Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,046 $202K 0.01% -668 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,036 $202K <0.01% -1,091 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,160 $201K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,017 $201K 0.02% new 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 7,010 $201K 0.06% +194 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 7,003 $201K <0.01% -4 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 7,000 $201K 0.03% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 6,971 $200K 0.05% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,966 $200K 0.03% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,925 $199K 0.06% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 6,915 $199K 0.1% -1,430 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,845 $197K 0.05% +24 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 6,800 $195K 0.05% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6,746 $194K 0.07% -26 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 6,656 $191K 0.09% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,385 $183K 0.03% -19 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 6,306 $181K 0.1% +39 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,240 $179K 0.04% -9,212 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,199 $178K 0.02% -36 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,197 $178K 0.03% +1,000 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,162 $177K 0.03% -761 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 5,960 $171K 0.02% -610 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,855 $168K 0.12% -4,429 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,850 $168K 0.04% -72 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,827 $167K 0.04% -13,353 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,812 $167K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,796 $166K 0.11% +339 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 5,579 $166K 0.07% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 5,762 $165K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 5,633 $162K 0.04% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,451 $156K 0.01% -15,051 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,439 $156K 0.09% -118 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,409 $155K 0.02% -1,021 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 5,391 $155K 0.09% 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 5,384 $155K 0.08% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,348 $154K 0.03% -73 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,289 $152K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,213 $150K 0.01% +555 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,202 $149K 0.02% +1,182 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,172 $148K 0.01% +140 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,128 $147K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,102 $146K 0.01% -377 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 5,003 $144K -1,726,321 Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,874 $140K 0.05% +3,965 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,846 $139K 0.09% +760 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,790 $138K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,719 $135K 0.03% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,639 $133K 0.05% -5,393 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,614 $132K 0.03% -653 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,519 $130K 0.02% +242 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,449 $128K 0.04% -875 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,442 $128K 0.08% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,559 $127K 0.01% -25 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,424 $127K 0.05% -366 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,759 $126K 0.02% +1,450 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,363 $125K <0.01% -576 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,348 $125K 0.04% -613 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,316 $124K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,246 $122K 0.02% -1,687 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,202 $121K 0.02% +463 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,188 $120K 0.02% -732 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,175 $120K 0.05% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,157 $119K 0.05% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,107 $118K <0.01% +627 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,000 $115K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,000 $115K 0.04% -500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,989 $115K -2,405 Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,845 $110K 0.01% +146 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,810 $109K 0.02% +1,220 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,806 $109K 0.04% -56 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,769 $108K 0.01% -288 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,768 $108K 0.04% +1,286 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,756 $108K 0.1% +3,176 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,738 $107K 0.04% +206 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,689 $106K 0.16% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,681 $106K 0.01% -21 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,656 $105K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,611 $104K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,554 $102K 0.01% -472 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,537 $102K 0.01% +31 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,532 $101K 0.02% +1,532 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,524 $101K 0.03% +1,806 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,523 $101K <0.01% -94 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,467 $99.5K 0.03% -426 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3,428 $98.4K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,506 $98.3K 0.05% -145 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,341 $95.9K 0.06% +515 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,302 $94.8K 0.02% +739 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,301 $94.8K 0.02% -492 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,285 $94.3K 0.03% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,208 $92.1K 0.08% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,200 $91.9K 0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,107 $89.2K <0.01% +317 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,098 $88.9K 0.05% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,072 $88.2K 0.06% +420 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,119 $87.5K 0.02% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,038 $87.2K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,000 $86.1K 0.06% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,991 $85.9K 0.03% +1,083 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,069 $85.8K 0.06% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,970 $85.3K 0.02% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,894 $83.1K 0.03% +127 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,865 $82.3K 0.06% +64 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,813 $80.8K 0.01% +12 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,799 $80.4K 0.02% +465 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,788 $80K 0.01% +2,040 13F-HR Timeline BAYBAN More: the full row for BAYBAN 2,738 $78.6K 0.07% +88 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,735 $78.5K 0.01% +97 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,681 $77K <0.01% +199 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,622 $73.6K 0.01% +361 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,558 $73.5K 0.01% +405 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,535 $72.8K 0.04% +753 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,464 $70.7K 0.01% +2,168 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 2,459 $70.6K 0.03% +275 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,440 $70.1K 0.02% -10 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,385 $68.5K 0.03% -6,363 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,370 $68K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,418 $67.8K <0.01% -72 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,337 $67.1K 0.01% +121 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,292 $67K 0.02% -566 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,328 $66.8K 0.02% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,300 $66K 0.03% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,260 $64.9K 0.03% +7 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,242 $64.4K 0.01% -700 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,202 $63K 0.01% +137 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,175 $62.4K <0.01% -391 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,191 $62.3K 0.01% -135 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,352 $62.2K 0.03% -421 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 2,152 $61.8K 0.03% +1,452 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,145 $61.6K 0.02% +1,413 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,130 $61.2K 0.01% +11 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,123 $61K 0.01% +126 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,122 $60.9K 0.04% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,105 $60.4K 0.01% +52 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,103 $60.4K 0.02% +3 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,070 $59.4K 0.02% -65 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,041 $58.6K 0.02% -1,375 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,604 $57.2K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,986 $57K <0.01% -1,033 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,954 $56.1K 0.02% +3 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,877 $53.9K 0.01% -735 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,878 $53K 0.01% +3 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,812 $52K 0.03% +699 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Wealth Enhancement Trust Services, Inc. 1,760 $50.5K 0.01% +1,191 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,760 $50.5K 0.02% +10 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,740 $50K 0.02% +8 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 21,603 $48.9K 0.03% +723 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,681 $48.3K <0.01% -611 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,656 $47.5K 0.01% +62 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,637 $47K 0.03% +12 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,629 $46.8K 0.02% -640 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,624 $46.6K 0.02% +203 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,604 $46.1K 0.03% +1,337 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 2,440 $45.1K 0.03% +600 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,521 $43.7K 0.02% +1,060 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,511 $43.4K 0.02% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,500 $43.1K 0.02% new 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,493 $42.9K 0.03% +176 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,492 $42.8K <0.01% +160 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,480 $42.5K 0.01% +297 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1,469 $42K 0.03% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,445 $41.5K 0.03% +373 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,441 $41.4K 0.01% -236 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,436 $41.2K 0.01% -4 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,419 $40.7K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,412 $40.5K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,410 $40.5K 0.01% -265 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,404 $40.3K 0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,397 $40.1K 0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,350 $38.8K 0.03% -33,423 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,195 $38.6K 0.01% -13 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,343 $38.6K 0.02% -778 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,340 $38.5K 0.03% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,298 $37.3K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,300 $37K 0.01% 0 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,276 $36.6K 0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 497 $35.9K <0.01% -744 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,190 $35.6K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,235 $35.5K 0.01% +126 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,236 $35.5K <0.01% +331 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,227 $35.2K 0.03% +37 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,218 $35K <0.01% -252 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,208 $34.7K <0.01% +325 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,204 $34.6K 0.01% +767 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,196 $34.3K 0.01% +389 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,175 $33.7K 0.01% +226 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,172 $33.6K 0.01% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,165 $33.4K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,157 $33.2K 0.01% +83 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,126 $32.3K 0.01% new 13F-HR/A Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,117 $32.1K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,108 $31.8K 0.01% +45 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,107 $31.8K 0.01% -1,335 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,104 $31.7K 0.02% +465 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,098 $31.5K 0.01% +9 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,092 $31.4K 0.01% +35 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,084 $31.1K <0.01% 0 13F-HR Timeline