OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,640 $374K 0.05% -29 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,637 $373K 0.01% +158 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,623 $371K 0.01% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,604 $368K 0.11% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,597 $367K 0.05% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,570 $364K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,545 $360K <0.01% +488 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,393 $360K <0.01% -2,762 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,536 $359K <0.01% +147 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,514 $356K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,514 $356K 0.06% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,490 $352K 0.04% 0 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,484 $351K 0.11% -153 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,450 $347K <0.01% +370 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,445 $346K <0.01% -330 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,439 $345K 0.01% +70 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,434 $344K 0.12% +2 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,434 $344K 0.01% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,417 $342K 0.05% +1,000 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,404 $340K 0.01% +505 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,400 $340K <0.01% new 13F-HR Timeline Group Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 2,400 $340K 0.27% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,379 $337K 0.01% +524 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,350 $333K 0.05% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,984 $332K 0.02% -104 13F-HR/A Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,341 $331K 0.01% -1,000 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,330 $330K 0.06% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,254 $319K <0.01% -447 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,238 $317K 0.01% -2 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,232 $316K 0.14% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,226 $315K 0.01% -147 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,195 $311K 0.01% +50 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,171 $307K 0.02% +273 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,158 $305K 0.11% +56 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,116 $299K 0.05% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,111 $299K 0.05% -257 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 2,097 $297K 0.03% +421 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,081 $294K 0.04% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,062 $292K 0.01% -1,082 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,056 $291K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,050 $290K 0.01% +103 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 2,000 $283K 0.27% -1,800 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,977 $280K 0.08% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,946 $275K 0.01% -389 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,944 $275K <0.01% -1,276 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,938 $274K 0.03% +196 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,917 $271K 0.02% +304 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,885 $267K 0.06% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,885 $267K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,864 $264K <0.01% +36 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,853 $262K 0.08% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,810 $256K 0.03% +50 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,807 $256K 0.09% -38 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,804 $255K <0.01% new 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,800 $255K 0.05% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,792 $254K <0.01% -66 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,787 $253K 0.01% -146 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,749 $247K 0.04% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,743 $247K 0.01% -390 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,743 $247K 0.12% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,742 $246K 0.01% +204 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,732 $245K <0.01% +73 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,729 $245K <0.01% -271 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,467 $243K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,700 $241K 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,419 $236K 0.01% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,669 $236K 0.08% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,664 $235K 0.01% -200 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,656 $234K 0.03% +316 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,644 $232K 0.01% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,635 $231K 0.13% 0 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,354 $226K 0.02% -2,186 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,583 $224K 0.01% -12 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,574 $223K 0.01% -84 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,571 $222K 0.23% +123 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,569 $222K 0.01% +69 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,552 $220K <0.01% -200 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,520 $215K 0.05% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,514 $214K 0.03% 0 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,513 $214K 0.04% -7 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,510 $214K <0.01% +1,002 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,506 $213K <0.01% -238 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,500 $212K 0.01% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 1,500 $212K 0.35% +100 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,464 $207K 0.08% +120 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,462 $207K 0.12% +3 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,457 $206K <0.01% +407 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,449 $205K 0.04% -131 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,433 $203K <0.01% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,431 $202K 0.11% -72 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,428 $202K 0.03% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,419 $201K <0.01% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,415 $200K 0.06% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,334 $189K <0.01% +29 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,250 $177K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,200 $170K 0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,168 $165K 0.06% +875 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,109 $157K 0.01% -900 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,077 $152K 0.01% -50 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $141K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,000 $141K 0.04% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 991 $140K 0.09% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 926 $135K 0.1% +77 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 950 $134K 0.03% +750 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 941 $133K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 939 $133K <0.01% -3 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 923 $130K 0.04% +351 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 885 $125K <0.01% +138 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 822 $116K 0.05% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 807 $114K 0.02% -1,860 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 775 $110K <0.01% +760 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 751 $106K <0.01% -46 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 730 $103K <0.01% 0 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 725 $103K 0.04% +605 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 717 $101K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 700 $99K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 700 $99K 0.07% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 700 $99K 0.06% +250 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 695 $98.3K <0.01% +45 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 671 $94.9K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 670 $94.8K 0.04% +100 13F-HR/A Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 600 $84.9K 0.06% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 537 $76K <0.01% -34 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 509 $72K 0.01% -14,057 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 505 $71.5K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 500 $70.7K 0.04% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 458 $64.8K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 455 $64.4K <0.01% 0 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 400 $56.6K 0.02% -69 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 319 $53K 0.04% -2,341 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 351 $49.7K 0.01% +42 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 339 $48K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 338 $47.8K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 330 $46.7K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 320 $45.3K 0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 300 $42.4K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 257 $36.4K 0.02% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 250 $35.4K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 235 $33.2K 0.01% +71 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 232 $32K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 222 $31.4K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 200 $28.3K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 200 $28.3K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 200 $28.3K 0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 200 $28.3K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 200 $28.3K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 194 $27.4K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 188 $26.6K -1,623 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 185 $26.2K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 174 $24.6K <0.01% +97 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 171 $24K <0.01% -341 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 169 $23.9K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 161 $22.8K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 160 $22.6K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 135 $22.3K <0.01% +10 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 157 $22.2K 0.01% 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 156 $22.1K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 154 $21.8K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 135 $19.1K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 131 $18.5K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 125 $17.7K <0.01% -85 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 120 $17K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 110 $16K <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 110 $15.6K 0.01% -954 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 106 $15K 0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 102 $14.4K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $14.1K <0.01% +50 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $14.1K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $14.1K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 100 $14.1K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 100 $14.1K 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 100 $14.1K 0.01% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 100 $14.1K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 99 $14K 0.01% +17 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $14K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 78 $13.2K <0.01% +3 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 92 $13K <0.01% -8 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 92 $13K <0.01% +24 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 284 $11.9K <0.01% +200 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 70 $11K <0.01% 0 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. 76 $10.8K <0.01% new 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 74 $10.5K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 71 $10.1K 0.36% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 69 $9.76K <0.01% -8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 68 $9.68K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 67 $9.48K <0.01% -7 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 67 $9.48K <0.01% +32 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 67 $9.48K <0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 65 $9.2K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 65 $9K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 60 $8.49K <0.01% 0 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 59 $8.35K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 59 $8K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 53 $7.97K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 51 $7.22K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $7.08K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 50 $7.08K <0.01% -20 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 50 $7.08K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $6.23K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 40 $5.66K <0.01% 0 13F-HR Timeline