Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 11,612 $510K 0.38% -749 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 11,600 $510K 0.29% +1,880 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11,599 $510K 0.07% -116 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 11,598 $510K 0.2% +116 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,595 $510K 0.07% -993 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 11,544 $507K 0.07% -118 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 11,544 $507K 0.12% -1,900 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,516 $506K 0.18% +1,201 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 11,512 $506K 0.02% +1,000 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 12,728 $506K 0.3% +2,610 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 11,502 $506K 0.08% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 11,496 $504K 0.17% -1,574 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 11,456 $503K 0.12% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 11,449 $503K 0.1% +664 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 12,236 $503K 0.23% +6,521 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 11,453 $503K 0.13% -213 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 11,420 $502K 0.24% +181 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 11,403 $501K 0.15% +193 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,403 $501K 0.17% -795 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,392 $501K 0.02% -3,638 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 11,388 $500K 0.15% +91 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,383 $500K 0.13% -486 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 11,365 $499K 0.16% -106 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 11,324 $498K 0.41% -703 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 11,290 $496K 0.11% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,284 $496K 0.13% +2,745 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 11,280 $496K 0.14% +5,795 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 11,278 $496K 0.17% -48 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11,273 $495K 0.11% -1,414 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,258 $495K 0.14% +1,599 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 11,246 $494K 0.26% +1,030 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 11,229 $494K 0.19% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 11,222 $493K 0.22% -92 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,216 $493K 0.12% -186 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 11,326 $492K 0.05% -501 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 11,184 $492K 0.05% +41 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 11,143 $490K 0.27% +80 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,106 $488K 0.09% +1,817 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 11,105 $488K 0.4% -130 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 11,099 $488K 0.06% 0 13F-HR Timeline Robertson Stephens Wealth Management, L⦠More: the full row for Robertson Stephens Wealth Management, LLC 11,082 $487K 0.01% -1,234 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,043 $485K 0.05% +1,355 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT⦠More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,048 $485K 0.07% +209 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 11,028 $485K 0.03% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 11,020 $484K 0.17% -151 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 10,989 $483K 0.21% +1,610 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,960 $482K 0.04% +854 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,943 $481K 0.09% -326 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,912 $480K 0.04% +334 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 10,908 $479K 0.16% +3,215 13F-HR Timeline Baltimore-Washington Financial Advisors⦠More: the full row for Baltimore-Washington Financial Advisors, Inc. 10,869 $478K 0.02% -2,711 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 10,863 $477K 0.53% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 10,854 $477K 0.07% -747 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,853 $477K 0.12% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 10,851 $477K 0.15% -12 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 10,797 $473K 0.18% -2 13F-HR Timeline China Universal Asset Management Co., L⦠More: the full row for China Universal Asset Management Co., Ltd. 10,756 $473K 0.04% -3,646 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 10,718 $471K 0.03% -2,038 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,712 $471K 0.08% -189 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,707 $471K 0.08% +71 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 10,700 $470K 0.14% -1,504 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 10,687 $470K 0.02% 0 13F-HR/A Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 10,672 $469K 0.14% -583 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,672 $469K 0.05% +1,375 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 10,671 $469K 0.4% 0 13F-HR Timeline International Private Wealth Advisors L⦠More: the full row for International Private Wealth Advisors LLC 10,668 $469K 0.29% -1,218 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 10,635 $467K 0.08% +1,017 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 10,620 $467K 0.74% +1,197 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 10,603 $466K 0.14% -1,503 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 10,592 $466K 0.07% +1,375 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 10,576 $465K 0.09% +103 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 10,570 $465K 0.79% 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,562 $464K 0.13% -578 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 10,549 $464K 0.03% +1,281 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,539 $463K 0.06% +990 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,522 $462K 0.11% +3,875 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,522 $462K 0.06% +1,009 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 10,505 $462K 0.12% +4,650 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 10,504 $462K 0.15% +1,088 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,199 $462K 0.04% -304 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,493 $461K 0.03% -363 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 10,487 $461K 0.1% +270 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 10,485 $461K 0.31% +166 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 10,485 $461K 0.2% +142 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,480 $461K 0.02% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 10,480 $461K 0.25% -97 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,136 $460K 0.04% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 10,440 $459K 0.04% +569 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN⦠More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,397 $457K 0.03% -1,617 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 10,392 $457K 0.28% -328 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 10,386 $456K 0.14% +3,677 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 10,365 $456K 0.16% -7 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10,306 $453K 0.02% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,272 $451K 0.09% +342 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 10,246 $450K 0.15% -105 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,217 $449K 0.32% +2,445 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,202 $448K 0.33% +204 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 10,180 $447K 0.01% -5,992 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 10,173 $447K 0.01% -550 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,152 $446K 0.05% -2,146 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 10,805 $446K 0.3% -1,757 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 9,460 $444K -730 Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 10,057 $442K 0.18% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 10,054 $442K 0.06% +2,770 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 10,034 $441K 0.19% +96 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 10,033 $441K 0.01% 0 13F-HR/A Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,030 $441K 0.21% -400 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 10,057 $441K 0.04% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 10,028 $441K 0.09% -65 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 10,009 $440K 0.02% -459 13F-HR/A Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 10,005 $440K 0.61% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 10,849 $438K 0.01% -720 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 9,972 $438K 0.11% +9 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 9,964 $438K 0.32% -514 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L⦠More: the full row for VIRTUS ADVISERS, LLC 9,950 $437K 0.24% new 13F-HR/A Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 9,950 $437K 0.25% -250 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 9,917 $436K 0.03% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 9,909 $435K 0.77% -587 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 9,922 $435K 0.22% -83 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 9,876 $434K 0.07% -2,516 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 9,852 $433K 0.11% -946 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,846 $433K 0.05% +2,362 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 9,825 $432K 0.21% -500 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 9,845 $432K 0.07% +3,348 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 9,815 $431K 0.35% -268 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,795 $431K 0.07% +1,660 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 9,785 $430K 0.07% -211 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,753 $429K 0.09% +420 13F-HR Timeline United Bank More: the full row for United Bank 9,747 $428K 0.15% +1,904 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 9,741 $428K 0.27% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,738 $428K 0.2% +110 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 9,729 $428K 0.11% +1,338 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 8,057 $427K 0.15% +3,269 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 9,714 $427K 0.11% +305 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,714 $427K 0.02% +905 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 9,697 $426K 0.03% +1,088 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9,687 $426K 0.21% +1,270 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 9,659 $425K 0.1% -16,802 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,644 $424K 0.03% -264 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 9,616 $423K 0.27% +78 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 9,616 $423K 0.12% +1,614 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,584 $421K 0.29% +655 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,548 $420K 0.27% +170 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,548 $420K 0.07% -895 13F-HR Timeline Allegiance Financial Group Advisory Ser⦠More: the full row for Allegiance Financial Group Advisory Services LLC 9,486 $417K 0.1% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,484 $417K 0.04% -156 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,478 $417K 0.07% -24 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 9,465 $416K 0.29% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,465 $416K 0.02% +108 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 9,442 $415K 0.19% -5,150 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 9,431 $414K 0.17% -14 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 9,412 $414K 0.19% +41 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,390 $413K 0.07% +956 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 9,320 $410K 0.03% +58 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 9,306 $409K 0.12% +565 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,298 $409K 0.07% +7 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 9,288 $408K 0.19% -452 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,281 $408K 0.23% +2,595 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 9,268 $407K 0.32% +4,192 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,266 $407K 0.04% -997 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9,247 $406K 0.15% +1,135 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 9,198 $404K 0.05% +895 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 9,181 $403K 0.15% -139 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,167 $403K 0.03% +670 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 9,164 $403K 0.09% +574 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 9,135 $401K 0.34% +2 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 9,135 $401K <0.01% -378,676 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,122 $401K 0.02% +17 13F-HR Timeline Group Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 9,107 $400K 0.14% 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,098 $400K 0.02% +84 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,061 $398K 0.18% -489 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 9,156 $398K 0.09% +36 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9,046 $398K 0.07% +745 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man⦠More: the full row for Gerber Kawasaki Wealth & Investment Management 9,039 $397K 0.01% +1,619 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 9,040 $397K 0.17% -67 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9,025 $397K 0.03% +258 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 9,016 $396K 0.17% -364 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,987 $395K 0.07% +303 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,947 $393K 0.13% -97 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 8,926 $392K 0.17% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage⦠More: the full row for Yelin Lapidot Holdings Management Ltd. 8,909 $392K 0.08% -1,419 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8,901 $391K 0.12% +61 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,877 $390K 0.14% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 9,743 $390K 0.08% +867 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 8,854 $389K 0.25% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 8,925 $389K 0.16% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,843 $389K 0.16% +1,252 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 8,819 $387K 0.34% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 8,780 $386K 0.02% -3,242 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 8,779 $386K 0.1% -379 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,772 $386K 0.09% -86 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 8,743 $384K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 8,736 $384K 0.03% -1,559 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 8,724 $383K 0.18% -4,353 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8,718 $383K 0.04% +177 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,712 $383K 0.04% -589 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 8,675 $381K 0.17% -28 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,674 $381K 0.05% +1,764 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,661 $381K 0.03% +121 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 8,658 $381K 0.34% -12 13F-HR Timeline