Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,350 $418K 0.11% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,350 $418K 0.21% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,350 $418K 0.27% -55 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,345 $417K 0.03% new 13F-HR/A Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,345 $417K 0.12% +79 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,344 $417K 0.06% +70 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,340 $416K 0.05% -470 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,338 $416K 0.19% -500 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,336 $415K 0.2% 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 2,333 $415K 0.17% +134 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,333 $415K 0.04% -112 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,326 $413K 0.11% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,323 $413K 0.23% -55 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,321 $413K 0.23% -3,840 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,167 $412K 0.16% +58 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,316 $412K 0.03% +38 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,316 $412K 0.06% +690 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,313 $411K 0.04% -3 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,311 $411K 0.03% +15 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 2,308 $410K 0.17% -400 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 2,218 $410K 0.38% 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,300 $409K 0.03% -900 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,300 $409K 1.15% +500 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,296 $408K 0.12% +101 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,294 $408K <0.01% -8,447 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,290 $407K 0.16% -162 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,290 $407K 0.19% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,282 $406K 0.08% +265 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,280 $405K 0.05% -1,037 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,267 $403K 0.04% -568 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,265 $403K 0.1% -613 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,264 $402K 0.33% -25 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,264 $402K 0.17% +170 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,264 $402K 0.24% -69 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,256 $401K 0.21% +50 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,252 $400K 0.04% +1,014 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,251 $400K 0.02% +557 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,250 $400K 0.22% 0 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 2,250 $400K 0.94% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,249 $400K 0.06% +591 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,249 $400K 0.07% -173 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,245 $399K 0.25% 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,243 $399K 0.08% +111 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,239 $398K 0.02% +10 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,230 $396K 0.04% -183 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 2,227 $396K 0.04% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,221 $395K 0.15% +25 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,218 $394K 0.02% -1,234 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,216 $394K 0.14% +46 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,209 $393K 0.01% -144 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,207 $392K 0.07% +45 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,204 $392K 0.16% -185 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 2,202 $391K 0.22% +24 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,191 $389K 0.21% +122 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,190 $389K 0.16% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,188 $389K 0.07% +121 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,185 $388K 0.01% -340 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,181 $388K 0.07% -128 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 2,180 $387K 0.29% 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,176 $387K 0.25% +65 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,175 $387K 0.24% +200 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,171 $386K 0.12% +1,010 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,170 $386K 0.14% +1,870 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,169 $386K 0.11% +56 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,169 $386K 0.03% -19 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,169 $386K 0.15% 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,164 $385K 0.11% +194 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 2,162 $384K 0.05% -14 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,161 $384K 0.07% -109 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,158 $384K 0.1% 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,152 $383K 0.1% -21 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,146 $381K 0.08% -98 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,145 $381K 0.02% +329 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,145 $381K 0.19% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,143 $381K 0.03% -512 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,140 $380K 0.33% +525 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,135 $379K 0.13% +454 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 2,135 $379K 0.17% -115 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,133 $379K 0.11% -315 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 2,130 $379K 0.27% -420 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,129 $378K 0.17% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,126 $378K 0.04% 0 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 2,125 $378K 0.22% -200 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,121 $377K 0.16% +140 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,117 $376K 0.26% -50 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,113 $376K 0.07% +964 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,111 $375K 0.15% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,109 $375K 0.08% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,106 $374K 0.15% +966 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,105 $374K 0.36% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,103 $374K 0.06% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,093 $372K <0.01% +29 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,093 $372K 0.13% +148 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,092 $372K 0.09% +108 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,092 $372K 0.13% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,091 $372K 0.11% -102 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,086 $371K 0.44% 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,083 $370K 0.15% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,126 $370K 0.03% -137 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 2,080 $370K 0.12% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,077 $369K 0.05% +240 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,072 $368K 0.05% -24 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,067 $367K 0.19% -107 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 2,066 $367K 0.25% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,065 $367K 0.11% +305 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,058 $366K 0.1% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,052 $365K 0.01% +1,304 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 2,052 $365K 0.28% -147 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,050 $364K 0.11% +164 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,050 $364K 0.05% +200 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,050 $364K 0.19% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,045 $364K 0.25% -750 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,041 $363K 0.13% +9 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,040 $363K 0.37% +99 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,036 $362K 0.03% +50 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,031 $361K 0.33% +481 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,028 $360K 0.08% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,014 $358K 0.14% +446 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,012 $358K 0.59% +13 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,010 $357K 0.07% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,010 $357K 0.21% +9 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 2,000 $356K 0.06% new 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 2,000 $356K 0.02% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,000 $356K 0.16% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 2,000 $356K 0.15% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,996 $355K 0.01% +9 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 1,995 $355K 0.2% -4,453 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 1,991 $354K 0.27% 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,990 $354K 0.33% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,989 $354K 0.16% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,987 $353K 0.07% +74 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,981 $352K 0.22% +255 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,978 $352K 0.04% +50 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,977 $351K 0.05% -80 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 1,970 $350K 0.16% -261 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,967 $350K 0.24% -43 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,967 $350K 0.03% +34 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,965 $349K 0.31% 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,962 $349K 0.08% -19 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 1,961 $349K 0.21% 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,960 $348K 0.12% -559 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,956 $348K 0.19% +51 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,956 $348K 0.07% -4 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,954 $347K 0.09% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,953 $347K 0.09% +722 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 1,950 $347K 0.33% +450 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,950 $347K 0.3% +50 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,948 $346K 0.16% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,945 $346K 0.32% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $344K 0.21% 13F-HR Timeline Amount filed as zero, left out of ratios. WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,927 $343K 0.09% -2,832 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,927 $343K 0.06% -594 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 1,926 $342K 0.11% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,910 $340K 0.16% +10 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,907 $339K 0.02% -211 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,903 $338K 0.11% -596 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,902 $338K 0.32% 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,891 $336K 0.16% -309 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,883 $335K 0.03% -10 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,883 $335K 0.07% -706 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,882 $335K 0.34% 0 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,880 $334K 0.13% +91 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,875 $333K 0.27% 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,870 $332K 0.19% +300 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,870 $332K 0.19% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,868 $332K 0.25% +1,505 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,862 $331K 0.16% +812 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 1,861 $331K 0.11% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,859 $330K 0.04% +225 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,858 $330K 0.18% +34 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,857 $330K 0.14% -2,427 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,825 $330K 0.31% -225 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,854 $330K 0.04% -134 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,850 $329K 0.26% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,849 $329K 0.09% +335 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,848 $328K 0.02% +170 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,846 $328K 0.07% +50 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,842 $327K 0.08% -66 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,842 $327K 0.12% +34 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,831 $325K 0.84% +234 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,829 $325K 0.13% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,824 $324K 0.15% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,822 $324K 0.01% +822 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,820 $324K 0.17% -290 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,819 $323K <0.01% -20 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,818 $323K 0.02% +302 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,816 $323K 0.17% 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,311 $322K 0.09% -5 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,811 $322K 0.01% +426 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,808 $321K 0.34% 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,808 $321K 0.1% +85 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,806 $321K 0.04% +100 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,800 $320K <0.01% 0 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,800 $320K 0.02% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,800 $320K 0.25% +100 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,870 $319K 0.07% +15 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,797 $319K 0.02% +243 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,797 $319K 0.04% +187 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,795 $319K 0.14% +116 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,783 $317K 0.24% +15 13F-HR Timeline