Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,850 $205K 0.06% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,845 $205K 0.02% -384 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2,822 $203K 0.11% +30 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,815 $202K 0.03% -286 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,808 $202K 0.12% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,806 $202K 0.09% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,797 $201K 0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,697 $194K 0.04% +53 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,510 $180K 0.03% +39 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,451 $176K 0.1% +2,431 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,408 $173K 0.03% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,381 $171K 0.02% -5,205 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,360 $170K 0.06% +794 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 2,338 $169K 0.11% +2,316 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,338 $169K 0.11% +2,316 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,335 $168K 0.03% -349 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,315 $166K 0.05% -95 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,287 $164K 0.06% +398 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 2,260 $162K 0.14% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,252 $162K 0.11% +15 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,210 $159K 0.08% +475 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,190 $157K 0.02% +120 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,156 $155K 0.02% -112 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 2,153 $155K 0.09% +210 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,147 $154K 0.02% -112 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,093 $151K 0.05% +374 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,975 $142K 0.01% +10 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,948 $140K 0.05% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,886 $136K 0.07% -3,724 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,878 $135K 0.01% +15 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,819 $131K 0.02% -153 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 25,996 $125K 0.04% +37 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,734 $125K 0.04% -329 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,707 $123K 0.04% -196 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,652 $119K 0.01% -180 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 1,645 $119K 0.04% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,648 $119K 0.01% new 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,644 $118K 0.02% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,558 $112K 0.01% +855 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,543 $111K 0.05% -100 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,533 $110K 0.08% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,502 $108K 0.02% -315 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,487 $107K 0.03% +1,157 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,453 $104K 0.02% +10 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,443 $104K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,438 $103K <0.01% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,429 $103K 0.1% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,402 $101K 0.05% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,372 $98.7K <0.01% -1,304 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,308 $94.1K <0.01% +1,079 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,244 $89.5K 0.08% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,202 $86K 0.06% -6,468 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,194 $85.9K 0.04% +75 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,192 $85.7K 0.06% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,173 $84.4K 0.03% -1,337 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 1,168 $84K 0.02% -38 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,155 $83K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,136 $81.7K 0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,103 $79.3K <0.01% +646 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,088 $78.2K <0.01% +900 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,072 $77.1K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,059 $76.1K 0.06% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,060 $76K <0.01% -9,156 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,039 $74.7K 0.01% 0 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 101,890 $73.3K 4.13% +7,514 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,002 $72K 0.03% -263 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 994 $71.5K 0.03% -411 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 968 $69.6K 0.03% +12 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 964 $69.6K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 963 $69.2K 0.01% -116 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 937 $67.4K 0.04% +12 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 881 $63.3K 0.04% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 880 $63K 0.02% +343 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 850 $61.1K 0.03% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 845 $60.8K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 804 $57.8K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 744 $53.5K 0.01% +5 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 738 $53.1K 0.04% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 709 $51K 0.04% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 697 $50.1K 0.01% +18 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 690 $49.6K 0.01% -825 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 664 $47.7K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 663 $47.7K 0.03% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 660 $47.5K 0.02% +93 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 655 $47.1K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 639 $46K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 634 $45.6K 0.02% +5 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 632 $45.4K 0.02% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 631 $45.4K 0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 631 $45.4K 0.03% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $44.5K 0.02% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 613 $44.1K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 595 $42.8K 0.02% +18 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 582 $41.9K <0.01% -166 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 547 $39K <0.01% -544 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 540 $38.8K 0.03% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 529 $38K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 513 $36.9K 0.03% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 500 $36K 0.01% -1,367 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 484 $35K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 477 $34.3K <0.01% +146 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 474 $34.1K 0.01% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 475 $34K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 444 $31.9K 0.02% +94 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 428 $30.8K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 420 $30.2K <0.01% -2,616 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 399 $28.7K 0.01% -61 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 381 $27.4K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 369 $26.7K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 367 $26.4K 0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 349 $25.1K <0.01% +349 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 346 $24.9K 0.07% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 340 $24.4K <0.01% +237 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 323 $23.2K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 317 $22.8K <0.01% +294 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 313 $22.5K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 312 $22.4K <0.01% +19 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 303 $21.8K <0.01% -315 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 300 $21.6K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 299 $21.5K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 295 $21.2K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 288 $20.7K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 284 $20.4K 0.01% +250 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 269 $19.3K 0.01% +3 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 278 $19K <0.01% -361 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 262 $18.8K 0.01% -159 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 257 $18.5K 0.01% 0 13F-HR/A Timeline Davis Capital Management More: the full row for Davis Capital Management 255 $18.3K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 241 $17.3K <0.01% -2 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 226 $16.3K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 207 $14.9K 0.01% 0 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 200 $14.4K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 186 $13.4K 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 185 $13.3K 0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 180 $13K <0.01% -35 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 180 $12.9K 0.01% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 169 $12.2K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 170 $12K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 162 $11.6K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 160 $11.5K <0.01% -937 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 147 $10.6K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 145 $10.4K <0.01% +133 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 142 $10.2K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 130 $9.35K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 129 $9.25K 0.01% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 118 $8.48K <0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 115 $8.27K 0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 112 $8.05K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 110 $7.92K <0.01% -15 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 110 $7.91K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 100 $7.21K <0.01% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $7.19K <0.01% -536 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. 99 $7.12K <0.01% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 97 $6.97K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JDM Financial Group LLC More: the full row for JDM Financial Group LLC 94 $6.78K <0.01% +44 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 93 $6.69K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 87 $6.26K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 85 $6.11K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 85 $6.1K <0.01% +1 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 78 $5.63K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 78 $5.58K <0.01% -9 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 72 $5.18K <0.01% -4 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 68 $4.89K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 62 $4.46K <0.01% -289 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 61 $4.39K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 60 $4.32K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 59 $4.24K <0.01% 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 57 $4.1K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 56 $4.03K <0.01% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 53 $3.79K <0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 50 $3.6K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 48 $3.45K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 32 $2.3K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 26 $1.87K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 26 $1.87K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 25 $1.8K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 19 $1.37K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $1.34K <0.01% -1,428 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14 $1.02K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 12 $863 <0.01% -1,600 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10 $719 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 9 $647 <0.01% +3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6 $463 0.04% -6,363 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 6 $431 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 6 $431 <0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $360 <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4 $294 <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4 $284 <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $168 <0.01% new 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2 $144 <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 0 $3 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 88,299 $6.35B +5,885 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.