Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,070 $149K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,044 $147K <0.01% +120 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,038 $147K 0.01% +166 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $144K 0.01% 0 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,979 $142K 0.01% 0 13F-HR/A Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,979 $142K 0.13% -7 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,867 $134K 0.08% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,800 $129K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,670 $120K 0.05% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,658 $119K 0.22% -611 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,631 $117K 0.02% -3,391 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,578 $114K <0.01% -59 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 1,559 $112K 0.01% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1,513 $109K 0.01% -134 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,473 $106K 0.1% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,470 $106K 0.01% +12 13F-HR Timeline TOBAM More: the full row for TOBAM 1,447 $104K 0.03% -452 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peterson Wealth Services More: the full row for Peterson Wealth Services 1,430 $103K 0.03% +6 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,400 $101K 0.06% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,381 $99.3K <0.01% +328 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,381 $99.3K <0.01% -1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,355 $97.4K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,350 $97.1K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,349 $97K 0.04% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,303 $93.7K 0.02% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,261 $90.7K 0.05% -312 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,249 $89.8K 0.04% +9 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,240 $89.2K 0.07% +26 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,200 $86.3K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,199 $86.2K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,152 $82.9K 0.01% +8 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,130 $81K 0.01% +336 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,063 $76.4K <0.01% -1,274 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,038 $74.6K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,029 $74K 0.01% -24 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,025 $73.7K 0.01% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,021 $73.4K 0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,001 $72K 0.02% -100 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 984 $70.8K <0.01% +802 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 940 $67.6K 0.07% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 940 $67.6K 0.06% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 930 $66.9K 0.01% +98 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 815 $58.6K 0.03% +4 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 806 $58K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 802 $57.7K 0.01% +269 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 801 $57.6K <0.01% -23 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 800 $57.5K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 800 $57.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 800 $57.5K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 795 $57.2K 0.01% +46 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 774 $55.7K 0.05% -136 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 683 $49.1K 0.01% +83 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 682 $49K <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 677 $48.7K 0.03% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 676 $48.6K <0.01% -59 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 655 $47.1K <0.01% +20 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 669 $46.5K <0.01% 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 620 $44.6K 0.04% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 611 $43.9K <0.01% +506 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 600 $43.1K 0.04% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 592 $42.6K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 564 $40.6K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 562 $40.4K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 557 $40.1K 0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 530 $38.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 491 $35.3K <0.01% -25 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 551 $34.6K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 470 $33.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 466 $33.5K 0.01% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 466 $33K 0.02% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 452 $32.5K 0.01% -10 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 451 $32.4K 0.01% -61 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 445 $32K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 419 $31.7K <0.01% -51 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 440 $31.6K <0.01% -1,890 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 440 $31.6K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 432 $31.1K 0.02% -1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 431 $31K <0.01% +15 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 426 $30.6K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 413 $29.7K 0.02% +40 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 400 $28.8K <0.01% -255 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 400 $28.8K 0.01% 0 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 392 $28.2K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 357 $25.7K <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 329 $25.1K 0.01% +8 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 348 $25K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 348 $25K <0.01% +48 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 360 $25K 0.01% +84 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 347 $25K 0.01% +97 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 338 $24.3K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 330 $23.7K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 324 $23.3K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 322 $23.1K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 311 $22.4K 0.01% +191 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 308 $22.1K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 306 $22K 0.01% +11 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 312 $22K <0.01% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 262 $21.9K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 295 $21.2K 0.01% +37 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 295 $21.2K <0.01% +1 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 292 $21K 0.04% +152 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 290 $20.9K 0.02% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 287 $20.6K 0.01% +35 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 283 $20.4K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 276 $19.8K 0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 272 $19.6K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 266 $19.1K 0.01% -3 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 260 $18.7K <0.01% +23 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 251 $18.1K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $18K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 241 $17.3K <0.01% -1,273 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 250 $17K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 220 $15.8K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 210 $15.1K 0.01% +3 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 207 $14.9K <0.01% +7 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 202 $14.5K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 200 $14.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $14.4K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 200 $14.4K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 188 $13.5K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 178 $12.8K <0.01% 0 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 175 $12.6K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 174 $12.5K <0.01% 0 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 167 $12K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 162 $11.6K <0.01% -8 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 158 $11.4K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 153 $11K <0.01% 0 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 151 $10.8K 0.01% +29 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 142 $10.2K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 141 $10.1K <0.01% -254 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 136 $9.78K <0.01% +5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 136 $9.78K <0.01% +75 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 126 $9.39K 0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 129 $9.28K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 127 $9.11K <0.01% -61 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 124 $8.92K <0.01% 0 13F-HR/A Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 114 $8K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 110 $7.92K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 108 $7.77K <0.01% +11 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 107 $7.7K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 107 $7.69K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 106 $7.62K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 104 $7.48K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 100 $7.19K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 99 $7.12K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 90 $6.47K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 97 $6K <0.01% +4 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 79 $5.68K <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 77 $5.54K <0.01% +33 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 74 $5.32K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 74 $5.32K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 73 $5.25K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 69 $4.96K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 68 $4.89K <0.01% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 67 $4.84K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 62 $4.46K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 60 $4.32K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 59 $4.24K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 56 $4K <0.01% +52 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 54 $3.88K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 51 $3.67K <0.01% -6 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 50 $3.6K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 48 $3.45K <0.01% +19 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 47 $3.38K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 46 $3.32K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 46 $3.31K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 45 $3.24K <0.01% -594 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 43 $3.09K <0.01% new 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 38 $2.74K <0.01% +12 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 32 $2.3K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 32 $2.3K <0.01% +20 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 30 $2.16K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 25 $2K <0.01% +10 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 26 $1.87K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 20 $1.44K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 17 $1.23K <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 16 $1.15K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 15 $1.08K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 15 $1.08K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 15 $1.08K <0.01% -15 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $1.08K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.08K <0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 19 $1K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $1K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 13 $935 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13 $935 <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 13 $935 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 12 $863 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $742 <0.01% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 10 $719 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 10 $719 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 9 $648 <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8 $576 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6 $431 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 6 $431 <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $360 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $119 0.01% -1,707 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 $72 <0.01% new 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1 $72 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $60 <0.01% 0 13F-HR Timeline