Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,426 $208K 0.09% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 766 $207K 0.04% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,415 $206K 0.16% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,411 $206K 0.02% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,401 $204K 0.03% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,400 $204K 0.05% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,400 $204K 0.02% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,398 $204K 0.04% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,396 $203K 0.11% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,396 $203K 0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,387 $202K 0.01% -5,746 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 1,387 $202K 0.05% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,386 $202K 0.04% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,379 $201K 0.08% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,377 $201K 0.07% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,342 $195K 0.01% +1,166 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,280 $187K 0.13% -160 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,228 $179K <0.01% +500 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,226 $179K 0.01% +1,190 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 1,220 $178K 0.05% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,190 $173K 0.19% -34 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,140 $170K 0.03% +370 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,156 $168K 0.04% +5 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,152 $168K 0.08% -200 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,150 $168K 0.03% +702 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,129 $165K 0.02% +10 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,125 $164K <0.01% -686 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,097 $164K 0.03% +4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,029 $163K 0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,102 $161K 0.22% +1,070 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,097 $160K 0.04% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,083 $158K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,063 $155K 0.05% +682 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,032 $150K 0.01% -48 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,019 $148K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,000 $146K 0.04% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 992 $145K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 983 $143K 0.01% +695 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 912 $133K <0.01% -96 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 886 $129K 0.05% +17 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 880 $128K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 865 $126K 0.01% -44 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 856 $125K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 838 $122K 0.05% +32 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 834 $122K 0.02% +212 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 800 $117K 0.01% 0 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 800 $117K 0.08% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 766 $112K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 754 $110K 0.04% +17 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 725 $106K 0.06% +500 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 720 $105K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 712 $104K <0.01% +47 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 678 $98.8K <0.01% 0 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 676 $98.5K 0.05% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 675 $98.3K 0.02% +78 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 657 $95.7K 0.04% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 654 $95.3K 0.03% -443 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 624 $90.9K 0.02% -39 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 613 $89.3K 0.04% +21 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 612 $89.2K 0.01% +500 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 604 $88K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 594 $86.6K 0.03% +508 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 580 $84.5K 0.12% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 553 $80.6K <0.01% -92 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 540 $78.7K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 539 $78.5K <0.01% -20 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 542 $78K 0.01% +83 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 529 $77.1K 0.02% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 524 $76.4K 0.01% -160 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 523 $76.2K 0.01% +371 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 518 $75.5K 0.06% +145 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 505 $73.6K 0.01% +287 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 485 $70.7K 0.04% +5 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 460 $67K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 423 $67K 0.01% +84 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 444 $64.7K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 433 $63K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 410 $59.7K 0.01% +338 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 405 $59K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 404 $58.9K 0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 389 $56.7K 0.02% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 388 $56.5K <0.01% +53 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 390 $56K 0.03% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 380 $55.4K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 373 $54.4K 0.01% -107 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 341 $49.6K 0.03% +233 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 337 $49K 0.01% +138 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 332 $48.4K <0.01% +328 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Riverview Trust Co More: the full row for Riverview Trust Co 332 $48.4K 0.06% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 327 $47.6K <0.01% +30 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 320 $47K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 320 $46.6K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 318 $46.3K 0.02% -32 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 308 $44.9K 0.02% +48 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 290 $42K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 281 $40.9K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 280 $40.8K 0.01% -57 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 274 $39.9K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 264 $38.5K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 259 $37.7K 0.01% +235 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 250 $36.4K 0.01% +6 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 244 $35.6K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 275 $35.5K 0.05% 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 229 $33.4K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 224 $32.6K <0.01% +64 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 222 $32.3K 0.02% -1 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 222 $32.3K 0.02% +130 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 220 $32.1K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 218 $31.8K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 214 $31.2K <0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 216 $31K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 212 $30.9K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 200 $29.1K 0.02% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 200 $29.1K 0.03% -83,100 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 199 $29K <0.01% +72 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 198 $28.9K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 194 $28.3K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 192 $28K 0.02% -19,452 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 180 $26.2K <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 178 $25.9K <0.01% -2 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 175 $25.5K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 168 $24.5K 0.01% +32 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 164 $23.9K <0.01% -4 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 158 $23K 0.01% +12 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 157 $22.9K <0.01% +64 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 156 $22.7K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 156 $22.7K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 146 $21.3K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 144 $21K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 140 $20.4K 0.01% +5 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 136 $19.8K 0.03% -20 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 132 $19.2K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 128 $18.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 126 $18.4K 0.01% +28 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 123 $17.9K <0.01% +43 13F-HR Timeline James T. Borello RIA More: the full row for James T. Borello RIA 123 $17.9K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 118 $17.2K 0.04% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 112 $16.3K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 112 $16.3K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 100 $14.9K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 100 $14.6K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $14.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 96 $14K 0.06% -3,715 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for DiNuzzo Private Wealth, Inc. 80 $10.9K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 73 $10.6K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 73 $10.6K 0.01% +21 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 72 $10.5K <0.01% +2 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 70 $10.2K 0.01% -50 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 68 $9.91K 0.01% -46 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 68 $9.91K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 66 $9.62K <0.01% +41 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 64 $9.32K <0.01% +37 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 62 $9.03K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 62 $9.03K <0.01% +3 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 60 $8.74K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 56 $8.16K <0.01% +11 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 55 $8.03K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 53 $7.72K <0.01% +19 13F-HR/A Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 53 $7.72K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 52 $7.58K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 50 $7.22K 0.01% -55 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 49 $7.14K 0.01% -49 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 48 $7.05K <0.01% +21 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 48 $7K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 48 $6.99K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 51 $6.68K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 45 $6.56K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 42 $6.12K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 44 $6K <0.01% +7 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 42 $6K <0.01% -54 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 40 $5.83K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 39 $5.68K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 37 $5.39K <0.01% new 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 37 $5.39K <0.01% +8 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 32 $4.78K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 31 $4.52K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 30 $4.37K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 26 $3.79K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 25 $3.64K <0.01% -75 13F-HR/A Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 25 $3.64K <0.01% -34 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 24 $3.5K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 24 $3.5K <0.01% +5 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 24 $3.5K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 23 $3.32K <0.01% +13 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $3.21K <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 23 $3.16K <0.01% +4 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 20 $2.91K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 20 $2.91K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 20 $2.87K 0.1% -1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 19 $2.77K <0.01% +4 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 19 $2.77K <0.01% new 13F-HR Timeline