EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,177 $565K 0.03% -115 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,175 $564K <0.01% new 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 3,171 $564K 0.28% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,166 $563K 0.05% +813 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,147 $559K 0.13% +332 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,144 $559K 0.04% +20 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,142 $558K 0.56% 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,802 $557K 0.06% +68 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,126 $556K 0.16% +1,268 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,123 $555K 0.38% +54 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,122 $555K 0.29% -3,278 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 3,106 $552K <0.01% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,103 $552K 0.23% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,100 $551K 0.07% -400 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 3,096 $550K 0.35% +40 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,095 $550K 0.07% -75 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,093 $550K 0.03% +20 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,089 $549K 0.02% -869 13F-HR Timeline Group Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,078 $547K 0.14% +775 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,075 $547K 0.03% +822 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 3,047 $542K 0.43% 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,036 $540K 0.36% 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 3,026 $538K 0.15% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,021 $537K 0.03% +264 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,021 $537K 0.1% -524 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,020 $537K 0.11% +16 13F-HR/A Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,755 $537K 0.26% +621 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 3,013 $535K 0.22% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,000 $533K 0.11% new 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,000 $533K 0.29% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,997 $533K 0.27% +295 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,996 $533K 0.16% +13 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,991 $532K 0.47% +165 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,988 $531K <0.01% 0 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,980 $530K 0.15% -120 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,973 $528K 0.11% +642 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,921 $528K 0.05% +247 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,965 $527K 0.03% +59 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,964 $527K 0.04% -35 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,960 $526K 0.15% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,960 $526K 0.16% -234 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,959 $526K 0.12% -567 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,950 $524K 0.31% 0 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 2,947 $524K 0.47% 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,544 $524K 0.11% +94 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 2,928 $520K 0.05% +30 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,928 $520K 0.15% +15 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,928 $520K 0.26% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,924 $520K 0.15% +41 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,062 $519K 0.08% -143 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,918 $519K 0.06% +139 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,915 $518K 0.03% -143 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,914 $518K 0.14% +214 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,913 $518K 0.06% +417 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,903 $516K 0.04% new 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 2,900 $515K 0.48% 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 2,900 $515K 0.08% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,898 $515K 0.12% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,893 $514K 0.01% +318 13F-HR Timeline Group EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 2,893 $514K +935 Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 2,890 $514K 0.02% +1,531 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,889 $514K 0.09% +30 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,887 $513K 0.04% -1,844 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,883 $512K 0.47% -189 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,882 $512K 0.05% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,877 $511K 0.06% -1,284 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,877 $511K 0.11% +1,444 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,872 $510K 0.23% +9 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,863 $509K 0.05% -25 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,859 $508K 0.02% -27 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,850 $507K 0.02% -225 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,849 $506K 0.08% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,843 $505K 0.16% -366 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,824 $502K 0.27% -55 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,821 $501K 0.06% +1,484 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,820 $501K 0.08% +154 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,818 $501K 0.26% -45 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,817 $501K 0.2% -73 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,805 $499K 0.04% +602 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,802 $498K 0.12% -139 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,800 $498K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,795 $497K 0.24% +1,415 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 2,791 $496K 0.2% +1,572 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,777 $494K 0.07% -60 13F-HR/A Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,763 $491K 0.26% -30 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,764 $491K <0.01% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,761 $491K 0.16% +738 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,752 $489K 0.11% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,748 $488K 0.32% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,741 $487K 0.11% -1,628 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 2,737 $487K 0.17% +1,352 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,733 $486K 0.03% -351 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,730 $485K 0.24% -532 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,725 $484K 0.06% -398 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,723 $484K 0.34% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,719 $483K 0.26% -58 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,717 $483K 0.42% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,709 $482K 0.05% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,842 $479K 0.11% +28 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 2,694 $479K 0.12% -16,275 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,689 $478K 0.02% +130 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,676 $476K 0.08% +872 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,674 $475K 0.11% +396 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,670 $475K 0.25% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2,669 $474K 0.21% +825 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,665 $474K 0.05% +106 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,662 $473K 0.04% +301 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,658 $472K 0.25% -31 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,657 $472K 0.06% +143 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,655 $472K 0.03% -84 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,654 $472K 0.13% -254 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,651 $471K 0.07% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,645 $470K 0.08% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,642 $470K <0.01% +1,842 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,643 $470K 0.04% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,642 $470K 0.25% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,637 $469K 0.29% +3 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,623 $466K 0.06% -486 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 2,621 $466K 0.46% 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,620 $466K 0.13% +85 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,615 $465K 0.29% 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,612 $464K 0.29% +49 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 2,608 $464K 0.2% -35 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 2,603 $463K 0.41% +2,560 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,600 $462K 0.08% +41 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,600 $462K 0.1% +261 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,600 $462K 0.38% -50 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,599 $462K 0.17% -103 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,589 $460K 0.28% 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 2,588 $460K 0.43% 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,491 $459K 0.03% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,575 $458K 0.12% -100 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,569 $457K 0.18% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,568 $456K 0.02% -8 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,563 $456K 0.1% +50 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,561 $455K 0.29% +11 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,557 $455K 0.01% +80 13F-HR Timeline Group Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 25,535 $454K 0.16% -650 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,550 $453K 0.1% -3 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 2,543 $452K 0.18% 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,542 $452K 0.02% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,537 $451K 0.19% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,534 $450K 0.15% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,531 $450K 0.14% +103 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 2,525 $449K 0.19% -1,250 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,524 $449K 0.19% +295 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,524 $449K 0.49% 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,335 $448K 0.31% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,511 $446K 0.2% +16 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,511 $446K 0.06% +332 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,225 $446K 0.05% +15 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,502 $445K 0.45% -762 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 2,500 $444K 0.01% new 13F-HR Timeline Group Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 2,500 $444K 1.59% 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 2,500 $444K 0.52% new 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 2,500 $444K 0.22% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,500 $444K 0.1% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 2,500 $444K 0.29% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,495 $444K 0.03% -1,335 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,490 $443K 0.16% -469 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,471 $439K 0.23% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,448 $439K 0.11% -500 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,467 $439K 0.21% +153 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,465 $438K 0.04% +181 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 18,016 $437K 0.12% +368 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,460 $437K 0.06% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,459 $437K 0.05% +49 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,458 $437K 0.01% +15 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,450 $435K 0.05% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,439 $434K 0.11% +108 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,438 $433K 0.11% -188 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,435 $433K 0.21% -2,435 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,434 $433K 0.1% +2 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,426 $431K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,427 $431K <0.01% +285 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,419 $430K 0.03% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,415 $429K 0.01% +142 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,410 $428K 0.03% -35 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,407 $428K 0.05% +60 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,407 $428K 0.21% +1 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,404 $427K 0.13% -233 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 2,403 $427K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,403 $427K 0.01% +760 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 2,400 $427K 0.4% -1,000 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 2,399 $426K 0.21% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,394 $426K 0.31% 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,393 $425K 0.41% +805 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,387 $424K 0.04% -3,056 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,382 $423K 0.13% -752 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,381 $423K 0.08% -487 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,376 $422K 0.06% +182 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,375 $422K 0.26% -300 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,374 $422K 0.06% +491 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,365 $420K 0.2% +20 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,365 $420K 0.12% +579 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,361 $420K 0.18% +243 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,360 $419K 0.07% +20 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,355 $419K 0.14% +130 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,354 $418K 0.25% -261 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,351 $418K 0.25% -111 13F-HR Timeline