Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 117 $15.1K 0.01% -5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 113 $14.6K 0.01% -6,945 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 112 $14.4K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 110 $14.2K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 109 $14.1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 108 $13.9K <0.01% -498 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 106 $13.7K 0.01% +7 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 105 $13.5K 0.01% +5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 102 $13.1K <0.01% -21 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $12.9K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 100 $12.9K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 100 $12.9K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $12.9K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 96 $12.4K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 93 $12K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 91 $11.7K <0.01% -8 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 91 $11.7K 0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 90 $11.6K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 90 $11.6K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 90 $11.6K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 87 $11.2K 0.01% +51 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 84 $11K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 85 $11K 0.01% -37 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 85 $10.7K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 81 $10.4K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84 $10K <0.01% -16 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 80 $10K <0.01% -60 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 73 $9.41K <0.01% +50 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 73 $9.41K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 72 $9.28K <0.01% -27 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 69 $8.9K <0.01% -32 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 67 $8.64K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 65 $8.38K 0.01% -11 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 65 $8.38K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 56 $7.22K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 53 $6.83K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 53 $6.83K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 51 $6.58K 0.02% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 50 $6.45K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 49 $6.35K <0.01% -106 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 46 $5.93K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $5.67K <0.01% -9 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 44 $5.67K <0.01% 0 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 44 $5.67K <0.01% -37 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 43 $5.54K <0.01% +12 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 42 $5.42K <0.01% +4 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 42 $5.42K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 42 $5.42K 0.1% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $5.25K <0.01% -1 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 40 $5.16K <0.01% +13 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 39 $5.03K <0.01% +2 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 41 $5K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 37 $4.77K <0.01% +16 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 35 $4.51K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 34 $4.38K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 33 $4.26K 0.02% -64 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 33 $4.25K <0.01% new 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 31 $4K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 31 $4K <0.01% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 30 $3.87K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 29 $3.74K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 28 $3.61K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 26 $3.35K <0.01% -74 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $3.22K <0.01% -7 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 25 $3.22K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 24 $3.1K <0.01% -1 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 23 $2.96K <0.01% +2 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 23 $2.96K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 20 $2.58K <0.01% -14 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 16 $2.06K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 16 $2.06K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16 $2.06K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16 $2K <0.01% -209 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $1.93K <0.01% +1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $1.93K <0.01% -10 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $1.8K <0.01% -11 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 14 $1.76K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $1.68K <0.01% +6 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 13 $1.68K <0.01% +2 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 13 $1.68K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 12 $1.55K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $1.55K <0.01% -1 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12 $1.55K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 12 $1.53K 0.06% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 11 $1.42K <0.01% new 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10 $1.29K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 10 $1.29K <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $1.16K <0.01% +3 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 8 $1.03K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8 $1.03K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $1.02K <0.01% +10 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $1K <0.01% -1,055 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 6 $1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 7 $903 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6 $774 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5 $664 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5 $645 <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5 $645 <0.01% -3 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $645 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $645 <0.01% -3 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4 $516 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 300 $387 0.02% -100 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $386 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $253 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $129 <0.01% new 13F-HR Timeline