MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,080 $276K 0.05% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 6,073 $276K 0.02% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,059 $276K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 6,045 $275K 0.07% -371 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 6,037 $275K 0.02% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,975 $272K 0.11% +5 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,061 $271K 0.03% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,962 $271K <0.01% -451 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 5,950 $271K 0.06% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,571 $269K 0.02% -71 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,301 $268K 0.01% -354 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 5,885 $268K 0.28% -120 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,876 $267K 0.02% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 5,809 $264K 0.1% -207 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,781 $263K 0.11% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,731 $261K <0.01% new 13F-HR/A Timeline JB Capital LLC More: the full row for JB Capital LLC 5,688 $259K 0.01% -433 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,666 $258K 0.08% -643 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,660 $257K 0.01% -429 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,653 $257K 0.01% -848 13F-HR/A Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,639 $256K 0.13% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,494 $252K 0.22% -32 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,526 $251K 0.04% -674 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,439 $247K 0.02% +364 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,409 $246K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 5,398 $245K 0.08% -749 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,319 $242K 0.05% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,236 $238K 0.09% -164 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,234 $238K 0.05% +27 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,172 $237K 0.02% -736 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,187 $236K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,187 $236K 0.01% +134 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,171 $235K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,096 $232K 0.01% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,092 $232K 0.1% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,091 $231K 0.03% -25 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,076 $231K 0.13% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,062 $230K 0.01% -2,326 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,035 $229K 0.01% +130 13F-HR/A Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,032 $229K 0.07% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,970 $228K 0.05% +2,029 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,000 $227K 0.04% +200 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,961 $226K 0.07% +122 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,600 $225K 0.07% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,935 $224K 0.01% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,844 $220K 0.07% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,821 $219K 0.03% +141 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,810 $219K 0.06% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 4,792 $218K 0.09% -1 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,779 $217K 0.01% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,743 $216K 0.14% 0 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 4,731 $215K 0.18% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,729 $215K 0.02% +2 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,705 $214K 0.07% -312 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,699 $214K 0.01% -1,559 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 4,685 $213K 0.08% +25 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,675 $212K 0.03% +689 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,612 $210K 0.02% +538 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,600 $209K 0.01% -50 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,569 $208K 0.02% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,489 $204K 0.1% -13,119 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 4,434 $203K 0.06% -1,017 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,422 $201K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,411 $201K 0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,399 $200K 0.02% -1,755 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,221 $192K <0.01% -2,924 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 4,055 $184K 0.1% +3,655 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 3,805 $173K <0.01% 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 3,805 $173K 0.07% -441 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,590 $163K 0.07% -80 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,514 $160K 0.09% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,642 $160K 0.01% +663 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,332 $152K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,250 $148K <0.01% +17 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,226 $148K 0.01% -616 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 3,149 $138K 0.07% -440 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,031 $138K <0.01% -443 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,010 $137K 0.06% -108 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,990 $136K <0.01% -14,971 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,817 $128K 0.01% -2,313 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,482 $113K 0.02% +211 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 2,420 $110K 0.05% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,419 $110K 0.01% -141 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,271 $104K <0.01% -4,615 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,222 $101K 0.05% +874 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,217 $101K 0.03% +1,023 13F-HR Timeline MOTCO More: the full row for MOTCO 2,184 $99.3K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,176 $99K <0.01% -70 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,087 $94.9K 0.01% new 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 2,072 $94.2K 0.26% -137 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,037 $92.6K <0.01% -2,681 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,979 $90K <0.01% -642 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 1,959 $89.1K <0.01% -4,400 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,946 $88.5K 0.02% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,920 $87.3K 0.07% +62 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,907 $86.7K 0.06% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,807 $82.2K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,797 $81.7K 0.05% -167 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,779 $80.9K <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 1,767 $80.3K 0.01% +615 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,754 $79.7K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,726 $78K 0.05% +21 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,708 $77.6K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,562 $71K 0.03% 0 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 1,548 $70.4K 0.06% new 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,525 $69.3K 0.03% -133 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,446 $65.8K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,442 $65.6K 0.01% -51 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,331 $60.5K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,328 $60.4K <0.01% +254 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,266 $57.6K 0.04% +826 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,183 $53.8K 0.03% -66 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,142 $51K <0.01% +267 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,100 $50K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,046 $47.6K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 934 $42.5K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 928 $42.2K <0.01% -73 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 889 $40.4K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 867 $39.4K <0.01% -141 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 853 $38.8K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 842 $38.3K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 824 $37K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 809 $37K <0.01% +56 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 772 $35.1K <0.01% +728 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 769 $35K 0.01% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 756 $34.4K 0.01% -202 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 709 $32.2K <0.01% -268 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 709 $32.2K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 704 $32K 0.01% -488 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 701 $31.9K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 668 $30.4K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 665 $30.2K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 651 $29.6K <0.01% +481 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 645 $29.3K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 638 $29K 0.02% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 632 $28.7K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 598 $27.2K <0.01% -17 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 590 $26.8K <0.01% -401 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 577 $26.2K 0.02% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 528 $24K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 508 $23.1K <0.01% -33 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 475 $21.6K <0.01% +132 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 466 $21K 0.02% 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 439 $20K 0.01% +16 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 420 $19.1K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 406 $18.5K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 395 $18K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 375 $17K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 373 $17K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 360 $16.4K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 354 $16.1K <0.01% +301 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 333 $15.2K 0.01% -2 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 325 $14.8K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 321 $14.6K <0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 290 $13.2K <0.01% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 290 $13.2K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 274 $12.5K 0.01% -18 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 250 $11.4K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 241 $11K <0.01% -24 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 241 $11K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 212 $9.71K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 208 $9.46K <0.01% -19 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 199 $9.05K <0.01% 0 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 178 $8.09K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 175 $8K <0.01% +28 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 172 $7.82K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 166 $7.55K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 165 $7.5K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 160 $7.28K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 159 $7.23K <0.01% -188 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 145 $6.59K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 138 $6K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 120 $5.46K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 85 $4.65K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 100 $4.56K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100 $4.55K <0.01% -118 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $4.53K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 89 $4K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 87 $3.94K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 84 $3.82K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 81 $3.68K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 76 $3.46K <0.01% +2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 74 $3.37K <0.01% -8 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 64 $2.91K <0.01% -3 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 61 $2.77K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 43 $1.96K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 43 $1.96K <0.01% -134 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 40 $1.82K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 28 $1.27K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 27 $1.24K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 27 $1.23K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25 $1.14K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 23 $1.05K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 18 $818 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 17 $773 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 15 $682 <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13 $591 <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 13 $591 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 12 $546 <0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11 $500 <0.01% 0 13F-HR Timeline