Sierra Capital LLC More: the full row for Sierra Capital LLC 1,893 $480K 0.06% +113 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,890 $480K 0.31% 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,880 $477K 0.13% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,878 $477K 0.03% -661 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,876 $476K 0.04% -152 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,846 $471K 0.33% +46 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,852 $470K 0.11% +21 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,840 $467K 0.01% +3 13F-HR Timeline Group Wealthstream Advisors, Inc. 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Advisory Services LLC 1,737 $441K 0.04% -20 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 1,731 $439K 0.4% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,715 $435K 0.06% +174 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,711 $434K 0.02% +238 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,702 $432K 0.03% +1 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,699 $431K 0.5% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,681 $427K 0.05% +1 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,678 $426K 0.02% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,656 $420K 0.03% +2 13F-HR Timeline Group Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,532 $418K 0.25% +1 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,610 $409K <0.01% 0 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,494 $404K 0.19% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,590 $403K 0.22% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,584 $402K 0.02% +230 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,572 $399K 0.04% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,565 $397K 0.01% -217 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,544 $392K 0.15% +4 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,531 $389K 0.22% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for Savvy Advisors, Inc. 1,478 $375K 0.05% new 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,477 $375K 0.35% +2 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,471 $373K 0.3% +623 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,458 $370K 0.26% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,452 $368K 0.06% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,449 $368K 0.13% +1 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 1,430 $363K 0.05% +54 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,424 $361K <0.01% -599 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,422 $361K <0.01% +203 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,314 $360K 0.18% +27 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,413 $359K 0.02% -139 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,387 $352K 0.02% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,380 $350K 0.02% -344 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,379 $350K 0.33% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,377 $350K 0.08% -67 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,376 $349K 0.07% +1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,366 $347K <0.01% +122 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,365 $346K 0.12% -50 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,363 $346K 0.02% new 13F-HR Timeline Valmark Advisers, Inc. 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Retirement Advisors, LLC 1,326 $336K 0.09% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,325 $336K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,325 $336K 0.03% +3 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,322 $335K 0.17% +87 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,311 $333K 0.23% +433 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,298 $333K 0.02% -192 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 1,308 $332K 0.1% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,301 $330K 0.08% +380 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,291 $328K 0.14% +32 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,289 $327K 0.01% -1,452 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,286 $326K <0.01% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 1,282 $325K <0.01% new 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,280 $325K 0.13% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,274 $323K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,264 $321K <0.01% +330 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,258 $319K 0.23% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,255 $318K 0.01% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,254 $318K 0.12% +26 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,244 $316K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,238 $314K 0.02% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,231 $312K 0.22% 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,218 $309K 0.1% -108 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,212 $308K 0.06% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,251 $305K 0.1% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,200 $304K 0.22% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,197 $304K <0.01% -41 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,195 $303K 0.03% +9 13F-HR/A Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 1,190 $302K 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,188 $301K 0.03% +128 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,177 $299K 0.1% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,172 $297K 0.02% +1 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 1,144 $293K 0.08% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,154 $293K <0.01% +999 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,151 $292K 0.1% -255 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,137 $289K 0.01% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,137 $288K 0.03% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,135 $288K <0.01% 0 13F-HR Timeline Group Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,135 $288K 0.07% new 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,135 $288K 0.2% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,131 $287K <0.01% 0 13F-HR Timeline Group Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,130 $287K 0.05% -43 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,050 $287K 0.07% -9 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,126 $286K 0.02% -3 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,122 $285K 0.03% +44 13F-HR Timeline Riggs Capital Management LLC More: the full row for Riggs Capital Management LLC 1,121 $284K 0.28% 13F-HR Timeline American Trust More: the full row for American Trust 1,120 $284K 0.02% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,120 $284K 0.11% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,119 $284K 0.1% 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,111 $282K 0.14% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,109 $281K 0.14% -15 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,105 $280K 0.05% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,098 $279K 0.03% -71 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,093 $277K 0.01% +186 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,086 $276K 0.03% +75 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,083 $275K 0.02% -384 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,080 $274K 0.14% +8 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,075 $273K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,063 $270K 0.03% +196 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,054 $267K 0.01% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,042 $264K 0.02% -74 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,040 $264K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,040 $263K <0.01% +75 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,035 $263K <0.01% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,027 $261K 0.24% 13F-HR Timeline Yeomans Consulting Group, Inc. 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Mason LLC 1,000 $254K 0.13% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 997 $253K 0.07% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 993 $252K 0.02% new 13F-HR Timeline Group LWM ADVISORS INC More: the full row for LWM ADVISORS INC 985 $250K 0.25% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 985 $250K 0.02% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 984 $250K 0.02% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 982 $249K 0.01% -6 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 975 $247K 0.05% -2 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 974 $247K 0.24% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 968 $246K 0.08% +367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 961 $244K 0.1% +15 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 955 $242K 0.02% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 947 $240K 0.08% +2 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 941 $239K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 941 $239K 0.02% +112 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 936 $238K 0.03% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 930 $236K 0.04% new 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 928 $235K 0.08% 13F-HR Timeline Group Summit Financial Strategies, Inc. 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More: the full row for Aurora Private Wealth, Inc. 848 $215K 0.16% +1 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 847 $215K 0.04% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 842 $215K 0.01% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 845 $214K 0.01% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 843 $214K 0.04% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 841 $213K 0.07% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 837 $212K 0.15% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 828 $210K 0.03% 0 13F-HR Timeline PCA Investment Advisory Services Inc. 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