Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,832 $577K 0.14% +288 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,827 $575K 0.12% +11 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,823 $574K 0.01% -6,200 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,823 $574K 0.05% -23 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,815 $571K 0.08% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,814 $571K 0.05% -53 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,801 $567K 0.04% -404 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,800 $567K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,796 $565K 0.02% +194 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,792 $564K 0.07% -83 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,792 $564K 0.31% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,787 $563K 0.15% +4 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,785 $562K 0.22% -541 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,785 $562K 0.22% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,776 $561K 0.07% -42 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,780 $560K 0.1% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,778 $560K 0.03% -241 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,774 $559K 0.2% +96 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,770 $557K 0.27% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,769 $557K 0.03% +68 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,756 $553K 0.24% +168 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,755 $553K 0.21% -94 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,754 $552K 0.21% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,750 $551K 0.1% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,750 $550K 0.03% -215 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,747 $550K 0.03% +217 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,669 $548K 0.02% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,737 $547K 0.06% +163 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,736 $547K 0.15% -37 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,734 $546K 0.06% +24 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 1,731 $545K 0.01% -29,305 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,725 $543K -100 Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,718 $541K 0.03% -685 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,717 $541K 0.17% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,713 $539K 0.01% -15,825 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,711 $539K 0.11% +41 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 1,706 $537K 0.06% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,703 $536K 0.13% -195 13F-HR Timeline Group SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,700 $535K 0.02% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,699 $535K 0.09% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,692 $533K 0.03% +233 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,687 $531K 0.09% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,684 $530K 0.02% +403 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,683 $530K 0.05% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,679 $529K 0.34% +169 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,676 $528K 0.02% -213 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,675 $527K 0.36% -40 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,671 $526K 0.01% +7 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,671 $526K 0.03% -1 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,700 $526K 0.07% -38 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,666 $525K 0.02% -7,219 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,665 $524K 0.15% +218 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,664 $524K 0.03% -235 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,658 $522K 0.14% +251 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 1,656 $521K 0.02% -6,519 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,649 $519K 0.26% -71 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,644 $518K 0.14% +294 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,643 $517K 0.1% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,642 $517K 0.18% +321 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,639 $516K 0.02% +11 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,637 $515K 0.08% -91 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,631 $511K 0.03% -101 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,620 $510K 0.16% -32 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,618 $509K 0.39% -57 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,617 $509K 0.09% -125 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,616 $509K 0.17% -314 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,615 $508K 0.08% +2 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,597 $504K 0.01% +79 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,595 $502K 0.02% -12 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,594 $502K 0.01% -427 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,594 $502K 0.22% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,534 $500K 0.14% -75 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,586 $499K 0.1% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,583 $498K 0.19% -177 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,576 $496K 0.05% new 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 1,570 $494K 0.11% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,560 $491K 0.01% -38 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,547 $487K 0.12% +55 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,544 $486K 0.39% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,543 $486K 0.35% -203 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,538 $484K 0.06% +327 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,531 $482K 0.02% -218 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,530 $482K 0.04% -229 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,515 $477K 0.15% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,513 $476K 0.09% +30 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,511 $476K 0.02% +287 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,504 $474K 0.04% -1,766 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,500 $472K 0.13% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,499 $472K 0.07% -88 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,497 $471K 0.03% +46 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,496 $471K 0.04% +26 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,486 $468K 0.16% +194 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 33,583 $466K 0.15% +437 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,451 $466K 0.01% -39 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,474 $464K 0.01% -1,227 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,474 $464K 0.2% 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,472 $463K 0.04% +33 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,470 $463K 0.1% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,469 $462K 0.01% +85 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,461 $460K 0.27% +7 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,454 $458K 0.02% -437 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,450 $458K 0.5% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,453 $458K 0.1% -458 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,450 $457K 0.13% -365 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,447 $456K <0.01% -154 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,443 $454K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,442 $454K 0.05% +692 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,441 $454K 0.19% +208 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,435 $453K 0.02% -461 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,436 $452K 0.03% +4 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,431 $451K 0.02% -28,343 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,425 $449K 0.14% -6 13F-HR Timeline Group Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,430 $448K 0.01% +240 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,421 $447K 0.11% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,421 $447K 0.17% +6 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,266 $446K 0.21% +262 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,413 $445K 0.14% +118 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,409 $444K 0.27% +6 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,404 $442K 0.13% -7 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,403 $442K 0.24% -12 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,402 $441K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,400 $441K 0.11% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,399 $440K 0.06% +16 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,396 $440K 0.04% +239 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,395 $439K 0.08% +31 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,390 $438K 0.03% -52 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,390 $438K 0.04% -42 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,364 $436K 0.4% +257 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,384 $436K 0.07% -499 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,384 $436K 0.02% -485 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,383 $435K 0.06% -451 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,291 $435K 0.01% +114 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,378 $434K 0.2% +16 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,373 $433K 0.02% -59 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,375 $433K 0.28% +210 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,372 $432K 0.16% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,371 $432K 0.04% -582 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,368 $431K 0.05% +66 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,366 $430K 0.16% -12 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,365 $430K <0.01% -404 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,364 $429K 0.15% +12 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,363 $429K 0.12% +48 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,357 $427K 0.04% +245 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,355 $427K 0.06% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,350 $425K 0.04% -16 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,350 $425K 0.05% -349 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,342 $423K 0.02% -6 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,340 $422K 0.02% -232 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,336 $421K 0.26% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,335 $420K 0.29% -16 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,335 $420K 0.06% -2 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,331 $419K 0.09% 0 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,325 $417K 0.04% -100 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,306 $417K 0.05% +22 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,321 $416K 0.01% -135 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,320 $416K <0.01% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,319 $415K 0.02% -68 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,316 $414K 0.01% -255 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,313 $413K 0.15% +54 13F-HR/A Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,304 $411K 0.32% new 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,300 $409K 0.15% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,298 $409K 0.15% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,296 $408K 0.02% +41 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,298 $408K 0.14% -222 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,284 $404K 0.05% +176 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,277 $402K 0.03% +98 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,275 $401K 0.12% +73 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,275 $401K 0.17% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,273 $401K 0.08% +87 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,272 $400K 0.05% -377 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,272 $400K 0.01% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,261 $397K 0.11% -72 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,259 $396K 0.04% +41 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,253 $394K 0.1% 0 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,249 $393K 0.34% -12 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,245 $392K 0.13% -18 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,243 $391K <0.01% +54 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,235 $389K 0.18% -336 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,236 $389K 0.02% -6 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,235 $389K 0.11% -147 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,230 $387K 0.14% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,230 $387K 0.1% +1 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,229 $387K 0.05% +15 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,228 $387K 0.04% -1,132 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,221 $384K 0.02% -542 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,221 $384K 0.04% +1 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,217 $383K 0.03% +337 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,212 $382K 0.2% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,212 $382K 0.14% -4 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,212 $382K 0.09% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,209 $381K 0.01% +75 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,204 $379K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,201 $378K 0.01% +601 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,200 $378K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,200 $378K 0.06% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,190 $375K 0.08% +4 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,185 $373K 0.03% -380 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,183 $373K 0.18% +187 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,181 $372K 0.02% -104 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,179 $371K 0.01% -1,337 13F-HR Timeline