Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 799 $203K 0.25% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 800 $203K 0.05% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 796 $203K <0.01% -577 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 792 $201K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 791 $201K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 818 $201K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 850 $194K <0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 702 $179K 0.09% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 700 $178K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 696 $177K <0.01% -31 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 694 $177K 0.01% +15 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 683 $174K 0.14% 0 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 651 $166K <0.01% new 13F-HR/A Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 650 $165K 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 648 $165K <0.01% +232 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 612 $156K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 609 $155K 0.02% +192 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 606 $154K 0.1% -6 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 590 $150K 0.01% +105 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 535 $136K 0.01% -73 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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Mason LLC 462 $118K 0.04% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 460 $117K 0.02% -584 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 450 $115K 0.09% -619 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 423 $108K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 414 $105K <0.01% -182 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 384 $97.7K 0.03% +3 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Purpose Unlimited Inc. 104 $26.5K <0.01% -46 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 98 $25.7K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 100 $25.4K 0.02% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 100 $25.4K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 98 $25.1K 0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 96 $24.4K <0.01% +65 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 91 $23.2K 0.01% +29 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 90 $22.9K 0.01% -33 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 86 $21.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 85 $21.6K <0.01% +8 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 85 $21.6K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 83 $21.1K 0.01% +25 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 83 $21.1K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 80 $20.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 80 $20.4K <0.01% -320 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 80 $20.4K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 80 $20K 0.01% -18 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 71 $18.1K <0.01% +4 13F-HR Timeline Group Gleason Group, Inc. 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Ltd, Zurich 52 $13.2K <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 50 $12.7K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 50 $12.7K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 17 $4.33K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for NBT BANK, N.A. 10 $2.54K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10 $2.54K <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $2.54K <0.01% +1 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10 $2.54K <0.01% -6 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 10 $2.54K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9 $2.29K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $2.29K <0.01% +8 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8 $2.04K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $2.04K <0.01% +3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $2.04K <0.01% +4 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7 $1.78K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 7 $1.78K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.53K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6 $1.53K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 6 $1.53K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $1.27K <0.01% +1 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $1.27K <0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5 $1.27K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5 $1.27K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.27K <0.01% +1 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 3 $763 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3 $763 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $509 <0.01% +1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $509 <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 2 $509 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2 $509 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $509 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $508 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $255 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $255 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $255 <0.01% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1 $254 <0.01% -23,500 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 1 $254 <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1 $254 <0.01% 13F-HR Timeline