Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,149 $103K 0.07% +1,697 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,722 $96.2K <0.01% -175 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,409 $91K 0.06% -2,605 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,300 $89.1K <0.01% new 13F-HR/A Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,866 $81.7K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 4,600 $77.3K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,178 $74.6K 0.02% -2,769 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,330 $72.7K <0.01% +341 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,016 $67.5K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,923 $65.9K <0.01% -386 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,911 $65.7K <0.01% -326 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,793 $63.7K 0.02% +106 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,612 $60.6K 0.02% +3 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,494 $58.7K <0.01% -7,002 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,300 $55.4K 0.02% -15 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,274 $55K <0.01% +136 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,219 $54.1K 0.01% -304,232 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,187 $53.5K <0.01% +1,112 13F-HR/A Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,114 $52.3K 0.02% -187 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,993 $50.3K 0.02% -871 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,976 $50K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,957 $49.7K <0.01% -49 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,900 $48.7K <0.01% -241,228 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,864 $48.1K 0.05% +2,133 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,800 $47K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,742 $46K <0.01% -7,860 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,696 $45.2K 0.02% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,667 $44.8K <0.01% +4 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,642 $44.4K <0.01% -285 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,636 $44.3K <0.01% -959 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 2,583 $43.4K 0.01% -404 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,557 $43K <0.01% -50 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 2,442 $41K <0.01% -21,200 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,439 $41K 0.01% +520 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,442 $41K <0.01% -27 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,406 $40.4K <0.01% +1,113 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,375 $39.9K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,343 $39.4K <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,195 $36.9K <0.01% +2,111 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,171 $36.4K <0.01% +1,040 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,030 $34.1K 0.01% -498 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 2,024 $34K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,000 $33.6K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,987 $33.4K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,979 $33.2K <0.01% -555 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,882 $31.6K <0.01% -10,000 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,830 $30.7K <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,810 $30.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,796 $30.2K <0.01% -423 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,784 $30K <0.01% -64,670 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,757 $29.3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,683 $28.3K 0.01% -382 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,645 $27.6K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,492 $24.8K <0.01% -284 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,500 $24K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,423 $23.9K <0.01% -3,066 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,413 $23.7K 0.02% -46 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,392 $23.4K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,357 $22.8K <0.01% -1,039 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,333 $22.4K <0.01% -4,847 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,280 $21.5K 0.01% 0 13F-HR/A Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,267 $21.3K 0.01% -92 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,256 $21.1K -33 Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,225 $21K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,244 $20.9K <0.01% -384 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,244 $20.9K <0.01% -36 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,175 $19.8K 0.01% +501 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,160 $19.5K 0.02% +933 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,009 $17K <0.01% +25 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,000 $16.8K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,000 $16.8K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,000 $16.8K 0.01% 0 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,000 $16.8K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,000 $16.8K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $16.8K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 964 $16.2K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 957 $16.1K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 936 $15.7K <0.01% +67 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 910 $15.3K 0.01% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 900 $15.1K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 865 $14.5K <0.01% -45 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 822 $13.8K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 800 $13.4K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 700 $13.4K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 782 $13.1K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 747 $12.6K <0.01% -10,263 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 706 $11.9K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 700 $11.8K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 700 $11.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 684 $11.5K <0.01% -20 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 674 $11.3K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 669 $11.2K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 658 $11.1K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 653 $11K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 643 $10.8K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 620 $10.4K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 596 $9.92K <0.01% -411 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 581 $9.76K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 558 $9.39K <0.01% +53 13F-HR Timeline MOTCO More: the full row for MOTCO 547 $9.19K <0.01% -2,022 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 513 $8.62K <0.01% new 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 500 $8.4K <0.01% -500 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 468 $7.86K <0.01% -273 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 400 $7.64K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 443 $7.44K <0.01% -178 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 435 $7.31K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 432 $7.26K <0.01% -48 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 421 $7.07K <0.01% +248 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 420 $7.06K <0.01% +110 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 444 $7K <0.01% -103 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 417 $7K <0.01% +52 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 410 $6.89K <0.01% -94 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 400 $6.72K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $6.72K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 400 $6.72K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 399 $6.7K <0.01% -2,250 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 388 $6.52K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 383 $6.43K <0.01% -275 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 371 $6.23K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 370 $6.22K <0.01% -11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 364 $6.12K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 347 $5.83K <0.01% -66 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 343 $5.76K <0.01% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 343 $5.76K -67,603 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 338 $5.68K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 336 $5.64K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 330 $5.54K <0.01% new 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 327 $5.49K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 325 $5.46K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 320 $5.38K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 305 $5.12K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 304 $5.11K <0.01% -805 13F-HR Timeline Group FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 300 $5.04K <0.01% -44,234 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 300 $5K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 300 $5K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 293 $4.92K 0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 290 $4.87K <0.01% -4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 282 $4.74K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 270 $4.54K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 255 $4.28K <0.01% -29 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 253 $4.25K <0.01% +223 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 250 $4.2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 250 $4.2K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 245 $4.12K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 240 $4.03K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 235 $3.95K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 230 $3.86K <0.01% +43 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 229 $3.85K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 225 $3.78K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 220 $3.7K <0.01% -179 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 220 $3.7K <0.01% -212 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 219 $3.68K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 217 $3.63K <0.01% +213 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 211 $3.54K <0.01% 0 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 212 $3.54K <0.01% -511 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 202 $3.4K <0.01% -21 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $3.36K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 200 $3.36K <0.01% -250 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 200 $3.36K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 200 $3.36K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 199 $3.34K <0.01% -34 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 196 $3.29K <0.01% -38 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 196 $3.29K <0.01% +40 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 181 $3.04K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 180 $3.02K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 181 $3K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 158 $2.66K <0.01% -160 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 151 $2.54K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 150 $2.52K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 145 $2.44K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 143 $2.4K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 142 $2.39K <0.01% -41 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 142 $2.38K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 141 $2.37K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 135 $2.27K <0.01% -263 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 134 $2.25K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 133 $2.23K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 132 $2.22K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 129 $2.17K <0.01% +62 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 158 $2K <0.01% -94 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 111 $2K <0.01% -4 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 116 $1.95K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 109 $1.83K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 106 $1.78K <0.01% new 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 102 $1.71K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $1.68K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 96 $1.61K <0.01% +34 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 95 $1.6K <0.01% -800 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 95 $1.6K <0.01% +49 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 94 $1.58K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 90 $1.51K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $1.51K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 84 $1.41K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 81 $1.28K <0.01% -311 13F-HR Timeline CNB Bank More: the full row for CNB Bank 75 $1.26K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 73 $1.23K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 70 $1.18K <0.01% +8 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 69 $1.16K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 67 $1.13K <0.01% -100 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 65 $1.09K <0.01% new 13F-HR Timeline