CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1,848 $307K 0.17% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,835 $306K 0.04% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,829 $304K <0.01% +16 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,812 $301K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,797 $298K <0.01% +97 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,786 $297K 0.02% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,784 $296K 0.01% +3 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,782 $296K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,772 $294K 0.01% +8 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,766 $293K <0.01% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,764 $293K 0.09% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,761 $292K 0.06% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,738 $289K 0.03% -133 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,705 $283K 0.02% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,705 $283K 0.01% -407 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,700 $282K 0.14% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,693 $281K 0.26% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,683 $279K 0.21% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,677 $278K 0.01% -760 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,656 $275K 0.25% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,639 $272K 0.08% -1,034 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,639 $272K 0.43% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,622 $270K 0.01% +1,061 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,610 $267K 0.02% +347 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,609 $267K 0.01% -79 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,609 $267K 0.02% new 13F-HR Timeline Group Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,603 $267K 0.23% -126 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,584 $263K <0.01% -91 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 1,580 $262K 0.37% -5,259 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,579 $262K <0.01% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,572 $261K 0.03% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,568 $260K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,539 $256K 0.01% +517 13F-HR/A Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,535 $255K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,532 $254K <0.01% +53 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,525 $253K 0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,507 $250K 0.02% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,500 $249K 0.17% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,488 $247K 0.16% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,486 $247K 0.02% +15 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,470 $245K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,476 $245K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,464 $243K <0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,462 $243K 0.02% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,462 $243K 0.09% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,456 $242K <0.01% -9 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,283 $242K 0.05% -69 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,380 $238K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,428 $237K 0.01% -5 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,423 $236K new Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,418 $235K 0.03% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,412 $234K 0.07% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,406 $233K 0.01% +110 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 1,381 $230K 0.08% -92 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,371 $228K 0.01% -2 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,368 $227K <0.01% +118 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,344 $223K 0.05% +45 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,338 $222K 0.01% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,334 $222K 0.03% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,364 $221K 0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,330 $220K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,318 $219K 0.02% -132 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,313 $218K <0.01% -5,835 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,291 $214K <0.01% +35 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,280 $213K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,280 $213K 0.01% -309 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 1,278 $212K 0.04% -197 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,243 $212K 0.01% new 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,273 $211K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,262 $210K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,261 $209K 0.01% -1,855 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,253 $208K 0.04% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,252 $208K <0.01% new 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,244 $207K 0.02% -110 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,236 $205K <0.01% +571 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,234 $205K <0.01% new 13F-HR Timeline Group DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,232 $205K 0.19% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,227 $204K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,225 $203K 0.01% +1,090 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,214 $202K <0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,213 $201K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,210 $201K 0.02% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,206 $200K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,206 $200K 0.01% new 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 1,205 $200K 0.16% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,193 $198K 0.11% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,163 $193K 0.02% +64 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 999 $169K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 955 $159K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 933 $155K 0.01% +75 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 929 $154K <0.01% 0 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 871 $145K <0.01% -85 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 835 $139K 0.03% +82 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 800 $133K 0.06% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 765 $127K 0.14% -577 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 758 $126K 0.01% +228 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 732 $122K 0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 720 $120K 0.09% +508 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 709 $118K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 674 $114K 0.02% +649 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 678 $113K <0.01% +655 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 637 $106K 0.01% +616 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 633 $105K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 630 $105K <0.01% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 628 $104K 0.05% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 625 $104K <0.01% +63 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 607 $101K 0.1% +384 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 490 $81.4K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 450 $74.7K 0.01% -4 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 444 $73.7K 0.08% +13 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 419 $69.6K <0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 419 $69.6K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 404 $67.2K <0.01% +342 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 400 $66.4K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 396 $65.8K <0.01% -10 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 390 $65K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 379 $62.9K <0.01% -78 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 374 $62.2K <0.01% +69 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 372 $61.8K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 359 $59.6K <0.01% +40 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 352 $59.5K <0.01% -108 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 352 $58.5K 0.01% -10 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 351 $58.3K 0.01% -5,158 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 350 $58.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 340 $56.5K <0.01% +97 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 331 $55K 0.04% -593 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 326 $54.9K 0.04% -12 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 327 $54K <0.01% +99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 315 $52.3K 0.03% +303 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 307 $51K 0.04% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 301 $50K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 300 $49.8K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 283 $47K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 277 $46K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 247 $41K <0.01% -2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 244 $40.5K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 232 $38.5K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 232 $38.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 231 $38.4K <0.01% +190 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 231 $38.4K 0.01% -2 13F-HR Timeline OSSIAM More: the full row for OSSIAM 227 $37.7K <0.01% -39 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 203 $33.7K <0.01% -1 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 200 $33.2K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $33.2K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAYBAN More: the full row for BAYBAN 200 $33.2K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 186 $30.8K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 184 $30.6K <0.01% +67 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 182 $30K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 179 $29.9K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 178 $29.6K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 177 $29.4K <0.01% +135 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 172 $28.6K <0.01% -68 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 172 $28.6K 0.01% +4 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 163 $27.1K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 160 $26.6K 0.02% +71 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 156 $25.9K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 156 $25.3K <0.01% -6,538 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 148 $24.6K <0.01% +7 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 143 $23.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 124 $20.6K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 124 $20.6K 0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 123 $20.4K <0.01% +13 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 117 $19.4K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 115 $19.1K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 111 $18.5K 0.01% +105 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 110 $18.3K <0.01% +37 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 109 $18.1K <0.01% +9 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 109 $18.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 105 $17.6K <0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 100 $16.7K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 99 $16.4K 0.02% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 97 $16.1K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 89 $14.8K <0.01% +47 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 87 $14.4K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 80 $13K <0.01% +2 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 77 $12.8K <0.01% +3 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 75 $12.5K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 64 $12K 0.01% -9 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 69 $11.5K <0.01% -7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 67 $11.1K <0.01% -458 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 61 $10.1K <0.01% +15 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 59 $9.8K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 59 $9.8K <0.01% -5 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 57 $9.5K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 56 $9.34K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 54 $8.97K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 49 $8.14K <0.01% +29 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 47 $7.8K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47 $7.8K <0.01% -9 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 45 $7.61K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 47 $7K <0.01% 0 13F-HR/A Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 42 $6.97K 0.13% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 35 $5.81K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 35 $5.81K <0.01% +32 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 32 $5.31K <0.01% new 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 31 $5.15K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 29 $4.82K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28 $4.66K <0.01% +19 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 28 $4.65K <0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 28 $4.65K <0.01% +10 13F-HR Timeline