United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 627 $125K 0.07% +15 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 599 $125K 0.01% -149 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 623 $124K 0.42% +612 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 615 $122K 0.1% 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 612 $122K 0.03% +548 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 580 $115K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 577 $115K 0.03% 0 13F-HR Timeline Price Financial Group Wealth Management… More: the full row for Price Financial Group Wealth Management, Inc 507 $114K 1.88% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 570 $113K 0.05% -5 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 551 $110K 0.09% +550 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 550 $109K 0.09% +50 13F-HR Timeline WELLINGTON-ALTUS USA INC. 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More: the full row for BARRETT & COMPANY, INC. 460 $91.6K 0.03% +150 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 459 $91.4K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 456 $90.8K 0.01% +19 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 451 $89.8K 0.09% +150 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 449 $89.4K 0.07% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 447 $89K 0.02% +149 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for TFC Financial Management, Inc. 423 $84.2K 0.01% -4 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 420 $83.6K 0.03% -130 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 418 $83.2K 0.03% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 418 $83.2K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 416 $82.8K 0.03% -100 13F-HR Timeline Bear Mountain Capital, Inc. 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More: the full row for PINNEY & SCOFIELD, INC. 367 $73K 0.04% -31 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 364 $72.5K 0.02% +66 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 314 $70.5K 0.01% -163 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 353 $70.3K 0.03% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 350 $70K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 351 $69.9K 0.03% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 350 $69K 0.06% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 346 $68.9K 0.02% 0 13F-HR Timeline Miller Capital Partners, Inc. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 306 $60.9K 0.04% +17 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 306 $60.9K 0.02% +282 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 300 $59.9K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 300 $59.7K 0.03% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 300 $59.7K 0.05% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 299 $59.5K 0.01% +50 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 298 $59.3K 0.05% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 297 $59.1K 0.01% new 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 291 $57.9K 0.01% -4 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 290 $57.8K 0.02% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 290 $57.7K 0.04% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 282 $56.1K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 279 $55.5K 0.04% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 277 $55.1K 0.03% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 275 $54.7K 0.04% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 260 $54.6K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 273 $54.3K 0.02% +33 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 257 $51.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 257 $51.2K 0.03% +13 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 252 $50.2K 0.01% -60 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 252 $50.2K 0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 300 $50K 0.03% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 246 $49K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 243 $48.4K 0.03% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 240 $47.8K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEPH & CO More: the full row for STEPH & CO 239 $47.6K 0.01% +13 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 238 $47.4K <0.01% -210 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 235 $46.8K 0.04% +8 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 234 $46.6K 0.01% +139 13F-HR Timeline Group Silver Grove Financial Group, Inc. 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Allen Investments, LLC 115 $22.9K 0.01% -22 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 115 $22.9K 0.01% -900 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 114 $22.7K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 111 $22.1K <0.01% +58 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 110 $21.9K <0.01% 0 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 110 $21.9K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 110 $21.9K 0.01% +20 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 106 $21.1K 0.02% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 104 $20.7K 0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 104 $20.7K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 103 $20.5K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 102 $20.3K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $20K 0.01% 0 13F-HR/A Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 100 $19.9K 0.01% +74 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 100 $19.9K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100 $19.9K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for Blume Capital Management, Inc. 95 $18.9K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 95 $18.9K 0.01% -66 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 92 $18.3K 0.01% +92 13F-HR Timeline Collier Financial More: the full row for Collier Financial 92 $18.3K 0.01% +48 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 86 $17.1K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 75 $16.3K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 80 $15.9K <0.01% +5 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 75 $14.9K 0.01% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 74 $14.7K 0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 74 $14.7K 0.01% 0 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 72 $14.3K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 72 $14.3K 0.01% 0 13F-HR Timeline