Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,587 $604K 0.11% -5,306 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 7,580 $603K 0.2% -670 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,579 $603K 0.1% -223 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,558 $602K 0.01% +1,127 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 7,547 $601K 0.05% +6,544 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,540 $600K 0.15% -20 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,535 $600K 0.15% +112 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 7,085 $600K 0.44% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,521 $599K 0.04% -591 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,511 $598K 0.14% +68 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,496 $597K 0.06% +1,071 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7,394 $595K 0.4% -459 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,467 $594K 0.03% +799 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 7,450 $593K 0.01% -514 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,445 $593K 0.04% +2,770 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,552 $592K 0.03% -23,846 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,426 $592K 0.04% +425 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 7,424 $591K 0.07% -138 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 7,409 $590K 0.23% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,407 $590K 0.03% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,401 $589K 0.02% +274 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,367 $586K 0.17% -274 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,365 $586K 0.08% -54 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,362 $586K 0.12% +184 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 7,361 $586K 0.12% +12 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,357 $586K 0.13% +5 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,353 $585K 0.11% -43 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 7,335 $584K 0.2% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 7,325 $583K 0.39% -200 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,317 $583K 0.01% +1,201 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,310 $582K 0.07% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 7,289 $581K 0.02% -2,900 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,287 $580K 0.05% -114 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 7,282 $580K 0.36% +3,396 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 7,280 $580K 0.06% -175 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,255 $578K 0.04% -394 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 7,241 $576K 0.1% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,238 $576K 0.08% +3 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,234 $576K 0.01% -3,407 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,221 $575K 0.1% -296 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,220 $575K 0.28% 0 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,204 $574K 0.12% -1,552 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,202 $573K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,201 $573K 0.11% +2 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,167 $571K 0.05% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,165 $570K 0.01% -665 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,165 $570K 0.39% -210 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 7,163 $570K 0.11% +450 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 7,161 $570K 0.17% +1,735 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,143 $569K 0.1% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,135 $568K 0.08% -650 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 7,132 $568K 0.06% +3,458 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 7,125 $567K 0.55% -75 13F-HR Timeline MALTESE CAPITAL MANAGEMENT LLC in group MALTESE CAPITAL MANAGEMENT LLC More: the full row for MALTESE CAPITAL MANAGEMENT LLC 7,124 $567K 0.11% -51,376 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,123 $567K 0.01% -541 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,118 $567K 0.02% +969 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 7,102 $565K 0.15% -70 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 7,100 $565K 0.07% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,094 $565K 0.06% +742 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,093 $565K 0.09% +4,923 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 7,080 $564K 0.1% -600 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,073 $563K 0.03% +1,268 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,071 $563K 0.11% -670 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,054 $562K 0.05% +100 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,045 $561K 0.08% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 7,035 $560K 0.14% -710 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,031 $560K 0.07% +235 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,023 $559K 0.11% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,009 $558K 0.28% -155 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,008 $558K 0.05% +20 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,005 $558K 0.06% -101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,003 $558K 0.16% -195 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,997 $557K 0.08% -186 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 7,000 $557K 0.05% -93,070 13F-HR Timeline GLP Holdings LLLP More: the full row for GLP Holdings LLLP 7,117 $557K 0.57% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,991 $557K 0.08% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,881 $554K 0.03% -32 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 6,944 $553K 0.28% +1,324 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,912 $550K 0.05% -61,300 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,905 $550K 0.12% -180 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 6,904 $550K 0.22% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,902 $549K 0.14% +185 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,889 $548K 0.12% -332 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,879 $548K 0.58% +96 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,485 $547K 0.17% -3,010 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,118 $547K 0.08% +391 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,841 $545K 0.05% -78 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 6,835 $544K 0.4% -152 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 6,809 $542K 0.5% -950 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,808 $542K 0.2% -90 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,807 $542K 0.08% -313 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,802 $541K 0.06% -1,180 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,800 $541K 0.15% -750 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,789 $540K 0.1% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,789 $540K 0.05% -303 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 6,786 $540K +50 Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,756 $538K 0.09% +82 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 6,747 $537K 0.08% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 6,747 $537K 0.04% -161 