Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,629 $204K 0.02% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,620 $203K 0.02% new 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 2,601 $202K 0.01% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,597 $201K 0.08% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,589 $201K 0.01% -200 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 5,064 $196K 0.03% +433 13F-HR/A Timeline Group eCIO, Inc. More: the full row for eCIO, Inc. 2,427 $188K 0.06% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,316 $180K 0.09% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,266 $176K 0.01% -42 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,226 $173K 0.09% -15 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,208 $171K 0.03% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,168 $168K 0.16% +189 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,080 $161K 0.1% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,041 $158K 0.02% +410 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $155K 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 1,984 $154K 0.01% +5 13F-HR/A Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,980 $154K 0.2% +322 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,846 $143K <0.01% -198 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,800 $140K 0.02% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,798 $139K 0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,745 $135K 0.01% +1,744 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,825 $132K 0.09% -545 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,670 $130K 0.05% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,600 $124K <0.01% -2,766 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,576 $122K <0.01% -2 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 $121K 0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,489 $115K <0.01% +1,044 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,473 $114K 0.11% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,439 $112K 0.03% +9 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,433 $111K 0.05% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,400 $109K 0.07% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,145 $108K 0.03% -368 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,355 $105K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,350 $105K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,349 $105K 0.04% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,329 $103K 0.01% -141 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,303 $101K 0.02% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,261 $97.8K 0.05% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,240 $96.2K 0.07% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,240 $96.2K 0.04% -9 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,229 $95.3K 0.06% +30 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,200 $93.1K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,200 $93.1K 0.09% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,125 $87.2K <0.01% -256 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,124 $87.2K <0.01% +61 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,126 $87K 0.01% -4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,111 $86.1K 0.01% -41 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,029 $79.8K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,028 $79.7K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,026 $79.6K 0.01% +5 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,025 $79.5K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,001 $77.6K 0.03% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 990 $76.8K 0.01% -2,536 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 984 $76.3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 979 $75.9K <0.01% -59 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 940 $72.9K 0.02% -2,834 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 940 $72.9K 0.07% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 890 $69K 0.01% -40 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 885 $68.6K 0.01% +83 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 865 $67.1K 0.01% +70 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 830 $64.4K <0.01% +30 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 807 $62.6K 0.01% +1 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 800 $62K <0.01% +488 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 769 $59.6K 0.03% -46 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 739 $57.3K 0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 683 $53K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 676 $52.4K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 249 $50.7K 0.04% -428 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 642 $49.8K <0.01% -159 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 632 $49K <0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 629 $48.8K <0.01% -26 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 629 $48.8K <0.01% -53 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 600 $46.5K 0.04% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 585 $45.4K <0.01% -7 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 585 $45.4K 0.02% new 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 573 $44.5K 0.01% +251 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 564 $43.7K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 562 $43.6K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 557 $43.2K 0.02% 0 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. 552 $43K <0.01% -59 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 550 $42.7K 0.01% -250 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 530 $41.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 491 $38.1K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 494 $38K 0.02% -953 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 473 $36.7K 0.01% +7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 452 $35.1K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 451 $35K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 440 $34.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 436 $33.8K <0.01% +5 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 432 $33.6K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 426 $33K 0.01% +66 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 396 $31.8K 0.01% +67 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 405 $31.4K 0.02% -8 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 400 $31K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 400 $31K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 400 $31K 0.02% -400 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 392 $30.4K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 364 $28.2K 0.02% -410 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 363 $28.2K <0.01% +6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 360 $27.9K <0.01% +119 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 348 $27K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 347 $26.9K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 330 $25.6K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 348 $25K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 310 $24K <0.01% +302 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 303 $23.5K 0.01% -3 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 297 $23K <0.01% +2 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 292 $22.6K 0.02% -16 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 292 $22.6K 0.02% +2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 287 $22.4K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 286 $22.2K <0.01% -140 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 283 $21.9K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 277 $21.5K <0.01% +17 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 275 $21.4K 0.01% -1 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 274 $21.2K 0.04% -18 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 262 $21.2K 0.02% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 272 $21.1K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 270 $20.9K 0.01% -25 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 262 $20.3K <0.01% +126 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 255 $19.8K <0.01% +242 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 252 $19.5K 0.01% -35 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $19.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 240 $19.4K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 250 $19K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 240 $18.6K <0.01% +225 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 235 $18.2K 0.01% -31 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 251 $18.1K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 234 $18K 0.02% +178 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 225 $17.4K 0.09% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 220 $17.1K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 217 $16.8K 0.01% +7 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 202 $15.7K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 200 $15.5K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 200 $15.5K <0.01% -7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 200 $15.5K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $15.5K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 200 $15.5K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 197 $15.3K 0.01% -114 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 188 $14.6K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 179 $13.9K 0.01% +162 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 178 $13.8K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 174 $13.5K <0.01% 0 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 168 $13.1K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 158 $12.3K <0.01% +158 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 153 $11.9K <0.01% 0 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 152 $11.8K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 151 $11.7K <0.01% -11 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 146 $11.3K <0.01% +5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 143 $11.1K <0.01% +39 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 142 $11K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 142 $11K <0.01% -9 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 129 $10K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 127 $9.83K 0.01% +1 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 123 $9.54K <0.01% +23 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 119 $9.23K <0.01% -17 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 114 $9K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 116 $9K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 124 $8.92K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 112 $8.69K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 107 $8.3K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 106 $8.22K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 99 $7.69K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 98 $7.57K <0.01% -10 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 94 $7K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 89 $7K <0.01% +64 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 90 $6.98K <0.01% -85 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 80 $6.2K <0.01% new 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 79 $6.13K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 97 $6K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 73 $6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 74 $5.74K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 74 $5.74K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 69 $5.35K <0.01% +21 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 68 $5.27K <0.01% -5 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 68 $5.25K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 67 $5.2K <0.01% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 62 $4.81K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 60 $4.65K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 59 $4.58K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 58 $4K <0.01% new 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 51 $3.96K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 47 $3.65K <0.01% +9 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 47 $3.65K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 46 $3.58K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 46 $3.57K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 45 $3.49K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 44 $3.41K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 42 $3.26K <0.01% -428 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 40 $3.13K <0.01% -70 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 40 $3.1K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 40 $3.1K <0.01% +25 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 39 $3.02K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 38 $2.95K <0.01% +6 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 37 $2.87K <0.01% +5 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 33 $2.56K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 31 $2.4K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 30 $2.33K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 27 $2.09K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 21 $2K <0.01% +2 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 23 $1.78K <0.01% new 13F-HR Timeline