CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,543 $119K 0.02% +167 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,508 $116K 0.07% -610 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,507 $115K 0.03% +98 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,393 $107K 0.05% -4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,350 $104K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,320 $101K 0.06% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,309 $101K 0.01% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,295 $99.5K 0.01% +259 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,286 $99.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,248 $96K 0.06% -49 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,232 $94.7K <0.01% +115 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,100 $94.5K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,223 $94K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,221 $93.8K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,209 $92.9K 0.07% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,200 $92K <0.01% +200 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,172 $90K 0.04% +131 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,165 $89.5K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,158 $89K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,100 $84.5K 0.04% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,088 $83.6K <0.01% -4 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,082 $83.1K 0.07% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,052 $80.8K 0.03% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,047 $80.4K 0.04% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for WEST PACES ADVISORS INC. 707 $54.3K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 700 $53.8K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 700 $53.8K 0.01% -61 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 696 $53.5K 0.01% +26 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 659 $50.6K <0.01% -29 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 649 $49.9K 0.01% -100 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 634 $48.7K 0.02% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 609 $46.8K 0.02% -13 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 600 $46.1K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 597 $45.9K <0.01% +430 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 447 $34.3K 0.03% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 443 $34K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 424 $32.6K 0.01% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 404 $31K <0.01% +54 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 400 $30.7K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $30.7K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 397 $30.5K <0.01% +97 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 395 $30.3K 0.01% +218 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 393 $30.2K 0.02% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 382 $29.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 378 $29K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 359 $28K <0.01% +1 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 360 $27.7K <0.01% new 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 340 $26K 0.02% +2 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 331 $25.4K 0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 331 $25.4K 0.01% +2 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 330 $25.4K 0.02% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 322 $24.7K 0.03% 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 311 $23.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 307 $23.6K <0.01% -8 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 301 $23.2K <0.01% +205 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 300 $23K <0.01% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 298 $23K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 292 $22.4K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 287 $22.1K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 283 $21.7K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 279 $21.4K 0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 277 $21.3K <0.01% -25 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 276 $21.2K <0.01% +4 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 273 $21K 0.01% +41 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 269 $20.7K <0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 261 $20.1K <0.01% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 256 $19.7K <0.01% -8,765 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 250 $19.2K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 243 $18.3K 0.02% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 230 $17.6K <0.01% +2 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 222 $17K 0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 196 $16.8K <0.01% -9 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 216 $16.6K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 210 $16.1K <0.01% +110 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 206 $15.8K 0.01% -39 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 202 $15.5K 0.03% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 200 $15.4K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 200 $15.4K 0.01% -439 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 195 $15K 0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 192 $14.8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 187 $14.4K 0.01% +15 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 187 $14.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 186 $14.3K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 184 $14.1K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 175 $13.4K <0.01% 0 13F-HR/A Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 169 $13K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 168 $12.9K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 167 $12.8K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 164 $12.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 161 $12.4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 160 $12K <0.01% +4 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 156 $12K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $11.5K <0.01% -73 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 145 $11.1K 0.01% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 146 $11K <0.01% -5 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 141 $10.8K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 140 $10.8K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 135 $10.4K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 133 $10.2K <0.01% +4 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 132 $10.1K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 128 $9.83K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 125 $9.66K <0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 125 $9.6K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 120 $9.25K <0.01% +51 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 108 $8.3K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 100 $8K <0.01% -376 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 103 $7.91K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 102 $7.84K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 102 $7.84K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 100 $7.73K <0.01% +40 13F-HR/A Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 100 $7.68K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 89 $6.84K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 88 $6.76K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 81 $6.22K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 80 $6.15K <0.01% +39 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 76 $5.84K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 75 $5.76K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 71 $5.46K <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 70 $5.39K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 61 $4.66K <0.01% -21 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 59 $4.53K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 57 $4.38K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 54 $4.15K <0.01% -9 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 53 $4.07K <0.01% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 52 $4.01K 0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 49 $3.77K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 46 $3.54K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clark Wealth Partners More: the full row for Clark Wealth Partners 46 $3.53K <0.01% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 37 $2.84K <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 36 $2.77K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 36 $2.77K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 36 $2.77K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 35 $2.69K <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 35 $2.69K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 34 $2.61K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 25 $1.92K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 23 $1.77K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 22 $1.69K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 19 $1.46K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 18 $1.38K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18 $1.38K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17 $1.31K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 17 $1.31K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 17 $1.26K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $1.23K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 15 $1.15K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $1.15K <0.01% +1 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 15 $1.15K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 14 $1.08K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 14 $1.08K <0.01% -100 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14 $1.08K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $903 0.08% -11,798 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 11 $845 <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $768 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $768 <0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 9 $691 <0.01% -2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7 $538 <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6 $461 <0.01% -98,924 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6 $461 <0.01% new 13F-HR Timeline