Wedmont Private Capital More: the full row for Wedmont Private Capital 914,576 $43.1M 1.03% -1,253,382 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 645,412 $30.6M 4.39% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 524,949 $24.7M 0.31% +20,755 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 517,180 $24.5M 1.93% +4,189 13F-HR Timeline CX Institutional More: the full row for CX Institutional 492,818 $23.3M 0.63% +64,260 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 460,733 $21.8M 11.62% +13,469 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 415,790 $19.7M 0.55% -384,564 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 400,223 $19M 0.9% -2,300 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 367,749 $17.4M 3.45% -4,415 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 357,963 $17M 2.1% +7,536 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 355,489 $16.8M 0.12% +17,210 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 316,763 $15M 11.67% +11,019 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 308,484 $14.6M 0.42% +18,439 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 285,370 $13.5M 1.34% -5,108 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 277,993 $13.2M 1.23% +50,433 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 247,197 $11.7M 0.86% -45,662 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 214,080 $10.1M 3.03% -25,024 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 186,761 $8.85M 2.8% +6,399 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 178,370 $8.45M 1.74% +125,073 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 163,721 $7.75M 0.87% +11,577 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 157,974 $7.48M 0.62% +6,505 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 155,857 $7.38M 0.81% -19,414 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 143,456 $6.79M 1.75% +8,712 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 104,240 $4.94M 2.53% -17,325 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 90,356 $4.28M 0.11% +10,301 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 89,244 $4.23M 0.28% +11,340 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 86,913 $4.12M 0.41% +2,775 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 81,726 $3.87M 0.99% +21,733 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 76,444 $3.62M 0.08% +4,646 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 63,895 $3.03M 0.34% +13,756 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 63,743 $3.02M 0.56% +11,981 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 61,696 $2.92M 1.02% -6,140 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 60,068 $2.84M 0.83% +5,569 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 56,304 $2.67M 0.2% -3,731 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 54,486 $2.58M 0.23% -2,218 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 54,081 $2.56M 0.69% +6,326 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 51,786 $2.45M 0.72% +1,696 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 50,474 $2.39M 1.56% -12,736 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 43,376 $2.05M 0.12% +5,248 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 33,933 $1.61M 0.15% +29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 32,542 $1.54M 0.09% +414 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 32,064 $1.52M 0.35% +11,392 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 30,252 $1.43M 0.05% +6,653 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 27,359 $1.3M 0.34% -3,986 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26,930 $1.28M 0.13% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 25,987 $1.23M 0.08% +17,223 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 25,741 $1.22M 0.53% -5,671 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 22,753 $1.08M 0.33% +2,505 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 22,009 $1.04M 0.42% +200 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 17,363 $822K 0.16% +2,000 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 17,103 $810K 0.51% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 16,384 $776K 0.09% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,272 $771K 0.09% -6,534 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 15,173 $719K 0.05% +10,143 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 14,949 $708K 0.19% +1,876 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,941 $660K 0.06% +994 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 13,819 $654K 0.25% +385 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,826 $607K 0.09% -5,269 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 12,701 $601K 0.11% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 11,055 $524K 0.14% -4,294 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 9,600 $455K 0.3% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,911 $422K 0.01% -14 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 8,099 $384K 0.21% new 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 7,578 $359K 0.26% -7 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,529 $357K 0.15% +1,034 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,912 $327K 0.14% -4,240 13F-HR Timeline Trust Co More: the full row for Trust Co 6,865 $325K 0.03% -52,556 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 6,601 $313K 0.13% +91 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,398 $303K 0.09% -4,056 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,334 $300K 0.06% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,216 $294K 0.06% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,616 $266K 0.01% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 5,614 $266K 0.06% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,088 $241K 0.11% -610 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,808 $228K 0.12% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,484 $212K 0.05% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 4,306 $204K 0.04% -1,668 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,295 $203K 0.13% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,293 $203K 0.03% +25 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,588 $123K 0.06% +22 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,466 $117K 0.01% +21 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 382 $18.1K <0.01% +242 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 320 $15.2K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 316 $15K 0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 230 $10.9K <0.01% 0 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 176 $8.34K <0.01% +21 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 75 $3.55K <0.01% -2,212 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 63 $2.99K <0.01% new 13F-HR Timeline