Riverview Trust Co More: the full row for Riverview Trust Co 469 $58.2K 0.07% -855 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 469 $58K 0.01% -20 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 466 $57.8K 0.04% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 460 $57.1K 0.04% +135 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 447 $55.5K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 445 $55.2K 0.01% -17 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 436 $54.1K 0.03% -6 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 428 $53.1K 0.03% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 428 $53.1K 0.03% -20 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 430 $52.9K <0.01% -118 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 412 $51K 0.04% -272 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 410 $50.8K 0.03% 0 13F-HR/A Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 409 $50.7K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 405 $50.2K 0.01% +40 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 402 $49.8K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 409 $49.8K 0.02% -222 13F-HR Timeline Boit C F David More: the full row for Boit C F David 400 $49.6K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 401 $48.5K 0.01% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 390 $48.4K 0.02% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 386 $47.9K <0.01% +150 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 384 $47.6K <0.01% +78 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 375 $46.5K 0.04% -100 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 364 $45.1K 0.02% -4,971 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,000 $44K <0.01% -532 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 335 $41.5K 0.02% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 328 $40.7K 0.02% -83 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 325 $40.3K <0.01% 0 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 320 $39.7K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 318 $39.4K 0.03% -5 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 317 $39K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 313 $38.8K 0.02% -30 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 311 $38.6K 0.02% -200 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 307 $38.1K 0.03% -3,348 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 308 $38K 0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 302 $37.5K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 301 $37.4K 0.04% 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 300 $37.2K 0.01% -200 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 300 $37.2K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 294 $36.5K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 282 $35K 0.01% +5 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 280 $34.7K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 274 $34K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 274 $34K 0.02% +240 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 273 $33.9K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 267 $33.1K 0.04% 0 13F-HR/A Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 252 $31.3K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 252 $31.2K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 250 $31.1K 0.01% -46 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 251 $31K 0.03% +1 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 250 $31K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 250 $31K 0.02% -79 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 247 $30.6K 0.01% -3 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 313 $28.3K 0.32% -327 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 225 $27.9K 0.05% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 212 $26.3K <0.01% -160 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 213 $26K 0.02% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 209 $26K <0.01% -550 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 208 $25.8K <0.01% +94 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 207 $25.7K 0.02% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 197 $24.4K 0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 196 $24.3K 0.01% +32 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 182 $22.5K 0.01% +14 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 185 $22K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 175 $21.7K <0.01% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Operose Advisors LLC More: the full row for Operose Advisors LLC 173 $21.5K 0.01% -17 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 172 $21.3K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 170 $21.1K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 165 $20.4K 0.01% +63 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 167 $20.4K 0.01% -48 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 163 $20.2K 0.05% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 160 $19.9K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 159 $19.7K <0.01% +12 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 157 $19.5K 0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 157 $19.5K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 155 $19.3K 0.02% -12 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 153 $19K 0.01% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 149 $18.5K 0.02% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 146 $18.1K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 147 $18K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 144 $17.8K 0.01% -34 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 140 $17.4K 0.01% -459 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 140 $17.4K 0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 139 $17.3K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 134 $16.6K 0.01% -18 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 134 $16.6K 0.02% +100 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 166 $16.5K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 133 $16.5K 0.01% -124 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 133 $16.4K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 128 $15.9K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 127 $15.8K 0.02% 13F-HR Timeline Trust Co More: the full row for Trust Co 127 $15.7K <0.01% -100 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 125 $15.6K 0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 124 $15.4K 0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 123 $15.2K 0.01% -120 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 121 $15K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 121 $14.9K 0.01% -97 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 118 $14.6K 0.01% +48 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 116 $14.4K 0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 116 $14.4K 0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 111 $13.8K <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 111 $13.8K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 110 $13.6K 0.01% -18 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 124 $13.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 104 $12.9K <0.01% +54 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 102 $12.6K 0.01% -97 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 100 $12K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 95 $11.7K 0.01% +5 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 94 $11.6K <0.01% +30 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 91 $11.3K <0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 87 $10.8K 0.03% 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 84 $10.5K 0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 84 $10.4K <0.01% -21 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 82 $10.2K <0.01% -57 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 82 $10.2K <0.01% -465 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 80 $9.92K 0.01% -12 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 76 $9.43K 0.01% +25 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 73 $9.08K 0.01% new 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 72 $9K 0.01% +10 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 71 $9K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 63 $7.78K <0.01% +59 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 60 $7.44K <0.01% +20 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 60 $7.44K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 59 $7.32K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 49 $6.08K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 47 $5.83K <0.01% +11 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 45 $5.48K <0.01% -1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 43 $5.33K <0.01% -33 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 41 $5.11K <0.01% +9 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 40 $4.96K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 39 $4.84K <0.01% -6 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 38 $4.77K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 36 $4.46K <0.01% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 35 $4.4K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 33 $4.09K 0.2% -11 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 32 $3.97K <0.01% -129,119 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 31 $3.9K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 30 $3.72K <0.01% -620 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 25 $3.1K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,250 $2.79K 0.11% -200 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 22 $2.73K <0.01% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 22 $2.73K <0.01% 0 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 21 $2.6K <0.01% +12 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 21 $2.6K 0.05% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 20 $2.48K <0.01% -111 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 19 $2.36K <0.01% +18 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 18 $2.23K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 18 $2.23K <0.01% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 15 $1.83K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 14 $1.74K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 9 $1.12K <0.01% -128 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9 $1.12K <0.01% -20,605 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 7 $868 <0.01% new 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5 $623 <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 5 $620 <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4 $497 <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3 $372 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1 $126 <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1 $124 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 0 $24 <0.01% -96 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.