Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,081 $275K 0.1% -2 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,079 $274K 0.12% -10 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,069 $273K 0.2% -62 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,067 $271K 0.02% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,063 $270K 0.1% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,061 $270K 0.07% -180 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,057 $269K 0.03% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,057 $269K 0.2% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,051 $267K 0.09% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,049 $267K <0.01% +142 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,048 $266K 0.07% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,046 $266K 0.11% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,045 $266K 0.04% -425 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,044 $266K 0.04% -211 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,043 $265K 0.13% -860 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,043 $265K 0.02% new 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,042 $265K 0.12% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,039 $264K 0.04% -103 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,037 $264K 0.11% +190 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,036 $263K 0.02% 0 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,025 $263K 0.03% -2 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,027 $263K 0.08% +3 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,017 $259K 0.03% +130 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,016 $258K 0.26% -269 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,015 $258K 0.16% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,012 $257K 0.04% +50 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,004 $255K 0.14% -4 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,004 $255K 0.02% +1 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,003 $255K 0.05% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,002 $255K 0.15% +3 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,001 $255K 0.05% +25 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,000 $254K 0.12% 0 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 998 $254K 0.1% -54 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 996 $253K 0.18% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 992 $252K 0.02% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 989 $251K 0.13% -179 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 988 $251K <0.01% 0 13F-HR/A Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 982 $251K 0.06% -976 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 985 $251K <0.01% -455 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 984 $250K 0.03% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 979 $249K 0.06% +956 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 973 $247K 0.01% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 973 $247K 0.02% new 13F-HR/A Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 973 $247K 0.04% -1 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 972 $247K 0.22% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 970 $247K 0.05% -2 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 970 $247K 0.05% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 970 $247K 0.02% -105 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 965 $245K 0.1% +36 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 960 $244K 0.18% +113 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 960 $244K 0.14% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 959 $244K 0.19% -23 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 954 $243K 0.19% +16 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 952 $242K 0.11% -22 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 949 $241K 0.03% +55 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 948 $241K 0.03% -83 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 946 $241K 0.16% +49 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 945 $240K 0.1% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 944 $240K 0.02% -424 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 942 $240K 0.55% -211 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 938 $239K 0.13% -112 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 937 $238K 0.02% -50 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 936 $238K 0.1% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 936 $238K 0.15% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 936 $238K 0.01% -9 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 930 $236K <0.01% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 928 $236K 0.11% -68 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 927 $236K 0.23% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 926 $236K 0.05% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 926 $235K 0.13% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 925 $235K 0.02% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 923 $235K 0.18% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 915 $233K 0.13% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 914 $232K 0.11% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 913 $232K 0.04% -328 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 913 $232K 0.04% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 911 $232K 0.13% -134 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 909 $231K 0.01% +16 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 907 $231K 0.09% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 904 $230K 0.11% -88 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 902 $229K 0.18% +3 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 902 $229K 0.1% -22 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 900 $229K 0.08% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 895 $228K 0.04% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 893 $227K 0.04% +208 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 893 $227K 0.19% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 891 $227K 0.24% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 890 $226K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 888 $226K 0.01% +46 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 887 $226K 0.1% +3 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 885 $225K 0.04% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 880 $224K 0.04% +25 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 880 $224K 0.07% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 873 $223K 0.17% +97 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 873 $222K 0.03% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 869 $221K 0.18% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 869 $221K 0.02% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 868 $221K 0.11% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 867 $220K 0.08% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 862 $219K 0.07% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 859 $218K 0.13% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 859 $218K 0.01% -115 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 858 $218K 0.08% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 857 $218K 0.06% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 856 $218K 0.06% +3 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 856 $218K 0.02% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 855 $217K 0.05% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 852 $217K 0.04% -772 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 850 $216K 0.13% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 850 $216K 0.02% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 849 $216K 0.07% +1 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 848 $216K 0.03% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 846 $215K 0.17% -298 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 846 $215K 0.05% new 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 843 $215K 0.03% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 842 $214K 0.04% new 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 841 $214K 0.08% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 838 $214K 0.02% new 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 839 $213K 0.14% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 838 $213K 0.01% -4,162 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 823 $213K 0.06% -41 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 835 $212K 0.17% new 13F-HR/A Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 834 $212K 0.12% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 831 $211K 0.04% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 830 $211K 0.01% -114 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 830 $211K 0.01% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 828 $211K 0.06% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 825 $210K 0.05% -101 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 824 $210K 0.04% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 823 $209K 0.08% -557 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 816 $208K 0.06% new 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 814 $207K 0.09% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 813 $207K 0.03% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 811 $206K 0.08% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 811 $206K 0.04% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 810 $206K 0.07% -4 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 810 $206K 0.17% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 809 $206K 0.01% new 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 806 $205K 0.11% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 805 $205K 0.09% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 803 $204K 0.08% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 803 $204K 0.03% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,930 $204K 0.06% new 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 800 $203K 0.02% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 800 $203K 0.03% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 800 $203K 0.02% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 800 $203K 0.15% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 800 $203K 0.07% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 797 $203K 0.03% new 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 796 $202K 0.18% new 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 796 $202K 0.06% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 793 $202K 0.18% -57 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 791 $201K 0.01% +759 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 786 $200K 0.02% -561 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 787 $200K 0.17% new 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 771 $196K 0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 758 $193K 0.07% -193 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 742 $189K 0.02% +2 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 733 $186K 0.07% -72 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 724 $184K 0.07% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 718 $183K 0.09% +245 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 687 $175K <0.01% -72 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 665 $169K 0.01% +153 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 665 $169K 0.03% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 663 $169K 0.01% +372 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 649 $165K <0.01% -300 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 647 $165K 0.04% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 643 $163K 0.04% +2 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 637 $163K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 634 $161K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 631 $160K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 611 $155K 0.02% +122 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 606 $154K 0.02% -170 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 612 $154K 0.04% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 598 $152K 0.03% -22 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 591 $150K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 588 $149K 0.02% +40 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 576 $147K 0.11% +1 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 576 $146K 0.11% +260 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,842 $144K 0.02% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 560 $142K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 558 $142K 0.04% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 557 $142K 0.11% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 555 $141K 0.11% +100 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 546 $139K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 536 $136K <0.01% -206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Orion Capital Management LLC More: the full row for Orion Capital Management LLC 515 $131K 0.05% +357 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 500 $127K 0.05% -54 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 497 $126K 0.1% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 485 $123K 0.04% -404 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 484 $123K 0.02% -25 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 480 $122K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 465 $118K 0.06% +1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 456 $116K 0.08% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 453 $115K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 451 $115K 0.05% +144 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 434 $111K 0.1% -12 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 425 $108K 0.04% +1 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 424 $108K 0.05% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 412 $105K 0.01% -89 13F-HR Timeline