Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,090 $464K 0.06% +1 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,073 $461K 0.08% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,042 $457K 0.16% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,036 $456K 0.04% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,036 $456K 0.01% +236 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,029 $455K 0.06% +102 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,022 $454K 0.03% +200 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,010 $452K 0.07% -50 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,984 $448K 0.1% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,652 $446K 0.01% -556 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 2,959 $444K +90 Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,936 $441K 0.04% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,933 $440K 0.04% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,901 $436K 0.14% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,867 $430K 0.1% -113 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 2,829 $428K 0.42% -65 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,824 $424K 0.55% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,813 $422K <0.01% -11,712 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,811 $422K 0.01% -419 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,799 $420K 0.2% -106 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,544 $420K 0.03% +4 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,797 $420K 0.11% +4 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,789 $419K 0.05% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,789 $419K 0.06% -75 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,778 $417K 0.12% -81 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,745 $412K 0.15% +104 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,733 $410K 0.16% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,731 $410K 0.03% 0 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 2,726 $409K -1,230 Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,721 $409K 0.01% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,718 $408K 0.1% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,707 $406K 0.02% -2,000 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,699 $405K 0.2% +7 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,699 $405K 0.07% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,599 $390K 0.05% -93 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,571 $386K 0.04% -1,095 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,569 $386K 0.03% -310 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,559 $384K 0.15% -346 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,555 $384K 0.24% 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,554 $383K 0.08% -94 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 2,546 $382K 0.36% -467 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,542 $382K 0.1% -1,070 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,535 $381K 0.03% +86 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,527 $379K 0.04% +7 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 2,522 $379K 0.18% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,522 $379K 0.06% +3 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,502 $376K 0.1% -234 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,468 $371K 0.25% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,455 $369K 0.06% +8 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,437 $366K 0.08% +1 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,417 $363K 0.04% +1 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,415 $363K 0.01% +1,991 13F-HR Timeline American Trust More: the full row for American Trust 2,396 $360K 0.03% +39 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,375 $357K 0.03% +35 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,365 $355K 0.03% +7 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,354 $353K 0.11% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,350 $353K 0.02% +208 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,323 $349K 0.25% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,318 $348K 0.02% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,308 $346K 0.03% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,305 $346K 0.08% -130 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,301 $345K 0.1% +415 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,300 $345K 0.09% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,289 $344K 0.12% +98 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,265 $340K <0.01% +375 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,258 $339K 0.13% +767 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,222 $334K 0.18% -400 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,222 $334K 0.14% -19 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,210 $332K 0.02% +210 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,209 $332K 0.04% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,207 $331K <0.01% +978 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,206 $331K 0.08% +710 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,203 $331K 0.06% +1 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,170 $326K 0.03% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,157 $324K 0.01% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,151 $323K 0.01% -14 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,995 $322K 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,147 $322K 0.01% -561 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,144 $322K 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,141 $321K 0.01% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,140 $321K 0.22% +14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,126 $319K 0.18% -237 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,769 $317K 0.21% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,109 $317K 1.23% -289 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,100 $315K 0.03% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,086 $313K 0.03% +4 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,083 $313K 0.01% +37 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,081 $312K 0.05% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,072 $311K 0.01% +406 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,070 $311K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,053 $308K <0.01% -91 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,052 $308K 0.11% -3 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,050 $308K 0.03% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,049 $308K 0.06% -66 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,018 $303K 0.25% -94 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,012 $302K 0.01% +883 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,000 $300K 0.05% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,995 $300K <0.01% -114 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,995 $300K 0.01% -115 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,991 $299K 0.03% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,987 $298K 0.04% 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,975 $297K 0.01% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,957 $294K 0.03% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,946 $292K 0.04% +140 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,925 $289K 0.02% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,922 $289K 0.11% -565 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,894 $284K 0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,890 $284K 0.02% +47 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,883 $283K 0.08% +7 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,871 $281K 0.01% +8 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,863 $280K 0.03% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,863 $280K 0.01% +457 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,844 $277K 0.06% +922 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,828 $274K 0.06% -25 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,826 $274K 0.1% +5 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,823 $274K <0.01% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,802 $271K 0.2% +12 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,788 $268K 0.01% -5,845 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,773 $266K 0.01% +272 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,769 $266K 0.16% +4 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,761 $265K 0.01% +54 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,745 $262K 0.05% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,728 $259K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,710 $257K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,697 $255K <0.01% +358 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,651 $255K <0.01% +117 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 1,673 $251K 0.06% -165 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,666 $250K <0.01% -208 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,665 $250K 0.08% +77 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,659 $249K 0.06% -30 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,655 $249K <0.01% +154 13F-HR/A Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,650 $248K 0.18% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,414 $245K 0.03% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,625 $244K 0.03% -4 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,620 $243K 0.01% -105 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,602 $241K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,600 $240K 0.01% -100 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,578 $237K 0.05% -52,239 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,567 $235K 0.15% +1 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,565 $235K 0.08% -90 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,554 $233K 0.03% +166 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,550 $233K 0.02% +1 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,550 $233K 0.14% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,548 $232K 0.04% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,545 $232K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,538 $231K <0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,520 $228K 0.01% -138 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,513 $227K 0.01% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,384 $225K 0.09% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,497 $225K <0.01% +2 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,496 $225K 0.07% -12 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,495 $224K 0.1% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,492 $224K 0.06% -309 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,489 $224K 0.01% +2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,487 $223K 0.01% +2 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,484 $223K 0.12% +89 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,479 $222K 0.03% -7,065 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,478 $222K 0.08% +9 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,480 $221K 0.01% -8 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 1,472 $221K 0.21% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,460 $219K 0.01% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,457 $219K 0.09% -641 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,444 $217K 0.06% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,443 $217K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,441 $216K <0.01% -450,786 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,441 $216K 0.01% +156 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,427 $214K <0.01% -18 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,418 $213K 0.04% -250 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,416 $213K 0.01% +34 13F-HR Timeline City State Bank More: the full row for City State Bank 1,407 $211K 0.05% -30 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,403 $211K 0.04% -533 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,394 $209K 0.01% +1 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,387 $208K 0.04% -71 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,386 $208K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,383 $208K <0.01% -157 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,364 $205K <0.01% +54 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,363 $205K 0.01% +7 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,350 $203K 0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 1,276 $192K 0.15% +7 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,215 $182K 0.04% -258 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,169 $176K <0.01% -7,004 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,139 $171K 0.03% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,096 $164K 0.02% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,086 $163K 0.08% +79 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,074 $161K <0.01% +143 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,059 $159K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,057 $159K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,000 $150K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quantbot Technologies LP More: the full row for Quantbot Technologies LP 987 $148K 0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 983 $148K 0.06% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 955 $143K 0.02% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 950 $143K 0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 943 $142K 0.11% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 940 $141K 0.03% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 920 $138K 0.15% -30 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 898 $135K 0.06% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 885 $133K 0.01% -513 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 861 $129K <0.01% -429 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 860 $129K 0.01% +12 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 852 $128K <0.01% 13F-HR Timeline