SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 75,732 $2.27M 0.85% +10,556 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 75,027 $2.25M 0.26% +3,166 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 74,360 $2.23M 0.25% +8,889 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 72,212 $2.17M 0.55% +52,212 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 70,318 $2.11M <0.01% -11,179 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 69,870 $2.1M <0.01% -5,124 13F-HR/A Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 69,176 $2.07M +23,831 Timeline STAR Financial Bank More: the full row for STAR Financial Bank 66,935 $2.01M 0.82% -6,091 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 66,656 $2M 0.05% +33 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 65,752 $1.97M 0.04% +1,347 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 65,318 $1.96M 1.37% -4,498 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 65,261 $1.96M 0.05% -27,152 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 64,416 $1.93M 1.17% -61 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 64,172 $1.93M 0.02% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 64,135 $1.92M 0.36% +2,544 13F-HR Timeline MidAtlantic Capital Management, Inc. 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More: the full row for Whitcomb & Hess, Inc. 60,480 $1.81M 0.39% -21 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 59,924 $1.8M 0.27% -327 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 59,612 $1.79M 0.01% -12,809 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 58,812 $1.76M 0.24% +3,172 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 57,836 $1.74M 0.01% -3,215 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 57,775 $1.73M 0.67% +6,022 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 56,508 $1.7M 0.93% -132,252 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 56,157 $1.69M 0.42% +1,408 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 56,023 $1.68M 3.07% +3,391 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 55,883 $1.68M 0.53% -455 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 54,217 $1.63M <0.01% +1,379 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 54,083 $1.62M <0.01% +4,280 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 54,052 $1.62M 0.14% +1,660 13F-HR Timeline M Holdings Securities, Inc. 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More: the full row for JAMES INVESTMENT RESEARCH, INC. 51,559 $1.55M 0.16% -2,312 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 49,965 $1.5M 0.06% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 48,870 $1.47M 0.02% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 48,760 $1.46M 0.45% +7,665 13F-HR Timeline Group Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 48,310 $1.45M 0.61% +79 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 48,044 $1.44M 0.01% -2,786 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 47,989 $1.44M 0.03% +25,825 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 47,983 $1.44M 0.06% -26 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 47,419 $1.42M 0.15% -5,228 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 47,024 $1.41M 0.03% +14,741 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 46,979 $1.41M 0.02% +16,711 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 46,965 $1.41M 0.02% -37,371 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 46,753 $1.4M 0.11% +8,918 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 44,772 $1.34M 0.01% -10,829 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 43,882 $1.32M 0.07% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 43,651 $1.31M 0.01% +7,307 13F-HR Timeline Group Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 43,407 $1.3M 0.13% -240 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 43,055 $1.29M 0.05% +1,500 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 42,941 $1.29M 0.11% -4,349 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 42,863 $1.29M 0.04% -1,520 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 42,750 $1.28M 0.1% -125 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 42,089 $1.26M 0.05% +3,924 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 41,333 $1.24M 0.01% +6,482 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 40,991 $1.23M 0.38% +3,931 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 40,337 $1.21M 0.39% +5,471 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 39,227 $1.18M 0.03% -2,330 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 39,131 $1.17M 0.02% +3,212 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 38,971 $1.17M 0.3% +812 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 38,891 $1.17M 0.04% +2,859 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 38,792 $1.16M 0.1% +1,666 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 38,433 $1.15M 0.06% -400 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 38,339 $1.15M 0.12% +8,834 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 38,286 $1.15M 0.19% -2,509 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37,918 $1.14M 0.03% -685,811 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 37,543 $1.13M <0.01% -10,143 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 37,199 $1.12M 0.12% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 37,064 $1.11M 0.02% +13,780 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 36,937 $1.11M 0.06% -1,152 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 36,932 $1.11M 0.07% +650 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 36,698 $1.1M 0.09% +4,738 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 36,358 $1.09M 0.04% -346 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 36,314 $1.09M 0.01% -2,333 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 36,095 $1.08M 0.26% -438 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 36,043 $1.08M 0.04% -187 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34,641 $1.04M 0.02% -5,631 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 34,215 $1.03M 0.19% +1,168 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 33,993 $1.02M 0.08% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 33,133 $994K 0.03% -1,635 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 32,966 $989K <0.01% -326 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 32,569 $977K 0.02% +956 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 32,404 $972K 0.08% +159 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 32,152 $965K 0.08% -899 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 