PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,047 $236K 0.12% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,569 $235K 0.06% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,031 $234K 0.18% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,030 $234K 0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,020 $233K 0.02% -94 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,019 $233K 0.04% new 13F-HR/A Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,014 $232K 0.03% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,010 $232K 0.04% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,008 $232K 0.02% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,007 $232K 0.02% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,006 $231K 0.13% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,000 $231K 0.08% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,000 $231K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $231K 0.01% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,000 $231K 0.03% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,000 $231K 0.01% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,000 $231K 0.01% -373 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,000 $231K 0.02% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,000 $231K 0.66% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,000 $231K 0.18% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,998 $230K <0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,994 $230K 0.08% -200 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,023 $230K <0.01% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,984 $229K 0.05% +34 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,980 $228K 0.03% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,008 $226K 0.05% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,960 $226K 0.03% -819 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,950 $225K 0.04% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,941 $224K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,940 $224K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,935 $223K 0.01% -270 13F-HR Timeline Group Womack Financial LLC More: the full row for Womack Financial LLC 1,932 $223K 0.19% new 13F-HR/A Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,925 $222K 0.08% -250 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,919 $221K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,900 $218K 0.06% +150 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,933 $218K 0.03% +296 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,889 $218K 0.06% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,449 $217K 0.09% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,875 $216K <0.01% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,875 $216K 0.19% -1,504 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,875 $216K 0.19% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,878 $215K 0.06% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,866 $215K 0.02% -2,954 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,866 $215K 0.03% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,865 $215K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,868 $215K 0.01% +376 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,847 $213K 0.04% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,845 $213K 0.03% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,844 $213K 0.02% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,840 $212K 0.01% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,840 $212K 0.08% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,836 $212K 0.02% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,834 $212K 0.04% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,820 $210K 0.02% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,820 $210K 0.12% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,817 $210K 0.15% new 13F-HR Timeline Paradice Investment Management LLC in group Paradice Investment Managemen… More: the full row for Paradice Investment Management LLC 1,810 $209K 0.04% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,809 $209K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,806 $208K 0.03% -761 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,806 $208K 0.09% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,805 $208K 0.02% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,800 $208K 0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,798 $207K 0.04% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,798 $207K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,778 $205K 0.04% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,774 $205K 0.04% -2,409 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,767 $204K <0.01% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,763 $203K 0.13% new 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 1,759 $203K 0.04% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,753 $202K 0.03% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,750 $202K 0.03% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,742 $201K <0.01% -534 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,740 $201K 0.03% -570 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,737 $200K 0.03% -452 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,724 $199K 0.01% -27 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,700 $196K 0.02% -50 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,611 $194K 0.16% +100 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,604 $185K 0.06% -988 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,598 $184K 0.03% -23 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,551 $178K 0.01% -1,690 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,529 $176K 0.03% +455 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,527 $176K 0.09% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,515 $175K 0.14% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,500 $173K 0.05% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,500 $173K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,484 $171K 0.07% +100 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,490 $169K 0.07% 0 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,411 $162K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,402 $162K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,370 $158K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,325 $153K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,301 $150K 0.06% -5 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,300 $150K 0.04% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,294 $149K 0.02% +294 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,292 $149K 0.01% +132 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,286 $148K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,269 $146K 0.01% +12 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,235 $142K 0.17% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,196 $138K 0.04% +186 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,177 $136K 0.06% +777 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,175 $136K <0.01% -520 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,163 $134K 0.08% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,140 $131K 0.11% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,110 $128K 0.03% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 816 $128K 0.05% +251 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,096 $126K 0.07% +914 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,081 $125K 0.02% -186 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,053 $121K 0.04% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,056 $121K 0.03% -350 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,033 $119K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,025 $118K 0.04% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,014 $117K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 780 $117K 0.07% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,010 $117K 0.03% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,000 $115K 0.1% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,000 $115K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,000 $115K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,000 $115K 0.04% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 980 $113K <0.01% +787 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 974 $112K 0.14% +27 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 954 $110K 0.01% -9 13F-HR Timeline CX Institutional More: the full row for CX Institutional 939 $108K <0.01% -296 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 927 $107K 0.03% +31 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 912 $105K <0.01% +132 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 892 $103K 0.04% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 879 $101K 0.05% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 848 $97.8K 0.08% -19 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 810 $93.4K 0.01% +30 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 791 $91.3K -662 Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 961 $91K 0.08% -224 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 787 $90.8K 0.03% +43 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 776 $89.5K <0.01% new 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 770 $86.8K 0.02% +20 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 735 $84.8K 0.02% +134 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 724 $83.5K <0.01% -20,201 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 709 $81K 0.03% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 295 $81K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 700 $80.7K <0.01% +100 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 700 $80.7K 0.04% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 700 $80.7K 0.01% -600 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 686 $79.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 686 $79.1K 0.01% -50 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 670 $77.3K 0.03% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 661 $76.2K <0.01% +651 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 650 $74.8K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 631 $71.7K 0.01% +77 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 620 $71K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 600 $70K 0.03% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 595 $68.6K 0.01% +83 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 608 $68.5K 0.01% +55 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 580 $67K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 580 $66.9K 0.01% -250 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 550 $63.4K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 535 $61.7K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 532 $61.4K 0.02% -54 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 518 $59.8K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 510 $58.8K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 500 $57.7K 0.02% 0 13F-HR/A Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 500 $57.7K 0.06% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 496 $57K 0.01% +44 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 489 $56.4K 0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 480 $55.4K 0.02% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 463 $53.4K <0.01% new 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 456 $52.6K 0.03% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 450 $51.9K 0.02% -5,535 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 408 $47.1K 0.02% -240 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 408 $47.1K 0.03% +13 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 400 $46.1K 0.02% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 400 $46K 0.02% 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 397 $45.8K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 395 $45.6K <0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 378 $43.6K 0.02% -50 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 372 $42.9K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 364 $42K 0.01% -218 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 362 $41.8K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 344 $39.7K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 317 $36.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 316 $36.3K <0.01% +300 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 300 $34.6K 0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 300 $34.6K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 300 $34.6K 0.02% 0 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 290 $33.5K 0.38% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 281 $32.4K 0.02% +280 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 275 $31.7K <0.01% -203 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 274 $31.6K 0.01% -76 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 273 $31.5K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 272 $31.4K 0.01% -534 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 272 $31.4K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 267 $30.8K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 266 $30.7K <0.01% -24 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 265 $30.6K 0.01% +1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 263 $30.3K 0.01% +170 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $28.8K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 248 $28.6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 240 $27.7K 0.01% +100 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 240 $27.7K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 238 $27.5K 0.01% 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 233 $26.9K <0.01% +75 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 231 $26.6K 0.01% +50 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 221 $25.5K <0.01% 0 13F-HR Timeline