CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 6,375 $206K 0.01% +50 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,348 $205K 0.02% new 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,279 $204K 0.22% 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 6,324 $204K 0.05% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,323 $204K 0.26% 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 6,315 $204K 0.1% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,320 $204K 0.15% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 6,318 $204K 0.06% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 6,312 $204K 0.05% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,300 $203K 0.02% 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 6,299 $203K 0.4% +22 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,292 $203K 0.13% +492 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,291 $203K 0.08% -850 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,278 $203K 0.15% -555 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,240 $201K 0.07% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,222 $201K 0.1% +46 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 6,200 $200K 0.03% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,166 $199K 0.01% -3,929 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6,136 $198K 0.05% -114 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,130 $198K 0.06% 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,382 $197K 0.19% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,041 $195K 0.11% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,035 $195K 0.02% -620 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,000 $194K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,801 $187K 0.03% +316 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,605 $181K 0.01% -352 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,550 $178K 0.03% -468 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,494 $177K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 5,387 $174K 0.13% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,385 $174K 0.02% -36,079 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,303 $170K 0.12% +125 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,172 $167K 0.01% -1,231 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,757 $163K 0.05% +44 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5,042 $163K 0.13% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,048 $162K <0.01% +4,883 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 4,935 $159K 0.02% -605 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,774 $154K 0.02% -1,433 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,740 $153K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,734 $153K 0.06% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 4,706 $152K 0.06% +59 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 4,514 $146K 0.08% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 4,500 $145K 0.12% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 4,455 $144K 0.04% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,425 $143K 0.03% +3,563 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,350 $140K 0.04% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,347 $140K <0.01% -3,158 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,300 $139K 0.01% new 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,148 $134K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,142 $134K 0.17% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,100 $132K 0.07% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,912 $126K 0.03% -417 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,834 $124K 0.01% +1,924 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,821 $123K <0.01% +3,365 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,800 $123K 0.06% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,726 $120K 0.1% -34 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,702 $119K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,663 $118K 0.02% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,645 $118K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3,600 $116K 0.03% new 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,520 $114K 0.08% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,516 $113K <0.01% -58,461 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,469 $112K 0.02% +195 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,400 $110K 0.12% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,333 $108K <0.01% +811 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,289 $106K 0.05% +112 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,282 $106K 0.01% +779 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,240 $105K 0.01% -27 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,222 $104K 0.01% -4,978 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,186 $103K 0.06% +233 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,117 $101K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,034 $97.9K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,032 $97.8K 0.04% -276 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,028 $97.7K 0.02% +1,507 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,015 $97.3K 0.02% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,000 $96.8K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,962 $95.6K 0.01% +29 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,925 $94.4K 0.07% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,887 $93.2K 0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,865 $92K 0.02% +365 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,856 $92K 0.02% +1,761 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,822 $91.1K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,760 $89.1K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,756 $88.9K 0.01% +25 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,733 $88.2K 0.02% +10 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,652 $86K 0.01% +110 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,641 $85.2K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,541 $82K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,512 $81.1K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,499 $80.6K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,403 $77.5K 0.07% +38 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,361 $76.2K 0.02% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,318 $74.8K 0.02% +1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,286 $73.8K 0.03% 13F-HR/A Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,199 $71K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,194 $70.8K 0.01% +8 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 2,180 $70K <0.01% new 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 2,160 $69.7K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,136 $68.9K 0.03% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,096 $67.6K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,080 $67.1K 0.02% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,008 $64.8K 0.04% +7 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,001 $64.6K 0.02% -51 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,950 $62.9K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,935 $62.2K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,871 $60.4K 0.03% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,864 $60.2K 0.02% +906 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,847 $59.6K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,833 $59.2K 0.03% +1 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,800 $58.1K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,760 $56.8K 0.05% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,748 $56K <0.01% -5 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,718 $55.4K 0.01% +5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,696 $54.7K 0.01% -1,365 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,650 $53.2K 0.05% -750 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,640 $52.7K 0.04% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,625 $52.4K 0.04% +1,125 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,599 $51.6K 0.03% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,581 $51K 0.03% +3 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,527 $49.3K 0.02% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,500 $48K 0.02% -300 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,484 $47.9K <0.01% +1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,444 $46.6K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,419 $45.8K <0.01% -7,914 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,392 $44.9K 0.02% +21 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,381 $44.6K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,371 $44K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,350 $43.6K 0.04% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,320 $42.6K 0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,194 $41.2K <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,244 $40.1K 0.02% -7 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,218 $39.3K 0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 36,360 $39.2K 0.01% +825 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,200 $38.7K 0.04% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,155 $37.3K 0.01% +43 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,151 $37.1K 0.07% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,134 $36.6K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,125 $36.3K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,125 $36.3K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,123 $36.2K 0.04% 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,110 $35.8K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,104 $35.6K 0.07% -858 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,101 $35.5K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,101 $35.5K 0.02% 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 1,050 $34.7K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,070 $34.5K <0.01% +720 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,046 $33.8K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,045 $33.7K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,040 $33.6K <0.01% +714 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 1,029 $33.2K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,020 $32.9K <0.01% -2,250 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 970 $32.6K 0.01% +134 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,010 $32.6K 0.03% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,005 $32.4K <0.01% 0 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,002 $32.3K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,000 $32.3K 0.01% +4 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 999 $32.2K 0.01% -565 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 963 $31.1K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 953 $30.8K 0.02% +110 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 917 $29.2K 0.03% -1,022 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 900 $29K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 900 $29K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 900 $29K 0.02% -300 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 900 $29K 0.03% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 900 $29K 0.03% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 900 $29K 0.02% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 899 $29K 0.01% -18 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. 887 $28.6K <0.01% +115 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 884 $28.5K 0.01% -370 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 869 $28.1K 0.01% +150 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 851 $27.5K 0.02% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 846 $27.3K 0.01% 0 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 825 $26.6K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 821 $26.5K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 827 $26K 0.01% +2 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 800 $25.8K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 781 $25.2K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 751 $24.2K 0.02% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 750 $24.2K <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 760 $24.2K 0.02% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 737 $23.8K 0.01% +48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 720 $23.2K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 712 $23K 0.02% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 702 $22.7K 0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 681 $22K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 676 $21.8K <0.01% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 672 $21.7K 0.01% -1,022 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 659 $21.7K 0.01% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 664 $21.4K 0.01% -1,152 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 660 $21.3K 0.02% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 600 $21K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 600 $19.4K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 592 $19.1K 0.01% -2,202 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 600 $19K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 588 $19K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 585 $18.9K <0.01% +97 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 565 $18.2K <0.01% -610 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 565 $18.2K 0.01% -66 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 549 $17.7K 0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 546 $17.6K 0.01% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 544 $17.6K 0.01% +281 13F-HR Timeline