TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,200 $124K 0.01% -200 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,400 $121K 0.06% -200 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,147 $119K 0.07% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 1,135 $118K 0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,115 $116K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,096 $114K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,085 $112K 0.01% +165 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,064 $110K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,050 $109K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,049 $109K +896 Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,000 $104K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 977 $101K 0.01% +765 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 975 $101K 0.05% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 962 $99.7K <0.01% +259 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 951 $98.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 950 $98.4K 0.01% +78 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 950 $98.4K <0.01% +50 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 800 $96.1K 0.02% new 13F-HR Timeline Trust Co More: the full row for Trust Co 917 $95K 0.01% +615 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 914 $94.7K <0.01% -1,091 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 911 $94.4K 0.03% +72 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 906 $93.9K 0.03% new 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 900 $93K 0.08% +9 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 897 $92.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 868 $89.9K <0.01% -233 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 850 $88K 0.01% -27,084 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 848 $87.9K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 828 $85.8K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 824 $85.4K 0.04% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 820 $85K 0.04% -161 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 800 $82.9K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 799 $82.8K 0.01% +1 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 548 $80.7K 0.03% -4,684 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 730 $75.7K 0.01% -225 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 712 $73.8K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 703 $72.9K 0.01% -128 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 700 $72.5K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 660 $68.4K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 635 $65.8K <0.01% +57 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 635 $65.8K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 619 $64.5K 0.03% +4 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 600 $62.2K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 590 $61.2K <0.01% +233 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 559 $58K <0.01% -39 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 546 $56.6K <0.01% +134 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 543 $56.3K <0.01% +387 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 541 $56.1K <0.01% +1 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 525 $54.4K 0.05% -40 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 500 $51.8K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 500 $51.8K 0.03% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 500 $51.8K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 488 $50.6K 0.01% -18 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 474 $49.1K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 469 $49K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 464 $48.1K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $48K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 458 $47.4K 0.02% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 455 $47.2K 0.01% +1 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 453 $46.9K <0.01% +158 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 441 $45.7K 0.02% +374 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 426 $44.1K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 425 $44.1K 0.02% -50 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 413 $42.8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 412 $42.7K 0.01% +101 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 410 $42.5K 0.02% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 281 $41.4K 0.03% +6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 396 $41K 0.01% -29 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 395 $40.9K <0.01% +150 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 384 $39.8K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 376 $39K <0.01% +1 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 375 $38.9K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 374 $38.8K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 368 $38.1K 0.02% +20 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 361 $37.4K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 343 $35.6K <0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 343 $35.5K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 336 $35K 0.02% -21 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 320 $33.2K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 318 $33K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 318 $33K <0.01% +145 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 318 $32.9K 0.02% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 317 $32.8K 0.02% +50 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 313 $32.4K 0.01% -316 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 312 $32.3K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 303 $31.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 284 $29.4K <0.01% +4 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 332 $29.1K <0.01% -49 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 279 $28.9K 0.01% +31 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 276 $28.7K 0.01% -18 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 275 $28.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 266 $27.6K <0.01% +191 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 253 $26.2K <0.01% +2 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 252 $26.1K 0.02% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 240 $24.9K 0.02% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 240 $24.9K 0.02% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 235 $24.4K <0.01% +35 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 223 $23.1K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 218 $22.6K <0.01% +32 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 205 $21.4K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 201 $21K <0.01% -34 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 201 $20.8K <0.01% +16 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 200 $20.7K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 200 $20.7K 0.01% +96 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 200 $20.7K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 200 $20.7K 0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $20.7K <0.01% -16 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $20.7K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 200 $20.7K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $20.7K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 200 $20.7K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 200 $20.7K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 200 $20.7K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 200 $20.7K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 195 $20.2K 0.02% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 185 $19.2K 0.01% +178 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 182 $18.8K <0.01% -12 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 177 $18.3K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 177 $18.3K 0.01% +1 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 175 $18.1K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 173 $17.9K 0.02% -68 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 170 $17.6K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 170 $17.6K 0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 165 $17.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 166 $17K <0.01% +63 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 164 $17K 0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 162 $16.8K <0.01% -483 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 162 $16.8K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 158 $16.4K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 156 $16.2K <0.01% -150 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 154 $16K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 152 $15.8K -452 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 150 $15.5K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 145 $15K <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 133 $14K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 130 $13.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 128 $13.3K <0.01% +15 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 128 $13.3K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 127 $13.2K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 126 $13.1K <0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 126 $13.1K <0.01% 0 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 125 $13K 0.04% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 125 $13K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 125 $13K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 122 $12.6K 0.01% +52 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 120 $12.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 110 $11.4K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 107 $11.1K 0.01% -10,883 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 101 $10.5K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 100 $10.4K <0.01% +73 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 100 $10.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 100 $10.4K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 100 $10.4K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 100 $10.4K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 100 $10.4K 0.05% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $10.4K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 100 $10K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 99 $10K 0.01% -62 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 95 $9.85K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 85 $9K <0.01% -5 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 86 $8.91K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 87 $8.91K <0.01% -6,400 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 85 $8.81K <0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 84 $8.71K 0.01% +56 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 75 $7.77K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 70 $7.25K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 70 $7.25K <0.01% +10 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 64 $6.63K <0.01% -161 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 64 $6.63K <0.01% +60 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 60 $6.22K 0.01% 13F-HR/A Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 59 $6.13K <0.01% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 59 $6.11K <0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 58 $6.02K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 58 $6.01K <0.01% -21 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 60 $6K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 57 $5.88K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 55 $5.7K <0.01% -24 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 55 $5.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 52 $5.39K <0.01% +23 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $5.37K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 50 $5.23K <0.01% -197 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 50 $5.18K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 50 $5.18K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 50 $5.18K <0.01% -35 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 50 $5.18K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 60 $5.17K <0.01% +22 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $5.15K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 57 $5K <0.01% +5 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 48 $4.97K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 48 $4.97K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 47 $4.9K <0.01% +35 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 46 $4.77K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $4.25K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 39 $4.09K <0.01% -69 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 40 $4K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 38 $3.98K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 38 $3.94K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 37 $3.83K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 36 $3.79K <0.01% -149 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 35 $3.63K <0.01% new 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 35 $3.63K <0.01% 0 13F-HR Timeline