Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,476 $884K 0.52% 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 4,470 $883K 0.24% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,468 $882K 0.04% +1,418 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,444 $878K 0.28% +539 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,431 $875K 0.23% +21 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,379 $875K 0.42% +1,273 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,428 $874K 0.01% +271 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,424 $874K 0.05% -100 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,415 $872K 1.24% 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,407 $870K 0.16% -62 13F-HR Timeline Pekin Hardy Strauss, Inc. 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More: the full row for SMITH, MOORE & CO. 3,686 $728K 0.07% -83 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,683 $727K 0.03% +646 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,590 $723K 0.1% 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 3,655 $722K 2.94% 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,472 $718K 0.09% +16 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,628 $717K 0.36% +172 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,625 $716K 0.26% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,612 $713K 0.11% +91 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 3,589 $711K 0.14% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,586 $708K 0.03% +23 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,587 $708K 0.1% +27 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,577 $706K 0.01% +428 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,574 $706K 0.01% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,552 $701K 0.08% -254 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,551 $701K 0.23% +5 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,547 $700K 0.05% -295 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,546 $700K 0.12% +85 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,540 $699K 0.03% +70 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,534 $698K 0.22% +144 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,533 $698K 0.6% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,343 $697K 0.3% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,525 $696K 0.11% +200 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,523 $696K 0.35% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,505 $692K 0.45% -275 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,500 $691K 0.16% +650 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 3,498 $691K 0.05% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 3,300 $686K 0.44% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,308 $685K 0.02% +267 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,457 $683K 0.68% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,395 $681K 0.02% +1,616 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,415 $674K 0.03% -10 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,401 $672K 0.11% +129 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,398 $671K 0.01% +1,200 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,387 $669K 0.16% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,374 $666K 0.09% -710 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,368 $665K 0.43% -142 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,359 $663K 0.45% +20 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,353 $662K 0.38% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,349 $661K 0.52% -59 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,345 $661K 0.04% -7,120 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,330 $658K 0.1% +186 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,326 $657K 0.09% +8 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,316 $655K 0.13% -765 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,311 $654K 0.2% +149 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,299 $652K 0.32% -26 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,290 $650K 0.02% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,289 $650K 0.06% +663 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,263 $646K 0.05% +129 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,266 $645K 0.03% +105 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,240 $640K 0.36% -90 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 3,239 $640K 0.42% +2 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,069 $638K 0.29% +561 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,224 $637K 0.21% +873 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,218 $636K 0.04% -17 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 3,108 $634K 0.14% -202 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,200 $632K 0.12% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,197 $631K 0.05% -589 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,195 $631K 0.04% -25 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,193 $631K 0.1% +6 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,326 $629K 0.25% +2,133 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,613 $627K 0.11% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,175 $627K 0.12% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,162 $626K 0.06% +40 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,165 $625K 0.1% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,165 $625K 0.33% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,154 $623K 0.07% -100 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,150 $622K 0.36% +100 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,137 $620K 0.16% +3 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,971 $619K 0.62% -157 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,129 $618K 0.03% +313 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,125 $617K 0.01% -20 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,124 $617K 0.03% -100 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,115 $615K 0.06% +56 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,114 $615K 0.16% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,109 $614K 0.19% -74 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,083 $609K 0.08% +694 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,080 $608K 0.08% -8,809 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,078 $608K 0.08% -75 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,078 $608K 0.09% +10 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,067 $606K 0.01% 0 13F-HR Timeline Group McHugh Group, LLC More: the full row for McHugh Group, LLC 3,061 $605K 0.45% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,057 $604K 0.11% -602 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 3,049 $602K 0.62% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,042 $601K 0.19% -344 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,042 $601K 0.23% +227 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,029 $598K 0.13% +13 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,010 $594K 0.02% +610 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Rossmore Private Capital More: the full row for Rossmore Private Capital 3,010 $594K 0.07% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,007 $594K 0.58% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,006 $594K 0.01% +1,052 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,004 $593K 0.39% -118 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,996 $592K <0.01% -100 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,996 $592K 0.26% -439 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,991 $591K 0.06% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,976 $588K 0.03% -11,970 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,974 $587K 0.87% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,897 $583K 0.56% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,933 $579K 0.05% +8 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,922 $577K 0.54% 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,920 $577K 0.07% +408 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,916 $576K 0.29% -336 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,905 $574K 0.56% 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,903 $573K 0.44% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,900 $573K 0.09% +99 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 2,899 $573K 0.45% -9,913 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,883 $569K 0.05% +1,217 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,871 $567K 0.02% -191 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,868 $566K 0.27% -293 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,866 $566K 0.05% +22 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,854 $565K 0.06% +379 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,853 $563K 0.07% -51 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,851 $563K 0.04% -9,915 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,850 $563K 0.05% +420 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,850 $563K 0.35% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,840 $561K 0.04% -185 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,840 $561K 0.08% -116 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 2,826 $558K 0.02% new 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,815 $556K 0.11% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,790 $551K 0.06% +1,083 13F-HR Timeline