Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,726 $235K 0.02% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,724 $235K 0.01% -10 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,720 $234K 0.01% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,680 $229K 0.04% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,674 $228K 0.01% +13 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,671 $227K 0.02% -275 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,666 $227K 0.01% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,662 $226K 0.08% -595 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,657 $225K 0.01% +65 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,643 $224K <0.01% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,640 $223K 0.03% +24 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,634 $222K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,631 $222K <0.01% -5,189 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,625 $221K 0.04% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,614 $220K 0.01% -281 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,610 $219K 0.04% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,608 $219K 0.01% new 13F-HR Timeline Group BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,600 $218K 0.01% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,597 $217K 0.22% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,589 $216K 0.03% new 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 1,582 $215K <0.01% -328,953 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,578 $215K <0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,560 $212K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,557 $212K <0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,551 $211K 0.01% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,550 $211K <0.01% -200 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,549 $211K 0.1% -101 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,548 $211K 0.01% -388 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,546 $210K 0.03% +1,342 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,545 $210K <0.01% -153 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,543 $210K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,531 $208K 0.01% -500 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,528 $208K <0.01% new 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,525 $208K 0.33% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,522 $207K <0.01% -125 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,520 $207K 0.05% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,520 $207K <0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,514 $206K 0.01% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,514 $206K 0.04% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,515 $206K 0.04% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,509 $205K 0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,508 $205K <0.01% -255 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,507 $205K 0.01% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,507 $205K 0.08% -141 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,503 $205K 0.04% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,500 $204K 0.03% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,498 $204K 0.15% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,497 $204K 0.03% -574 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,494 $203K 0.07% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,481 $202K 0.01% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,470 $200K 0.02% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,470 $200K 0.19% -35 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,433 $195K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,429 $195K 0.01% -10 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 1,399 $193K 0.01% -4,900 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,400 $190K <0.01% -4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,334 $182K <0.01% -100 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,320 $180K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,300 $177K 0.01% -14 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,247 $170K 0.08% -37 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,216 $165K 0.01% +72 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,164 $158K 0.01% -5 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,144 $156K 0.01% +6 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,137 $155K 0.15% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,100 $150K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,079 $147K <0.01% +44 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,072 $146K 0.14% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,006 $137K <0.01% -482 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 992 $135K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 990 $135K 0.01% +145 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 977 $133K 0.07% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 928 $126K 0.01% -279 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 874 $119K <0.01% +242 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 861 $117K 0.05% new 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 860 $117K 0.02% -254 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 847 $115K 0.03% +16 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 838 $114K 0.07% +45 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 834 $114K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 832 $113K <0.01% 0 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 828 $113K 0.05% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 818 $111K 0.04% -54 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 813 $111K 0.01% +55 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 810 $110K 0.08% 0 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 777 $106K 0.09% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 775 $106K <0.01% -100 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 762 $104K 0.04% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 737 $100K 0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 736 $100K 0.03% -118 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 730 $99.3K 0.01% +14 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 723 $98K 0.06% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 716 $97.4K 0.05% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 705 $96K 0.05% 0 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 700 $95.2K 0.07% -5,500 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 696 $94.7K 0.09% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 691 $94K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 676 $91.9K 0.02% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 667 $90.8K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 651 $88.6K 0.06% -6 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 646 $87.9K 0.01% +16 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 642 $87.4K 0.05% +48 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 635 $86.4K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 631 $85.9K 0.01% +6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 624 $84.9K 0.03% -1,442 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 621 $84.5K <0.01% +9 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 613 $83.4K 0.02% +499 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 610 $83K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 582 $79.2K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 612 $78.6K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 550 $74.8K 0.03% -47 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 549 $74.7K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 548 $74.6K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 545 $74.2K 0.01% -22 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 538 $73.2K <0.01% -197 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 514 $69.9K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 471 $69.5K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 508 $69.1K 0.01% 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 500 $68K 0.06% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 484 $65.9K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 483 $65.7K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 455 $61.9K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 440 $59.8K 0.02% +1 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 427 $58.1K <0.01% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 404 $55K 0.04% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 400 $54.4K <0.01% 0 13F-HR/A Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 398 $54.2K 0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 402 $53.8K 0.01% +256 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 390 $53.1K <0.01% -709 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 363 $51.9K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 374 $50.9K 0.02% +62 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 353 $48.1K 0.02% 0 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 350 $47.6K <0.01% -456 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 339 $46.2K <0.01% -90 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 337 $45.8K <0.01% +217 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 330 $44.9K 0.01% +55 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 324 $44.1K <0.01% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 324 $44.1K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 323 $44K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 311 $42.3K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 310 $42.2K <0.01% -525 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 303 $41.3K 0.01% -100 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 300 $40.8K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 296 $40.3K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 285 $38.8K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 284 $38.6K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 277 $37.7K 0.03% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 273 $37.1K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 265 $36.1K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 264 $35.9K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 253 $34.4K 0.02% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 252 $34.3K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 240 $32.7K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 239 $32.5K <0.01% +3 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 239 $32.5K <0.01% -37 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 237 $32.3K 0.02% 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 233 $31.7K <0.01% 0 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 226 $30.8K 0.02% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 212 $29K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 206 $28K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 205 $27.9K 0.01% -18 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 201 $27.3K 0.02% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 200 $27.2K <0.01% +7 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 200 $27.2K 0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 200 $27.2K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 200 $27.2K 0.03% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 197 $26.8K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 194 $26.4K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 193 $26.3K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 189 $25.7K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 183 $25K 0.01% -13 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 171 $23.3K <0.01% +53 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 168 $22.9K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 165 $22.5K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 156 $21.3K <0.01% +151 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 156 $21.2K <0.01% -1,650 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $20.4K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 157 $20.3K 0.01% 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 150 $19.6K 0.03% new 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 144 $19.6K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 143 $19.5K <0.01% 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 138 $18.8K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 135 $18.4K <0.01% +103 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 132 $18K 0.02% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 132 $18K <0.01% -380 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 132 $18K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 121 $16.5K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 118 $16.1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 114 $15.5K <0.01% +14 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 112 $15.2K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 110 $15K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 108 $14.8K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 103 $14K <0.01% +3 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 105 $14K <0.01% -90 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 100 $14K 0.25% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 102 $13.9K <0.01% +38 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 101 $13.7K <0.01% -280 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $13.6K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $13.6K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100 $13.6K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $13.6K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 96 $13.1K <0.01% -20 13F-HR Timeline