AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,438 $150K 0.01% +880 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,370 $147K 0.02% -883 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,209 $140K 0.01% -85 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,196 $139K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,173 $138K 0.02% +175 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,171 $138K 0.08% -270 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,133 $137K 0.02% +2,216 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,870 $125K 0.02% -582 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,587 $123K 0.08% +657 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,789 $122K <0.01% -541 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,593 $113K 0.02% +1,989 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,589 $113K 0.04% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,554 $111K 0.01% -19 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,820 $110K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,507 $109K 0.02% +161 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,529 $107K <0.01% -140 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,420 $106K <0.01% +441 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,420 $106K <0.01% -5,574 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,402 $105K 0.02% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,596 $105K 0.03% +29 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,384 $104K 0.01% -445 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,309 $101K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,295 $100K <0.01% -7,646 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,253 $98.2K 0.01% -34 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,251 $98.1K 0.02% 0 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,209 $96.3K <0.01% -2,280 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,111 $92K 0.01% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,133 $92K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,100 $91.6K 0.06% +36 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,025 $88.3K 0.04% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,005 $87.4K 0.05% +304 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,000 $87.2K <0.01% -150 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,998 $87.1K 0.03% +12 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,947 $84.9K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,874 $81.7K <0.01% +600 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,863 $81.2K 0.01% -23 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,831 $79.8K 0.09% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,798 $78.4K 0.03% -9,462 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,765 $76.9K 0.01% +40 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,735 $75.6K 0.02% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,730 $75.4K 0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,687 $73.6K 0.02% +19 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,666 $72.6K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,605 $70K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,587 $69K <0.01% +257 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,539 $67.1K <0.01% -7,828 13F-HR Timeline City State Bank More: the full row for City State Bank 1,530 $66.7K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,496 $65.2K 0.01% +5 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,456 $63.4K 0.01% -223 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,412 $61.6K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,390 $60.6K <0.01% 0 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,349 $58.8K 0.03% +766 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,347 $58.7K 0.01% 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,319 $57.5K 0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,312 $57.2K <0.01% +201 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,293 $56.4K <0.01% -32 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,273 $55.5K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,234 $53K <0.01% -6,853 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 1,204 $52.5K 0.02% +80 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,150 $50.1K 0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,133 $49.4K 0.01% +4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,100 $48K 0.01% +13 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,088 $47.4K 0.03% +50 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,085 $47.3K 0.03% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,057 $46.1K 0.01% +15 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,053 $45.9K <0.01% -396 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,037 $45.2K 0.01% -291 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,000 $43.6K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,000 $43.6K 0.01% -3,575 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,000 $43.6K <0.01% 0 13F-HR Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,000 $43.6K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 991 $43.2K 0.02% +507 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 937 $41K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 920 $40.1K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 909 $39.6K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 905 $39.5K 0.01% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 928 $39.4K 0.02% +46 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 900 $39.2K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 895 $39K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 867 $37.8K 0.01% +42 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 829 $36.1K 0.02% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 827 $36.1K 0.02% -10 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 820 $35.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 814 $35.5K <0.01% +106 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 810 $35.3K <0.01% -1,899 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 800 $34.9K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 800 $34.9K 0.02% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 797 $34.8K 0.02% +38 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 768 $33.5K <0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 765 $33.4K 0.02% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 759 $33K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 733 $32K <0.01% -325 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 700 $30.5K 0.02% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 671 $29K <0.01% +197 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 650 $28.3K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 640 $27.9K <0.01% -75 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 623 $27.2K 0.01% +181 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 448 $26.9K 0.03% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 600 $26.2K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 589 $25K 0.01% +95 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 566 $24.7K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 555 $24.2K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 552 $24.1K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 543 $23.7K 0.01% +380 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 542 $23.6K <0.01% +11 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 538 $23.4K 0.01% -20 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 533 $23.2K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 529 $23.1K <0.01% +129 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 519 $23K 0.02% +22 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 523 $22.8K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 507 $22.1K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 500 $21.8K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 500 $21.8K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $21.8K 0.02% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 500 $21.8K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $21.8K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 500 $21.8K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 498 $21.7K <0.01% +116 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 487 $21.3K <0.01% -48 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 455 $19.9K 0.02% +170 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 408 $19.7K 0.01% +2 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 450 $19.6K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 450 $19.6K 0.02% -300 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 438 $19.1K <0.01% -45 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 435 $19K <0.01% +44 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 434 $18.9K <0.01% -150 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 423 $18.4K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 417 $18.2K 0.02% -22 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 407 $17.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 407 $17.7K 0.02% -302 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 400 $17.4K 0.01% +231 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 400 $17.4K 0.01% -540 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 400 $17.4K 0.02% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 392 $17.1K 0.01% -20 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 290 $17K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 387 $16.9K <0.01% +132 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 380 $16.6K <0.01% +10 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 380 $16.6K 0.01% -279 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 377 $16.4K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 376 $16.4K <0.01% -133 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 372 $16.2K 0.02% +18 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 357 $15.6K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 350 $15.3K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 339 $14.8K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 318 $14.5K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 330 $14.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 344 $14.3K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 324 $14.1K <0.01% +300 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 320 $14K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 310 $13.5K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 303 $13.2K <0.01% +1 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 301 $13.1K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 300 $13.1K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 300 $13.1K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 313 $13K <0.01% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 289 $12.6K <0.01% +1 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 287 $12.5K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 281 $12.3K <0.01% -2,051 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 280 $12.2K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 279 $12.1K <0.01% +45 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 271 $11.8K <0.01% +18 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 262 $11.4K <0.01% +12 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 185 $11.2K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 255 $11.1K 0.01% +1 13F-HR/A Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 250 $10.9K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 248 $10.8K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 236 $10.3K 0.01% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 233 $10K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 227 $9.9K <0.01% +90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Key Financial Inc More: the full row for Key Financial Inc 226 $9.85K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 225 $9.81K <0.01% +23 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 224 $9.78K 0.01% -82 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 227 $9.39K <0.01% -30 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 209 $9.11K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 206 $8.98K <0.01% +100 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 204 $8.89K <0.01% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 203 $8.83K <0.01% +1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 201 $8.76K <0.01% +75 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 200 $8.72K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 192 $8.37K 0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 185 $8.09K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 178 $7.75K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 175 $7.63K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 175 $7.63K 0.01% -125 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 174 $7.59K <0.01% -4 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 168 $7.33K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 163 $7.11K <0.01% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 160 $6.98K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 156 $6.8K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 155 $6.76K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 155 $6.76K <0.01% -300 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 153 $6.67K <0.01% +78 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 153 $6.67K <0.01% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 151 $6.6K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 150 $6.54K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 150 $6.54K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 144 $6.27K <0.01% +142 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 142 $6.17K <0.01% +1 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 136 $5.93K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 134 $5.84K <0.01% 0 13F-HR/A Timeline