SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 30,687 $8.43M 0.6% +3,284 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 30,684 $8.43M 1.25% -339 13F-HR/A Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 30,641 $8.42M 6.64% +181 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 30,550 $8.4M 4.21% +2,882 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 30,505 $8.38M 0.59% +1,759 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 30,489 $8.38M 1.8% +124 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 30,487 $8.38M 0.55% -4,483 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 30,432 $8.36M 2.09% -471 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 30,414 $8.36M 0.75% -917 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 30,400 $8.36M 6.19% -466 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 30,233 $8.31M 0.05% +56 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 30,128 $8.28M -1,478 Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 29,958 $8.23M 1.56% -88 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 29,908 $8.22M 0.59% +2,533 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 29,877 $8.21M 0.54% +1,930 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 29,872 $8.21M 0.16% +339 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 29,796 $8.19M 0.4% -81 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,787 $8.19M 0.38% +4,417 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 29,627 $8.14M 0.18% +459 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 29,549 $8.12M 0.38% +2,616 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 29,345 $8.07M 1.87% +418 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 29,340 $8.06M 1.48% +913 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 29,328 $8.06M 1.86% -375 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 29,314 $8.06M 0.49% +1,534 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 29,259 $8.04M 1.01% -23,077 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 29,255 $8.04M 0.66% +4,968 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 29,247 $8.04M 2.42% -409 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 29,221 $8.03M 1.68% -7,274 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 32,194 $8.01M 0.19% +1,307 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 29,096 $8M 3.98% +2,427 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 29,036 $7.98M 3.35% -35 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 29,023 $7.98M 0.81% -1,788 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 29,020 $7.98M 1.72% -2,192 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 30,553 $7.94M 2.76% -273 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 29,028 $7.94M 5.58% +629 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 28,815 $7.92M 0.14% -270 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 28,749 $7.9M 1.07% -2,960 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 28,737 $7.9M 4.21% +2,513 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 28,676 $7.88M 0.66% -4,410 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 28,537 $7.84M 0.01% +4,470 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 28,435 $7.82M 0.63% +746 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 28,381 $7.8M 0.96% +99 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 28,363 $7.8M 5.78% +224 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 28,241 $7.76M 1.19% +1,388 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 28,202 $7.75M 2.36% -1,434 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 27,994 $7.69M 0.14% +2,028 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 27,959 $7.68M 6.96% +979 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 27,874 $7.66M 2.74% +2,412 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 27,859 $7.66M 0.59% -210 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 27,602 $7.59M 1.22% +31 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 27,571 $7.58M 0.01% +16,339 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 27,313 $7.51M 3.86% +389 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 27,277 $7.5M 3.12% +7,442 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 27,126 $7.46M 3.19% +812 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 27,017 $7.43M 0.46% -574 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 26,995 $7.42M 0.49% -655 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 26,724 $7.34M 5.28% +4,853 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 26,661 $7.33M 2.61% -7,100 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 26,603 $7.31M 0.77% -4,834 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 26,563 $7.3M 0.48% +68 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 26,518 $7.29M 3.41% -41 13F-HR Timeline Trust Co More: the full row for Trust Co 26,469 $7.27M 0.86% +29 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 26,396 $7.25M 4.67% +893 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 26,379 $7.25M 1.22% +29 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 26,345 $7.24M 5.36% -7,620 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 26,342 $7.24M 1.02% +288 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 26,278 $7.22M 1.39% +9,381 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 25,635 $7.22M 0.41% +21,238 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 26,205 $7.2M 0.13% +10,518 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 26,163 $7.19M 1.89% -2,678 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 26,140 $7.18M 2.92% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 26,136 $7.18M 3.45% -3,831 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 26,107 $7.18M 3.79% +79 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 27,836 $7.17M 1.56% -1,032 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 26,067 $7.16M 0.23% +3 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 26,019 $7.15M 0.49% -5,280 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 25,864 $7.11M 2.27% +1,150 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 25,795 $7.09M 0.35% -39,992 13F-HR/A Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 25,784 $7.09M 3.85% +613 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 25,717 $7.07M 0.43% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 25,638 $7.05M 4.44% -696 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 25,626 $7.04M 0.54% -5,883 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 25,623 $7.04M 0.14% -404 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 25,572 $7.03M 4.5% -1,763 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 25,526 $7.02M 0.37% -3,257 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 25,339 $6.96M 6.67% -4,199 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 25,255 $6.94M 2.57% -3,406 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 25,236 $6.94M 0.6% +104 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 25,207 $6.93M 2.34% -3,315 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 25,154 $6.91M 4.37% +1,812 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 25,139 $6.91M 2.54% -571 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 25,088 $6.9M 0.31% +3,731 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 25,047 $6.88M 2.95% -12,708 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 25,000 $6.88M 3.12% +434 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 24,997 $6.87M 0.89% +271 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 24,931 $6.85M 4.12% -137 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 24,915 $6.85M 0.23% +76 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 24,900 $6.84M 0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 24,786 $6.81M 1.13% -1,073 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 21,186 $6.8M 6.28% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 24,725 $6.8M 5.37% +133 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 24,600 $6.76M 4.18% +1,821 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 24,540 $6.74M 6.92% +728 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 24,524 $6.74M 1.64% +23,814 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 24,326 $6.69M 2.51% -4,699 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 24,291 $6.68M 0.82% -61 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,272 $6.67M 0.09% +912 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 26,777 $6.6M 0.24% -1,187 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 24,001 $6.6M 3.7% +2,069 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 24,000 $6.6M 3.12% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,925 $6.58M 1.44% +3,542 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 23,854 $6.56M 6.14% +684 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 23,832 $6.55M 0.01% -59 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 23,819 $6.55M 0.56% -13,256 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 23,803 $6.54M 0.56% +102 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 23,798 $6.54M 3.77% +29 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 23,773 $6.53M 3.71% -358 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 24,542 $6.49M 3.09% +576 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 23,593 $6.48M 0.27% -1,327 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 23,502 $6.46M 1.81% +5,962 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 23,500 $6.46M 0.21% +2,280 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 23,472 $6.45M 0.22% -3,181 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 23,407 $6.43M 0.98% +850 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23,371 $6.42M 0.21% -58 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 23,276 $6.4M 0.29% +68 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 23,249 $6.39M 0.06% -7,048 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 23,180 $6.37M 4.76% -2,552 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 23,143 $6.36M 0.66% +14,437 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 23,113 $6.35M 0.45% +159 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 23,095 $6.35M 2.13% -1,076 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 23,078 $6.34M 1.05% +387 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 23,065 $6.34M 1.14% +917 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 22,971 $6.31M 4.3% +47 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 22,919 $6.3M 1.42% +26 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 22,912 $6.3M 2.28% -1,955 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 22,797 $6.27M 2.25% +646 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 22,679 $6.23M 1.83% +6,559 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 23,023 $6.23M 2.47% +845 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 22,371 $6.15M 4.88% +12,845 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 22,329 $6.14M 0.75% +570 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 22,303 $6.13M 4.24% +3,160 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 22,189 $6.1M 2.55% +43 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 22,117 $6.08M 0.54% +437 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 22,114 $6.08M 1.83% +16,800 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 22,096 $6.07M 1.34% +10,813 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 22,014 $6.05M 0.62% -335 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 21,971 $6.04M 0.21% +4,729 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 21,957 $6.03M 0.3% +3,186 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 21,794 $6.01M 0.47% -983 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 21,805 $5.99M 2.57% -91 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 21,761 $5.98M 0.6% +1,017 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tenret Co LLC More: the full row for Tenret Co LLC 21,726 $5.97M 3.62% +164 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 21,674 $5.96M 0.99% -616 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 22,580 $5.95M 6.16% -107,126 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 21,622 $5.94M 2.71% -549 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 20,450 $5.91M 3.12% -500 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 21,422 $5.89M 2.09% +8 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 21,343 $5.87M 0.34% -362 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 21,260 $5.84M 1.23% +112 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 21,175 $5.82M 1.02% +95 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 21,171 $5.82M 5.82% +7,657 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 21,149 $5.82M 4.24% +1,355 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 21,090 $5.8M 0.49% -46 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 21,071 $5.79M 5.98% -5,204 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,028 $5.78M 0.18% -1,381 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20,936 $5.75M 0.26% +10,603 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,807 $5.72M 0.43% +3,449 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 20,781 $5.71M 0.54% -1,459 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 20,711 $5.69M 0.32% -90 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 20,710 $5.69M 1.59% +256 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 21,601 $5.69M 0.06% -2,124 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 20,678 $5.68M 1.35% -980 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,672 $5.68M 0.24% +13,455 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 20,663 $5.68M 0.11% -4,038 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20,633 $5.67M 0.16% -3,843 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 20,582 $5.66M 1.36% -210 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,553 $5.65M 0.09% -726 13F-HR Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 20,538 $5.64M 0.31% -100 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,476 $5.63M 0.51% -12,852 13F-HR/A Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 20,500 $5.63M 0.76% +2,265 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 20,489 $5.63M 0.41% -8,222 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 21,658 $5.63M 2.29% +16,840 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 20,352 $5.59M 2.45% new 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 20,325 $5.59M 3.98% +184 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 20,313 $5.58M 0.33% +288 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 20,310 $5.58M 3.06% -906 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 20,257 $5.57M 0.84% +700 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 20,239 $5.56M 1.99% +1,075 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 20,215 $5.56M 1.88% +1,121 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 20,145 $5.54M 1.45% +782 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 20,068 $5.52M 0.44% +120 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 20,050 $5.51M 5.57% +7,702 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 19,997 $5.5M 1.03% +214 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 19,887 $5.47M 0.66% -1,730 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 19,845 $5.45M 1.32% +7,015 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 19,793 $5.44M 0.34% +921 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,792 $5.44M 0.09% -331 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inscription Capital, LLC More: the full row for Inscription Capital, LLC 20,885 $5.43M 0.89% 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 19,749 $5.43M 0.79% -1,474 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,672 $5.41M 1.23% +670 13F-HR Timeline