Community Bank, N.A. More: the full row for Community Bank, N.A. 216 $53.6K 0.01% -66 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 213 $53K 0.01% -3 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 208 $51.7K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 207 $51.4K 0.03% +100 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 207 $51.4K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 208 $51K 0.03% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 200 $49.7K 0.01% new 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 200 $49.7K 0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 200 $49.7K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 199 $49.3K 0.02% +43 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 198 $49.2K 0.03% +189 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 196 $48.6K 0.02% +1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 191 $47.4K 0.01% +89 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 189 $46.9K 0.03% -18 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 189 $46.9K 0.02% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 185 $45.9K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 183 $45.5K 0.01% +10 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 183 $45.5K 0.03% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 179 $44.5K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 178 $44.1K 0.01% -108 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 177 $44K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 176 $43.7K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 166 $41.2K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 166 $41.2K 0.01% +33 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 166 $41.2K 0.02% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 166 $41.2K 0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 164 $40.8K 0.01% new 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 160 $39.7K 0.02% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 153 $38K 0.02% -4 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 150 $37.3K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 150 $37K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 140 $34.8K <0.01% +3 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 138 $34.3K 0.02% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 136 $33.8K <0.01% +133 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 136 $33.8K 0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 133 $33K 0.02% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 132 $32.9K 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. 130 $32.3K <0.01% new 13F-HR Timeline Group Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 130 $32.3K 0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 125 $31K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 124 $30.8K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 121 $30.1K 0.02% -34 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 120 $29.8K 0.02% -4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 118 $29.4K <0.01% 0 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 116 $28.9K 0.01% +40 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 116 $28.9K 0.01% +20 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 116 $28.8K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 114 $28.3K <0.01% -7 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 114 $28.3K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 113 $28.1K 0.01% -605 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 113 $28.1K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 111 $27.7K 0.01% -80 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 111 $27.6K 0.01% +11 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 110 $27.3K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 109 $27K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 106 $27K <0.01% -8 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 107 $26.4K 0.02% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 106 $26.3K <0.01% -5 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 103 $25.6K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 103 $25.6K 0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 103 $25.6K 0.02% +30 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 99 $25.4K 0.01% +66 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 101 $25.1K <0.01% -53 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 101 $25.1K <0.01% +35 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 99 $25K <0.01% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $24.8K 0.01% -200 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 100 $24.8K 0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 100 $24.8K 0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 97 $24.1K 0.01% -822 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 93 $23.1K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 91 $23K 0.02% +25 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 92 $22.9K <0.01% +36 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 91 $22.6K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 89 $22.1K 0.01% +2 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 85 $21.1K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 85 $21.1K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 85 $21K <0.01% +2 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 83 $20.6K 0.01% +54 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 79 $19.6K <0.01% -150 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 79 $19.6K 0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 79 $19.6K 0.02% +39 13F-HR/A Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 77 $19.1K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 76 $18.9K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 76 $18.9K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 75 $18.7K <0.01% +17 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 75 $18.6K 0.02% -75 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 72 $17.9K <0.01% -61 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 70 $17.4K 0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 70 $17.4K <0.01% +7 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 70 $17.4K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 66 $16.5K <0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 66 $16.4K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 66 $16.4K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 65 $16.1K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 64 $15.9K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 62 $15.4K 0.01% +39 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 61 $15.2K <0.01% +10 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 61 $15.2K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 60 $14.9K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 59 $14.7K 0.01% +22 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 58 $14.4K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 58 $14.4K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 58 $14.4K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 57 $14.3K <0.01% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 56 $13.9K <0.01% -2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 53 $13.2K <0.01% -10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 53 $13.2K <0.01% -12 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 53 $13K 0.01% -5 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 52 $12.9K 0.01% -51 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 52 $12.9K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 51 $12.7K <0.01% -29 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 51 $12.7K <0.01% -5 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 50 $12.5K 0.01% +20 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 50 $12.4K <0.01% -50 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 50 $12.4K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 50 $12.4K 0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 50 $12.4K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 49 $12.2K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 45 $11.2K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 45 $11.2K 0.01% +25 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 45 $11.2K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 43 $10.7K <0.01% -387 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 43 $10.7K <0.01% -13 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 42 $10.4K -6 Timeline Corsicana & Co. More: the full row for Corsicana & Co. 40 $9.94K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 40 $9.87K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 39 $9.72K <0.01% -685 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 38 $9.44K <0.01% +2 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 37 $9.19K <0.01% +25 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 37 $9.19K <0.01% +21 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 37 $9.19K 0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 37 $9.19K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 37 $9K <0.01% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36 $8.94K <0.01% -58 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 36 $8.94K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 35 $8.79K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 33 $8.22K <0.01% -7 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 33 $8.2K <0.01% -23 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 33 $8.2K 0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 32 $7.95K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 30 $7.45K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 30 $7.45K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 29 $7.2K <0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 29 $7.2K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 31 $7K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $7K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 28 $6.96K <0.01% -5 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 28 $6.95K <0.01% 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 26 $6.46K <0.01% -7 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 26 $6.46K <0.01% -11 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 26 $6.46K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 26 $6.4K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 25 $6.21K <0.01% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 25 $6.21K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 25 $6.21K <0.01% 0 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 25 $6.21K <0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 26 $6K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 23 $5.96K <0.01% -2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 24 $5.96K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $5.71K <0.01% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 22 $5.46K 0.05% -15 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 22 $5.46K <0.01% 0 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 22 $5.25K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 21 $5.17K <0.01% -32 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 20 $4.97K <0.01% +10 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $4.72K <0.01% +2 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 17 $4.22K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 16 $3.97K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 16 $3.97K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16 $3.97K <0.01% -22 13F-HR Timeline Spear Advisors LLC More: the full row for Spear Advisors LLC 16 $3.97K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 15 $3.73K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $3.73K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 15 $3.73K <0.01% -23 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $3.73K <0.01% -42 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 15 $3.55K <0.01% -8 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 14 $3.52K <0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 14 $3.48K <0.01% new 13F-HR Timeline Group PayPay Securities Corp More: the full row for PayPay Securities Corp 14 $3.48K 0.08% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 14 $3.48K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 13 $3.28K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13 $3.23K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 13 $3.23K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 12 $2.98K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 10 $2.75K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.48K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10 $2.48K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10 $2.48K <0.01% -14 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9 $2.24K <0.01% -18 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 9 $2.23K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 9 $2.23K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 7 $2K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8 $1.99K <0.01% +6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $1.99K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8 $1.99K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8 $1.99K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7 $1.74K <0.01% -1 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 7 $1.74K <0.01% -2,248 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 7 $1.74K <0.01% +4 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $1.42K <0.01% +3 13F-HR Timeline