RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $9.53K <0.01% +2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 17 $9.53K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $9K <0.01% +4 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 16 $8.97K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $8.71K <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $8.41K <0.01% -2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $8.41K <0.01% +6 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 15 $8.41K 0.03% -53 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 15 $8.41K 0.03% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 15 $8.41K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 13 $8.09K 0.01% -3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 14 $7.85K <0.01% -5 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12 $6.73K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12 $6.73K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 12 $6.73K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12 $6.73K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12 $6.73K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 11 $6.17K <0.01% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 11 $6.17K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10 $5.94K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 10 $5.61K <0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 10 $5.61K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10 $5.61K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 10 $5.61K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9 $5.05K <0.01% +6 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9 $5.04K <0.01% -26 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 9 $5.04K <0.01% +3 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 8 $4.49K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 8 $4.49K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $4.49K <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7 $3.92K <0.01% +6 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7 $3.92K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $3.92K <0.01% +1 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 6 $3.6K <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6 $3.36K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $3.36K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $3.36K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $3.36K <0.01% +2 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 6 $3.36K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6 $3.36K <0.01% +2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $2.8K <0.01% -5 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 5 $2.8K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $2.8K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 5 $2.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $2.24K <0.01% -1 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $2.24K <0.01% +2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4 $2.24K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 4 $2.24K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4 $2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3 $2K <0.01% +1 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $1.92K <0.01% +3 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $1.68K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $1.68K <0.01% +1 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3 $1.68K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $1.68K <0.01% -3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $1.68K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $1.68K <0.01% -12 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $1.68K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3 $1.68K <0.01% -1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2 $1.12K <0.01% +1 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2 $1.12K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $1.12K <0.01% -20 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $1.12K <0.01% +1 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $1.12K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $1.12K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2 $1.12K <0.01% +1 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2 $1.12K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $1.03K <0.01% -8,051 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $1K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2 $983 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1 $561 <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1 $561 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1 $561 <0.01% -2 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $561 <0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1 $561 <0.01% -12 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 1 $561 0.01% -1 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1 $561 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1 $561 <0.01% -361 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1 $561 <0.01% 0 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $561 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $561 <0.01% -2 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1 $561 <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1 $561 <0.01% -10 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1 $561 <0.01% -1 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1 $462 <0.01% -1,999 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 0 $202 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $156 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,389 $2.46B +463 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.