Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 520 $136K 0.07% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 511 $133K 0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 511 $133K 0.06% -105 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 504 $131K 0.03% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 503 $131K 0.04% +101 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 500 $130K 0.07% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 500 $130K 0.13% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 499 $130K 0.09% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 499 $130K 0.02% -2,315 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 498 $130K 0.13% 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 475 $124K 0.03% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 471 $123K 0.11% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 462 $120K 0.09% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 460 $120K <0.01% 0 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 459 $120K 0.02% +346 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 455 $119K 0.08% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 454 $118K 0.01% -3 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 450 $117K 0.07% 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 445 $116K 0.04% -6,929 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 432 $113K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 429 $112K 0.07% -28 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 426 $111K 0.04% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 420 $109K 0.01% -334 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 414 $108K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 411 $107K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 409 $107K 0.07% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 404 $105K 0.06% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 401 $105K 0.03% +27 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 400 $104K 0.06% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 399 $104K 0.02% -590 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 396 $103K 0.06% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 393 $102K 0.03% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 313 $101K 0.09% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 381 $99.3K 0.07% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 380 $99K 0.08% -155 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 374 $97.5K 0.01% +9 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 372 $97.1K 0.02% +27 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 362 $93.9K 0.03% +6 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 355 $92.6K 0.02% +3 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 354 $92.3K 0.09% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 335 $87.3K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 326 $84.8K 0.04% 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 318 $82.9K <0.01% 0 13F-HR/A Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 312 $80.9K 0.06% +6 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 307 $80K 0.04% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 302 $79K 0.02% -50 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 303 $79K 0.05% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 300 $78.2K 0.01% -30 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 300 $78.2K 0.03% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 300 $78.2K 1.81% 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 286 $74.5K 0.05% -9,469 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 286 $74.5K 0.01% -20 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 284 $74.1K 0.02% -2 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 282 $73.6K 0.02% -7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 281 $73.2K 0.01% -3 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 278 $72.4K 0.05% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 276 $71.9K 0.04% +150 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 274 $71.4K 0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 264 $68.9K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 264 $68.8K 0.02% +27 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 264 $68.6K 0.03% +2 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 263 $68.5K 0.04% 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 258 $67.2K -2,866 Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 251 $65.5K 0.04% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 251 $65.4K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 246 $64.1K 0.03% -6 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 240 $62.6K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 239 $62.3K 0.03% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 239 $62.2K 0.03% +2 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 237 $61.8K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 237 $61.8K 0.06% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 236 $61.5K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 232 $60.5K 0.03% +26 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 228 $59.4K <0.01% -537 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 228 $59.4K 0.02% +23 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 223 $58.1K 0.02% +19 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 222 $58K 0.02% +1 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 220 $57.3K 0.05% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 215 $56K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 212 $55K 0.01% -21 13F-HR Timeline Trust Co More: the full row for Trust Co 205 $53.4K 0.01% +170 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 202 $52.7K 0.04% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $52.1K 0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 200 $52.1K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 200 $52.1K 0.05% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 200 $52K 0.03% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 198 $51.6K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 198 $51.6K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 197 $51.4K 0.01% -12 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 196 $51.1K 0.03% +1 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 195 $50.8K 0.02% 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 192 $50K 0.03% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 192 $50K 0.03% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 184 $48K 0.02% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 182 $47.4K 0.03% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 179 $46.7K 0.02% 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 179 $46K <0.01% +97 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 175 $45.6K 0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 175 $45.6K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 175 $45.6K 0.02% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 175 $45.6K 0.04% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 171 $44.6K 0.04% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 169 $44K 0.01% +1 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 165 $43K 0.11% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 163 $42.5K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 141 $41.4K 0.03% +45 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 141 $41.4K 0.03% +45 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 159 $41K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 155 $40.4K 0.01% +4 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 150 $39.1K 0.03% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 147 $38.1K 0.04% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 143 $37.2K 0.02% -148 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 141 $36.7K 0.03% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 139 $36.3K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 132 $34.4K 0.02% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 126 $34K 0.03% -52 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 130 $33.9K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 130 $33.9K 0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 128 $33.3K 0.01% +51 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 125 $32.6K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 125 $32.6K 0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 123 $32.1K 0.02% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 124 $32K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 121 $31.5K 0.01% -7 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 121 $31.5K 0.06% +86 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 120 $31.3K <0.01% -1,182 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 115 $30K 0.01% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 115 $29.9K 0.02% -3 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 113 $29.5K <0.01% 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 113 $29.5K 0.02% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 106 $27.6K 0.02% 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 100 $26.1K 0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 100 $26.1K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 100 $26.1K 0.02% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $26.1K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 100 $26.1K 0.02% 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 100 $26K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 99 $25.8K 0.01% +5 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 97 $25.3K 0.02% 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 90 $23.5K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 88 $23K 0.01% +1 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 8,623 $22.5K 0.8% -200 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 83 $21.6K 0.01% -49 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 83 $21.6K 0.01% 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 82 $21.4K 0.02% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 71 $20.1K <0.01% +1 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 71 $18.5K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 71 $18.5K 0.02% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 69 $18K <0.01% +32 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 68 $17.7K 0.01% -58 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 67 $17.5K 0.03% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 60 $15.6K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 60 $15.6K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 58 $15.1K 0.01% 0 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 56 $14.6K 0.01% +14 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 52 $13.6K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 50 $13.1K 0.01% -14 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $13K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 50 $13K 0.01% 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 40 $12.9K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 49 $12.9K <0.01% +2 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 45 $12.7K 0.01% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 45 $11.7K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 44 $11.5K <0.01% -22 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 44 $11.5K <0.01% -8 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 43 $11K 0.01% +34 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 38 $9.95K <0.01% -6 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 38 $9.9K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 34 $8.86K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 34 $8.85K 0.01% +22 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 33 $8.6K 0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 29 $7.56K 0.01% +25 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 27 $7.09K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 27 $7.04K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 27 $7.04K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 24 $6.31K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 23 $6K 0.01% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 22 $5.74K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 21 $5.56K <0.01% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 21 $5.47K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 18 $5K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 19 $5K <0.01% -1 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 19 $4.95K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 18 $4.69K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 17 $4.43K <0.01% -89 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 17 $4.43K <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 16 $4.17K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 15 $3.96K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 15 $3.91K <0.01% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 14 $3.65K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 13 $3.39K <0.01% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 13 $3.39K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 13 $3.39K 0.15% -1 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 11 $2.81K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 10 $2.61K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10 $2.61K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 9 $2.35K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 9 $2.35K <0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $1.82K <0.01% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 7 $1.82K <0.01% new 13F-HR Timeline