Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 289 $209K 0.09% new 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 289 $209K 0.02% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 289 $209K 0.19% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 289 $209K 0.13% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 287 $208K 0.03% +47 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 286 $207K 0.01% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 286 $207K 0.02% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 285 $206K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 285 $206K 0.02% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 285 $206K 0.04% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 284 $205K 0.05% new 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 284 $205K 0.17% new 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 283 $205K 0.06% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 282 $204K 0.07% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 282 $204K 0.04% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 282 $204K 0.03% new 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 282 $204K 0.13% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 281 $203K 0.05% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 281 $203K 0.03% new 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 281 $203K 0.11% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 281 $203K 0.12% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 281 $203K 0.02% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 280 $202K 0.06% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 280 $202K 0.05% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 345 $202K 0.07% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 279 $202K 0.04% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 279 $202K 0.04% new 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 279 $202K 0.13% 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 279 $202K 0.12% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 278 $201K 0.06% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 278 $201K 0.03% +2 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 337 $201K 0.07% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 275 $199K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 275 $199K 0.11% -141 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 388 $197K 0.13% +30 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 273 $197K 0.02% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 271 $196K 0.12% +39 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 264 $191K 0.04% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 258 $187K 0.12% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 254 $184K 0.08% -21 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 253 $183K 0.03% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 250 $181K 0.11% -25 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 249 $180K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 248 $179K 0.03% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 245 $177K 0.06% +6 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 240 $174K 0.07% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 236 $171K 0.05% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 236 $171K 0.14% +43 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 236 $171K 0.15% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 235 $170K 0.03% -828 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 235 $170K 0.07% +47 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 232 $168K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 231 $167K 0.04% +8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 231 $167K 0.04% +33 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 230 $166K 0.06% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 230 $166K <0.01% 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 229 $166K 0.06% -7 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 226 $163K 0.05% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 221 $160K 0.03% +29 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 220 $159K 0.05% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 217 $157K 0.03% +87 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 216 $156K 0.08% -152 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 214 $155K 0.1% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 212 $153K 0.01% -41 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 212 $153K 0.08% +8 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 277 $152K 0.02% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 206 $149K <0.01% +150 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 204 $147K 0.22% +12 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 203 $147K 0.06% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 202 $146K 0.15% -47 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 203 $146K 0.03% +26 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 200 $145K 0.11% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 200 $145K 0.06% 0 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 195 $141K 0.03% -15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 194 $140K 0.02% -3 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 192 $139K 0.03% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 190 $137K 0.05% +28 13F-HR Timeline MOTCO More: the full row for MOTCO 187 $135K 0.01% +15 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 183 $132K 0.07% +21 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 183 $132K 0.06% +35 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 181 $131K 0.1% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 180 $130K 0.01% -1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 180 $130K 0.02% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 175 $127K 0.04% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 175 $127K 0.04% +10 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 173 $125K 0.02% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 172 $124K 0.02% +60 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 171 $124K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 170 $123K <0.01% -8,777 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 168 $121K 0.11% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 168 $121K 0.04% -20 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 167 $121K 0.1% +52 13F-HR/A Timeline Axxion S.A. More: the full row for Axxion S.A. 166 $120K 0.01% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 161 $116K 0.09% -19 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 159 $115K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 159 $115K 0.02% +90 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 156 $113K 0.04% new 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 16,100 $110K 0.59% 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 150 $108K 0.09% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 138 $100K 0.02% -24 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 136 $98.3K 0.03% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 134 $96.9K 0.05% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 132 $95.4K 0.01% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 121 $87.5K 0.01% +4 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 163 $87.4K 0.02% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 121 $87.4K 0.04% -1,211 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 120 $86.8K 0.03% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 116 $84.1K 0.04% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 600 $84K 0.01% +377 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 116 $83.9K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 138 $83.1K 0.73% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 110 $79.5K 0.02% +23 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 108 $78.2K 0.02% +17 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 108 $78.1K 0.01% -50 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 108 $78.1K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 106 $76.6K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 104 $75.5K 0.03% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 102 $73.7K 0.02% -63 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $72.3K 0.01% +20 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 93 $67.2K 0.02% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 93 $67.2K 0.02% +24 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 92 $66.5K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 90 $65.1K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $65K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 86 $62.2K 0.08% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 86 $62.2K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 85 $61.7K 0.03% -21 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 88 $61.4K 0.01% -27 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 82 $59K 0.01% -20 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 81 $58.8K 0.03% -5 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 80 $58.2K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 112 $56.9K 0.01% +56 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 77 $56K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 75 $54.2K 0.02% +2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 72 $52.1K 0.04% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 70 $50.6K 0.01% new 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 68 $49.2K 0.02% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 66 $47.7K <0.01% +5 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 65 $47K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 65 $47K 0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 378 $46.8K <0.01% -227 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 65 $46.7K <0.01% +12 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 62 $44.8K 0.02% +6 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 61 $44.4K 0.03% +11 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 60 $43.4K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 59 $42.7K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 59 $42.7K 0.02% +44 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 58 $41.9K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 57 $41.2K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 58 $41K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 56 $40.5K 0.03% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 56 $40.5K 0.01% -5 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 55 $39.8K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 53 $38.3K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 72 $38K 0.01% -23 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 52 $37.6K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 52 $37.5K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 52 $37.5K 0.03% +2 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 28 $36.9K 0.01% new 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 50 $36.1K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 50 $36.1K 0.01% -193 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 50 $36.1K 0.02% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 48 $34.7K 0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 48 $34.7K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 47 $34K 0.02% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 46 $33.3K 0.01% +19 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 46 $33.3K 0.02% +2 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 45 $32.5K 0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 45 $32.5K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 45 $32.5K 0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 45 $32.5K 0.01% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 44 $32K 0.02% +13 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 44 $31.8K 0.02% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 43 $31.1K 0.02% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 42 $30.4K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 40 $29.6K 0.01% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 40 $28.9K 0.71% -60 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 40 $28.9K 0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $27.7K 0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 37 $26.7K 0.1% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 36 $26K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 34 $24.6K 0.01% -20 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 34 $24.6K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 33 $23.9K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 32 $23.1K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 32 $23K 0.03% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 31 $22.4K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 31 $22.1K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 29 $21K 0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 29 $21K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 28 $20.2K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 28 $20.2K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 28 $20.2K 0.02% -2 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 27 $19.5K <0.01% +15 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 25 $18.1K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 24 $17.4K 0.16% -10 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 24 $17K <0.01% +3 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 23 $16.6K 0.01% -54 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 23 $16.5K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 22 $15.9K 0.01% +10 13F-HR Timeline