Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,438 $230K 0.11% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 6,293 $229K 0.02% -226 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 6,257 $227K 0.1% -680 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,229 $226K 0.04% -12,732 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 6,207 $225K 0.1% +475 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,187 $225K 0.05% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,162 $224K 0.14% 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,150 $223K 0.12% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,139 $223K 0.01% +139 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,122 $222K 0.03% -16,657 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 6,042 $219K 0.03% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,026 $219K 0.12% 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 6,016 $219K 0.21% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,989 $218K 0.02% +335 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,984 $217K 0.03% 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 5,968 $217K 0.15% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,964 $217K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,945 $216K <0.01% -1,161 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,942 $216K 0.02% +212 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,822 $216K 0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,797 $215K 0.15% 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,845 $212K <0.01% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 5,809 $211K 0.05% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,782 $210K 0.05% 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,734 $208K 0.03% -208 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,650 $205K 0.1% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,608 $204K 0.1% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,542 $201K 0.02% -167 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,521 $201K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,475 $199K 0.01% -437 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,458 $198K <0.01% +400 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,270 $191K 0.02% +1,776 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,250 $191K 0.08% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,374 $190K 0.19% -841 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,180 $188K 0.01% +164 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,167 $188K 0.03% +288 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,997 $183K <0.01% +2,315 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,000 $181K 0.09% -18,700 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,885 $177K 0.01% -3,643 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,702 $174K 0.1% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,791 $174K <0.01% +373 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,647 $169K 0.02% +101 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,573 $166K <0.01% -8,040 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,331 $157K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 4,223 $153K 0.08% +89 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,208 $153K 0.1% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,008 $146K 0.02% +2,767 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,746 $136K 0.01% -477 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,562 $129K 0.1% 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,465 $126K 0.6% -210 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,252 $118K 0.01% -9 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,235 $117K <0.01% -66,921 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,127 $114K <0.01% +464 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,136 $113K <0.01% -2,262 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,097 $112K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,040 $112K <0.01% -6,160 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,908 $106K 0.03% -200 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,828 $103K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,750 $99.9K 0.01% -426 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,703 $98.2K 0.06% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,475 $98K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 2,474 $98K 0.03% +1 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,686 $97.5K 0.07% -713 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,570 $93.3K <0.01% +388 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,522 $91.6K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,427 $88.2K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,417 $88K 0.07% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,142 $77.8K 0.04% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,135 $77K <0.01% 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,095 $76.1K <0.01% +305 13F-HR Timeline City State Bank More: the full row for City State Bank 1,905 $69.2K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,853 $67.3K 0.02% +477 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,813 $65.8K 0.01% -1,397 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,764 $64.1K 0.05% -8 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,690 $61.4K 0.01% +333 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,680 $61K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,654 $60.1K 0.02% -69 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,650 $59.9K <0.01% +407 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,617 $58.7K 0.01% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,588 $57.6K 0.02% -55,606 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,541 $56K 0.02% +1,129 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,470 $53.4K 0.03% 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 1,400 $50.8K 0.02% -833 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,400 $50.8K 0.03% 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,350 $49K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,285 $46.7K 0.03% +35 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,242 $45.1K 0.01% +374 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,229 $44.7K 0.04% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,223 $44K 0.02% +17 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,202 $43.7K 0.02% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,200 $43.6K 0.03% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,151 $41.9K 0.01% +299 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,099 $39.9K <0.01% +846 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,084 $39.4K <0.01% -5,125 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,075 $39K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,005 $36.5K <0.01% -258 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,005 $36.5K <0.01% -305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,000 $36.3K <0.01% +100 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 945 $34.3K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 911 $33.1K +266 Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 815 $29.6K 0.03% 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 800 $29.1K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 790 $28.7K <0.01% -1,034 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 780 $28.3K 0.01% 0 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 750 $27.2K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 738 $26.8K 0.01% -7,792 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 668 $26.5K 0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 703 $25.5K <0.01% +525 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 702 $25.5K 0.01% -271 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 672 $24.4K 0.02% -9 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 665 $24.2K 0.02% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 649 $23.6K 0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 608 $22K 0.02% -1,664 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 600 $21.8K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 600 $21.8K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 600 $21.8K <0.01% -4,000 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 556 $20.2K 0.01% +10 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 569 $20K 0.01% -13 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 560 $20K 0.01% +12 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 553 $19.8K 0.02% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 528 $19.2K 0.02% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 500 $18.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 500 $18K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 493 $17.9K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 424 $15.4K <0.01% -101,956 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 410 $14.9K <0.01% +8 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 404 $14.7K 0.02% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 400 $14.5K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 400 $14.5K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 374 $13.6K <0.01% +134 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 368 $13.4K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 354 $12.9K <0.01% +17 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 336 $12K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 325 $11.8K <0.01% -115 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 322 $11.7K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 315 $11.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 305 $11.1K <0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 304 $11K <0.01% -1,869 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 301 $10.9K <0.01% +26 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 300 $10.9K <0.01% +100 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 291 $10.5K <0.01% +31 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 277 $10.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 267 $10K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 274 $9.97K 0.01% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 267 $9.69K 0.01% 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 263 $9.55K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 248 $8.9K <0.01% 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 244 $8.86K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 235 $8.71K <0.01% +138 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 226 $8.21K <0.01% +8 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 224 $8.14K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 221 $8.03K <0.01% +198 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 219 $7.95K <0.01% -905 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 214 $7.77K <0.01% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 212 $7.7K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 210 $7.63K 0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 200 $7.26K <0.01% -300 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 200 $7.26K <0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 193 $7.01K <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 188 $6.83K <0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 186 $6.76K <0.01% 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 170 $6.73K <0.01% +76 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 183 $6.65K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 170 $6K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 164 $5.96K <0.01% +104 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 156 $5.67K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 150 $5.45K <0.01% 0 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. 150 $5.45K <0.01% new 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 148 $5.38K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 140 $5.08K <0.01% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 132 $4.79K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 131 $4.76K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 128 $4.65K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 113 $4.1K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $3.63K <0.01% -493 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 100 $3.63K <0.01% -9 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 100 $3.63K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 86 $3.12K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 85 $3.09K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 78 $2.83K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 77 $2.8K <0.01% +34 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 72 $2.62K <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 70 $2.54K <0.01% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 61 $2.22K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 60 $2.18K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 56 $2.06K <0.01% -94 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 50 $2K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 47 $1.71K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 46 $1.67K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 38 $1.38K <0.01% 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 37 $1.34K <0.01% -1 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 34 $1.25K <0.01% -23,557 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 27 $981 <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 26 $944 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 22 $815 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 21 $762 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $726 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20 $726 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 20 $722 <0.01% -137 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 18 $654 <0.01% 0 13F-HR Timeline