Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,291 $225K 0.07% -23 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,289 $224K 0.02% -178 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,286 $224K 0.03% +212 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,266 $220K 0.02% -763 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 1,264 $220K <0.01% -3,770 13F-HR/A Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,262 $220K 0.02% +11 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,259 $219K 0.03% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,257 $219K 0.01% -89 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,254 $218K 0.01% +481 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,243 $216K 0.01% -1,184 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,231 $214K 0.01% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,216 $212K 0.03% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,206 $210K 0.02% -733 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,202 $209K 0.01% -433 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,199 $209K 0.02% -553 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,177 $205K <0.01% -216 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,176 $205K 0.01% +9 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,171 $204K 0.03% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,170 $204K 0.06% +3 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,160 $202K 0.06% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,159 $202K 0.17% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,158 $202K 0.05% 0 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,151 $200K 0.1% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,129 $196K 0.01% -814 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,138 $193K 0.07% -34 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,028 $193K 0.05% -113 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,092 $190K <0.01% +209 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,010 $176K <0.01% +18 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $174K 0.03% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 990 $172K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 967 $168K 0.03% -4,381 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 963 $166K <0.01% +322 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 946 $165K <0.01% +22 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 941 $164K <0.01% -65,251 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 888 $155K <0.01% -87 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 874 $152K 0.01% -14 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 841 $146K 0.08% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 838 $146K <0.01% -707 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 837 $146K 0.01% +9 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 831 $145K 0.01% +610 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 791 $138K 0.02% +24 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 779 $135K 0.01% +129 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 763 $133K 0.02% +247 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 762 $133K 0.03% -2 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 747 $130K <0.01% -1,471 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 731 $127K <0.01% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 727 $126K 0.07% -713 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 719 $125K 0.02% -12,526 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 718 $125K 0.01% -291 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 716 $125K <0.01% -653 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 713 $124K 0.01% -886 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 703 $122K 0.06% -78 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 681 $119K <0.01% +94 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 643 $112K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 639 $111K 0.01% -1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 621 $108K <0.01% -9,303 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 611 $106K <0.01% -18 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 600 $104K 0.05% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 573 $99.7K <0.01% -295 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 565 $98.3K 0.01% -377 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 556 $96.8K 0.01% +366 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 531 $92.4K <0.01% +75 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 521 $90.7K 0.18% +22 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 511 $88.9K <0.01% -193 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $87K 0.01% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 501 $87K 0.04% -82 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 484 $84.2K 0.01% -61 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 478 $83.2K <0.01% -336 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 471 $82K 0.01% -3,642 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 450 $78.3K <0.01% -101 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 448 $78K <0.01% -70 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 419 $72.9K 0.03% +3 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 410 $71.4K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 398 $69.3K 0.02% new 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 395 $68.7K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 395 $68.6K 0.02% -3 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 394 $68.6K 0.05% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 380 $66.1K 0.06% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 373 $64.9K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 357 $62.1K 0.06% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 333 $58K 0.03% -126 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 330 $57.4K 0.02% -70 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 327 $56.9K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 319 $55.5K 0.01% -233 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 315 $54.8K 0.04% -30 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 301 $52.4K 0.01% +191 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 287 $49.9K 0.01% +1 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 276 $48K <0.01% +112 13F-HR Timeline Quarry LP More: the full row for Quarry LP 274 $47.7K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 254 $44.2K 0.03% -150 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 250 $43.5K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 240 $41.8K <0.01% -12 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 238 $41.4K <0.01% -40 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 232 $40.4K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 230 $40K <0.01% +119 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 224 $39K <0.01% -1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 220 $38.3K <0.01% -353 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 207 $36K <0.01% +58 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 183 $35.5K <0.01% +52 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $34.8K <0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 189 $31.8K <0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 173 $30.1K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 164 $29K 0.02% -81 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 163 $28.4K <0.01% -183 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 160 $27.8K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 157 $27.3K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 155 $27K <0.01% -40 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 155 $27K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 150 $26.1K 0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 145 $25.2K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 143 $24.9K <0.01% -113 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 140 $23.8K 0.01% 0 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 134 $23.5K 0.02% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 133 $23.1K 0.01% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 116 $23K <0.01% -61 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 111 $21.6K <0.01% -48 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 122 $21.2K 0.02% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 119 $20.7K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 117 $20.4K <0.01% -412 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 114 $19.8K 0.01% -57 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 113 $19.7K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 109 $19K <0.01% -4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 109 $19K <0.01% -59 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 105 $18.3K <0.01% -333 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 101 $18K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 100 $17.4K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 95 $17K <0.01% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $16.7K <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95 $16.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 93 $16.2K <0.01% -16 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 94 $16K <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. 89 $15K <0.01% -3 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 86 $15K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 82 $14.3K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 80 $13.9K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 79 $13.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 78 $13.6K <0.01% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 77 $13.4K 0.01% -4 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 75 $13.1K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 75 $13.1K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 67 $12.8K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 73 $12.7K <0.01% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 72 $12.5K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 72 $12K <0.01% -2 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 63 $11K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 62 $10.8K <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 60 $10.4K <0.01% -100 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 57 $9.92K <0.01% -29 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 57 $9.92K <0.01% -10 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 53 $9.25K <0.01% +9 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 52 $9.05K <0.01% -26 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 50 $8.65K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 48 $8.35K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 43 $7K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 37 $6.44K <0.01% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 36 $6.32K 0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 35 $6.06K <0.01% +14 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35 $6K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 34 $5.92K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 30 $5.76K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 30 $5.76K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 33 $5.7K <0.01% -662 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 32 $5.55K <0.01% +11 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $5.22K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 27 $4.71K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 27 $4.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 26 $4.54K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 26 $4.53K <0.01% -3,924 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 25 $4.35K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 25 $4.35K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 25 $4.35K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 23 $4K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 22 $3.83K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 22 $3.83K <0.01% -199 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 21 $3.65K <0.01% -22 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 20 $3.56K <0.01% -34 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 20 $3.48K <0.01% -3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $3.48K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $3.48K <0.01% +5 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 20 $3.48K <0.01% +1 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 19 $3.31K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 19 $3.31K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 19 $3.31K <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 18 $3.13K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 16 $2.83K 0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16 $2.79K <0.01% new 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 16 $2.79K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 16 $2.79K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 16 $2.79K <0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 15 $2.61K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 15 $2.53K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $2.44K <0.01% -2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $2.44K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 14 $2.44K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13 $2.26K <0.01% -7 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 13 $2.26K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 13 $2.26K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 12 $2.11K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12 $2.09K <0.01% +7 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12 $2.09K <0.01% new 13F-HR Timeline