RW Investment Management LLC More: the full row for RW Investment Management LLC 3,645 $610K 0.06% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,644 $610K 0.39% +147 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,635 $608K 0.05% -349 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,632 $608K 0.09% +580 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,630 $607K 0.06% +57 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,630 $607K 0.11% +1,711 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,629 $607K 0.13% -220 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,611 $604K 0.19% +129 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,597 $602K 0.42% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,596 $602K 0.07% +15 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,590 $601K 0.14% +9 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,590 $601K 0.28% -353 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,588 $600K 0.12% -143 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,584 $600K 0.19% +47 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,577 $599K 0.28% new 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 3,573 $598K 0.24% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,561 $596K 0.1% +150 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,554 $595K 0.22% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,540 $592K 0.14% +520 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,527 $590K 0.2% -124 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,496 $589K 0.39% -1,096 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,296 $589K 0.06% +10 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. 3,517 $588K 0.05% new 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,514 $588K 0.07% -166 13F-HR/A Timeline Rinkey Investments More: the full row for Rinkey Investments 3,513 $588K 0.16% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,510 $587K 0.08% +2 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,498 $585K 0.16% +144 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,489 $584K 0.04% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,504 $584K 0.04% -274 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,481 $582K 0.23% +6 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,480 $582K 0.47% -35 13F-HR/A Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,476 $582K 0.34% +17 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,465 $580K <0.01% 0 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 3,462 $579K 0.13% +112 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,459 $579K 0.03% -10 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,452 $578K 0.01% +970 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,452 $578K 0.03% -606 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,440 $576K 0.27% 0 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,437 $575K 0.03% +1,166 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,435 $575K 0.04% -178 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,932 $574K 0.46% -759 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,425 $573K 0.05% -5 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,410 $571K 0.07% +4 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,408 $570K 0.05% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,408 $570K 0.07% +762 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,406 $570K 0.09% +10 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,401 $569K 0.3% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,400 $569K 0.35% -1,200 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,393 $568K 0.39% +1,073 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,390 $567K 0.18% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 3,388 $567K 0.38% +24 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,384 $566K 0.04% +215 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,379 $565K 0.19% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,165 $565K 0.33% -45 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,365 $563K 0.02% +10 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,360 $562K 0.16% -406 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,359 $562K 0.44% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,356 $562K 0.18% +1 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,353 $561K 0.11% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,350 $561K 0.11% -970 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,349 $560K 0.04% +156 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,330 $557K 0.35% +255 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,327 $557K 0.22% +233 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,327 $557K 0.15% +57 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,327 $557K 0.06% -278 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,326 $557K 0.05% +736 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,312 $554K 0.36% -396 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,312 $554K 0.55% +6 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,311 $554K 0.08% +24 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,310 $554K 0.16% -35 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,309 $554K 0.04% +2,705 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,297 $552K 0.06% -120 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,289 $550K 0.41% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,286 $550K 0.11% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,278 $549K 0.17% +3 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,270 $547K 0.2% +433 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,265 $546K 0.35% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,255 $545K 0.34% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Joule Financial, LLC More: the full row for Joule Financial, LLC 3,241 $542K 0.16% -240 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,233 $541K 0.2% -14 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,226 $540K 0.14% -61 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,219 $539K 0.03% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,218 $539K 0.14% +32 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,312 $537K 0.03% -1,292 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,205 $536K 0.19% +55 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,198 $535K 0.19% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,197 $535K 0.08% +171 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,197 $535K 0.05% -79 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,195 $535K 0.15% +24 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,190 $534K 0.18% +29 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,187 $533K 0.07% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,172 $531K 0.25% -651 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,173 $531K 0.07% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,171 $531K 0.11% -33 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,170 $531K 0.07% +9 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 3,170 $530K 0.26% -930 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,164 $529K 0.15% +386 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,162 $529K 0.19% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,159 $529K 0.02% -7 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,152 $527K 0.13% -247 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,151 $527K 0.05% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,149 $527K 0.07% -1,344 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,149 $527K 0.07% +1,538 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,147 $527K 0.13% +277 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,136 $525K 0.22% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,127 $523K 0.14% -289 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,123 $523K 0.03% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 3,111 $520K 0.38% -4,099 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,110 $520K 0.19% -391 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,109 $520K 0.39% +68 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,100 $519K 0.11% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,094 $518K 0.21% +84 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,091 $517K 0.12% +337 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,084 $516K 0.1% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,074 $514K 0.14% -1,135 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,074 $514K 0.17% +54 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,071 $514K 0.35% -426 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,068 $513K 0.09% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,068 $513K 0.02% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,068 $513K 0.09% -167 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,892 $512K 0.21% +1,397 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,059 $512K 0.01% +22 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,058 $512K 0.16% -28 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,057 $512K 0.17% +262 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,054 $511K 0.04% +350 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,044 $509K 0.12% -13,524 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,043 $509K 0.02% +66 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,033 $508K 0.07% -36 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,027 $507K 0.07% +854 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,014 $504K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,000 $502K 0.11% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,000 $502K 0.29% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,999 $502K 0.21% -3 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,982 $499K 0.07% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,980 $499K 0.03% +238 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,976 $498K 0.06% -497 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,973 $497K 0.27% -385 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,953 $494K 0.07% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,950 $494K 0.24% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,949 $493K 0.07% +5 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,943 $492K 0.08% -2,673 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,943 $492K 0.16% -69 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,938 $492K 0.22% +24 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,933 $491K 0.03% +63 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,932 $491K 0.21% -200 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,926 $490K 0.05% -92 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,926 $490K 0.07% -431 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,922 $489K 0.01% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,067 $489K 0.32% -118 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,921 $489K 0.14% +100 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,915 $488K 0.26% -49 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,915 $488K 0.11% +505 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,901 $485K 0.18% -300 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,895 $484K 0.14% +385 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,895 $484K 0.09% +49 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,891 $484K 0.33% -718 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,889 $483K 0.05% +37 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,888 $483K 0.07% new 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 2,888 $483K 0.31% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,885 $483K 0.13% -511 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,887 $481K 0.09% +21 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,873 $481K 0.1% +1,331 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,865 $479K 0.39% -20 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,859 $478K 0.29% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,848 $477K 0.33% -630 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,847 $476K 0.22% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,838 $475K 0.06% +16 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,831 $474K 0.27% -36 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,828 $473K 0.09% +757 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,816 $471K 0.1% +65 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,816 $471K 0.24% -500,736 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,816 $471K 0.04% -253 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,816 $471K 0.1% +69 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,815 $471K 0.23% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,814 $471K 0.21% -2,250 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,811 $470K 0.03% +87 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,808 $470K 0.35% -216 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,808 $470K 0.14% -539 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,807 $470K 0.2% +1 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,807 $470K 0.12% +428 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,807 $470K 0.13% +2 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,803 $469K 0.04% new 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 2,800 $469K 6.45% -6,790 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,795 $468K 0.35% +2 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,792 $467K 0.07% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,787 $466K 0.21% +16 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,783 $466K 0.14% -93 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,777 $465K 0.04% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,775 $464K 0.27% -125 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,775 $464K 0.03% -256 13F-HR/A Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,773 $464K 0.08% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,769 $463K 0.14% +104 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,756 $461K 0.02% +38 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,753 $461K 0.08% +358 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,745 $459K 0.11% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,741 $459K 0.1% +101 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,726 $456K 0.35% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,726 $456K 0.1% +49 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,718 $455K 0.07% +1,211 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 2,713 $454K 0.3% 0 13F-HR Timeline