Clark Wealth Partners More: the full row for Clark Wealth Partners 1,026 $58.1K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $54.9K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 968 $54.8K 0.03% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 940 $53.2K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 936 $53K 0.05% -18 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 924 $52.3K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 912 $51.6K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 908 $51.4K 0.03% +118 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 910 $51K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 829 $50.6K 0.01% +281 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 890 $50.4K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 884 $50K 0.01% +831 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 876 $49.6K 0.02% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 872 $49.3K 0.03% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 822 $47K <0.01% -94 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 806 $45.6K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 804 $45.5K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 802 $45.4K 0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 792 $44.8K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 787 $44.5K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 786 $44.5K 0.01% -676 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 783 $44.3K 0.06% +473 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 728 $41.2K 0.02% +54 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 694 $39.3K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 679 $38.4K 0.01% +142 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 669 $37.9K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 665 $37.6K <0.01% -278 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 644 $36.4K 0.02% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 600 $34K 0.02% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 575 $32.5K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 538 $30.4K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 535 $30.3K <0.01% -46 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 512 $29K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 496 $28.1K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 491 $27.8K 0.01% -4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 489 $27.7K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 486 $27.5K <0.01% +10 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 469 $26.8K 0.01% -4,336 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 476 $26K 0.02% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 418 $23.7K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 408 $23.1K <0.01% -788 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 403 $22.8K 0.01% +318 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 400 $22.6K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 392 $22.2K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 400 $21.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 362 $20.5K <0.01% +62 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 361 $20.4K <0.01% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 358 $20.3K 0.01% +74 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 347 $19.6K <0.01% -50 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 341 $19.3K 0.1% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 320 $18.1K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 316 $17.9K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 304 $17.2K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 302 $17.1K <0.01% +45 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 301 $17K 0.01% -227 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 300 $17K -1,218 Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 296 $16.8K <0.01% -176 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 290 $16.4K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 281 $15.9K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 270 $15.3K <0.01% +10 13F-HR/A Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 260 $14.7K <0.01% +194 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 259 $14.7K <0.01% -121 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 244 $14K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 217 $12.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 205 $12K <0.01% +44 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 208 $11.8K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 204 $11.5K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 203 $11.5K 0.01% -10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 200 $11.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $11.3K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $11.3K 0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 198 $11.2K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 180 $10.2K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 175 $9.9K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 172 $9.73K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 166 $9.39K <0.01% +10 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 166 $9.39K <0.01% -1,878 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 162 $9.17K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 160 $9.05K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 160 $9.05K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 160 $9.05K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 170 $9K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 156 $8.83K <0.01% +24 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 140 $7.92K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 140 $7.92K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 136 $7.7K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 128 $7.24K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 126 $7.13K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 122 $6.9K <0.01% -48 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 122 $6.9K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 113 $6.9K <0.01% -95 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 119 $6.74K 0.01% -16 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 105 $6.56K <0.01% +20 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 110 $6.22K <0.01% 0 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 104 $5.95K <0.01% +68 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 103 $5.83K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 92 $5.21K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 92 $5.21K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 91 $5.15K <0.01% -2 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 90 $5.09K <0.01% new 13F-HR/A Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 84 $5K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 88 $4.98K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 84 $4.75K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 80 $4.53K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 80 $4.53K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 80 $4.53K <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 78 $4.41K <0.01% new 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 76 $4.3K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 74 $4.19K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 72 $4.07K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 64 $3.62K <0.01% 0 13F-HR/A Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 64 $3.62K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 63 $3.56K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 60 $3.4K <0.01% +20 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 56 $3.17K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 56 $3.17K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 54 $3.06K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 54 $3.06K <0.01% -28 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 50 $2.79K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 48 $2.72K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 48 $2.72K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 47 $2.66K 0.05% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 44 $2.49K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 44 $2.49K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 43 $2.43K <0.01% -27 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 42 $2.38K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 41 $2.32K <0.01% new 13F-HR/A Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 40 $2.26K <0.01% 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 40 $2.26K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 38 $2.15K <0.01% -182 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 38 $2.15K <0.01% +36 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 36 $2.04K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 36 $2.04K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 32 $1.81K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 30 $1.7K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $1.64K <0.01% +9 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 20 $1.13K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.13K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $1.13K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 20 $1.13K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20 $1.13K <0.01% -4 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $1.13K <0.01% -15 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 35 $1K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16 $906 <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 16 $905 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 15 $849 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 15 $848 <0.01% +10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $848 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $792 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 14 $792 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $680 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $609 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $510 <0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $453 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7 $396 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7 $372 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 6 $340 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5 $283 <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5 $283 <0.01% -261 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 3 $170 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3 $170 <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1 $57 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $57 <0.01% -3,639 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -9,093 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $13.2K new 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $51.7K -899 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.