Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 12,746 $338K 0.22% -462 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 12,744 $338K 0.04% +352 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,737 $338K 0.1% -33,932 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,722 $338K 0.09% +1,942 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 12,714 $337K 0.01% +221 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 12,702 $337K 0.07% -124 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 12,697 $337K 0.07% -946 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 12,693 $337K 0.13% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 12,683 $336K 0.3% -435 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 12,650 $336K 0.23% -3,369 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 12,641 $335K 0.08% +3,547 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 12,625 $335K 0.08% -814 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,572 $334K 0.16% -4,729 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,577 $334K 0.22% +882 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,571 $334K 0.09% +669 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 12,560 $333K 0.08% +2,926 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 12,560 $333K 0.06% +199 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,040 $333K 0.04% -3,749 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 12,546 $333K 0.13% -1,195 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 12,531 $332K 0.08% -339 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 12,506 $332K 0.3% 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 12,500 $332K 0.06% -12,000 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,483 $331K 0.15% -4,982 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 12,481 $331K 0.03% -1,497 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 12,680 $331K 0.15% 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 12,467 $331K 0.39% -106 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 12,462 $331K 0.05% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 12,450 $330K 0.24% +403 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 12,450 $330K 0.11% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 12,427 $330K 0.12% -5,528 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,423 $330K 0.02% +208 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 12,395 $329K 0.2% +66 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12,443 $329K 0.05% -1,625 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 12,598 $329K 0.19% -170 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 12,379 $328K 0.01% -7,585 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 12,370 $328K 0.03% -1,173 13F-HR Timeline Group Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 12,365 $328K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 12,343 $327K 0.14% new 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 12,335 $327K 0.2% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 12,250 $325K 0.03% -969 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 12,239 $325K 0.05% -3,139 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,212 $324K 0.06% +2,852 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 12,198 $324K 0.35% -164 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 12,197 $324K 0.49% 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 12,195 $324K 0.08% 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 12,176 $323K 0.23% 13F-HR/A Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 12,160 $323K 0.08% -243 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 12,119 $322K 0.11% +576 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 12,115 $321K 0.14% -1,284 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 12,102 $321K 0.2% -22,468 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 12,095 $321K 0.17% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 12,050 $320K 0.07% -1,179 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 12,014 $319K 0.11% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,006 $319K 0.01% -1,691 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 11,985 $318K 0.24% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 11,974 $318K 0.09% -929 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,960 $317K 0.03% -5,368 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,929 $316K 0.09% +1,904 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,922 $316K 0.04% -1,299 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 11,867 $315K 0.12% -521 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 11,855 $315K 0.05% -152 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BIP Wealth, LLC More: the full row for BIP Wealth, LLC 11,853 $314K 0.02% +1,180 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,852 $314K 0.14% -6,908 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 11,828 $314K 0.24% -2,258 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 11,805 $313K 0.24% 0 13F-HR/A Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 11,802 $313K 0.19% -707 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,775 $312K 0.03% -1,759 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 11,770 $312K 0.36% 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 11,903 $312K 0.12% +239 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,761 $312K 0.03% -462 13F-HR/A Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 11,698 $310K 0.02% -59 13F-HR Timeline S&CO INC More: the full row for S&CO INC 11,700 $310K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,631 $309K 0.06% -362 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 11,629 $309K 0.1% -2,500 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,598 $308K 0.19% +513 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 11,595 $308K 0.25% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 11,575 $307K 0.04% -96 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 11,570 $307K 0.19% -11,080 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,543 $306K 0.04% +29 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,442 $306K 0.13% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 11,506 $305K 0.02% +1,968 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 11,468 $304K 0.14% -5,610 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 11,468 $304K 0.09% -73,584 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 11,461 $304K 0.03% -1,485 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 11,486 $304K 0.1% -171,298 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 11,444 $303K 0.15% -2,040 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 11,435 $303K 0.05% -342 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 11,419 $303K 0.16% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,390 $302K 0.04% +2,044 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 11,371 $302K 0.2% +1,553 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 11,370 $302K 0.11% +1,824 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 11,365 $302K 0.15% +263 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 11,363 $301K 0.24% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 11,362 $301K 0.21% 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 11,336 $301K 0.13% +300 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 11,332 $301K 0.2% -1,283 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 11,300 $300K 0.05% +1,957 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11,283 $299K 0.17% +3,645 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 11,279 $299K 0.12% +179 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 