Bank & Trust Co More: the full row for Bank & Trust Co 2,648 $79.3K 0.06% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,639 $79K -3,616 Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,171 $78.4K 0.04% +25 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,600 $77.8K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,573 $77K 0.01% +25 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,548 $76.3K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,466 $73.8K <0.01% +37 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,460 $73.6K 0.02% -2,704 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,456 $73.5K 0.01% -1,000 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,450 $73.3K <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,393 $71.6K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,266 $70.9K 0.01% +30 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,301 $68.9K 0.02% -206 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,226 $66.6K <0.01% -886 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,169 $64.9K 0.01% -146 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,167 $64.9K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,164 $64.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,157 $64.6K 0.01% -565 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,138 $64K 0.01% +15 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,065 $61.8K 0.01% +829 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,034 $60.9K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,026 $60.6K 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $59.9K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,967 $58.9K 0.01% -191 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,906 $57.1K 0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,853 $55.5K 0.01% -477 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,849 $55.3K 0.01% +26 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,719 $55.3K 0.04% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,835 $54.9K 0.02% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,826 $54.7K 0.02% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,818 $54.4K 0.03% 0 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,807 $54.1K <0.01% -420 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,799 $53.9K 0.02% -139 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,754 $52.6K 0.01% +1,546 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,736 $52K 0.02% +1,032 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,715 $51.3K <0.01% -515 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,713 $51.3K 0.01% -151 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,710 $51.2K 0.04% -29 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,696 $51K <0.01% -407 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,698 $50.8K 0.01% +1,013 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,606 $48.1K 0.02% +2 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. 1,600 $47.9K <0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,557 $46.6K <0.01% +1,478 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,545 $46.2K 0.03% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,540 $46.1K 0.02% -310 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,530 $45.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,509 $45.2K 0.03% -445 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,500 $44.9K 0.03% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,476 $44.2K 0.01% +350 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,475 $44K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,417 $42.4K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,229 $41.3K 0.01% +1,042 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,374 $41.1K 0.03% +128 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,367 $40.9K <0.01% -353 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,104 $40.8K 0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,357 $40.6K <0.01% +798 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,350 $40.4K <0.01% +514 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,340 $40.1K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,340 $40.1K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,286 $38.5K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,210 $36.2K <0.01% -1,444 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,202 $36K 0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,150 $34.4K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,136 $34K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,128 $33.8K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,122 $33.6K 0.01% +122 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,120 $33.5K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,100 $32.9K 0.02% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,100 $32.9K 0.02% +5 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,085 $32.5K 0.02% +17 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,084 $32.4K 0.01% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,040 $32K 0.01% +40 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,065 $31.9K <0.01% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 1,058 $31.7K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,058 $31.7K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,044 $31.2K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 907 $30.9K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,025 $30.7K <0.01% -49 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,021 $30.6K <0.01% +301 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,020 $30.5K <0.01% -123 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,000 $29.9K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,000 $29.9K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,000 $29.9K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,000 $29.9K <0.01% -57 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,000 $29.9K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,000 $29.9K 0.02% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 958 $29K <0.01% -1,355 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 947 $28.4K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 928 $27.8K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 873 $26.1K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 873 $26K <0.01% -500 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 841 $25.6K <0.01% -970 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 844 $25.2K 0.02% +14 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 834 $25K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 820 $24.5K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 810 $24K 0.01% 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 785 $23.5K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 784 $23.5K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 765 $22.9K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 690 $22.2K <0.01% +300 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 718 $21.5K 0.01% -92 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 715 $21.4K <0.01% -162 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 702 $21K 0.02% -82 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 718 $21K <0.01% +293 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 700 $21K 0.01% +200 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 680 $20.4K 0.01% -51 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 677 $20.3K <0.01% +11 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 672 $20.1K <0.01% -1,998 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 664 $19.9K <0.01% 0 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 662 $19.8K <0.01% 0 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 661 $19.8K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 650 $19.7K 0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 649 $19.4K 0.01% +11 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 611 $18.3K 0.02% -93 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 607 $18.2K 0.01% +9 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 605 $18.1K 0.01% -994 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 593 $18K 0.01% +215 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 600 $18K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 588 $17.6K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 587 $17.6K <0.01% -977 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 575 $17K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 567 $17K <0.01% -370 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 551 $16.5K <0.01% +89 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 510 $15.3K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 507 $15.2K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 500 $15K <0.01% -504 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 500 $15K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 500 $15K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 500 $15K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 500 $15K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 464 $13.9K <0.01% -1,036 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 435 $13K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 430 $12.9K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 428 $12.8K 0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 407 $12.2K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 390 $12K <0.01% -644 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 400 $12K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 375 $11.2K <0.01% -54 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 370 $11K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 363 $10.8K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 355 $10.6K <0.01% -128 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 353 $10.6K <0.01% +5 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 336 $10.1K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 332 $9.94K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 330 $9.87K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 328 $9.82K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 313 $9.37K 0.01% +81 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 306 $9.17K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 306 $9.16K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 287 $8.98K <0.01% +4 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 296 $8.86K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 295 $8.83K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 279 $8.35K <0.01% +3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 274 $8.2K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 258 $7.87K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 260 $7.78K <0.01% -50 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 258 $7.72K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 257 $7.69K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 253 $7.57K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 250 $7.48K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 247 $7.39K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 245 $7.33K 0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 238 $7.26K <0.01% +4 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 236 $7.06K <0.01% -300 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 226 $6.76K <0.01% 0 13F-HR/A Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 197 $6.66K <0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 222 $6.65K <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 212 $6.34K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 207 $6.2K <0.01% +200 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 205 $6.13K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 213 $6K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $5.99K <0.01% 0 13F-HR/A Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 200 $5.99K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 200 $5.99K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 196 $5.87K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 189 $5.68K <0.01% -84 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 180 $5.39K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 176 $5.27K <0.01% -222 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 175 $5.24K <0.01% -5,424 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 170 $5.09K <0.01% +127 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 200 $5K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 165 $4.94K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 164 $4.91K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 161 $4.82K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 154 $4.61K <0.01% +128 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 154 $4.61K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 150 $4.49K <0.01% +113 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 148 $4.42K <0.01% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 146 $4.37K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 146 $4.37K <0.01% -28 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 144 $4.31K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 140 $4.19K <0.01% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 146 $4K <0.01% -1,828 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 132 $3.94K <0.01% +1 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 130 $3.89K <0.01% -620 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 128 $3.83K <0.01% -19,323 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 125 $3.74K <0.01% -6 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 124 $3.71K <0.01% -64 13F-HR/A Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 123 $3.68K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 118 $3.53K <0.01% -17 13F-HR Timeline