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 6,732 $536K 0.39% -2,549 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 6,722 $535K 0.34% +491 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,717 $535K 0.1% +1,774 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,716 $535K 0.06% -706 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,700 $533K 0.05% +1,362 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 6,694 $533K 0.06% -1,124 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,692 $533K 0.46% -8,403 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,673 $531K 0.12% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,667 $531K 0.28% +154 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,653 $530K 0.04% -70 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,265 $529K 0.03% -522 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,647 $529K 0.26% -40 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,640 $529K 0.34% +77 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 6,625 $527K 0.09% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,619 $527K 0.37% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 6,618 $527K 0.25% -135 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,614 $527K 0.02% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 6,600 $525K 0.16% +406 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,586 $524K 0.03% -300 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 6,584 $524K 0.23% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,575 $523K 0.06% +1,549 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,572 $523K <0.01% +679 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,566 $523K 0.02% -918 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,551 $521K 0.13% -62 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,522 $519K 0.12% +122 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,505 $518K 0.21% +202 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 6,500 $517K 0.21% -335 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 6,480 $516K 0.54% -770 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,480 $516K 0.04% +60 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,466 $515K 0.06% +2,978 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,456 $514K 0.05% -575 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,376 $514K 0.05% -175 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6,417 $511K 0.19% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,415 $511K 0.23% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,407 $510K 0.05% +770 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,406 $510K 0.03% +61 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 6,415 $510K 0.22% +344 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,405 $510K 0.06% -528 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,400 $510K 0.13% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,388 $509K 0.04% +270 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,454 $508K 0.02% -747 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,383 $508K 0.31% -79 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,380 $508K 0.09% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,379 $508K 0.42% -1 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,362 $506K 0.04% -374 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 6,359 $506K 0.01% +35 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,345 $505K 0.17% +229 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 6,343 $505K 0.13% +508 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 6,316 $503K 0.13% +1,618 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 6,309 $502K 0.4% +764 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,293 $501K 0.17% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,289 $501K 0.03% -70 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 6,285 $500K 0.1% -500 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 6,282 $500K 0.09% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,271 $499K 0.11% +742 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,255 $498K 0.15% +20 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,253 $498K 0.15% -226 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 6,236 $496K 0.39% -226 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 6,235 $496K 0.37% -90 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 6,233 $496K 0.4% +14 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,211 $494K 0.26% -119 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 6,198 $493K 0.17% -38 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 6,193 $493K 0.01% +713 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,190 $493K 0.05% +364 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,178 $492K 0.28% -923 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,174 $491K 0.03% -121 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,170 $491K 0.15% +390 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,159 $490K 0.11% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,152 $490K 0.04% +15 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,145 $489K 0.04% -26 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,137 $489K 0.04% +157 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,134 $488K 0.1% -42 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,100 $486K 0.04% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,091 $485K 0.05% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 6,087 $485K 0.23% +52 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,199 $485K 0.05% -3,487 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 5,179 $483K 0.27% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,052 $482K 0.2% -14 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 6,050 $482K 0.49% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,042 $481K 0.21% -78 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,037 $481K 0.02% +14 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 6,033 $480K 0.07% +1,363 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 6,031 $480K 0.12% +15 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 6,030 $480K 0.26% new 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,029 $480K 0.31% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 6,041 $480K 0.24% +1,190 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 6,026 $480K 0.32% +41 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,022 $479K 0.05% -32 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,019 $479K 0.18% +3,437 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,000 $478K 0.01% -250 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,985 $476K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,978 $476K 0.02% -322 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,966 $475K 0.03% +37 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 5,950 $474K 0.27% +167 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,948 $474K 0.16% -832 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,947 $473K 0.22% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,945 $473K 0.1% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,939 $473K 0.18% -141 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,933 $472K 0.21% +808 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 5,931 $472K 0.06% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,931 $472K 0.09% -964 13F-HR Timeline