Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 720 $395K 0.13% 13F-HR/A Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 719 $395K 0.05% -2 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 719 $395K 0.4% -3 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 713 $392K 0.03% -88 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 713 $391K 0.04% +20 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 709 $389K 0.1% +86 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 708 $389K 0.02% -83 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 513 $389K <0.01% +13 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 706 $388K 0.24% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 702 $385K 0.07% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 699 $384K 0.03% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 692 $380K 0.04% -76 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 692 $380K 0.16% +17 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 692 $380K 0.36% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 689 $378K 0.02% +43 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 687 $377K <0.01% -440 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 684 $376K 0.06% -6,286 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 682 $374K 0.13% -118 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 682 $374K 0.01% -138 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 681 $374K 0.18% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 680 $373K 0.34% +640 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 678 $372K 0.18% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 678 $372K 0.01% +20 13F-HR/A Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 675 $371K 0.11% +36 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 673 $370K 0.01% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 669 $367K 0.08% +4 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 666 $366K 0.02% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 666 $366K 0.2% -64 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 665 $365K 0.01% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 664 $365K 0.06% +27 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 662 $363K 0.26% -397 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 662 $363K 0.08% +9 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 660 $362K 0.01% +133 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 659 $362K 0.05% +106 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 658 $361K 0.02% -9,293 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 658 $361K 0.02% +91 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 650 $361K 0.22% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 649 $360K 0.01% +40 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 654 $359K 0.06% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 653 $359K 0.06% -20 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 650 $357K 0.18% -211 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 644 $353K 0.01% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 642 $352K 0.08% -218 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 641 $352K 0.06% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 640 $351K 0.09% +155 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 627 $344K 0.02% -237 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 625 $343K 0.03% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 625 $343K 0.01% -1,336 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 621 $341K 0.13% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 618 $339K 0.01% -58 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 617 $339K 0.02% -1 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 617 $339K 0.02% -2 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 615 $338K 0.06% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 612 $336K 0.02% -806 13F-HR Timeline Group MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 610 $335K 0.04% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 605 $332K 0.08% -4 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 603 $331K 0.02% +3 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 601 $330K 0.04% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 597 $328K 0.02% +84 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 597 $328K 0.01% -28 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 596 $327K 0.04% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 590 $324K 0.01% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 588 $323K 0.02% -144 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 588 $323K 0.01% -119 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 587 $322K 0.01% -100 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 581 $322K 0.1% -12 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 585 $321K 0.02% -5 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 584 $321K 0.03% -53 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 600 $320K 0.01% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 583 $320K 0.53% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 582 $320K 0.02% +27 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 580 $318K 0.03% +40 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 412 $318K 0.03% -10 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 576 $316K 0.12% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 575 $316K 0.11% 0 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 573 $315K 0.07% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 572 $314K 0.26% +13 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 536 $314K 0.04% -36 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 571 $313K 0.1% -859 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 565 $310K 0.14% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 564 $310K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 562 $309K 0.03% +2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 562 $309K 0.02% -27 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 560 $307K 0.03% 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 560 $307K 0.01% +82 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 552 $303K 0.3% +34 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 551 $303K 0.13% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 549 $301K 0.04% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 546 $300K 0.03% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 544 $299K 0.02% -161 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 544 $299K 0.04% -144 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 543 $298K 0.01% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 541 $297K 0.01% -9 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 525 $297K 0.19% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 539 $296K 0.03% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 536 $294K 0.2% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 536 $294K 0.57% +11 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 535 $294K 0.04% -5 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 533 $293K 0.02% -131 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 532 $292K 0.12% +18 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 532 $292K 0.2% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 529 $290K 0.01% -771 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 526 $289K 0.02% -59 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 525 $288K 0.01% +127 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 525 $288K 0.06% -175 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 524 $288K 0.2% -71 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 521 $286K 0.06% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 520 $285K 0.22% -45 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 520 $285K 0.31% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 518 $284K 0.06% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 516 $283K 0.03% +9 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 515 $283K 0.05% -35 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 511 $281K 0.05% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 509 $279K 0.09% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 509 $279K 0.31% -42 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 507 $278K 0.03% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 506 $278K 0.01% -215 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 506 $278K 0.18% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 504 $277K 0.1% 0 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 503 $276K 0.04% -567 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 501 $275K 0.06% +1 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 500 $275K <0.01% new 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 500 $275K 0.02% new 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 500 $275K 0.02% -750 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 500 $275K 0.03% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 500 $275K 0.1% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 500 $275K 0.13% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 500 $275K 0.01% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 500 $275K 0.04% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 496 $272K 0.12% -230 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 494 $271K 0.01% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 493 $271K 0.05% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 492 $270K 0.05% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 491 $270K 0.05% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 491 $270K 0.1% -7 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 490 $269K 0.04% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 488 $268K <0.01% +6 13F-HR Timeline Group Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 488 $268K 0.06% -2,775 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 487 $267K 0.19% 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 486 $267K 0.1% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 486 $267K 0.14% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 485 $266K 0.07% -274 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 483 $265K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 482 $265K 0.01% 0 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 480 $264K 0.07% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 478 $262K 0.01% -75 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 477 $262K 0.07% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 477 $262K 0.04% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 475 $261K <0.01% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 474 $260K 0.13% -63 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 471 $259K 0.01% new 13F-HR Timeline Group LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 471 $259K 0.1% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 471 $259K 0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 465 $255K 0.13% -45 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 465 $255K 0.04% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 464 $255K 0.03% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 463 $254K 0.06% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 463 $254K 0.27% 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 462 $254K 0.12% +2 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 461 $253K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 460 $253K 0.02% new 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 460 $253K 0.02% new 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 460 $253K 0.2% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 459 $252K 0.02% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 458 $251K 0.06% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 456 $250K 0.04% +332 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 455 $250K 0.01% +3 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 455 $250K 0.11% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 455 $250K 0.1% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 454 $249K 0.19% -300 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 453 $249K 0.09% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 452 $248K 0.03% +90 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 452 $248K 0.05% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 451 $248K 0.21% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 440 $247K 0.01% -700 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 447 $245K 0.02% -479 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 444 $244K 0.06% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 441 $242K 0.03% new 13F-HR/A Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 440 $242K 0.12% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 439 $241K 0.14% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 436 $239K 0.02% -62 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 436 $239K 0.07% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 435 $239K 0.13% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 435 $239K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 434 $238K 0.04% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 433 $238K <0.01% -440 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 433 $238K 0.1% +247 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 432 $237K 0.02% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 431 $237K 0.04% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 431 $237K 0.05% new 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 430 $236K 0.01% new 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 425 $233K 0.18% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 425 $233K 0.08% -5 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 424 $233K 0.03% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 383 $232K 0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 385 $232K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 419 $230K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 411 $230K 0.15% -9 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 418 $229K 0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 418 $229K 0.03% new 13F-HR Timeline