Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 9,877 $184K 0.07% 0 13F-HR Timeline Group Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 10,881 $181K 0.08% -250 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,556 $178K 0.06% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,417 $175K 0.01% -13,957 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,025 $168K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8,800 $164K 0.07% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,728 $162K 0.04% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,708 $162K 0.08% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 8,621 $160K 0.1% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,579 $159K 0.01% +382 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,495 $158K 0.09% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 8,400 $156K 0.03% 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 8,374 $156K 0.02% +19 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8,343 $155K 0.04% +414 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 8,137 $151K 0.11% -411 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,000 $149K 0.07% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 7,948 $148K 0.04% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,768 $144K 0.02% +39 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 7,700 $143K 0.03% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7,680 $143K 0.02% -4,608 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 7,249 $135K 0.02% -4,568 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,994 $130K 0.05% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,983 $130K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,446 $120K 0.01% -2,693 13F-HR Timeline MOTCO More: the full row for MOTCO 6,425 $119K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,400 $119K <0.01% -2,599 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,360 $118K <0.01% +810 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,148 $114K 0.02% +5,375 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,025 $112K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,000 $112K 0.01% +1,000 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,916 $110K 0.01% +4,016 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,671 $105K 0.04% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 5,495 $102K 0.07% -3,630 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,487 $102K 0.02% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,407 $101K 0 Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,393 $100K 0.03% +70 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,330 $99.1K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,325 $99K 0.03% -257 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,200 $96.7K 0.06% -100 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,100 $94.8K <0.01% -9,552 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5,036 $93.6K 0.02% +79 13F-HR Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 5,000 $93K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,984 $92.7K <0.01% +146 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITY HOLDING CO More: the full row for CITY HOLDING CO 4,963 $92.3K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,860 $90.3K <0.01% +200 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,860 $90.3K 0.05% +25 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,795 $89.1K 0.01% +795 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,775 $88.8K 0.02% +3,125 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,670 $86.8K 0.01% +500 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5,117 $86.1K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,523 $84.1K 0.01% -115 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 4,500 $83.7K 0.02% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,451 $82.7K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,367 $81.2K 0.08% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,260 $79.2K 0.06% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,208 $78.2K 0.02% +67 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 4,192 $77.9K 0.05% -351 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,159 $77.3K <0.01% +1,109 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,070 $75.7K 0.05% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,013 $74.6K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,000 $74.4K 0.02% +2,000 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,000 $74.4K 0.03% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,000 $74.4K 0.01% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,000 $74.4K 0.04% 0 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,873 $72K 0.04% -1,000 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,707 $69K 0.01% +58 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,625 $67.4K <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 3,614 $67.2K <0.01% 0 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 3,600 $66.9K 0.02% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,500 $65.1K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,496 $65K <0.01% -27,003 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,328 $61.9K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,300 $61.3K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,175 $59K <0.01% -3,460 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,075 $57.2K <0.01% -1,147 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,050 $56.7K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,022 $56.2K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,020 $56.1K 0.05% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,955 $54.9K 0.04% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,953 $54.9K 0.03% +47 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,901 $53.9K <0.01% +46 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,888 $53.7K 0.02% +1,100 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,778 $51.6K 0.04% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,763 $51.4K 0.02% +44 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,681 $50K <0.01% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 3,155 $49.6K 0.03% -10,402 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,665 $49.5K <0.01% +2,207 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,661 $49.5K 0.02% -2,199 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,657 $49.4K 0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,651 $49.3K 0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,643 $49.1K <0.01% +29 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,600 $48.3K 0.01% +175 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,586 $48.1K 0.01% +666 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,547 $47.3K 0.02% +949 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,473 $46K 0.01% +39 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,459 $45.7K 0.01% +63 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,400 $44.6K <0.01% +18 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,339 $43.5K 0.01% +3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,333 $43.4K 0.02% +145 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,325 $43.2K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,211 $41.1K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,209 $41.1K 0.01% +35 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,200 $40.9K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,131 $39.6K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,091 $38.9K 0.01% +19 13F-HR/A Timeline HWG Holdings LP More: the full row for HWG Holdings LP 2,049 $38.1K 0.02% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,021 $37.6K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,000 $37.2K <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $37.2K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,000 $37.2K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,997 $37.1K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,880 $36.8K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,952 $36K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,898 $35.3K 0.01% +8 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,844 $34.3K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,802 $33.5K 0.04% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,800 $33.5K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,792 $33.3K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,700 $31.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,579 $29.4K 0.01% -1,071 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,515 $28.2K 0.02% +24 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,507 $28K 0.03% +175 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,500 $28K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,500 $27.9K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,500 $27.9K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,470 $27.3K <0.01% +86 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 1,500 $27K <0.01% new 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,400 $26K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,385 $25.7K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,395 $25K 0.01% +22 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,332 $24.8K <0.01% -820 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,283 $23.9K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,235 $23K 0.02% -14 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,172 $22K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,091 $20.3K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,033 $19.2K <0.01% +16 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,024 $19K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,018 $18.9K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,000 $18.6K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,000 $18.6K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,000 $18.6K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,000 $18.6K <0.01% -500 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,000 $18.6K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $18.6K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 960 $17.8K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 915 $17K 0.01% +7 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 906 $16.8K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 902 $16.8K <0.01% +50 13F-HR Timeline CNB Bank More: the full row for CNB Bank 900 $16.7K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 873 $16.2K 0.02% +459 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 16,135 $16.1K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 830 $15.4K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 811 $15.1K 0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 807 $15K 0.02% +12 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 779 $14.5K <0.01% +379 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 768 $14.3K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 705 $13.1K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 680 $12.6K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 640 $11.9K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 633 $11.8K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 610 $11.3K <0.01% +10 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 601 $11.2K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 600 $11.2K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 595 $11.1K <0.01% +9 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 560 $10.4K 0.01% +9 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 516 $9.59K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 500 $9.36K <0.01% -5,411 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 485 $9.02K <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 459 $8.53K 0.01% +400 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 435 $8.09K <0.01% new 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 434 $8K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 395 $7.35K <0.01% +101 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 314 $5.84K 0.01% +5 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 306 $5.69K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 300 $5.58K <0.01% +45 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 300 $5.58K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 298 $5.54K <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 288 $5.35K 0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 288 $5.34K <0.01% +5 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 272 $5.06K <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 285 $5K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 266 $5K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 241 $4.48K <0.01% -755 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 223 $4.15K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 200 $3.72K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 185 $3.43K <0.01% +3 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 116 $2.16K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 110 $2.04K <0.01% -732 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 100 $1.86K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 95 $1.77K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 80 $1.49K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 75 $1.33K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 30 $565 <0.01% -29,310 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 30 $558 <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 30 $474 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 21 $390 <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -60,682 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.