Marotta Asset Management More: the full row for Marotta Asset Management 1,000 $298K 0.05% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,100 $298K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Family Manage LLC More: the full row for Family Manage LLC 1,099 $297K 0.04% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,095 $296K 0.1% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,094 $296K 0.03% +183 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,092 $295K 0.13% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,091 $295K 0.01% -129 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,090 $295K 0.11% 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,087 $294K 0.03% -3,660 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,087 $294K 0.02% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,081 $292K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,074 $291K 0.01% -730 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,073 $290K 0.06% +170 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,070 $290K 0.01% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,068 $289K 0.07% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,066 $288K 0.06% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,066 $288K 0.24% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,064 $288K 0.27% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,059 $286K 0.1% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,054 $285K 0.04% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,080 $285K 0.02% -764 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 936 $285K <0.01% +482 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,050 $284K 0.17% -200 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,050 $284K 0.03% -525 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,049 $284K 0.33% -161 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,041 $282K 0.07% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,118 $281K 0.16% +18 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,040 $281K 0.05% -1,896 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,034 $280K <0.01% new 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 939 $279K 0.18% +50 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,029 $278K 0.04% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,028 $278K 0.26% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,024 $277K 0.1% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,022 $276K 0.1% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,017 $275K 0.15% new 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 1,017 $275K 0.22% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,013 $274K <0.01% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,009 $273K 0.01% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,007 $272K 0.08% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,005 $272K 0.08% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,005 $272K 0.01% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,000 $270K <0.01% new 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,000 $270K 0.11% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,000 $270K 0.06% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,000 $270K 0.12% new 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $270K 0.12% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 793 $267K 0.13% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 987 $267K 0.01% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 983 $266K 0.12% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 983 $266K 0.03% new 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 600 $265K 0.2% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 979 $265K 0.07% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 976 $264K 0.01% new 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 976 $264K 0.19% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 975 $264K 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 972 $263K <0.01% -1,509 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 972 $263K 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 972 $263K 0.05% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 971 $263K 0.06% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 969 $262K 0.04% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 965 $261K 0.02% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 913 $259K 0.03% +628 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 958 $259K 0.05% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 954 $258K 0.05% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 953 $258K <0.01% +126 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 864 $257K <0.01% -571 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 951 $257K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 948 $256K 0.04% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 947 $256K 0.04% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 946 $256K 0.01% new 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 943 $255K 0.07% 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 943 $255K <0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 936 $253K 0.02% -278 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 935 $253K 0.18% -416 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 935 $253K 0.13% -435 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 925 $250K 0.05% -225 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 908 $246K 0.47% -13,074 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 903 $244K 0.02% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 902 $244K 0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 668 $244K 0.01% new 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 900 $243K 0.11% new 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 899 $243K 0.09% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 892 $241K 0.15% new 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 892 $241K 0.33% 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 890 $241K 0.07% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 890 $241K 0.16% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 599 $240K 0.02% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 885 $239K 0.02% -1,784 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 883 $239K 0.31% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 882 $239K 0.1% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 882 $239K 0.15% 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 880 $238K 0.01% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 875 $237K 0.07% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 873 $236K 0.03% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 873 $236K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 867 $235K <0.01% new 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 861 $233K <0.01% new 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 854 $231K 0.01% new 13F-HR/A Timeline Founders Capital Management More: the full row for Founders Capital Management 850 $230K 0.11% -400 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 850 $230K 0.07% -968 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 847 $229K 0.1% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 844 $228K 0.01% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 843 $228K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 840 $227K 0.01% -45 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 839 $227K 0.02% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 833 $225K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 831 $225K 0.06% +216 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 826 $223K 0.01% -10,297 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 823 $223K 0.03% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 817 $221K 0.03% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 817 $221K 0.01% -640 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 815 $220K 0.02% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 812 $220K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 808 $219K 0.07% +165 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 806 $218K 0.13% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 731 $218K 0.01% new 13F-HR Timeline Group GABELLI & Co INVESTMENT ADVISERS, INC. in group GAMCO Investors (Gabelli) More: the full row for GABELLI & Co INVESTMENT ADVISERS, INC. 800 $216K 0.03% new 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 800 $216K 0.09% -2,000 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 800 $216K 0.01% new 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 798 $216K 0.17% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 784 $212K 0.15% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 783 $212K 0.03% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 781 $211K 0.08% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 780 $211K 0.02% -774 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 777 $210K 0.03% new 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 775 $210K 0.07% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 776 $210K 0.01% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 768 $208K 0.08% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 767 $207K 0.1% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 762 $206K 0.02% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 761 $206K 0.1% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 758 $205K 0.06% new 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 750 $203K 0.19% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 749 $202K 0.06% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 746 $202K <0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 744 $201K 0.04% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 742 $201K 0.01% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 740 $200K 0.12% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 697 $189K 0.07% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 694 $188K 0.17% +667 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 680 $184K 0.07% -95 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 675 $183K 0.02% -185 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 641 $173K 0.02% -81,063 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 603 $163K 0.06% 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 643 $162K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 590 $160K 0.05% -230 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 584 $158K <0.01% +29 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 530 $158K 0.01% +101 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 582 $157K 0.08% +426 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 566 $153K 0.07% +315 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 563 $152K 0.01% +12 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 548 $148K 0.1% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 543 $147K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 535 $145K <0.01% +335 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 530 $143K 0.06% -70 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 519 $140K 0.07% +499 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 506 $137K 0.07% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 505 $137K 0.09% -500 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 505 $137K 0.03% -70,477 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 500 $135K 0.02% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 500 $135K 0.12% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 495 $134K 0.01% -721 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 491 $133K 0.08% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 469 $127K 0.03% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 416 $127K <0.01% -436 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 453 $123K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 451 $122K +400 Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 440 $119K 0.05% +150 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 440 $119K 0.35% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 429 $116K 0.01% +129 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 429 $116K 0.03% new 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 426 $115K 0.03% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 323 $111K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 404 $109K 0.01% +11 13F-HR Timeline TOBAM More: the full row for TOBAM 393 $106K 0.03% -6,815 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 380 $103K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 368 $99.5K 0.02% +164 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 367 $99K <0.01% +117 13F-HR Timeline Group TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 362 $97.9K 0.06% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 360 $97.4K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 357 $96.6K <0.01% +30 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 318 $94.7K 0.05% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 337 $91.2K 0.02% +29 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 332 $89.7K <0.01% -37 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 317 $85.7K 0.04% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 315 $85.2K 0.02% new 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 308 $83.3K 0.04% -221 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 306 $82.8K 0.08% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 305 $82.5K <0.01% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 303 $82K 0.02% -98 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 300 $81.1K <0.01% -100 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 300 $81.1K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 293 $79.3K 0.01% -3,350 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 287 $77.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 283 $76.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 278 $75.2K <0.01% +223 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 274 $74.1K 0.01% +46 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 270 $73K 0.04% +178 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 268 $72.5K <0.01% +140 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 252 $68.2K 0.01% -3 13F-HR Timeline