0.02% -300 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,273 $971K 0.01% -175 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,255 $968K 0.12% +338 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,211 $960K 0.03% +370 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,190 $956K 0.45% -429 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,318 $954K 0.15% -400 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,178 $954K 0.04% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,132 $945K 0.06% +42 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,117 $943K 0.09% +4,079 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,106 $941K 0.25% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 5,100 $939K 0.92% 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,088 $937K 0.83% 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,073 $934K 0.5% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,065 $933K 0.5% -1,243 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,862 $931K 0.07% +4,026 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,047 $930K 0.03% +1,103 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,040 $928K 0.04% -5,168 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,033 $927K 0.06% +24 13F-HR Timeline MEANS INVESTMENT CO., INC. 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