Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 931 $239K 0.22% 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 928 $239K 0.04% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 928 $238K 0.07% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 927 $238K 0.21% 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 925 $238K 0.07% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 924 $237K 0.07% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 924 $237K 0.02% +501 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 924 $237K 0.15% -196 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 924 $237K 0.04% -533 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 924 $237K 0.22% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 921 $237K 0.01% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 920 $236K 0.01% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 918 $236K 0.04% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 916 $235K 0.09% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 915 $235K 0.07% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 915 $235K 0.08% -123 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 916 $235K 0.03% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 914 $235K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 914 $235K <0.01% -508,999 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Tenon Financial LLC More: the full row for Tenon Financial LLC 910 $234K 0.1% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 906 $233K 0.04% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 905 $233K 0.28% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 904 $232K 0.03% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 903 $232K 0.01% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 903 $232K 0.04% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 904 $232K 0.05% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 901 $232K <0.01% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 900 $231K 0.03% -500 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 717 $231K 0.03% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 897 $231K <0.01% +34 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 898 $231K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 898 $231K 0.09% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 897 $231K 0.01% new 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 897 $230K 0.18% new 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 895 $230K 0.11% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 893 $229K 0.14% -162 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 893 $229K 0.17% -451 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 891 $229K 0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 888 $228K 0.04% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 887 $228K 0.13% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 885 $227K 0.12% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 884 $227K 0.08% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 883 $227K 0.04% -285 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 883 $227K 0.02% -200 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 883 $227K 0.11% 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 882 $227K 0.05% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 881 $226K 0.07% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 881 $226K 0.02% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 876 $226K 0.05% -270 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 877 $225K 0.03% -126 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 875 $225K 0.02% -213 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 875 $225K 0.09% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 875 $225K 0.01% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 873 $224K 0.09% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 866 $223K 0.01% new 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 866 $222K 0.18% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 865 $222K 0.01% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 860 $221K 0.02% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 859 $221K 0.03% new 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 855 $220K 0.12% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 855 $220K 0.04% -9,475 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 855 $220K 0.07% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 854 $219K 0.09% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 853 $219K 0.09% -240 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 853 $219K 0.2% 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 852 $219K 0.14% new 13F-HR/A Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 850 $218K 0.02% +51 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 846 $217K 0.03% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 844 $217K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TFB Advisors LLC More: the full row for TFB Advisors LLC 838 $215K 0.06% -102 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 838 $215K 0.14% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 834 $214K 0.02% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 834 $214K 0.04% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 834 $214K 0.15% +3 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 832 $214K 0.06% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 831 $214K 0.02% -100 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 669 $213K 0.04% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 830 $213K 0.01% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 830 $213K 0.12% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 830 $213K 0.14% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 827 $213K 0.02% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 827 $213K 0.11% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 827 $213K 0.06% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 823 $212K 0.05% -387 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 823 $212K 0.03% new 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 822 $211K 0.1% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 820 $211K 0.06% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 820 $211K 0.08% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 818 $210K 0.06% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 816 $210K 0.02% -871 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 816 $210K 0.01% 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 815 $209K 0.13% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 815 $209K 0.02% -331 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 812 $209K 0.03% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 810 $208K 0.03% new 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 809 $208K <0.01% new 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 802 $206K 0.18% 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 800 $206K 0.02% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 800 $206K 0.02% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 800 $206K 0.02% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 800 $206K 0.23% new 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 800 $206K 2.49% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 800 $206K 0.11% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 800 $206K 0.1% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 798 $205K 0.04% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 692 $205K 0.02% new 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 795 $204K 0.15% new 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 794 $204K 0.01% -22,154 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 791 $203K 0.05% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 791 $203K 0.03% -551 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 790 $203K 0.03% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 789 $203K 0.1% 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 787 $202K 0.01% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 717 $202K 0.03% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 786 $202K 0.05% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 784 $201K 0.04% 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 629 $201K 0.05% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 783 $201K 0.12% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 783 $201K 0.03% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 783 $201K 0.13% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 780 $200K 0.25% -17 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 779 $200K 0.03% -13,626 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 740 $190K 0.08% -10 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 714 $183K 0.05% +681 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 714 $183K 0.08% +1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 697 $179K 0.11% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 697 $179K 0.09% +47 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 683 $176K 0.12% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 675 $173K 0.07% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 668 $172K 0.04% +83 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 654 $168K 0.05% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 651 $167K 0.05% +127 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 634 $163K 0.05% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 631 $162K 0.02% +629 13F-HR Timeline BAYBAN More: the full row for BAYBAN 613 $158K 0.14% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 609 $157K 0.06% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 584 $150K 0.02% -1,023 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 577 $148K 0.02% +62 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 572 $147K 0.02% +4 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 553 $142K 0.04% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 551 $142K 0.03% +3 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 550 $141K 0.12% +275 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 548 $141K 0.01% +461 13F-HR Timeline MOTCO More: the full row for MOTCO 529 $136K 0.01% -95 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 358 $133K 0.11% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 513 $132K 0.03% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 509 $131K 0.03% -29 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 506 $130K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 500 $128K 0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 500 $128K 0.05% -130 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 500 $128K 0.09% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 500 $128K 0.05% -100 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 500 $128K 0.03% -2 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 500 $128K <0.01% +267 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 496 $127K 0.02% -3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 489 $126K 0.01% +186 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 480 $123K 0.06% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 469 $121K 0.02% -188 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 464 $119K 0.08% -12 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 453 $116K 0.06% -173 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 446 $115K 0.02% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 445 $114K 0.04% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 444 $114K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 438 $113K 0.09% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 436 $112K 0.02% +100 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 423 $109K 0.02% +53 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 420 $108K 0.02% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 312 $105K 0.02% -17 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 400 $103K 0.19% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 400 $103K 0.05% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 400 $103K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 394 $101K 0.01% +3 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 377 $96.9K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 375 $96.4K 0.01% +74 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 366 $94.1K 0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 355 $91.4K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 351 $90.3K 0.02% +44 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 350 $89.9K 0.01% -46 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 350 $89.9K 0.01% 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 349 $89.7K 0.04% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 277 $89.6K 0.01% +34 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 346 $88.9K 0.06% +8 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 329 $84.7K 0.01% +48 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 326 $83.8K 0.01% -13 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 325 $83.5K 0.08% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 324 $83.3K 0.01% -1,100 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 320 $82.2K 0.01% +12 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 317 $81.5K 0.05% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 315 $81K 0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 315 $80.9K 0.01% +132 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 306 $78.6K 0.07% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 304 $78.1K 0.02% +100 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 300 $77.1K 0.07% 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 293 $76.1K 0.07% 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 293 $75.3K <0.01% 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 290 $74.5K -246 Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 275 $70.7K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 275 $70.7K 0.05% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 275 $70.7K 0.04% -20 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 272 $69.9K 0.04% new 13F-HR Timeline