American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,197 $292K 0.04% -109 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,194 $292K 0.03% +42 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 3,189 $291K 0.23% +520 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,183 $290K 0.07% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,181 $290K 0.21% -175 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,174 $290K 0.01% new 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,167 $289K 0.08% +60 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,166 $289K 0.21% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,160 $288K 0.08% -738 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,158 $288K 0.02% +2 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,152 $288K 0.04% -499 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,150 $287K 0.06% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,148 $287K 0.26% 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,145 $287K 0.05% -7 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,138 $286K 0.19% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,129 $285K 0.31% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,116 $284K 0.13% -694 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,116 $284K 0.02% +170 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,114 $284K 0.21% 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,112 $284K 0.07% -25 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,106 $283K 0.21% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,091 $282K 0.05% +81 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,090 $282K 0.23% -4,767 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,087 $282K 0.18% -316 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,077 $281K 0.04% +584 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,075 $281K 0.03% -63 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 3,072 $280K 0.06% -148 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,995 $280K 0.08% -874 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,067 $280K 0.14% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,065 $280K 0.04% +404 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,063 $280K 0.02% -321 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,046 $278K 0.04% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,040 $277K 0.01% -42 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,032 $277K 0.09% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,020 $276K 0.02% -34 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,016 $275K 0.08% +1 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,016 $275K 0.16% -3 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,011 $275K 0.2% -11 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,009 $275K 0.11% -3,612 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 3,006 $274K 0.09% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,005 $274K 0.13% -127 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,009 $274K 0.05% +71 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,999 $274K 0.26% +24 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,986 $273K 0.07% +245 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,982 $272K 0.03% +156 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,977 $272K 0.35% -1,710 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,959 $270K 0.08% +10 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,955 $270K 0.04% +450 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,954 $270K 0.12% +473 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,961 $269K <0.01% +2,871 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,947 $269K 0.01% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,941 $268K 0.05% -44 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,940 $268K 0.02% +541 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,938 $268K 0.05% +209 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,938 $268K 0.08% -197 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,935 $268K 0.04% +585 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,735 $267K 0.09% -61 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,920 $266K 0.01% -2,330 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,914 $266K 0.12% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,912 $266K 0.03% -366 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,910 $266K 0.05% +531 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,905 $265K 0.08% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,903 $265K 0.03% +7 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,902 $265K 0.16% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,899 $265K 0.05% +17 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,890 $264K 0.02% +745 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,885 $263K 0.01% +110 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,885 $263K 0.04% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,882 $263K 0.12% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,882 $263K 0.07% -447 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,881 $263K 0.08% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,878 $263K 0.03% -62 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,869 $262K 0.22% -2,869 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,866 $262K 0.14% +18 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,809 $260K 0.05% -329 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 2,832 $258K 0.25% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,828 $258K 0.04% +590 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,821 $257K 0.02% -4,521 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,819 $257K 0.05% +52 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,819 $257K 0.09% +38 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,818 $257K 0.04% -227 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,816 $257K 0.02% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,810 $256K 0.04% -68 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,809 $256K 0.11% -21 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,809 $256K 0.1% -10 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,808 $256K 0.04% -88 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,808 $256K 0.03% -65 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,806 $256K 0.1% +401 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,727 $255K 0.12% +1 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,786 $254K 0.09% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,780 $254K 0.27% 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,770 $253K 0.27% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,767 $253K 0.08% +213 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,760 $252K 0.02% -12 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,744 $250K 0.03% -3,475 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,714 $250K 0.11% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,741 $250K 0.06% +276 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,737 $250K <0.01% -200 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,733 $249K <0.01% +521 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,731 $249K 0.01% -387 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,728 $249K 0.09% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,728 $249K 0.06% +3 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 45,301 $248K 0.08% +29,182 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,716 $248K 0.08% +46 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,711 $247K 0.02% +549 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,708 $247K 0.13% +84 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,710 $247K 0.04% new 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,706 $247K 0.08% -66 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,695 $246K 0.02% -837 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,676 $244K 0.07% -529 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,667 $243K 0.2% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,665 $243K 0.07% +101 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,662 $243K 0.02% +57 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,660 $243K 0.05% -277 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,566 $243K 0.08% -30 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,657 $242K 0.04% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,653 $242K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,640 $241K 0.09% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,639 $241K 0.07% -260 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 2,631 $240K <0.01% -3,616,738 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,622 $239K 0.07% -25 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,622 $239K 0.08% +4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,620 $239K 0.06% -163 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,611 $238K <0.01% -5,292 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,607 $238K 0.06% -1,037 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,603 $238K 0.04% new 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 2,600 $237K 0.18% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,600 $237K 1.13% -100 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,584 $236K 0.1% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,581 $236K 0.04% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,580 $235K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,565 $234K 0.19% 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 2,560 $234K 0.16% 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,556 $233K 0.09% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 2,556 $233K 0.08% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,551 $233K 0.01% -431 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,550 $233K 0.02% +210 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,550 $233K 0.08% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,547 $232K 0.13% +484 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,547 $232K 0.14% -1,693 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,546 $232K 0.04% +12 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,513 $229K 0.11% +117 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,463 $229K 0.08% new 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,508 $229K 0.11% -120 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,500 $228K 0.05% new 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 2,316 $227K 0.11% +18 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,487 $227K 0.02% -1,856 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,483 $227K 0.21% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,481 $226K 0.16% 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,478 $226K 0.04% -510 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,480 $226K 0.01% new 13F-HR/A Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,473 $226K 0.03% -61 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 2,468 $225K 0.01% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,465 $225K 0.01% -2,500 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,456 $224K 0.04% -256 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,456 $224K 0.06% -271 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,455 $224K 0.1% +88 13F-HR Timeline GRAND JEAN CAPITAL MANAGEMENT INC More: the full row for GRAND JEAN CAPITAL MANAGEMENT INC 2,445 $223K 0.05% +2 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,445 $223K 0.13% +5 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,442 $223K 0.01% +21 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,441 $223K 0.07% +45 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,399 $222K 0.05% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,431 $222K 0.01% -84 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,418 $221K 0.12% -549 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,227 $219K 0.06% 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 2,402 $219K 0.2% 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 2,401 $219K 0.04% -138 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,400 $219K 0.06% +2 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,400 $219K 0.13% -200 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 2,399 $219K 0.02% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,398 $219K 0.07% -99 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,395 $219K 0.11% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,395 $219K <0.01% -252 13F-HR Timeline Group Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,377 $217K 0.16% +3 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,375 $217K <0.01% -1,890 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,375 $217K 0.05% +141 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,371 $216K 0.05% +392 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,777 $216K 0.03% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,368 $216K 0.08% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,366 $216K 0.02% +125 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,365 $216K 0.09% +5 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,363 $216K 0.05% -37 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,350 $215K 0.02% -51 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,358 $215K <0.01% -512 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,357 $215K 0.02% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,348 $215K 0.09% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,349 $214K 0.02% -125 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,346 $214K 0.02% -389 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,344 $214K 0.03% +85 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,340 $214K 0.02% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,339 $213K 0.03% -522 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,333 $213K 0.03% -227 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,328 $212K 0.06% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 2,323 $212K 0.17% 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,314 $211K 0.05% -276 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,314 $211K 0.09% -169 13F-HR/A Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,313 $211K 0.17% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,310 $211K 0.04% -1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,305 $210K 0.09% +57 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,303 $210K 0.22% -1,033 13F-HR Timeline