TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 24 $4.56K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 24 $4.55K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 23 $4.36K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 22 $4.17K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 22 $4.17K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 21 $4.06K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 21 $3.98K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 21 $3.98K <0.01% +14 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 20 $3.79K <0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 20 $3.79K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 20 $3.79K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 20 $3.74K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 19 $3.6K <0.01% -6 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 19 $3.6K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 19 $3.6K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 19 $3.6K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 18 $3.41K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 18 $3.41K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17 $3.22K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 17 $3.22K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 16 $3.03K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 15 $2.84K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 14 $2.67K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14 $2.65K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 13 $2.46K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12 $2.27K <0.01% new 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 15 $2K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 12 $2K <0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 10 $1.9K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 10 $1.9K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 9 $1.71K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 9 $1.71K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9 $1.71K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 8 $1.52K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7 $1.33K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $1.14K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 6 $1.14K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $948 <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5 $948 <0.01% -146 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5 $948 <0.01% -1 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 4 $758 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $424 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $328 <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2 $303 <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 60,462 $11.3B new 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.