Smithfield Trust Co More: the full row for Smithfield Trust Co 1,107 $196K 0.01% -54 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,106 $196K 0.02% -258 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,105 $196K 0.15% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,090 $193K 0.19% 13F-HR Timeline MOTCO More: the full row for MOTCO 1,069 $189K 0.02% -300 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,030 $182K 0.04% +342 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,022 $181K 0.04% -3 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,005 $178K 0.09% -64 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,000 $177K 0.06% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,000 $177K <0.01% -1,072 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,000 $177K 0.13% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,010 $174K 0.02% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 978 $173K 0.02% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 950 $168K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 917 $162K 0.04% -541 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 936 $161K 0.09% -5 13F-HR/A Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 904 $160K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 902 $160K 0.01% +407 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 894 $158K 0.05% -290 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 892 $158K 0.09% +569 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 885 $157K 0.06% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 884 $156K 0.09% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 878 $155K 0.1% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 875 $155K 0.08% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 875 $155K 0.02% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 862 $153K 0.02% -97 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 844 $149K 0.13% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 811 $143K 0.03% +274 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 810 $143K 0.09% 0 13F-HR/A Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 809 $143K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 800 $142K 0.02% -100 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 795 $141K 0.02% +233 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 789 $140K 0.05% +205 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 781 $138K 0.01% +69 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 780 $138K 0.03% +21 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 758 $134K 0.02% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 30,790 $133K 0.04% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 744 $132K <0.01% -105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First PREMIER Bank More: the full row for First PREMIER Bank 744 $132K 0.03% -667 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 742 $131K 0.09% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 737 $130K <0.01% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 733 $130K 0.01% +10 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 726 $129K <0.01% -2,565 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 715 $127K 0.05% -4 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 712 $126K <0.01% 13F-HR/A Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 697 $123K 0.02% -9,215 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 692 $122K <0.01% +73 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 674 $119K 0.07% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 670 $119K 0.05% -8 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 667 $118K 0.02% -57 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 666 $118K 0.02% +182 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 664 $118K 0.04% +20 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 652 $115K 0.12% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 650 $115K 0.07% +147 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 640 $113K 0.05% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 640 $113K 0.07% -175 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 582 $112K 0.04% +184 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 633 $112K 0.02% +200 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 623 $110K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 618 $109K 0.03% +222 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 611 $108K 0.01% -217 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 609 $108K 0.04% -91 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 600 $106K 0.08% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 600 $106K 0.29% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 600 $106K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 598 $106K 0.1% +256 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 588 $104K 0.01% 0 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 588 $104K 0.04% -51 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 588 $104K 0.08% -2,212 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 587 $104K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 583 $103K 0.02% +263 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 580 $103K 0.04% -24 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 575 $102K 0.05% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 557 $101K 0.06% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 570 $101K 0.11% 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 570 $101K 0.08% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 562 $99.5K 0.01% +60 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 560 $99.1K 0.02% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 547 $96.8K 0.03% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 546 $96.6K 0.01% 0 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 522 $92K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 513 $90.8K 0.07% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 512 $90.6K 0.01% -17 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 499 $88.3K 0.07% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 497 $88K 0.07% +79 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 497 $88K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 494 $87.4K 0.03% +204 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 476 $86.9K 0.05% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 491 $86.9K 0.04% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 490 $86.7K 0.44% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 490 $86.7K 0.04% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 481 $85K 0.02% +18 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 480 $85K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 480 $85K 0.01% +47 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 476 $84.3K 0.02% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 475 $84.1K 0.04% -14 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 474 $83.9K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 464 $82.1K 0.03% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 459 $81.2K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 457 $80.9K 0.02% +224 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 455 $80.5K 0.01% -225 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 450 $79.7K 0.02% +16 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 449 $79.5K 0.06% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 440 $77.9K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 435 $77K 0.01% -69 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 429 $76.3K 0.01% +13 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 427 $76K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 426 $75.4K 0.01% new 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 425 $75K 0.05% -10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 421 $74.6K 0.03% +74 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 418 $74K 0.01% +11 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 416 $73.6K 0.05% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 413 $73.1K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 410 $72.5K 0.02% +27 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 407 $72K 0.01% +49 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 405 $71.7K <0.01% -120 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 400 $71K 0.03% -75 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 400 $71K 0.04% -5,982 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 400 $70.8K 0.02% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 400 $70.8K 0.05% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $70.8K 0.02% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 396 $70.1K 0.03% +19 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 401 $70K 0.07% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 388 $68.7K 0.01% -135 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 386 $68.3K 0.02% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 384 $68K 0.02% -2 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 381 $67.4K 0.04% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 380 $67.3K 0.13% -282 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 384 $67K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 376 $66.6K 0.01% -6 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 366 $64.8K 0.02% +139 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 365 $64.6K 0.04% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 363 $64K 0.05% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 359 $63.5K 0.04% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 358 $63.4K 0.02% -50 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 353 $62.5K 0.01% -191 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 351 $62.1K 0.01% +182 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 350 $62K 0.03% -1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 349 $61.8K 0.03% 0 13F-HR/A Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 343 $60.7K 0.1% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 329 $58.2K 0.02% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 325 $57.5K 0.03% -663 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 325 $57.5K 0.03% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 323 $57.2K 0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 315 $56.2K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 312 $55.2K 0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 311 $55K 0.02% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 300 $53.1K <0.01% -1,113 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 300 $53.1K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 296 $52.4K <0.01% +159 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 292 $51.7K 0.04% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 292 $51.6K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 292 $51.6K 0.02% +18 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 290 $51.4K 0.03% -207 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 290 $51.3K 0.02% -337 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 292 $51.1K 0.01% +228 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 288 $51K 0.04% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 284 $50.3K 0.03% -164 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 282 $49.9K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 277 $49K 0.04% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 275 $48.7K 0.04% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 271 $48K 0.01% -20 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 271 $47.9K 0.02% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 269 $47.6K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 267 $47.3K 0.04% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 262 $46.4K 0.01% -714 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 260 $46K 0.03% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 258 $46K 0.03% +16 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 252 $44.6K 0.01% +3 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 250 $44K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 250 $43.9K <0.01% 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 243 $43K 0.02% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 243 $43K 0.03% -100 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 242 $42.9K 0.02% +32 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 233 $41.3K 0.01% -335 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 233 $41.2K <0.01% -182 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 232 $41K 0.03% -109 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 230 $41K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 225 $39.9K 0.02% +100 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 225 $39.8K 0.02% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 223 $39.5K 0.01% -168 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 223 $39.5K 0.02% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 223 $39.5K 0.05% -400 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 222 $39.3K 0.01% -10 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 213 $37.7K 0.03% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 212 $37.5K 0.02% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 211 $37.3K <0.01% +144 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 204 $37K 0.02% +200 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 204 $37K 0.02% +200 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 207 $36.6K 0.03% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 205 $36.3K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 205 $36.3K 0.01% +140 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 203 $35.9K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 203 $35.9K 0.02% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 198 $35.7K 0.02% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 200 $35.4K 0.01% new 13F-HR Timeline Juniper Investment Company, LLC More: the full row for Juniper Investment Company, LLC 200 $35.4K 0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $35.4K 0.03% +100 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 198 $35K 0.01% 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 200 $35K 0.02% 0 13F-HR Timeline