Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 183 $26.3K 0.02% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 181 $26.1K 0.02% -2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 180 $25.9K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 177 $25.5K <0.01% +9 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 171 $24.6K 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 170 $24.4K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 161 $23.2K <0.01% -16 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 160 $23K 0.02% -2,266 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 160 $23K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 159 $22.9K <0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 155 $22.3K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 154 $22.2K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 154 $22.2K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 150 $22K <0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 150 $21.6K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 150 $21.6K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 146 $21K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 139 $20K <0.01% +48 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 136 $19.6K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 134 $19.3K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 134 $19K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 129 $18.6K 0.02% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 122 $17.6K <0.01% -3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 120 $17.3K 0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 119 $17.1K 0.02% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 117 $16.9K 0.01% +12 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 114 $16.4K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 112 $16.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 115 $16K <0.01% +46 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 110 $15.9K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 105 $15.2K <0.01% +31 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 105 $15.1K <0.01% 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 105 $15.1K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 102 $14.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 100 $14.4K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 98 $14.1K <0.01% +24 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 96 $13.8K <0.01% +15 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 91 $13.1K 0.01% -91 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 90 $13K 0.01% 0 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 89 $12.8K 0.01% +34 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 88 $12.7K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 85 $12.2K 0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 84 $12.1K 0.01% +2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 86 $12K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 82 $11.8K 0.02% +33 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 81 $11.7K <0.01% +30 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 78 $11.2K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 73 $10.5K <0.01% -11 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 73 $10.5K <0.01% +12 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 72 $10.4K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 70 $10.1K <0.01% -1,134 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 69 $9.94K <0.01% +12 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 66 $9.62K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 66 $9.51K <0.01% +38 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 63 $9.07K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 62 $8.93K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 59 $8.5K <0.01% -1 13F-HR Timeline Kingdom Financial Group LLC. 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More: the full row for TFC Financial Management, Inc. 49 $7.07K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 47 $6.78K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 47 $6.77K <0.01% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 47 $6.77K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 47 $6.77K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 46 $6.63K <0.01% -32 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 45 $6.48K <0.01% -748 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 44 $6.34K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 43 $6.19K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 43 $6.19K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 39 $5.62K <0.01% +28 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 39 $5.62K <0.01% +2 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 37 $5.33K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 37 $5.33K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 37 $5.27K <0.01% -4 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 35 $5.04K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 35 $5.04K <0.01% +13 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 35 $5.04K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for First Command Advisory Services, Inc. 27 $3.89K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 24 $3.84K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 26 $3.71K <0.01% +3 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 25 $3.6K <0.01% new 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 25 $3.6K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 25 $3.6K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 24 $3.46K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $3.31K <0.01% -4 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 22 $3.17K <0.01% +21 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 21 $3.04K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $3.02K <0.01% +4 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 20 $3K 0.05% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 18 $3K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 20 $2.92K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 18 $2.59K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 18 $2.59K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 17 $2.45K <0.01% -9 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $2.3K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 15 $2.16K <0.01% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 15 $2.16K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 15 $2.16K <0.01% 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14 $2.02K <0.01% -89 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $2.02K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 17 $2K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 13 $1.87K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13 $1.87K <0.01% -2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13 $1.87K <0.01% -77 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12 $1.73K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 12 $1.73K <0.01% -127 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 12 $1.73K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 12 $1.73K <0.01% +2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11 $1.58K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 10 $1.44K 0.04% +2 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 10 $1.44K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10 $1.44K <0.01% -3 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 9 $1.3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8 $1.15K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 8 $1.15K <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $1.01K <0.01% +2 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7 $1.01K <0.01% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 10 $1K <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6 $865 <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 6 $865 <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2 $300 <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2 $289 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 2 $289 <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 2 $288 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 864 $6 <0.01% 13F-HR Timeline