KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,123 $252K 0.03% -180 13F-HR/A Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,121 $251K 0.09% +27 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,120 $251K 0.02% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,116 $250K <0.01% new 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,115 $250K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,110 $249K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,109 $249K <0.01% -693 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,108 $249K 0.03% -35 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,106 $248K 0.16% -333 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,100 $247K 0.06% 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,100 $247K 0.06% 0 13F-HR Timeline Group BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 1,100 $247K 0.13% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,099 $246K <0.01% -136 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 1,096 $246K 0.08% +46 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,091 $245K 0.02% +30 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,088 $244K 0.01% new 13F-HR Timeline Group Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,085 $243K 0.07% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,080 $242K 0.07% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,113 $242K 0.05% +20 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,078 $242K 0.01% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,077 $242K 0.09% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,071 $240K 0.01% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,071 $240K <0.01% -32 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,065 $239K 0.02% -30 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,064 $239K 0.02% -15 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,055 $237K 0.08% +4 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,054 $236K <0.01% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,047 $235K 0.04% +65 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,045 $234K 0.04% +1 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,045 $234K 0.01% +21 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,043 $234K 0.03% -6 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,042 $234K 0.02% -333 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,039 $233K 0.07% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,039 $233K 0.04% -355 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,038 $233K <0.01% -547 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,036 $232K 0.01% -9 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,032 $231K <0.01% new 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,026 $230K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,025 $230K 0.01% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,025 $230K 0.13% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,020 $229K 0.03% +425 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,012 $227K 0.13% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,008 $226K 0.02% -1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,009 $226K 0.02% -240 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,000 $224K 0.07% 0 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 1,000 $224K 0.1% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,000 $224K 0.03% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,000 $224K 0.11% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 999 $224K 0.05% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 995 $223K 0.05% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 991 $222K 0.01% -23 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 990 $222K 0.08% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 989 $222K <0.01% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 986 $221K 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 987 $221K 0.01% -82 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 983 $221K 0.05% -8 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 979 $220K 0.03% +11 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 978 $219K 0.05% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 967 $217K <0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 966 $217K 0.01% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 958 $215K 0.1% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 951 $213K 0.07% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 943 $211K 0.01% -30 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 934 $209K 0.04% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 933 $209K 0.02% new 13F-HR/A Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 931 $209K <0.01% -3 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 971 $208K <0.01% +5 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 925 $207K 0.11% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 922 $207K 0.02% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 920 $206K 0.16% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 917 $206K 0.1% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 917 $206K <0.01% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 909 $204K 0.06% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 903 $203K <0.01% -119 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 902 $202K <0.01% new 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 900 $202K 0.05% new 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 900 $202K 0.14% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 899 $202K 0.03% -175 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 898 $201K <0.01% new 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 896 $201K 0.01% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 895 $201K 0.03% -4,030 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 815 $183K 0.07% -25 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 794 $178K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 787 $177K 0.11% +10 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 785 $175K <0.01% +5 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 762 $171K 0.05% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 751 $168K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 745 $167K <0.01% +26 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 715 $160K 0.05% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 690 $155K <0.01% -48 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 661 $148K 0 Timeline OSSIAM More: the full row for OSSIAM 647 $145K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 633 $142K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 626 $140K 0.01% +85 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 618 $139K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 600 $135K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 572 $128K 0.01% +1 13F-HR Timeline TOBAM More: the full row for TOBAM 551 $124K 0.03% -4,611 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TrinityBridge Ltd More: the full row for TrinityBridge Ltd 548 $123K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 540 $121K <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 537 $120K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 516 $116K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 514 $115K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 485 $109K 0.01% +8 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 481 $108K 0.01% -79 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 459 $102K <0.01% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 454 $102K <0.01% -528 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 450 $101K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 405 $90.8K <0.01% -3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 400 $89.7K 0.02% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 400 $89.7K 0.06% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 400 $89.7K 0.07% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 383 $85.9K 0.05% -10 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 368 $82.5K 0.05% -9 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 349 $78.3K 0.04% +157 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 348 $78K 0.07% +167 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 335 $75.1K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 331 $74.2K <0.01% +18 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 326 $73.1K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 304 $68.2K 0.01% -357 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 294 $65.9K 0.01% +155 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 293 $65.7K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 295 $65K 0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 285 $63.8K 0.05% -276 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 283 $61.2K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 272 $61K 0.02% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 271 $60.8K 0.04% +5 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 263 $59K <0.01% +139 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 261 $58.5K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 253 $56.7K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 253 $56.7K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 252 $56.5K 0.03% +244 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 250 $56.1K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $56.1K 0.02% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 260 $56K 0.04% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 245 $54.9K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 244 $54.7K 0.02% +8 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 243 $54.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 237 $53.2K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 231 $51.8K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 230 $51.6K 0.02% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 228 $51.1K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 223 $50K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 222 $49.8K 0.01% -81 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 210 $47K 0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 209 $46.9K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 205 $46K 0.01% +25 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 205 $46K 0.02% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 210 $45.6K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $44.9K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 200 $44.9K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 193 $43.3K <0.01% +3 13F-HR Timeline MOTCO More: the full row for MOTCO 189 $42.4K <0.01% +3 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 186 $41.8K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 180 $40.4K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 178 $39.9K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 175 $39.2K <0.01% -24 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 173 $38.8K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 172 $38.7K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 171 $38.4K 0.03% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 165 $37K 0.01% +5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 161 $36.1K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 159 $35.6K <0.01% -14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 158 $35.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 157 $35K 0.02% -10 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 151 $33.9K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 151 $33.9K <0.01% 0 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 151 $33.9K 0.01% +5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 151 $33.9K <0.01% +21 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 150 $33.6K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 150 $33.6K <0.01% +41 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 150 $33.6K 0.01% -100 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 149 $33.4K <0.01% -58 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 141 $31.6K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 133 $29.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 128 $28.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 129 $28K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 122 $27.4K 0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 118 $26.5K 0.01% -11,560 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 111 $24.9K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 109 $24.4K <0.01% -4 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 104 $23.2K <0.01% +37 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 101 $22.7K <0.01% +6 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 91 $22.5K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 100 $22.4K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $22.4K <0.01% new 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 100 $22.4K 0.01% new 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 100 $22.4K 0.02% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 99 $22.2K 0.02% -2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 92 $20.6K <0.01% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 100 $20.2K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 89 $20K <0.01% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 84 $19K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 85 $19K <0.01% -3 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 83 $18.6K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 82 $18.5K <0.01% +27 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 82 $18.4K <0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 78 $17.5K <0.01% +2 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 76 $17K 0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 76 $17K <0.01% -18 13F-HR Timeline