SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,258 $142K 0.02% +1,245 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,252 $141K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,250 $141K -450 Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,228 $138K 0.03% +51 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,224 $138K 0.04% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,208 $136K 0.03% -35 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,198 $135K <0.01% -5,604 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,181 $133K 0.09% -40 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,145 $129K 0.06% +35 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,136 $128K <0.01% -102 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,127 $127K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,125 $127K 0.01% +160 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,120 $126K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,111 $125K 0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,103 $124K 0.01% -276 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,006 $123K 0.02% -5 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,070 $120K 0.02% +50 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,069 $120K 0.01% +328 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,051 $118K <0.01% -710 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,040 $117K 0.02% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 1,034 $116K 0.09% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,018 $115K 0.01% -28 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,018 $115K 0.07% +868 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,010 $114K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,000 $112K 0.03% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 991 $111K 0.24% +7 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 978 $110K 0.01% 0 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 941 $106K 0.02% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 935 $105K 0.02% -28,396 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 893 $100K 0.04% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 891 $100K 0.03% -14 13F-HR Timeline CNB Bank More: the full row for CNB Bank 846 $95.2K 0.04% -262 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 846 $95.2K 0.05% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 843 $94.9K 0.01% +4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 831 $93.5K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 820 $92.2K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 815 $91.7K <0.01% +533 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 813 $91.5K 0.01% -347 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 813 $91.5K -5,611 Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 804 $90K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 800 $90K 0.03% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 794 $89.3K 0.03% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 869 $89.1K 0.05% +7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 781 $87.9K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 758 $85.3K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 755 $85.1K 0.03% +100 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 698 $85K 0.01% +119 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 749 $84.3K <0.01% -192 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 737 $84K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 740 $83.2K 0.02% +250 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 740 $83K 0.01% +3 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 700 $78.8K 0.04% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 699 $78.7K 0.01% +3 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 687 $77.3K 0.06% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 639 $71.9K 0.02% +39 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 634 $71.3K 0.05% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 632 $71.1K <0.01% +88 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 630 $70.9K 0.01% +1 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 630 $70.9K <0.01% -20 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 623 $70.1K 0.01% +258 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 623 $70.1K 0.02% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 618 $69.5K 0.03% -508 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 614 $69K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 593 $66.7K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 583 $65.6K 0.02% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 580 $65.2K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 576 $65K 0.03% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 590 $64.8K <0.01% +338 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 571 $64.2K 0.04% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 555 $62.4K 0.04% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 555 $62.4K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 555 $62.4K 0.03% -45 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 550 $61.9K 0.03% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 541 $60.9K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 540 $60.8K 0.02% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 509 $57.2K 0.04% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 508 $57.1K 0.04% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 507 $57K 0.01% -1,750 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 501 $56.3K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 500 $56.2K 0.04% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 500 $56.2K 0.04% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 490 $55.1K 0.03% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 473 $53.2K 0.02% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 463 $52.1K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 460 $51.8K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 460 $51.8K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 449 $50.5K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 452 $50K 0.01% +13 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 439 $49.4K <0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 439 $49.4K 0.02% +373 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 438 $49K <0.01% -49 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 432 $48.6K 0.02% +8 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 418 $47K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 424 $47K 0.01% +35 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 416 $46.8K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 414 $46.6K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 410 $46.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 407 $46K 0.03% -49 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 408 $45.9K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 408 $45.8K 0.02% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 402 $45.2K 0.01% +162 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 395 $44.4K <0.01% +33 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 385 $43.3K 0.03% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 384 $43.2K 0.01% +310 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 380 $42.8K <0.01% -176 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 377 $42.4K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 373 $42K <0.01% +3 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 370 $41.6K 0.03% +196 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 369 $41.5K 0.03% +16 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 358 $40.3K <0.01% -12 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 357 $40.2K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 343 $38.6K 0.01% +2 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 343 $38.6K 0.02% +3 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 343 $38.6K 0.02% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 325 $36.6K 0.02% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 320 $36K 0.03% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 316 $35.6K 0.01% +46 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 313 $35.2K 0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 310 $34.9K <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 309 $34.8K 0.01% +2 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 308 $34.6K 0.11% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 300 $34K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 300 $33.8K 0.03% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 285 $32K 0.01% +3 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 280 $31.5K 0.01% -14 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 275 $30.9K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 270 $30K 0.01% +3 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 266 $29.9K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 260 $29.2K <0.01% new 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 259 $29.1K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 250 $28.1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 249 $28K <0.01% -28 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 246 $27.7K 0.02% +22 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 244 $27.4K <0.01% +54 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 236 $26.6K 0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 232 $26.1K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 235 $26K <0.01% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 229 $25.8K 0.02% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 228 $25.6K 0.01% +175 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 225 $25.3K <0.01% +10 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 225 $25.3K 0.02% -25 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 212 $23.8K 0.01% +9 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 205 $23.1K 0.01% -50 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $22.5K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 199 $22.4K <0.01% -123 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 195 $21.9K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 192 $21.5K 0.01% -113 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 191 $21.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 191 $21.5K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 184 $20.7K <0.01% 0 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 183 $20.6K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 180 $20.2K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 180 $20.2K <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 176 $19.8K <0.01% +161 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 173 $19.5K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 173 $19.5K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 162 $18.2K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 153 $17.2K <0.01% -12 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 150 $16.9K 0.03% -1,596 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 150 $16.9K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 147 $16.6K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 147 $16.5K 0.01% -2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 143 $16.1K <0.01% +9 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 138 $15.5K <0.01% -3 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 138 $15.5K 0.22% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 137 $15.4K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 137 $15.4K <0.01% -35 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 136 $15.3K 0.02% -621 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 129 $14.5K 0.01% +9 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 126 $14.2K <0.01% +9 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 125 $14.1K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 125 $14.1K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 122 $13.7K 0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 121 $13.6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 116 $13.6K <0.01% +50 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 120 $13.5K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 119 $13.4K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 116 $13.1K 0.01% +12 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 115 $12.9K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 114 $12.9K 0.01% +13 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 109 $12.3K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 109 $12.3K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 100 $11.7K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 102 $11.5K <0.01% +34 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 102 $11.5K 0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 101 $11.4K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 101 $11.4K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 100 $11.4K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 101 $11.3K <0.01% +1 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 100 $11.2K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 100 $11.2K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $11.2K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $11.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 100 $11.2K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 100 $11.2K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $11.2K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 98 $11K <0.01% -633 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $11K <0.01% -100 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 100 $11K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 92 $10.3K <0.01% +33 13F-HR Timeline