DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,276 $219K 0.05% -31 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,271 $218K 0.01% -81 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,266 $218K <0.01% +53 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,250 $216K 0.16% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,244 $216K <0.01% +335 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,229 $214K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,225 $214K 0.01% +220 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,218 $213K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,217 $213K 0.05% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,212 $213K 0.02% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,202 $212K 0.06% -13 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,200 $211K 0.04% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,190 $210K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,183 $210K 0.02% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,178 $209K <0.01% -94 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,155 $207K 0.14% -302 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,153 $207K 0.01% +316 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,140 $206K 0.17% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,107 $205K 0.05% -21 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,112 $203K 0.04% -1,261 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,109 $203K 0.17% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,054 $197K <0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $192K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,962 $189K <0.01% -2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,871 $180K <0.01% +851 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,808 $174K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,787 $172K 0.1% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,710 $164K 0.03% +11 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,700 $163K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,585 $152K <0.01% -11 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,564 $150K 0.01% -305 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,512 $145K <0.01% +96 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,461 $140K 0.07% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,460 $140K 0.13% -50 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,400 $131K 0.06% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,360 $131K <0.01% +1,360 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,322 $127K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,213 $117K 0.01% +25 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,197 $115K 0.02% +3 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,185 $114K <0.01% new 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,128 $108K 0.01% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,100 $106K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,100 $106K 0.06% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,058 $104K 0.02% +126 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,077 $104K <0.01% -880 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,077 $103K <0.01% 0 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,057 $102K 0.07% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,057 $102K 0.04% -159 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 955 $91.8K 0.01% -25 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 909 $87.4K 0.03% +9 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 876 $84.2K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 859 $82.6K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 850 $81.7K 0.03% 0 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 850 $81.7K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 848 $81.5K 0.01% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 839 $80.6K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 821 $78.9K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 813 $78K 0.01% +25 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 800 $76.9K <0.01% +100 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 800 $76.9K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 789 $75.8K <0.01% -115 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 725 $69.7K <0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 705 $69K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 688 $66.1K 0.06% -268 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 687 $66K <0.01% 0 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 650 $62.5K 0.09% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 643 $62K 0.04% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 644 $61.9K 0.11% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 627 $60.3K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 633 $60K 0.02% +19 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 623 $59.9K 0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 605 $58.2K 0.01% +10 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 600 $57.7K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 585 $56.2K <0.01% -1,575 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 567 $54.5K <0.01% 0 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 550 $52.9K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 546 $52.5K <0.01% +65 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 548 $52K <0.01% -13 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 508 $48.8K <0.01% -94 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $48.1K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $48.1K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 489 $47K 0.01% 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 485 $46.6K <0.01% -21 13F-HR Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $45.9K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 468 $45K <0.01% -99 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 465 $44.7K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 400 $44K 0.04% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 451 $43.3K 0.04% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $43.2K 0.01% +200 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 439 $43K 0.03% -3 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 440 $42.3K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 426 $40.9K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 415 $39.9K 0.03% -75 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 414 $39.8K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 409 $39.3K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 400 $38.4K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 386 $37.1K 0.02% -128 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 373 $35.8K 0.03% -52 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 371 $35.7K <0.01% -53 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 320 $30.8K <0.01% -180 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 311 $29.9K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 300 $29K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 301 $28.9K <0.01% -10 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 290 $27.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 288 $27.7K <0.01% -14 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 280 $27K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 275 $26.4K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 278 $26K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 270 $25.9K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 268 $25.8K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 266 $25.6K <0.01% +103 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 264 $25.4K <0.01% -156 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 257 $25.1K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 251 $24.1K <0.01% -6,089 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 251 $24.1K 0.01% +8 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 241 $23.2K <0.01% -3,002 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 230 $22.1K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 227 $21.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 219 $21K <0.01% -10 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 218 $21K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 210 $20.2K <0.01% -32 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 203 $20K <0.01% +107 13F-HR Timeline Security National Bank More: the full row for Security National Bank 201 $19.3K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 201 $19.3K 0.02% +76 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $19.2K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $19.2K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 191 $18.4K <0.01% -187 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 186 $17.9K <0.01% -3 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 178 $17.1K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 172 $16.5K <0.01% -10 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 161 $15.5K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 160 $15.2K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 166 $15K <0.01% -43 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 155 $14.9K <0.01% +8 13F-HR/A Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 153 $14.7K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 151 $14.5K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 150 $14.4K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 149 $14.3K 0.01% +13 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 146 $14K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 145 $13.9K <0.01% +119 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 130 $12.5K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 130 $12.5K <0.01% +45 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 128 $12.3K 0.01% +85 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 126 $12.1K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 123 $11.8K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 116 $11.1K <0.01% +16 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 107 $11.1K <0.01% +37 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 113 $10.9K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 109 $10.5K 0.01% -9 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 109 $10.5K <0.01% -1,233 13F-HR/A Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 103 $9.9K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $9.61K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 100 $9.61K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 100 $9.61K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 99 $9.52K <0.01% -32 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 92 $8.84K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 88 $8.46K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 91 $8.39K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 80 $7.69K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 79 $7.55K <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 77 $7.4K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 76 $7.3K <0.01% -306 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 75 $7.21K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 70 $6.77K <0.01% -20 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 70 $6.73K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 61 $6.71K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 69 $6.63K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 68 $6.54K <0.01% -5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 63 $6K <0.01% +8 13F-HR/A Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 60 $5.77K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 59 $5.67K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 59 $5.46K <0.01% +18 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 55 $5.29K <0.01% +21 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 53 $5.09K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 51 $4.65K <0.01% +30 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 42 $4.04K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 42 $4.04K <0.01% -17,595 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 37 $3.56K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 36 $3.46K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 35 $3.36K <0.01% +31 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 34 $3.27K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 32 $3.08K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 31 $2.98K <0.01% -779 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 31 $2.98K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 30 $2.88K <0.01% +10 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 29 $2.79K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $2.4K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $2.21K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22 $2.12K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $2K <0.01% -8,321 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 20 $1.92K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 18 $1.73K <0.01% +9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $1.63K <0.01% +7 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $1.25K <0.01% +10 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13 $1.25K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 12 $1.15K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 12 $1.15K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $1.06K <0.01% -8 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $1.06K <0.01% -4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $962 <0.01% new 13F-HR Timeline