BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 972 $270K 0.01% -2,716 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 973 $270K 0.03% +169 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 970 $270K 0.1% +3 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 969 $269K 0.03% +50 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 967 $269K 0.01% -1,405 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 963 $268K 0.03% -135 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 963 $268K 0.02% +957 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 961 $267K 0.01% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 731 $266K 0.1% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 953 $265K 0.1% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 953 $265K 0.08% +41 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 953 $265K 0.01% -23 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 950 $264K 0.02% -766 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 948 $264K 0.01% +189 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 946 $263K 0.03% -467 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 938 $261K <0.01% -14 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 936 $260K 0.01% -58 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 917 $255K 0.01% +299 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 916 $255K 0.01% -5,308 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 912 $253K 0.02% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 911 $253K <0.01% +46 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 908 $252K 0.01% +166 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 907 $252K 0.09% +140 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 906 $252K 0.06% +100 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 759 $247K 0.03% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 889 $247K 0.07% +55 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 881 $245K 0.03% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 878 $244K 0.2% +144 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 869 $241K 0.04% -9,376 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 869 $241K 0.02% +6 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 864 $240K 0.12% +45 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 859 $239K 0.03% +50 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 860 $239K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 860 $239K <0.01% -897 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 850 $236K <0.01% -1,050 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 843 $234K 0.01% -111 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 842 $234K 0.04% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 836 $233K 0.05% -3 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 827 $230K 0.01% +24 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 827 $230K 0.05% -275 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 825 $229K 0.02% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 823 $229K 0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 823 $229K 0.01% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 818 $227K 0.08% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 811 $225K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 810 $225K 0.17% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 809 $225K 0.08% -60 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 809 $225K 0.05% +112 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 808 $224K 0.01% -3,906 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 804 $223K <0.01% +101 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 803 $223K 0.01% -50 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 803 $223K 0.01% +7 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 604 $220K 0.17% -35 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 781 $219K 0.02% -241 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 785 $218K 0.2% -32 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 779 $216K 0.05% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 779 $216K 0.1% -252 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 779 $216K 0.03% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 778 $216K 0.02% +8 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 776 $216K 0.04% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 776 $216K 0.05% 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 771 $214K 0.07% +25 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 769 $214K 0.01% -323 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 769 $214K 0.09% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 765 $213K 0.12% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 760 $211K 0.01% -388 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 758 $211K 0.03% -1,381 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 756 $210K 0.03% -256 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 755 $210K 0.07% -557 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 749 $210K 0.14% -33 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 754 $210K 0.02% -1 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 754 $210K 0.08% new 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 752 $209K 0.15% +31 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 750 $208K 0.08% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 750 $208K 0.16% -700 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 749 $208K 0.03% -582 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 748 $208K 0.1% -52 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 747 $208K 0.05% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 743 $206K 0.01% -18 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 605 $206K 0.07% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 740 $206K 0.02% +25 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 737 $205K 0.01% new 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 737 $205K 0.01% -39 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 736 $205K <0.01% -54 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 735 $204K 0.02% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 615 $204K 0.06% -321 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 730 $203K 0.02% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 610 $202K <0.01% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 721 $200K 0.16% +67 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 720 $200K 0.03% -531 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 713 $198K 0.02% -747 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 697 $194K 0.02% -1,483 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 689 $191K 0.02% +14 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 676 $188K 0.02% -1,761 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 670 $186K 0.02% -178 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 645 $181K 0.04% +150 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 650 $181K 0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 648 $180K 0.05% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 639 $178K 0.16% +303 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 628 $175K <0.01% -910 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 617 $171K 0.01% -364 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 596 $166K 0.01% -947 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 580 $161K 0.11% -35 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 572 $159K 0.01% -403 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 550 $153K 0.03% +41 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 538 $149K 0.01% -79 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 535 $149K 0.08% -4 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 533 $148K 0.01% -3 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 530 $147K 0.04% -1,196 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 525 $146K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 520 $144K 0.02% +55 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 519 $144K 0.03% -20 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 505 $140K 0.01% +465 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 503 $140K 0.03% +14 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 500 $139K 0.11% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 488 $136K 0.06% +6 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 486 $135K 0.01% -3,568 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 485 $135K 0.05% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 473 $131K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 459 $128K 0.01% +188 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 440 $122K <0.01% -16 13F-HR/A Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 437 $121K 0.04% new 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 427 $119K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 413 $116K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 411 $114K 0.02% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 408 $113K 0.05% +31 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 406 $113K 0.01% +57 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 404 $112K <0.01% new 13F-HR/A Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 403 $112K 0.05% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 397 $110K 0.01% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 395 $110K 0.01% +45 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 360 $100K 0.04% 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 341 $99.2K 0.01% -9,020 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 353 $98.1K 0.02% -8 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 326 $90.6K 0.05% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 322 $89.5K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 312 $86.7K 0.01% +7 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 296 $82.3K 0.02% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 296 $82.2K 0.06% +7 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 293 $81.4K <0.01% +141 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 291 $80.9K 0.16% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 290 $80.6K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 273 $75.9K 0.01% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 267 $74.2K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 209 $73K <0.01% +16 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 256 $71.1K 0.03% -654 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 245 $68.1K 0.04% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 245 $68K <0.01% +6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 237 $66K <0.01% -14 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 227 $63.1K 0.01% -144 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 222 $61.7K 0.01% -7 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 218 $60.6K 0.01% +16 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 213 $59.2K 0.03% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 210 $58.4K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 206 $57.2K 0.03% 0 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 200 $55.6K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 195 $54.2K <0.01% -5 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 193 $53.6K 0.02% +95 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 190 $52K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 186 $51.7K 0.02% +13 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 180 $50K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 179 $49.7K <0.01% 0 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 172 $47.9K 0.07% -80 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 172 $47.8K <0.01% +70 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 172 $47.8K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 171 $47.4K <0.01% -44 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 168 $46.7K 0.01% +60 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 132 $46.7K 0.01% +32 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 167 $46.4K 0.02% -1,323 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 165 $45.8K 0.01% -280 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 162 $45K 0.01% +67 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 159 $44.2K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 148 $41.1K <0.01% -1 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 135 $37.5K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 134 $37.3K <0.01% -7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 134 $37.2K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 126 $35K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 125 $35K 0.02% -80 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 122 $33.9K 0.01% -217 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 121 $33.5K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 118 $32.8K <0.01% -23 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 116 $32.2K 0.01% -1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 111 $30.8K 0.02% -12 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 111 $30.8K 0.01% +14 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 109 $30.3K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 109 $30.3K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 105 $29.2K 0.01% +32 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 104 $28.9K 0.01% new 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 104 $28.9K <0.01% -44 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $27.8K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $27.8K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 100 $27.8K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 97 $27K 0.01% +63 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 96 $26.7K 0.01% +86 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 94 $26.1K 0.16% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 93 $25.8K 0.01% +84 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 91 $25.3K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 90 $25K 0.01% +7 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 90 $25K <0.01% -1,759 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 88 $24.5K <0.01% -58 13F-HR Timeline