Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,980 $219K 0.03% +50 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,978 $219K 0.18% -314 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,971 $218K 0.02% -449 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,955 $217K 0.02% -66 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,920 $214K 0.08% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,906 $213K 0.1% +100 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,953 $213K 0.05% new 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,895 $213K 0.08% -3,706 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,886 $212K 0.03% +5 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,885 $212K 0.03% -276 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,878 $211K 0.09% -459 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,864 $210K 0.02% +19 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,864 $210K 0.02% -1,916 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,861 $210K 0.17% new 13F-HR/A Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,841 $209K 0.09% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 2,815 $207K 0.04% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,807 $206K 0.07% -153 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,797 $205K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,778 $204K 0.15% +440 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,778 $204K 0.03% -24,803 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,765 $203K 0.01% new 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2,761 $203K 0.11% -61 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,757 $202K 0.06% -898 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,750 $202K 0.11% -545 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 2,738 $201K 0.23% -3,054 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,737 $201K 0.02% +1,179 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,732 $201K 0.08% -209 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,622 $193K 0.13% -2,543 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,550 $187K 0.03% +40 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,498 $183K 0.01% -764 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,482 $182K 0.02% +292 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,360 $173K 0.06% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,356 $173K 0.04% +1,188 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,346 $172K 0.03% +11 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,318 $170K 0.04% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,210 $162K 0.09% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,186 $161K 0.04% +1,924 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 2,153 $158K 0.09% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,093 $154K 0.05% -63 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,069 $152K 0.02% +1,720 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,070 $150K 0.04% +2,051 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,040 $150K 0.05% -275 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,997 $147K 0.02% -150 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,988 $146K 0.02% +110 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,949 $143K 0.06% +1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,895 $139K 0.1% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,886 $139K 0.09% -565 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,886 $139K 0.07% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,855 $136K 0.07% +1,761 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,804 $133K 0.03% -15 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,758 $129K 0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,713 $126K 0.09% +521 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,652 $121K 0.01% 0 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,536 $113K 0.04% -198 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,520 $112K 0.01% -128 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,505 $111K 0.08% -28 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,504 $110K 0.03% +840 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,502 $110K 0.02% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,443 $106K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,405 $103K <0.01% -33 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,357 $99.7K 0.05% -45 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,354 $99.5K <0.01% -18 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,297 $94.6K <0.01% +237 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,244 $91.4K 0.09% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,202 $88.3K 0.04% +8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,194 $87.7K 0.01% +155 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,155 $84.8K 0.02% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,173 $84.4K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,133 $83.2K 0.11% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,111 $81.6K 0.01% -533 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,088 $79.9K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,072 $78.7K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,028 $75.5K 0.04% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,027 $75.4K 0.01% +64 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 994 $73K 0.03% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 989 $73K <0.01% new 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 974 $71.6K 0.03% +6 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 958 $70.4K 0.03% -44 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 943 $69.2K 0.04% +6 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 923 $67.8K <0.01% +606 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 890 $65.4K 0.04% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 882 $64.7K 0.04% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 873 $64.1K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 883 $64K 0.02% +3 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 863 $63.4K 0.01% -273 13F-HR Timeline Security National Bank More: the full row for Security National Bank 860 $63.2K 0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 850 $62.4K 0.03% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 845 $62.1K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 804 $59.1K 0.01% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 765 $56K 0.04% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 738 $54.2K 0.04% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 716 $52.6K 0.01% +19 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 709 $52.1K 0.04% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 697 $51.2K 0.02% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 690 $50.7K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 664 $48.8K 0.04% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 659 $48.4K 0.04% -400 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 655 $48.1K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 639 $46.9K 0.01% -105 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 639 $46.9K 0.01% -814 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 638 $46.8K <0.01% -326 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 632 $46.4K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 631 $46.3K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 627 $46.1K 0.01% -7 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $45.5K 0.02% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 613 $45K 0.03% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 592 $43.5K 0.02% -68 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 584 $42.9K 0.01% 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 588 $42.7K 0.02% -1,057 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 576 $42.3K <0.01% -1,016,438 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 575 $42.2K <0.01% -733 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 540 $39.7K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 529 $39.1K 0.01% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 533 $39K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 529 $38.9K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 517 $38K <0.01% -65 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 484 $35.5K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 475 $35K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 471 $35K 0.02% -7,364 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 473 $34.7K <0.01% +232 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 447 $32.8K 0.02% +3 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 399 $29.3K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 397 $29.2K 0.03% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 396 $29.1K 0.01% -243 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 381 $28K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 379 $27.8K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 369 $27.1K 0.01% +2 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 343 $24.9K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 323 $23.7K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 320 $23.5K <0.01% -3,964 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 315 $23.1K 0.02% -198 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 313 $23K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 303 $22.2K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 299 $22K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 295 $21.7K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 291 $21.4K 0.01% -2,726 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 286 $21K 0.01% +2 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 275 $20.2K <0.01% -4,888 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 278 $20K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 271 $19.9K <0.01% +2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 255 $18.7K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 230 $16.9K 0.02% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 226 $16.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 222 $16.3K 0.01% -147 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 213 $15.6K <0.01% -99 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 208 $15.3K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 207 $15.2K 0.01% 0 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 200 $14.7K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 196 $14K <0.01% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 185 $13.6K 0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 184 $13.5K 0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 180 $13K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 169 $12.4K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 166 $12.2K 0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 147 $10.8K 0.01% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 142 $10.5K 0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 142 $10.4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 134 $10K <0.01% -413 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 123 $9.03K <0.01% +5 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 120 $8.81K <0.01% -40 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 115 $8.45K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 113 $8.3K <0.01% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 112 $8.23K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 110 $8.08K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 110 $8.08K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 108 $7.86K 0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $7.34K <0.01% new 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 $7.27K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 97 $7.12K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 87 $6.39K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 85 $6.24K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 80 $5.88K 0.01% -266 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 71 $5.21K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 68 $5K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 64 $4.72K <0.01% -14 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 62 $4.58K <0.01% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 61 $4.48K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 60 $4.41K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 59 $4.33K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 56 $4.11K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 53 $3.89K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 50 $3.67K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 48 $3.53K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 26 $1.91K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $1.9K 0.01% -3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 25 $1.84K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 22 $1.64K <0.01% +22 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 22 $1.62K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 18 $1.32K <0.01% -577 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14 $1.04K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 20 $1K <0.01% -36,600 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 12 $882 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 9 $661 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8 $569 <0.01% +6 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 6 $441 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4 $302 <0.01% 0 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 2 $147 <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 0 $14 <0.01% -1,975 13F-HR Timeline Amount filed as zero, left out of ratios. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 21 $0 0% +10 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -98,539 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.