Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,428 $341K 0.24% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,425 $341K 0.03% +36 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,424 $340K 0.22% -161 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,424 $340K 0.09% +14 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,422 $340K 0.2% +9 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,421 $340K 0.06% +239 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 2,418 $340K 0.41% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,216 $339K 0.04% -500 13F-HR Timeline Warwick Investment Management, Inc. 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Sherr & Co., LLC 2,237 $314K 0.15% -2,425 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,200 $313K 0.03% +7 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,221 $312K 0.01% +69 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,221 $312K 0.12% -249 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,220 $312K 0.17% 0 13F-HR Timeline Mascagni Wealth Management, Inc. 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(NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,153 $302K 0.11% +20 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,152 $302K 0.27% +58 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,150 $302K 0.05% +18 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,144 $301K 0.18% +84 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,143 $301K 0.04% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,137 $300K 0.11% -221 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,134 $300K 0.03% +22 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,131 $299K 0.14% +69 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,129 $299K 0.21% +187 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,125 $298K 0.08% new 13F-HR/A Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,124 $298K 0.05% +45 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 2,124 $298K <0.01% -371 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,089 $298K 0.05% -260 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,118 $297K 0.04% -73 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,117 $297K 0.02% -12 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,117 $297K 0.13% -325 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,115 $297K 0.06% +366 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,112 $297K 0.01% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,113 $297K 0.23% -55 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,110 $296K 0.1% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,108 $296K 0.07% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,739 $296K 0.16% -229 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,105 $296K 0.11% 0 13F-HR Timeline von Borstel & Associates, Inc. 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More: the full row for Rooted Wealth Advisors, Inc. 1,961 $278K 0.08% -1,307 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 1,976 $277K 0.03% -36 13F-HR Timeline TOBAM More: the full row for TOBAM 1,969 $277K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,970 $277K 0.16% +42 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,969 $277K 0.07% +4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,967 $276K 0.06% +26 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,967 $276K 0.05% +190 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,967 $276K 0.05% new 13F-HR/A Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 1,966 $276K 0.15% +94 13F-HR Timeline FDx Advisors, Inc. 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Inc 1,936 $272K 0.16% -571 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,936 $272K 0.11% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,931 $271K 0.03% +14 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,931 $271K 0.54% -23,883 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,930 $271K 0.07% +158 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 1,930 $271K 0.19% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,929 $271K 0.02% -7 13F-HR Timeline Sunflower Bank, N.A. 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