Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,402 $217K 0.06% +265 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,400 $217K 0.03% -800 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,384 $215K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,366 $212K 0.02% +320 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,358 $211K 0.02% -3 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,356 $210K 0.08% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,350 $209K 0.02% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,348 $209K <0.01% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,347 $209K 0.03% -374 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,345 $209K <0.01% +162 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,342 $208K 0.02% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,330 $207K <0.01% -92,356 13F-HR Timeline Group Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,322 $205K 0.1% +84 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,318 $205K <0.01% -4,631 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,311 $203K 0.03% -75 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,310 $203K 0.01% +10 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,310 $203K 0.03% -12 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,304 $202K <0.01% new 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 1,300 $202K 0.12% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,298 $201K <0.01% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,297 $201K 0.04% -33 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,297 $201K 0.01% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,296 $201K 0.03% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,298 $201K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,280 $199K 0.09% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,261 $196K 0.11% -68 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,244 $193K 0.01% +188 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,194 $185K <0.01% new 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,185 $184K 0.11% -50 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,178 $183K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,168 $181K <0.01% -912 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,113 $173K <0.01% +219 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,119 $172K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,010 $157K 0.08% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,007 $156K 0.01% -540 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 996 $155K <0.01% -660 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 970 $150K 0.03% +170 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 964 $150K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 951 $148K <0.01% +352 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 951 $148K 0.03% -80 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 949 $147K 0.01% +5 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 924 $143K <0.01% -7,409 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 908 $141K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 900 $140K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 886 $137K <0.01% -34 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 858 $133K <0.01% -1,150 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 821 $127K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 817 $127K <0.01% -22 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 797 $124K -1,531 Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 785 $122K <0.01% +390 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 727 $113K 0.03% -140 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 555 $113K 0.08% +159 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 700 $109K <0.01% -200 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 695 $108K 0.05% -72 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 670 $104K <0.01% -65 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 659 $102K 0.01% -26 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 626 $97.1K 0.02% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 618 $95.9K 0.05% -6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 581 $90.1K 0.01% +19 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 576 $89.4K <0.01% -1,188 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 553 $85.8K 0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 550 $85.3K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 535 $83K <0.01% -19 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 516 $80K 0.01% -109 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 511 $79.2K <0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 504 $78.2K 0.01% -18 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 500 $77.6K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 500 $77.6K 0.06% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,682 $74.3K <0.01% +5,717 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 478 $74.2K <0.01% new 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 470 $73K 0.04% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 469 $72.8K 0.05% -11 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 456 $70.7K <0.01% -141 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 450 $69.8K <0.01% +240 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 431 $66.9K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 426 $66.1K 0.04% +226 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 422 $65K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 411 $63.8K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 380 $58.9K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 362 $56.2K 0.03% -104 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 350 $54.3K 0.01% -8,082 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 348 $54K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 335 $52K <0.01% -41 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 314 $48.7K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 306 $47.5K 0.01% +60 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 303 $47K 0.01% -2 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 300 $46.5K 0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 280 $43.4K 0.04% -680 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 278 $43.1K <0.01% -313 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 273 $42.4K 0.02% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 269 $42K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 269 $41.7K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 254 $39.4K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 253 $39.3K <0.01% new 13F-HR Timeline Group Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 251 $38.9K 0.96% -499 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 250 $38.8K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 244 $37.9K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 243 $37.7K 0.02% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 250 $36.2K 0.02% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 232 $36K <0.01% -4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 230 $35.7K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 229 $35.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 229 $35.5K <0.01% -142 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 216 $34K <0.01% -22,705 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 209 $32.5K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 207 $32K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 206 $32K <0.01% -19 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 206 $31.9K 0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 201 $31.1K 0.03% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 200 $31K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 200 $31K 0.02% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 200 $31K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 199 $30.9K <0.01% +103 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 199 $30.9K 0.01% +45 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 196 $30.4K 0.03% -20 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 190 $29.5K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 185 $28.7K <0.01% -185 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 185 $28.7K 0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 178 $27.6K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 178 $27.6K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 176 $27.3K <0.01% +2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 176 $26.6K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 166 $25.8K <0.01% -49 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 165 $25.6K 0.04% -107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 160 $24.8K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 156 $24.2K -5,242 Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 155 $24K 0.02% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 151 $23.4K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 150 $23.3K 0.01% -200 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 143 $22.2K <0.01% -91,125 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 136 $21.1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 138 $21K <0.01% +129 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 134 $20.8K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 133 $20.6K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 128 $19.9K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 122 $18.9K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 120 $18.6K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 112 $17.4K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 109 $16.9K <0.01% -434 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 104 $16.1K <0.01% 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 104 $16.1K <0.01% +49 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 101 $15.7K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 100 $15.5K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $15.5K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 100 $15.5K 0.01% -4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 96 $14.9K <0.01% -4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 91 $14.1K <0.01% +35 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 90 $14K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 88 $13.6K <0.01% +1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 85 $13.2K <0.01% +37 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 84 $13K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 83 $12.9K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 80 $12.4K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 84 $12.4K <0.01% -4 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 77 $11.9K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 72 $11.2K <0.01% +59 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 68 $10.5K <0.01% -9 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 65 $10.1K 0.01% +43 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 64 $9.93K <0.01% +48 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 64 $9.93K 0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 60 $9.31K <0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 58 $9K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 58 $9K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 48 $7.93K <0.01% -25 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 50 $7.79K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 49 $7.6K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 44 $6.83K <0.01% -55 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 44 $6.83K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 44 $6.83K <0.01% 0 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 42 $6.52K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 41 $6.38K <0.01% -22 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $6.36K <0.01% -19 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 40 $6.21K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 39 $6.05K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 37 $5.74K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 36 $5.58K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 36 $5.58K <0.01% +4 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 35 $5.43K <0.01% +14 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $5.27K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 30 $5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 32 $4.96K <0.01% -44 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $4.65K <0.01% +7 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 29 $4.5K <0.01% +8 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 26 $4.03K <0.01% -10 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $4K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 25 $3.88K <0.01% -7 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 25 $3.88K <0.01% -75 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 25 $3.88K <0.01% -7 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 25 $3.88K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 23 $3.57K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 22 $3.41K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 21 $3.26K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 20 $3.1K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $3.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 20 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 19 $2.95K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 19 $2.94K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18 $2.79K <0.01% +15 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 17 $2.64K <0.01% -5 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 16 $2.48K <0.01% new 13F-HR Timeline