Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5,161 $115K 0.06% +139 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,616 $103K <0.01% -563 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,492 $100K <0.01% +397 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,397 $97.9K 0.06% -13 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,219 $94K 0.09% -113 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,000 $89.1K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,979 $88.6K 0.01% +3,319 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,858 $85.9K <0.01% -28,610 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,731 $83.1K <0.01% +274 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,559 $79.3K 0.05% -53 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,469 $77.3K 0.06% +75 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,430 $76.4K <0.01% +120 13F-HR Timeline Group Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,360 $74.8K 0.01% new 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 1,650 $73.5K 0.06% -1,150 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,289 $73.2K <0.01% +1,488 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,265 $72.7K <0.01% +290 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,261 $72.6K 0.01% +167 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,243 $72.2K <0.01% +6 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,236 $72.1K <0.01% -42,690 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,225 $71.8K <0.01% +1,361 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,794 $65.6K 0.01% +2,606 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,916 $64.9K 0.01% +2,819 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,793 $62.2K <0.01% -71,325 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,695 $62.1K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,774 $61.8K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,647 $58.9K <0.01% +2,265 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,484 $55.3K 0.03% -605 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,470 $55K <0.01% +2,234 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,334 $52K 0.01% +2,234 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,323 $50.9K <0.01% -3,980 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,144 $47.8K <0.01% +914 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,000 $44.5K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,000 $44.5K 0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,955 $43.5K 0.01% +768 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 3 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,871 $43.3K -262,923 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,874 $41.7K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,801 $40.1K 0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,670 $37.2K -323,751 Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,666 $37.1K 0.01% +278 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,600 $35.6K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,600 $35.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,573 $35K <0.01% +1,234 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,511 $33.6K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,489 $33.2K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,454 $32.4K <0.01% +272 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,452 $32.3K 0.01% +1,391 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,400 $31.2K 0.02% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,300 $29K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,271 $28.3K <0.01% +38 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,229 $27.4K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,200 $26.7K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,174 $26.1K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,154 $25.7K <0.01% +1,091 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,128 $25.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,111 $24.7K <0.01% +469 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,076 $24K <0.01% +514 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,034 $23K <0.01% +368 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,026 $22.8K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,000 $22.3K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,000 $22.3K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 950 $21.2K <0.01% -34 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 828 $18.4K <0.01% +220 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 820 $18.2K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 805 $17.9K 0.01% -73,989 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 800 $17.8K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 740 $16.5K <0.01% +470 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 712 $15.9K <0.01% +362 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 703 $15.7K -18,678 Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 634 $14.1K 0.01% -240 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 600 $13.4K 0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 598 $13.3K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 584 $13K <0.01% +190 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 500 $11.1K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 497 $11.1K <0.01% +150 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 495 $11K <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 489 $10.9K <0.01% +89 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 480 $10.7K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 474 $10.6K <0.01% +96 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 473 $10.5K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 464 $10.3K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 462 $10.3K <0.01% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 460 $10.2K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 449 $10K <0.01% +387 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 444 $9.89K 0.01% -12 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 429 $9.82K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 437 $9.73K <0.01% +27 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 400 $8.91K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 400 $8.91K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 396 $8.82K <0.01% +236 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 373 $8.31K <0.01% +346 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 371 $8.26K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 364 $8.11K <0.01% -1,572 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 401 $8K <0.01% +128 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 334 $7.44K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 320 $7.13K <0.01% -8 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 305 $7.02K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 343 $7K <0.01% +279 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 300 $7K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 310 $6.9K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 300 $6.68K <0.01% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 287 $6.39K <0.01% +222 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 285 $6.35K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 280 $6.24K <0.01% +136 13F-HR Timeline Trust Co More: the full row for Trust Co 277 $6.17K <0.01% -2,246 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 275 $6.12K <0.01% -1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 276 $6K <0.01% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 262 $6K <0.01% -300 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 262 $5.83K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 258 $5.75K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 240 $5.34K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 228 $5.08K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 220 $5K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 215 $4.79K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 215 $4.79K <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 214 $4.77K <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 206 $4.59K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 203 $4.52K <0.01% +189 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $4.45K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 200 $4.45K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 200 $4.45K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 200 $4.45K <0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $4.45K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 192 $4.28K <0.01% +192 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 181 $4.03K <0.01% +104 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 180 $4.01K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 189 $4K <0.01% +4 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 175 $3.9K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 170 $3.79K <0.01% +169 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 164 $3.65K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 154 $3.43K <0.01% +153 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 153 $3.35K <0.01% -6,342 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $3.34K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 150 $3.34K <0.01% +80 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 138 $3.07K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 133 $2.97K <0.01% +32 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 133 $2.96K <0.01% +3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 132 $2.95K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 126 $2.81K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 125 $2.78K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 124 $2.76K <0.01% +86 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 120 $2.63K <0.01% +80 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 115 $2.56K <0.01% -4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 110 $2.45K <0.01% +81 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 110 $2.45K <0.01% +86 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 100 $2.23K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $2.23K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 96 $2.13K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 93 $2.07K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 112 $2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 89 $1.98K <0.01% -307 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 85 $1.88K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 80 $1.78K <0.01% -71 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 78 $1.74K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 75 $1.67K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 75 $1.67K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 68 $1.51K <0.01% -32 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 65 $1.46K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 61 $1.4K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 62 $1.38K <0.01% -17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $1.2K <0.01% +26 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 54 $1.2K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 47 $1.05K <0.01% -6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 45 $1K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 44 $980 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 43 $958 <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 40 $904 <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 40 $900 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 40 $897 <0.01% +20 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 40 $891 <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 40 $890 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 39 $869 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 39 $869 0.02% -567 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 37 $824 <0.01% -25 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 32 $713 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 28 $624 <0.01% -18 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 28 $624 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 26 $580 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 25 $557 <0.01% -112 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 24 $535 <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 23 $512 <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 19 $423 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 18 $401 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $379 <0.01% +14 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $357 <0.01% -4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16 $356 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 14 $321 <0.01% -5 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 13 $290 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11 $245 <0.01% -6 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10 $223 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10 $223 <0.01% +10 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $200 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $165 <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 7 $156 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 6 $134 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $111 <0.01% -2 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5 $111 <0.01% -535 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3 $67 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $51 <0.01% -6 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2 $45 <0.01% -3 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $45 <0.01% 13F-HR Timeline