CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,082 $131K <0.01% +1,078 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,071 $130K 0.09% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,053 $127K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,050 $127K 0.01% -750 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 959 $116K 0.04% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 957 $116K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 895 $108K <0.01% -675 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 847 $102K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 838 $101K <0.01% -149 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 743 $89.9K 0.04% +18 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 740 $89.5K 0.02% +381 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 727 $87.9K 0.01% +187 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 712 $86.1K 0.04% +13 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 703 $85K 0.01% -65 13F-HR/A Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 700 $84.7K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 676 $81.8K 0.04% -2,106 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 650 $78.6K 0.01% -597 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 642 $77.7K 0.02% -389 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 623 $75.4K 0.01% +5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 584 $70.6K <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. 579 $70K <0.01% -38 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 578 $69.8K 0.01% +4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 576 $69.7K <0.01% +372 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 571 $69.1K 0.04% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 550 $66.5K <0.01% +350 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 550 $66.5K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 541 $65.4K <0.01% -48 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 540 $65.3K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 532 $64.3K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 527 $63.7K 0.01% +11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 508 $62.3K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 494 $59.7K 0.03% -27 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 430 $56.4K 0.04% -14 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 449 $54.3K 0.02% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 440 $53.2K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 421 $50.9K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 408 $49.3K <0.01% -5 13F-HR Timeline BAYBAN More: the full row for BAYBAN 400 $48.4K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 399 $48.3K <0.01% -2 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 432 $48.2K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 386 $46.7K <0.01% -291 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 383 $46.3K 0.01% +364 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 365 $44.1K 0.03% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 360 $43.5K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 342 $41.4K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 341 $41.2K <0.01% +41 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 331 $40K 0.01% +68 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 327 $39.6K 0.01% +211 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 324 $39.2K 0.01% -192 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 324 $39.2K 0.01% +148 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 315 $38.1K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 306 $37K -500 Timeline Clean Yield Group More: the full row for Clean Yield Group 300 $36.3K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 300 $36.3K 0.04% -50 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 295 $35.7K <0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 283 $34.3K <0.01% -37 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 270 $32.7K 0.01% +10 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 250 $30.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 248 $30K <0.01% -33 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 240 $29K <0.01% -90 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 236 $28.5K <0.01% -130 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 229 $27.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 219 $26.5K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 219 $26.5K <0.01% +31 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 216 $26.1K <0.01% +106 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 214 $25.9K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $25.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 206 $24.9K 0.01% -1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 204 $24.7K <0.01% +105 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 203 $24.6K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $24.2K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 200 $24.2K <0.01% +183 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 200 $24.2K 0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 198 $23.9K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 196 $23.7K <0.01% +59 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 195 $23.6K <0.01% -4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 192 $23.2K <0.01% -157 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 185 $22.4K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 162 $19.7K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 151 $18.3K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 150 $18.1K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 150 $18.1K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 149 $18K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 143 $17.3K <0.01% +35 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 139 $16.9K <0.01% +36 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 135 $16.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 135 $16.3K <0.01% -512 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 134 $16.2K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 134 $16.2K <0.01% -125 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 132 $16K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 130 $15.7K <0.01% +33 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 129 $15.6K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 128 $15.5K <0.01% +118 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 125 $15.1K <0.01% +2 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 125 $15.1K <0.01% +2 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 120 $15K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 122 $14.8K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 113 $14K <0.01% -2,913 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abound Wealth Management More: the full row for Abound Wealth Management 114 $13.8K <0.01% -16 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 114 $13.8K <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 114 $13.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 112 $13.5K <0.01% +62 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 110 $13.3K 0.01% -1 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 110 $13.3K <0.01% -2,080 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 112 $12.9K <0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 104 $12.6K 0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $12.1K <0.01% -5 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 100 $12.1K <0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 100 $12.1K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $12.1K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 100 $12.1K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 98 $11.9K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 95 $11.5K <0.01% -5 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 93 $11.2K <0.01% +41 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 91 $11K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 89 $10.8K <0.01% -553 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 87 $10.5K 0.01% -17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 80 $9.68K <0.01% +18 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 79 $9.55K 0.01% +39 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 75 $9K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 74 $8.95K <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 74 $8.95K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 73 $8.83K <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 70 $8.55K <0.01% +22 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 70 $8.47K <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $8K <0.01% +23 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 66 $7.98K 0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 64 $7.85K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 64 $7.74K <0.01% -10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 63 $7.62K <0.01% +5 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 61 $7.38K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 60 $7.26K <0.01% -4 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 59 $7.14K <0.01% +44 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 57 $7K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 57 $6.89K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 54 $6.53K <0.01% -24 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 54 $6.53K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51 $6.17K <0.01% -1,777 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 50 $6.05K 0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 49 $5.93K 0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 46 $5.56K <0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 44 $5.32K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 43 $5.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $5.2K <0.01% +4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 42 $5.08K <0.01% +23 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 41 $4.96K <0.01% +19 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 41 $4.96K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 40 $4.84K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 40 $4.84K <0.01% new 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 40 $4.84K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 40 $4.84K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 39 $4.72K <0.01% +21 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 38 $4.6K <0.01% +9 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 38 $4.6K <0.01% -6 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 37 $4.47K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 36 $4.35K <0.01% +6 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 35 $4.23K <0.01% -3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 35 $4.23K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 35 $4K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 31 $3.75K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 29 $3.51K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 29 $3.51K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 28 $3.39K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 28 $3.38K <0.01% +21 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 27 $3.27K <0.01% -110 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 27 $3.27K <0.01% -1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $3.27K <0.01% -5 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 25 $3.02K <0.01% -33 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 25 $3.02K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 30 $3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 26 $3K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 24 $2.9K <0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 23 $2.78K <0.01% +12 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 23 $2.78K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $2.42K <0.01% +10 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 20 $2.42K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 20 $2.42K <0.01% +17 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 18 $2.18K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 19 $2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 16 $1.94K <0.01% -17 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15 $1.81K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14 $1.69K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $1.69K <0.01% +1 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 14 $1.69K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13 $1.57K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $1.45K <0.01% +2 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 12 $1.45K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $1.45K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 11 $1.33K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $1.33K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 11 $1.33K <0.01% -15 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10 $1.29K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10 $1.21K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10 $1.21K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $1.21K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $1.21K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9 $1.09K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9 $1.09K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $1.09K <0.01% +2 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 9 $1.09K <0.01% +5 13F-HR Timeline