Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,046 $44.6K 0.01% -217 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,013 $43.2K <0.01% -306 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,012 $43.2K 0.01% +601 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 974 $41.6K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 967 $41.3K 0.02% +35 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 951 $40.6K <0.01% -551 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 939 $40.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 928 $40K 0.02% +414 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 919 $39.2K 0.01% +139 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 690 $29.4K <0.01% -115 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 677 $28.9K 0.01% +643 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 670 $28.6K 0.01% +57 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 665 $28.4K <0.01% +249 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 663 $28.3K <0.01% +184 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 662 $28.3K <0.01% -137 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 659 $28.1K <0.01% -1,037 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 657 $28K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 642 $27.4K 0.01% +524 13F-HR Timeline Kemnay Advisory Services Inc. 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Advisory Services LLC 442 $18.9K <0.01% +42 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 438 $18.7K <0.01% -77 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 432 $18.4K <0.01% +211 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 432 $18.4K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 417 $17.8K <0.01% -5,433 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 417 $17.8K 0.01% +15 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 406 $17.3K 0.01% -352 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 400 $17.1K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 400 $17.1K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 400 $17.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 405 $17K <0.01% +116 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 392 $16.7K 0.01% +200 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 387 $16.5K <0.01% +323 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 387 $16.5K <0.01% -158 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 382 $16.3K <0.01% -271 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 380 $16.2K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 372 $15.9K <0.01% -303 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 368 $15.7K <0.01% +16 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 300 $15.4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 358 $15.3K <0.01% +103 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 361 $15.2K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 353 $15.1K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 352 $15K 0.01% +73 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 351 $15K <0.01% -1,547 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 340 $14.7K <0.01% new 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 344 $14.7K <0.01% -11,400 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 337 $14.4K <0.01% -140 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 334 $14.3K <0.01% -11,721 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 332 $14.2K 0.01% +312 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 319 $13.6K <0.01% +125 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 304 $13K <0.01% -48,012 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 300 $12.8K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 300 $12.8K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 299 $12.8K 0.01% -14,789 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 295 $12.6K <0.01% -181 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 295 $12.6K <0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 295 $12.6K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 290 $12.4K <0.01% +38 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 280 $11.9K 0.01% +100 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 271 $11.6K <0.01% -167 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 267 $11.4K <0.01% new 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 267 $11.4K <0.01% +47 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 266 $11.4K 0.01% +24 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 262 $11.2K <0.01% +24 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 260 $11.1K 0.27% +227 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 259 $11.1K <0.01% +88 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 257 $11K <0.01% +31 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 253 $10.8K 0.01% -393 13F-HR Timeline NBH Bank More: the full row for NBH Bank 251 $10.7K <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 245 $10.5K <0.01% +203 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 236 $10.1K <0.01% -14 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 233 $9.95K <0.01% -253 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 221 $9.43K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 215 $9.19K <0.01% +36 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 193 $9.07K <0.01% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 209 $8.92K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 207 $8.84K <0.01% -290 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 207 $8.83K <0.01% +19 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $8.54K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 200 $8.54K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $8.54K <0.01% -850 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 194 $8.28K <0.01% -830 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 191 $8.15K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 188 $8.02K 0.01% -493 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 186 $7.94K <0.01% -43,944 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for NBT BANK, N.A. 153 $6.53K <0.01% -2,758 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $6.4K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 150 $6.4K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 143 $6.1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 141 $6.02K <0.01% +42 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 145 $6K <0.01% -48 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 139 $5.93K <0.01% -829 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 131 $5.59K <0.01% -309 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 129 $5.51K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 129 $5.5K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 126 $5.43K <0.01% -2,481 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 126 $5.38K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 123 $5.25K <0.01% -957 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 120 $5.12K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 120 $5.12K <0.01% -235 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 119 $5.08K <0.01% -129 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 126 $5K <0.01% +3 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 115 $4.91K <0.01% +6 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 111 $4.74K <0.01% -62 13F-HR Timeline BIRCHBROOK, INC. 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More: the full row for Cape Investment Advisory, Inc. 68 $2.9K <0.01% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 67 $2.86K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 67 $2.86K <0.01% -122 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 67 $2.86K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 66 $2.82K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 63 $2.69K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 63 $2.69K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. 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