31,903 $957K 0.03% -1,574 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 30,859 $926K 0.19% +213 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 30,560 $918K <0.01% +15,280 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 30,425 $913K 0.93% -24,710 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,110 $904K 0.01% -109,933 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 29,978 $900K 0.46% -521 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 29,727 $892K 0.03% +28,727 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 29,637 $889K 0.03% +264 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 29,349 $881K 0.1% -1,585 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 29,316 $880K 0.01% +822 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 29,235 $877K 0.77% +2,423 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,835 $865K <0.01% +2,395 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 28,882 $865K 0.29% -252 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 28,560 $857K 0.01% +167 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 28,506 $855K 0.08% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 27,725 $832K 0.07% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 27,574 $827K 0.04% -3,798 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 25,638 $769K 0.1% +1,469 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 25,143 $755K 0.02% +621 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,108 $753K <0.01% -487 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 24,899 $747K 0.01% +1,072 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 24,830 $744K 0.07% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 24,847 $743K 0.01% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 24,004 $720K 0.18% +939 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 23,670 $710K 0.11% -2,234 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,161 $695K 0.01% -355 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 22,898 $687K 0.39% +6,341 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 22,848 $686K 0.06% -1,278 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 22,828 $685K 0.29% +407 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,551 $677K 0.01% -1,178 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 22,103 $663K 0.21% +34 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 22,079 $663K 0.02% -5,500 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 22,035 $661K 0.02% +1,035 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 21,772 $653K 0.04% -676 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 21,570 $647K <0.01% +2,129 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 21,498 $645K 0.52% -2,918 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 21,085 $633K 0.36% +1,964 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 20,850 $626K 0.42% +3,500 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 20,481 $615K 0.22% +1,324 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 20,433 $613K 0.29% +5,153 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 20,250 $608K 0.22% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,203 $607K 0.01% -99 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 19,910 $597K 0.04% +222 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 19,716 $592K 0.53% -933 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 19,390 $582K 0.06% -73 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 19,313 $580K 0.13% -119 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,296 $579K 0.01% -1,828 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 19,289 $579K 0.34% -2,158 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 18,995 $570K 0.22% +26 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 18,968 $569K 0.34% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,792 $564K 0.03% +2,066 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 18,527 $556K 0.29% +979 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 18,364 $551K 0.17% +3,776 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 18,358 $551K 0.09% +4,363 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,039 $541K 0.05% +370 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 17,706 $531K 0.29% +590 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,618 $529K 0.01% +2,111 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 17,496 $525K 0.26% -374 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 17,050 $512K 0.08% +180 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,857 $506K 0.01% +361 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 16,694 $501K 0.02% -3,472 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,651 $500K 0.06% 0 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 16,454 $494K 0.3% +149 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,453 $494K 0.01% +3,061 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,213 $487K 0.02% -102 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 16,167 $485K 0.1% +4 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 15,857 $476K 0.16% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,855 $476K 0.02% -855 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 15,830 $475K 0.05% +1,154 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 15,808 $474K 0.08% +1,248 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,647 $470K <0.01% +83 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 15,624 $469K 0.48% +2,517 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 15,364 $461K 0.29% -1,536 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 15,265 $458K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,079 $453K 0.01% +666 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curi Capital, LLC More: the full row for Curi Capital, LLC 15,050 $452K 0.01% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 14,918 $448K 0.1% -107 13F-HR/A Timeline RDA Financial Network More: the full row for RDA Financial Network 14,877 $446K 0.1% -411 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 14,866 $446K 0.07% +33 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 14,809 $444K 0.01% -1,000 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 14,772 $443K 0.41% -754 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 14,574 $437K 0.35% +613 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 14,500 $435K 0.29% +5,265 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,482 $435K 0.01% -1,622 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 14,266 $428K 0.16% +195 13F-HR Timeline BCK Partners, Inc. 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