NFSG Corp More: the full row for NFSG Corp 5,793 $349K 0.09% -15,211 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,780 $349K 0.08% +200 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,389 $349K 0.04% +660 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,759 $347K 0.08% +195 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,743 $346K 0.01% -547 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,726 $345K 0.03% +2,726 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,710 $344K 0.12% -82 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 5,695 $344K <0.01% -11,356 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,689 $343K 0.03% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,992 $342K 0.1% 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,647 $341K 0.16% -48 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,635 $340K 0.03% +1,952 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,623 $339K 0.01% -1,664 13F-HR/A Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,604 $338K 0.04% +2,042 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,586 $337K 0.03% -594 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,579 $337K <0.01% +422 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,566 $336K 0.03% -196 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,565 $336K 0.3% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,558 $335K 0.32% +44 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,505 $332K 0.06% 0 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 5,500 $332K 0.04% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,500 $332K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,496 $332K 0.04% +35 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,486 $331K 0.03% +628 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,474 $330K 0.03% -387 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,462 $329K <0.01% +732 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,459 $329K 0.08% +300 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,438 $328K 0.06% -914 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 4,167 $328K 0.15% +1,389 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,423 $327K 0.03% -4,585 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,400 $326K 0.34% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,357 $323K 0.03% +513 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,312 $323K 0.14% +56 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,342 $322K 0.06% -10,229 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,317 $321K 0.01% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,306 $320K 0.23% -409 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,299 $320K 0.12% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,832 $319K 0.06% +688 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,267 $318K 0.04% +375 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,256 $317K 0.02% -475 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,250 $317K 0.05% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,246 $316K 0.04% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,236 $316K 0.06% -611 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,172 $312K 0.08% +155 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,160 $311K 0.17% +1,136 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,158 $311K 0.1% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,130 $309K 0.04% +432 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,110 $308K 0.23% +110 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 5,106 $308K 0.02% +1,006 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,103 $308K 0.02% -214 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,101 $308K 0.21% +6 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,080 $306K 0.15% -625 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,063 $305K -8,846 Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,004 $302K 0.05% +342 13F-HR Timeline COBALT CAPITAL MANAGEMENT, INC. in group COBALT CAPITAL MANAGEMENT, IN… More: the full row for COBALT CAPITAL MANAGEMENT, INC. 5,000 $302K 0.13% new 13F-HR Timeline Group Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 5,000 $302K 0.05% +400 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,982 $301K 0.02% -412 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,981 $300K 0.11% -100 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,960 $299K 0.21% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,958 $299K 0.16% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,945 $298K 0.01% -7,406 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,943 $298K 0.01% +293 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,931 $297K 0.06% 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 4,900 $296K <0.01% +554 13F-HR/A Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,880 $294K 0.09% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,833 $292K 0.14% 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,825 $291K 0.07% new 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 4,822 $291K 0.06% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,809 $290K 0.12% +1,608 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 4,809 $290K 0.17% +1,550 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,201 $289K 0.06% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,781 $288K 0.04% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,463 $288K 0.01% +87 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,778 $288K 0.04% +4,357 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,777 $288K 0.27% 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,775 $288K 0.13% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,425 $286K 0.12% -775 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,735 $286K 0.1% +3,926 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 4,700 $284K 0.06% -120 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,189 $283K 0.08% 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,381 $282K 0.1% +150 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,679 $282K 0.19% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,676 $282K 0.02% +464 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,672 $282K 0.03% +1,780 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,667 $282K 0.15% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,612 $278K <0.01% -566 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,590 $277K 0.18% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,552 $277K 0.05% +769 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,582 $276K 0.19% 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 4,562 $275K 0.16% +1,114 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,560 $275K 0.07% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,542 $274K 0.14% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,541 $274K 0.25% +527 13F-HR Timeline Permit Capital, LLC in group Permit Capital, LLC More: the full row for Permit Capital, LLC 4,538 $274K 0.09% +814 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,500 $271K 0.03% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,455 $269K 0.04% +824 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,448 $268K 0.03% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,423 $267K 0.01% +3,263 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,417 $266K 0.04% +2,150 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,410 $266K 0.23% -13 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,407 $266K 0.07% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,393 $265K +526 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,369 $264K <0.01% +756 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,367 $263K 0.05% +153 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,366 $263K 0.05% -100 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,359 $263K 0.15% +4,049 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,350 $262K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,254 $257K 0.02% +342 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 4,250 $256K 0.11% -375 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,239 $256K 0.01% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,231 $255K 0.02% -315 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 4,219 $254K 0.04% +76 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,217 $254K 0.02% +663 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,216 $254K 0.13% -284 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,213 $254K 0.02% +420 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,207 $254K 0.12% -589 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,204 $254K 0.23% 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,196 $253K 0.02% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,195 $253K 0.05% 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,179 $252K 0.11% -535 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 4,170 $252K 0.2% -544 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,161 $251K <0.01% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,161 $251K 0.02% -3 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,153 $251K 0.02% -1,046 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,146 $250K 0.05% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,126 $249K 0.06% +839 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,102 $247K 0.05% +56 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,090 $247K 0.11% 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 4,088 $247K 0.05% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 4,049 $244K 0.02% -282 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 4,022 $243K 0.1% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 4,021 $243K 0.18% -1,005 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,000 $241K 0.12% 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 4,000 $241K 0.21% 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,995 $241K 0.02% +101 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,936 $237K 0.01% +560 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,936 $237K <0.01% +148 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,932 $237K 0.01% +1,670 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,931 $237K 0.16% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,923 $237K <0.01% +241 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,904 $235K 0.1% +37 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,897 $235K 0.01% -294 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,890 $235K 0.06% +517 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,860 $230K 0.02% +742 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,816 $230K 0.01% +56 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,811 $230K 0.01% -3,992 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 3,802 $229K 0.03% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,800 $229K 0.06% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,797 $229K +706 Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,792 $229K 0.05% +641 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,788 $228K 0.01% +432 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,783 $228K 0.01% -903 13F-HR/A Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,750 $226K 0.01% -10 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,746 $226K 0.04% +360 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,745 $226K 0.12% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,729 $225K 0.12% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,703 $223K 0.19% 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,704 $223K 0.21% -325 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,689 $223K 0.18% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,687 $222K 0.03% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,687 $222K 0.09% -112 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,676 $222K 0.07% 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 3,675 $222K 0.11% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,664 $221K 0.03% +536 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,662 $221K 0.14% +383 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,636 $219K 0.11% +285 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,618 $218K 0.11% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,618 $218K 0.11% +78 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,609 $218K 0.02% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,603 $217K 0.03% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,360 $217K 0.05% +217 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,580 $216K 0.09% -425 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,578 $216K 0.03% -815 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 3,562 $215K 0.03% +114 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,537 $213K 0.23% 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,536 $213K 0.09% +661 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,536 $213K 0.02% +67 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 3,531 $213K 0.11% +679 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,519 $212K 0.01% +144 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,501 $211K 0.12% 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,500 $211K 0.01% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,500 $211K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,499 $211K 0.03% +758 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,495 $211K 0.12% +45 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 3,484 $210K 0.21% 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,482 $210K 0.01% -637 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,470 $209K 0.1% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,439 $207K 0.01% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,414 $206K 0.03% -3,791 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,407 $206K 0.08% -240 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,386 $204K 0.02% +423 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,370 $203K 0.02% -179,275 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,358 $203K 0.02% 0 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,318 $200K 0.03% new 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 3,316 $200K 0.03% new 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 3,306 $199K 0.16% 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 3,300 $199K 0.13% new 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,207 $193K 0.15% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,185 $192K 0.01% +1,150 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,123 $188K <0.01% -38 13F-HR Timeline