11,263 $299K 0.09% -5,367 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 11,204 $297K 0.09% 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 11,189 $297K 0.16% -1,014 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,184 $297K 0.03% -4,068 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,181 $297K 0.06% -16,755 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 11,173 $296K 0.09% -372 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 11,198 $296K 0.05% -600 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 11,150 $296K 0.08% -264 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 11,150 $296K 0.06% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 11,225 $296K 0.12% -775 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,125 $295K 0.01% -6,879 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 11,074 $294K 0.06% -13,631 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 11,070 $294K 0.03% -178 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 11,058 $293K 0.04% -1,120 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 11,056 $293K 0.36% +2,535 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 11,028 $293K 0.08% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 11,021 $292K 0.11% +2,521 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 10,998 $292K 0.1% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,995 $292K 0.02% +1,630 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 10,983 $291K 0.04% +182 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,960 $291K 0.03% -14,398 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 10,937 $290K 0.23% 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,924 $290K 0.24% 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 10,920 $290K 0.07% -1,886 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,912 $289K 0.03% -4,502 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,911 $289K 0.05% -5,908 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 10,001 $289K 0.02% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 10,884 $289K 0.06% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 10,880 $289K 0.06% -579 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,868 $288K 0.05% -1,147 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 10,844 $288K 0.11% -2,768 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 10,837 $288K 0.12% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 10,830 $287K 0.16% -4,014 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,822 $287K 0.1% 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 10,780 $286K 0.15% -1,276 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 10,758 $285K 0.17% +479 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 10,748 $285K 0.05% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 10,734 $285K 0.02% +1,710 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,734 $285K 0.07% -1,635 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 10,725 $285K 0.1% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 10,711 $284K 0.29% 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 10,703 $284K 0.05% -2,060 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 10,702 $284K 0.04% -4,548 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,675 $283K 0.09% -2,638 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,664 $283K 0.04% 0 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 10,659 $283K 0.31% 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 10,639 $282K 0.09% -3,702 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 10,606 $281K 0.05% 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 10,588 $281K 0.15% +2,533 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 10,626 $281K 0.37% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,580 $281K 0.02% +3,173 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,564 $280K 0.14% -1,258 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 10,563 $280K 0.16% -173 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,542 $280K 0.22% -26,993 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 10,532 $279K 0.25% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,514 $279K 0.06% -3,629 13F-HR Timeline Wills Financial Group, Inc. More: the full row for Wills Financial Group, Inc. 10,501 $279K 0.12% -2,832 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 10,468 $278K 0.12% +8,565 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 10,476 $278K 0.16% -1,479 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,471 $278K 0.11% -131 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 10,439 $277K 0.11% -670 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 10,437 $277K 0.04% -629 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,408 $276K 0.25% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 10,401 $276K 0.24% +334 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 10,394 $276K 0.06% +1,326 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 10,391 $276K 0.34% +1,575 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,353 $275K 0.14% -1,882 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 10,350 $275K 0.06% +9,000 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 10,388 $274K 0.1% -300 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 10,326 $274K 0.11% -50 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10,283 $273K 0.09% +1,717 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 10,210 $272K 0.03% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,238 $272K 0.03% -110 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,226 $271K 0.21% -22,613 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 10,176 $271K 0.1% +3 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,197 $271K 0.09% -12,122 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,193 $270K 0.11% -857 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 10,183 $270K 0.03% -676 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,177 $270K 0.07% -1,829 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 10,170 $270K 0.07% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 10,165 $270K 0.17% +1,650 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,158 $269K 0.03% -1,909 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 10,155 $269K 0.23% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 10,150 $269K 0.12% -1,050 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 10,129 $269K 0.03% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 10,135 $269K 0.26% 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 10,110 $268K 0.13% -31 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 10,109 $268K 0.09% -402 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,107 $268K 0.29% 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 10,100 $268K 0.01% 0 13F-HR/A Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,096 $268K 0.04% +776 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,088 $268K 0.08% -990 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 10,061 $267K 0.08% +1,072 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,058 $267K 0.15% -300 13F-HR/A Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 10,029 $266K 0.37% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 10,015 $266K 0.07% -2,793 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,981 $265K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9,964 $264K 0.18% 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,956 $264K 0.16% +33 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,953 $264K 0.03% -3,303 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 10,295 $264K 0.24% new 13F-HR Timeline