Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,573 $273K 0.09% -121 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,565 $272K 0.01% +119 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 1,564 $271K 0.19% new 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,564 $271K 0.06% +14 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,563 $271K 0.06% +52 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,561 $271K 0.03% -44 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,560 $271K 0.01% -311 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,559 $270K 0.01% -150 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,554 $270K 0.05% -396 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,553 $269K 0.02% -24 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,550 $269K 0.11% 0 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 1,550 $269K 0.05% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,547 $268K 0.07% 0 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,546 $268K <0.01% -17,838 13F-HR Timeline Group Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,542 $268K 0.1% +9 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,540 $267K 0.06% -300 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,540 $267K 0.44% -20 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,537 $267K 0.03% -22 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,538 $267K 0.12% -321 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,535 $266K 0.04% 0 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 1,534 $266K 0.16% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,529 $265K 0.01% -352 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 1,527 $265K 0.09% +42 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,526 $265K 0.08% -142 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,522 $264K <0.01% -67,872 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,521 $264K 0.03% -7 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,520 $264K 0.04% -85 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,515 $263K 0.1% +349 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,515 $263K 0.03% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,513 $262K 0.06% -5,618 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,511 $262K 0.2% +38 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,510 $262K 0.04% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,509 $262K 0.01% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,509 $262K 0.02% -16 13F-HR Timeline Group West Family Investments, Inc. 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More: the full row for Kaydan Wealth Management, Inc. 1,497 $260K 0.08% -37 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,490 $258K 0.07% +10 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,487 $258K 0.03% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,485 $258K 0.02% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,482 $257K 0.08% -2,371 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,477 $256K 0.02% +20 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,476 $256K 0.02% -1,078 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,474 $256K 0.02% +960 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,470 $255K 0.02% new 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,470 $255K 0.14% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,465 $254K 0.09% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,465 $254K 0.03% -450 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,462 $254K 0.05% -35 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 1,460 $253K 0.13% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,460 $253K 0.08% +22 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,454 $252K 0.04% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,444 $251K 0.25% 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,443 $250K 0.03% -640 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,443 $250K 0.24% 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,438 $249K 0.05% -1,689 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 1,421 $249K 0.01% -4,000 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,436 $249K 0.08% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,436 $249K 0.05% +84 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,437 $249K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,432 $248K 0.01% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,432 $248K 0.17% -2,242 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,428 $248K 0.04% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,425 $247K 0.08% -528 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,424 $247K 0.16% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,146 $247K 0.04% -964 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,421 $247K 0.04% -104 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,416 $246K 0.15% -186 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,414 $245K 0.05% +14 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,408 $244K 0.03% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,407 $244K 0.01% -441 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,407 $244K 0.06% 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,402 $243K 0.08% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,400 $243K 0.05% -72 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,400 $243K 0.17% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,400 $243K 0.13% +148 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,400 $243K 0.03% -2,188 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,397 $242K 0.02% +10 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,390 $241K 0.06% -1,201 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,387 $241K 0.14% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,387 $240K 0.03% +273 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,380 $239K 0.04% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,377 $239K 0.08% -229 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,376 $239K <0.01% +150 13F-HR Timeline Group Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,376 $239K 0.13% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,374 $238K 0.01% -27 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,372 $238K 0.05% +266 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,372 $238K 0.02% +33 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,250 $238K 0.1% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,370 $238K 0.02% -4 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,369 $237K 0.03% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,368 $237K 0.04% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,366 $237K 0.03% -1,470 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,363 $236K 0.02% -346 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,365 $236K 0.02% +6 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,356 $235K 0.07% -234 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,355 $235K 0.06% -21 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,355 $235K 0.1% -60 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,353 $235K 0.03% +8 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,353 $235K 0.06% 0 13F-HR/A Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,350 $234K 0.06% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,350 $234K 0.07% +250 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,345 $233K 0.03% +113 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,345 $233K 0.01% +45 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,340 $232K 0.2% 0 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 1,336 $232K -4,556 Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,335 $232K 0.17% -47 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,333 $231K <0.01% -10 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,333 $231K 0.02% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,214 $231K 0.09% 0 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,328 $230K 0.05% -154 13F-HR/A Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,328 $230K 0.06% +35 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,326 $230K 0.02% -275 13F-HR Timeline Group Pearl Planning LLC More: the full row for Pearl Planning LLC 1,326 $230K 0.14% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,324 $230K 0.06% +56 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,322 $229K 0.02% -71 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,322 $229K 0.02% +5 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,319 $229K 0.07% -237 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,317 $228K 0.04% -102 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,317 $228K 0.03% +2 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,314 $228K 0.16% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,313 $228K 0.07% +100 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,311 $227K 0.05% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,308 $227K 0.04% -15 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,306 $227K 0.2% -91 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,305 $226K 0.02% +3 13F-HR/A Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,304 $226K 0.05% new 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,301 $226K 0.2% 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,300 $226K 0.09% +7 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,297 $225K 0.06% -230 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,296 $225K 0.08% +193 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,294 $224K 0.03% -1 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,294 $224K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,293 $224K 0.05% +46 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,293 $224K 0.07% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,287 $223K 0.03% -831 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,286 $223K 0.13% +84 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,284 $223K 0.02% +2 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,281 $222K 0.2% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,278 $222K 0.11% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,276 $221K <0.01% new 13F-HR Timeline Group Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,275 $221K 0.17% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,274 $221K 0.02% +116 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,274 $221K 0.02% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,273 $221K 0.33% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,273 $221K 0.03% -829 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,271 $221K 0.02% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 1,270 $220K 0.17% 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,269 $220K 0.06% -7 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,269 $220K 0.04% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,268 $220K 0.04% -1,009 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,268 $220K 0.08% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,266 $220K 0.07% -299 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,264 $219K 0.03% -88 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,264 $219K 0.04% -100 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,264 $219K 0.04% +6 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,262 $219K 0.07% -288 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,260 $219K 0.01% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,256 $218K 0.02% +13 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,251 $217K 0.07% +8 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,252 $217K 0.06% -146 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,250 $217K 0.22% -75 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,250 $217K 0.02% 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,249 $217K 0.06% -115 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,247 $216K 0.02% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,246 $216K 0.07% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,244 $216K 0.08% -19 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,241 $215K 0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,239 $215K 0.01% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,239 $215K 0.05% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 994 $215K <0.01% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,237 $215K 0.06% +105 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,236 $214K 0.04% +26 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,236 $214K 0.06% -596 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,235 $214K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,235 $214K 0.01% -55 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,234 $214K 0.19% -126 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,234 $214K <0.01% -700 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,234 $214K 0.02% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,233 $214K 0.04% -41 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,232 $214K 0.15% -14 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,232 $214K 0.06% +114 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,230 $213K 0.01% -102 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,230 $213K 0.21% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,229 $213K 0.09% -142 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,229 $213K 0.03% -4,854 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,228 $213K 0.22% -1,763 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,230 $213K 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,227 $213K 0.02% +35 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,225 $213K <0.01% -200 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,223 $212K 0.02% -154 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,220 $212K 0.01% -9 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,214 $211K 0.07% -571 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,207 $211K 0.05% 0 13F-HR Timeline