ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 576 $203K 0.07% -2 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 575 $203K 0.03% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 573 $202K 0.05% -230 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 573 $202K 0.08% -3 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 572 $202K 0.01% -48 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 559 $197K 0.01% +42 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 557 $197K 0.09% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 543 $192K 0.04% -3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 502 $177K 0.02% -526 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 501 $177K 0.03% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 500 $176K 0.04% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 497 $176K <0.01% -187 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 496 $175K 0.04% -240 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 492 $174K 0.09% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 468 $165K 0.02% +36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 465 $164K <0.01% +104 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 466 $164K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 446 $158K 0.01% -165 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 433 $153K <0.01% -17 13F-HR/A Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 430 $152K 0.04% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 425 $150K 0.02% +6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 423 $149K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 421 $149K 0.11% +29 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 419 $148K <0.01% +228 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 415 $146K 0.01% +6 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 405 $143K 0.06% -13 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 398 $140K 0.03% +26 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 391 $138K 0.05% +63 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 390 $138K 0.01% +1 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 379 $134K <0.01% -45 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 370 $131K <0.01% -24 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 365 $128K <0.01% -441 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 360 $127K 0.03% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 336 $119K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 331 $117K <0.01% +20 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 317 $112K 0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 313 $110K 0.01% -30 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 312 $110K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 305 $108K <0.01% -3 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 299 $106K 0.02% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 285 $101K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 251 $88.6K 0.05% -249 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 240 $85K 0.04% -50 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 234 $82.7K <0.01% +62 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 230 $81.2K 0.02% +138 13F-HR Timeline Quarry LP More: the full row for Quarry LP 222 $78.3K 0.01% -720 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 220 $77.6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 212 $75K 0.04% -10 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 211 $74.5K 0.06% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 208 $73.4K 0.01% +27 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 203 $71.6K 0.05% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $70.6K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 199 $70.2K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 190 $67K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 188 $66.3K <0.01% +1 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 188 $66.3K 0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 176 $62.1K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 174 $57.6K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 162 $57.2K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 160 $56.3K 0.01% +5 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 157 $55.4K 0.02% +10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 160 $55K 0.04% -2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 150 $52.9K 0.02% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 150 $52.9K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 149 $52.6K <0.01% +5 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 140 $49K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 138 $48.7K 0.01% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 132 $47.1K 0.04% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 128 $45.2K 0.01% +115 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 127 $44.8K 0.01% +11 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 119 $42K 0.01% -304 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 118 $41.6K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 117 $41.1K <0.01% +33 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 109 $38.5K 0.04% -10 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 106 $37.4K 0.04% 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 103 $36.3K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 103 $36K <0.01% -8 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $35.3K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 95 $33.5K 0.01% -16 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 92 $32.5K 0.01% 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 92 $32K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 90 $31.8K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 89 $31.4K 0.01% -2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 88 $31.1K <0.01% -18 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 88 $31.1K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 86 $30.3K 0.02% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 86 $30.3K 0.02% -9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 83 $29.3K <0.01% +20 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 83 $29.3K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 80 $28.2K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 80 $28.2K <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 79 $27.9K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 78 $27.5K <0.01% +31 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 77 $27.2K 0.01% +7 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 76 $26.8K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 74 $26.1K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 72 $25.4K <0.01% +10 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 71 $25.1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 72 $25K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 72 $24.8K <0.01% +2 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 70 $24.7K <0.01% new 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 68 $24K 0.02% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 66 $23.3K 0.01% +53 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 64 $22.6K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 64 $22.6K 0.03% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 64 $22.6K 0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 63 $22.2K <0.01% -27 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 62 $22.1K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 62 $21.9K <0.01% +10 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 58 $20.5K <0.01% +38 13F-HR Timeline 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 57 $20.1K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 57 $20.1K <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 60 $20K <0.01% -9 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 56 $19.8K <0.01% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 54 $19K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 53 $18.7K <0.01% -7 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 53 $18.7K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 52 $18.4K <0.01% +34 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 52 $18.4K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 52 $18.4K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 52 $18.4K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 50 $17.6K 0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 48 $16.9K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 48 $16.9K <0.01% +3 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 48 $16.9K 0.01% 0 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 46 $16.2K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 45 $15.9K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 44 $15.5K 0.02% +9 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 42 $14.8K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 41 $14.5K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 41 $14.5K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 40 $14.4K 0.09% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 40 $14.1K 0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 42 $14K <0.01% -1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 39 $13.8K <0.01% +16 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 38 $13K <0.01% -2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $12.7K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 36 $12.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 36 $12.7K <0.01% +29 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 34 $12K <0.01% -31 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 34 $12K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $12K 0.01% +4 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 33 $11.6K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 32 $11.3K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $11.3K <0.01% +8 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 32 $11.3K 0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 30 $10.6K <0.01% -3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 30 $10.6K <0.01% +19 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $10.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 30 $10.6K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 28 $9.88K 0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 28 $9.64K <0.01% +26 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 26 $9.18K <0.01% +12 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 26 $9.17K <0.01% -124 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $8.48K <0.01% -1 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 24 $8.47K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 23 $8.12K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 23 $8.12K -13,719 Timeline Avion Wealth More: the full row for Avion Wealth 24 $8K <0.01% +4 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 22 $7.76K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $7.76K <0.01% -27 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $7.41K <0.01% -6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $7.41K <0.01% -6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21 $7.41K <0.01% -5 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 21 $7.41K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 20 $7.06K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 20 $6.84K <0.01% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 19 $6.71K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $6.7K <0.01% +9 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $6.38K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $6.35K <0.01% +2 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 18 $6.35K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $5.65K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 16 $5.65K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 16 $5.65K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 16 $5.65K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 16 $5.65K <0.01% +3 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 15 $5.36K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 15 $5.29K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15 $5.29K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $5.29K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 14 $4.94K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 13 $4.59K <0.01% new 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 13 $4.59K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 13 $4.59K <0.01% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12 $4.24K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 12 $4.24K <0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 12 $4.23K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 12 $4.23K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 11 $3.95K <0.01% -4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 11 $3.92K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11 $3.88K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 11 $3.88K <0.01% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 11 $3.88K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 10 $3.56K <0.01% -304 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 10 $3.53K 0.1% +2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 10 $3.53K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $3.53K <0.01% -1 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 10 $3.53K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 9 $3.18K <0.01% 0 13F-HR Timeline