Emissary Wealth LLC More: the full row for Emissary Wealth LLC 369 $257K 0.24% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 369 $257K 0.09% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 367 $256K 0.02% -647 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 367 $256K 0.07% +8 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 366 $255K 0.13% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 366 $255K <0.01% 0 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 364 $254K 0.02% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 364 $254K 0.1% +6 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 363 $253K 0.1% -38 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 363 $253K 0.07% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 363 $253K 0.03% -64 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 363 $253K 0.07% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 362 $253K 0.03% -27 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 362 $253K 0.03% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 362 $252K 0.11% -291 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 361 $252K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 360 $251K 0.05% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 360 $251K 0.11% -4 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 360 $251K 0.12% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 360 $251K 0.02% +20 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 360 $251K <0.01% -116,760 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 360 $251K 0.01% new 13F-HR Timeline Group JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 360 $251K 0.16% +5 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 359 $250K 0.14% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 358 $250K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2,447 $249K 0.13% +1,763 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 356 $248K 0.02% -202 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 355 $248K 0.05% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 354 $247K 0.09% -228 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 354 $247K 0.1% -63 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 352 $246K 0.06% -6 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 352 $246K 0.2% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 351 $245K 0.04% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 350 $244K 0.07% 0 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 350 $244K 0.13% +1 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 349 $244K 0.15% +207 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,329 $243K 0.04% +2,038 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 349 $243K 0.08% +62 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 347 $242K 0.09% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 347 $242K 0.08% -7 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 346 $242K 0.03% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 345 $241K 0.08% -17 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 344 $240K 0.03% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 324 $240K 0.14% +7 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 344 $240K 0.08% +7 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 344 $240K 0.03% +72 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 342 $239K 0.13% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 342 $239K 0.19% 0 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 342 $239K 0.18% -127 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 341 $238K 0.11% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 341 $238K 0.11% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 341 $238K 0.12% +16 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 341 $238K 0.12% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 341 $238K 0.06% +38 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 341 $238K 0.04% +34 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,273 $237K 0.05% +1,989 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 338 $236K 0.14% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 337 $235K 0.06% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 337 $235K 0.03% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 335 $234K <0.01% 0 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 335 $234K 0.03% -17 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 334 $234K <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 334 $233K 0.17% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 334 $233K 0.1% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 333 $232K 0.07% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 332 $232K 0.03% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 332 $232K 0.03% 0 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 345 $231K 0.14% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 331 $231K 0.03% +10 13F-HR/A Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 331 $231K 0.06% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 331 $231K 0.03% -32 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 330 $230K 0.04% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 330 $230K 0.1% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 329 $230K 0.06% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 329 $230K 0.15% -14 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 328 $229K 0.02% +56 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 328 $229K 0.03% +30 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 325 $227K 0.19% 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 324 $226K 0.18% 0 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 324 $226K 0.3% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 324 $226K 0.14% new 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 324 $226K 0.07% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 323 $225K 0.08% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 322 $225K 0.01% -2 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 321 $224K 0.01% +20 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 321 $224K 0.07% -81 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 320 $223K 0.02% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 320 $223K 0.01% 0 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 318 $222K 0.17% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 318 $222K 0.12% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 318 $222K 0.02% -41 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 317 $221K 0.02% -25 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 317 $221K 0.08% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 315 $220K 0.02% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 315 $220K 0.11% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 314 $219K 0.03% 0 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 314 $219K 0.02% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 314 $219K 0.09% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 313 $218K <0.01% -73 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 312 $218K 0.02% -3 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 312 $218K 0.03% +13 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 309 $216K 0.09% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 270 $214K 0.09% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 306 $214K 0.14% -7,375 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 306 $214K 0.07% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 306 $214K 0.09% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 306 $213K 0.1% +1 13F-HR Timeline Essex LLC More: the full row for Essex LLC 305 $213K 0.04% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 304 $212K 0.06% -11 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 304 $212K 0.06% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 304 $212K 0.02% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 304 $212K 0.01% -6 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 304 $212K 0.15% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 303 $212K 0.08% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 303 $211K 0.01% -568 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 303 $211K 0.12% -6 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 302 $211K 0.05% -296 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 302 $211K 0.05% new 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 301 $210K 0.09% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 300 $209K 0.09% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 300 $209K 0.05% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 300 $209K 0.14% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 300 $209K 0.18% 0 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 300 $209K 0.15% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 299 $209K 0.02% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 299 $209K 0.04% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 299 $208K 0.21% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,017 $208K 0.04% +1,598 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 297 $207K 0.03% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 297 $207K 0.04% -54 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 297 $207K 0.03% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 297 $207K 0.04% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 296 $207K 0.04% 0 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 296 $207K 0.03% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 295 $206K 0.02% +1 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 294 $205K 0.09% +4 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 293 $204K 0.01% -135 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 292 $204K 0.13% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 292 $204K 0.12% -219,808 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 284 $204K 0.02% +18 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 292 $204K 0.03% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 291 $203K 0.02% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 291 $203K 0.03% -25 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 291 $203K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 290 $202K 0.03% +9 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 290 $202K 0.01% 0 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 290 $202K 0.08% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 289 $202K 0.12% -2 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 289 $202K 0.09% 0 13F-HR/A Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 289 $202K 0.21% -4 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 288 $201K 0.03% -131 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 288 $201K 0.02% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 286 $200K 0.03% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 284 $198K 0.13% -3 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 280 $195K 0.03% -20 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 277 $193K 0.06% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 269 $188K 0.06% +2 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 268 $187K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 263 $184K 0.02% +58 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 262 $183K 0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 255 $178K 0.02% +7 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 253 $176K 0.06% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 250 $174K 0.16% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 250 $174K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 250 $174K 0.02% -17 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 249 $174K <0.01% -15 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 246 $171K 0.05% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 245 $171K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 230 $171K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 219 $153K 0.03% -5 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 218 $152K 0.14% -21,336 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 218 $152K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 218 $152K 0.44% -15,541 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 215 $150K 0.03% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 212 $148K 0.03% -12 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 208 $145K 0.04% 0 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 207 $144K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 203 $142K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 200 $140K 0.06% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 200 $140K 0.13% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 199 $139K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 198 $138K 0.07% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 192 $134K 0.09% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 187 $130K 0.05% +22 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 187 $130K 0.05% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 178 $124K 0.07% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 175 $122K 0.04% -66 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 174 $121K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,350 $118K 0.06% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 168 $117K 0.03% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 163 $114K 0.04% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 163 $113K 0.04% -35 13F-HR/A Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 161 $112K 0.1% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 160 $112K 0.1% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 159 $111K 0.08% +125 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 158 $110K 0.01% +10 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 156 $109K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 156 $109K 0.02% -3 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 154 $107K 0.08% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 154 $107K 0.01% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.