TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,751 $522K 0.14% -8,980 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,746 $521K 0.33% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,744 $521K 0.05% +902 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,738 $519K 0.19% -290 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,730 $518K <0.01% +463 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,724 $517K 0.27% -10 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 2,713 $515K 0.53% -1,820 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,711 $514K 0.04% -5 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,728 $513K 0.15% +164 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,680 $508K 0.24% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,678 $508K 0.03% +68 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,675 $507K 0.18% +6 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,669 $506K 0.23% +11 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,662 $505K 0.29% +146 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,655 $504K 0.19% -3,404 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,612 $496K 0.05% -37 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,609 $495K 0.03% +578 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 2,607 $495K 0.13% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 2,606 $494K 0.13% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,600 $493K 0.01% +1,103 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,594 $492K 0.19% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,592 $492K 0.23% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,585 $490K 0.06% -79 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,564 $486K 0.09% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,540 $486K 0.03% 0 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. 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More: the full row for Financial Engines Advisors L.L.C. 2,480 $470K <0.01% -319 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,473 $469K 0.03% -762 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,473 $469K 0.3% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 2,470 $469K 0.06% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 2,470 $469K 0.46% -450 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,465 $468K 0.05% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,463 $467K 0.05% -1,249 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Capital Management More: the full row for Founders Capital Management 2,459 $467K 0.25% +1 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 2,451 $465K 0.07% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,441 $463K 0.24% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 2,440 $463K 0.25% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,433 $461K 0.01% 0 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,429 $461K 0.27% +21 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,427 $460K 0.04% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,425 $460K 0.26% 0 13F-HR Timeline Mystic Asset Management, Inc. 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More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,201 $418K 0.01% -960 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,198 $417K 0.13% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,187 $415K 0.14% +593 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,185 $414K 0.32% -401 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,179 $413K 0.22% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,167 $411K 0.02% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 2,160 $410K 0.15% -145 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,156 $409K <0.01% +368 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,157 $409K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Schulz Wealth, LTD. 2,140 $406K 0.27% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,131 $404K 0.09% -28 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,127 $403K -2,359 Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,127 $403K 0.07% +8 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 2,120 $402K 0.12% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,119 $402K 0.02% +32 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,104 $399K 0.02% 0 13F-HR Timeline SHAPIRO CAPITAL MANAGEMENT LLC More: the full row for SHAPIRO CAPITAL MANAGEMENT LLC 2,100 $398K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,100 $398K 0.09% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,099 $398K 0.02% 0 13F-HR Timeline Group SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 2,094 $397K 0.26% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 2,077 $394K 0.13% -5,752 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,073 $393K 0.31% -24 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,068 $392K 0.01% +36 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,047 $390K 0.08% -1,044 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,050 $389K 0.22% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,046 $388K 0.02% +65 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,043 $388K 0.03% +1,635 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,043 $388K 0.02% +88 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,032 $385K 0.11% -100 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,019 $383K 0.07% -22 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,019 $383K 0.03% +44 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,008 $381K 0.14% +193 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,000 $379K 0.08% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,000 $379K 0.13% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,999 $379K 0.05% -39 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 1,997 $379K 0.06% +7 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 1,992 $378K 0.07% -31 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,987 $377K 0.2% -217 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,981 $376K 0.26% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,976 $375K 0.05% +7 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,975 $375K 0.09% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,965 $373K 0.17% +150 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 1,962 $372K 0.07% +9 13F-HR Timeline Clear Point Advisors Inc. 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More: the full row for Fulton Bank, N.A. 1,950 $370K 0.01% +11 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,948 $369K 0.17% -138 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,947 $369K 0.19% -143 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,928 $366K 0.12% -110 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,920 $364K 0.05% 0 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,914 $364K 0.06% +31 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,915 $363K 0.06% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,907 $362K 0.1% +51 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,891 $359K 0.02% 0 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 1,890 $359K 0.2% +444 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for Cresta Advisors, Ltd. 1,853 $352K 0.16% -275 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,852 $351K 0.09% +7 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 1,844 $350K 0.11% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,841 $349K 0.1% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,838 $349K 0.09% +213 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,832 $348K 0.04% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,823 $347K 0.08% +4 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,820 $345K 0.02% +12 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,816 $344K 0.09% -905 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,815 $344K 0.18% -60,468 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,815 $344K 0.07% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,815 $344K 0.07% -205 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. 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More: the full row for Woodward Financial Advisors, Inc. 1,791 $340K 0.13% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,783 $338K 0.32% 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 1,781 $338K <0.01% +246 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,773 $336K 0.28% +138 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,773 $336K 0.07% -1,104 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,767 $335K 0.19% -50 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,759 $334K 0.02% -374 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,750 $332K 0.01% -52,103 13F-HR Timeline Group KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,750 $332K 0.06% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,740 $330K 0.07% -8 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,730 $328K 0.11% 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,723 $327K 0.03% +5 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for Pachira Investments Inc. 1,685 $320K 0.18% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,677 $318K 0.02% +81 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,676 $318K 0.1% 0 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 1,670 $317K 0.22% -100 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,663 $315K 0.01% +184 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,660 $315K 0.03% -289 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,653 $314K 0.16% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,647 $313K 0.09% +305 13F-HR Timeline