TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,080 $85.4K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,043 $83.9K 0.02% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,041 $83.8K 0.03% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,000 $82.1K 0.02% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1,990 $81.7K 0.01% +210 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,984 $81.4K 0.05% -773 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 1,950 $80K 0.08% 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,950 $80K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,945 $79.8K 0.04% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,925 $79K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,880 $77.2K 0.01% -389 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,848 $75.9K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,800 $74.6K 0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,800 $73.9K 0.02% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,800 $73.9K 0.02% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,781 $73.1K 0.06% -2,538 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,759 $72.2K 0.03% +16 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,748 $71.8K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,740 $71.4K 0.01% -155 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,733 $71.1K 0.01% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,705 $70K 0.02% +4 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,688 $69.3K 0.01% -950 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,673 $68.7K <0.01% -618 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,657 $68.7K 0.03% +3 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,650 $67.7K <0.01% +900 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,625 $66.7K 0.03% -243 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,621 $66.6K 0.01% -62 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,620 $66.5K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,600 $65.7K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,588 $65.2K 0.02% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,583 $65K 0.01% +14 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,540 $63.2K <0.01% new 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 2,148 $63.2K 0.04% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,527 $62.7K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,516 $62.2K 0.03% -25 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,500 $62K 0.02% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,501 $61.6K <0.01% +5 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,500 $61.6K 0.01% -1,027 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,496 $61.4K 0.05% +6 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,487 $61K 0.02% -502 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,456 $59.8K 0.02% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,300 $58.5K 0.03% -7,200 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,401 $57.5K 0.01% +592 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,371 $56.3K 0.02% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,329 $54.6K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,485 $53.8K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,268 $52K 0.02% +593 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,266 $52K 0.05% +101 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,239 $50.9K 0.03% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,201 $49.3K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,200 $49.3K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,142 $46.9K 0.02% -138 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,140 $46.8K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,133 $46.5K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,125 $46.2K 0.01% +519 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,101 $45.2K <0.01% +277 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,081 $44.4K 0.01% -60 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,046 $42.9K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,020 $41.9K 0.04% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,019 $41.8K 0.01% +4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,016 $41.7K <0.01% +12 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,010 $41.5K 0.01% +3 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,007 $41.3K 0.06% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,000 $41K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 958 $39.3K 0.03% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 952 $39.1K 0.01% -16 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 925 $38K 0.03% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 917 $37.6K 0.03% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 909 $37.3K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 905 $37.1K <0.01% -23 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 900 $36.9K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 900 $36.9K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 889 $36.5K 0.02% -50 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 879 $36.1K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 867 $35.6K 0.02% +3 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 846 $34.7K 0.03% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 845 $34.7K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 845 $34.7K 0.02% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 829 $34K 0.01% +409 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 836 $34K 0.01% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 825 $33.9K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 805 $33K 0.02% +78 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 800 $32.8K 0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 789 $32.4K 0.06% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 785 $32.2K 0.01% +3 13F-HR/A Timeline Align Financial, LLC More: the full row for Align Financial, LLC 777 $31.9K 0.02% -27,389 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 772 $31.7K <0.01% +22 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 757 $31.1K 0.02% +26 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 750 $30.8K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 720 $29.6K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 720 $29.6K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 720 $29.6K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 718 $29.5K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 712 $29.2K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 703 $28.9K 0.02% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 701 $28.8K <0.01% +139 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 674 $27.7K 0.01% +2 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 661 $27.1K <0.01% -346,542 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 659 $27K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 657 $27K 0.01% new 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 642 $26.4K 0.02% +354 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 632 $25.9K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 631 $25.9K <0.01% +105 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 625 $25.7K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 600 $25K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 600 $24.6K 0.02% new 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 600 $24.6K 0.03% 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 600 $24.6K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 586 $24.1K <0.01% -221 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 583 $23.9K 0.01% +105 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 566 $23.2K <0.01% +12 13F-HR Timeline MOTCO More: the full row for MOTCO 559 $22.9K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 540 $22.2K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 536 $22K <0.01% +115 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 523 $21.5K 0.01% +205 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 521 $21.4K 0.01% +110 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 520 $21.3K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 511 $21K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 506 $20.8K 0.01% -92 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 461 $18.9K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 452 $18.6K <0.01% -6 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 450 $18.5K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 447 $18.3K 0.01% +147 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 431 $17.7K <0.01% +171 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 408 $17K 0.01% -309 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 413 $17K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 411 $16.9K <0.01% +57 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 411 $16.9K 0.01% +132 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 386 $15.8K 0.01% -13 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 379 $15.6K 0.01% -30 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 357 $14.7K 0.01% +27 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 348 $14.3K 0.01% +2 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 341 $14K 0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 340 $14K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 337 $13.9K <0.01% +98 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 333 $13.7K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 333 $13.7K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 330 $13.5K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 324 $13.3K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 324 $13.3K 0.01% +152 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 317 $13K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 317 $13K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 317 $13K <0.01% -654 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 308 $12.8K 0.01% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 309 $12.7K 0.01% +159 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 309 $12.7K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 300 $12.3K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 300 $12.3K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 298 $12.2K <0.01% +16 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 276 $11.3K <0.01% +77 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 274 $11.2K <0.01% -86 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 272 $11.2K 0.01% +1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 267 $11K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 265 $10.9K <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 261 $10.7K <0.01% +23 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 246 $10.1K <0.01% +40 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 233 $9.56K <0.01% +196 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 229 $9.4K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 225 $9.24K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 208 $9K <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 216 $8.87K <0.01% -175 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 215 $8.83K <0.01% -156 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 207 $8.5K <0.01% new 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 189 $8.46K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 199 $8.17K <0.01% +49 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 193 $7.92K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 177 $7.27K <0.01% +67 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 200 $7.25K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 174 $7.14K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 180 $7K <0.01% 0 13F-HR/A Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 126 $6.89K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 163 $6.69K <0.01% +17 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 156 $6.4K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 153 $6.28K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 152 $6.24K <0.01% +110 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 150 $6.16K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 149 $6.12K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 156 $6K <0.01% -3 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 137 $5.62K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 133 $5.46K <0.01% +23 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 123 $5.05K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 114 $4.68K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 111 $4.56K <0.01% new 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 110 $4.52K <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 110 $4.52K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 108 $4.43K <0.01% +31 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 101 $4.38K <0.01% +49 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 99 $4.08K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 98 $4.02K <0.01% +13 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 92 $3.78K <0.01% +13 13F-HR/A Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 90 $3.69K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 87 $3.57K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 81 $3.33K <0.01% -1,388 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 81 $3.33K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 82 $3.28K <0.01% -17 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 76 $3.12K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 64 $2.63K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 61 $2.5K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 60 $2.46K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 59 $2.42K <0.01% +57 13F-HR Timeline