Skylands Capital, LLC More: the full row for Skylands Capital, LLC 625 $215K 0.03% -100 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 625 $215K 0.02% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 624 $214K 0.18% +23 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 624 $214K 0.03% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 623 $214K 0.05% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 622 $214K 0.01% -275 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 622 $213K 0.08% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 622 $213K 0.04% +4 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 620 $213K 0.01% +18 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 622 $213K 0.03% -9 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 619 $212K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 618 $212K 0.01% -476 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 618 $212K 0.02% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 617 $212K 0.09% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 616 $212K 0.05% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 616 $211K 0.04% +4 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 616 $211K 0.04% -36 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 614 $211K 0.01% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 613 $210K 0.17% -4 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 612 $210K 0.01% -26 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 611 $210K 0.08% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 610 $209K 0.05% -121 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 610 $209K 0.03% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 610 $209K 0.08% -74 13F-HR/A Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 609 $209K 0.02% +2 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 609 $209K 0.08% -74 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 609 $209K 0.03% -60 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 607 $208K 0.15% -13 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 667 $208K 0.04% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 607 $208K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 607 $208K 0.04% +69 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 607 $208K 0.13% 0 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 605 $208K 0.24% -392 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 604 $207K 0.12% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 603 $207K 0.06% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 601 $206K 0.09% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 601 $206K 0.15% +6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 601 $206K 0.03% -2,937 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 600 $206K 0.04% -900 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 600 $206K 0.19% -55 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 599 $206K 0.05% +103 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 599 $205K 0.05% new 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 598 $205K 0.01% -200 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 597 $205K 0.13% -6 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 595 $204K 0.05% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 595 $204K 0.02% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 594 $204K 0.01% 0 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 591 $203K 0.06% -51 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 591 $203K 0.03% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 590 $202K 0.04% new 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 589 $202K 0.05% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 589 $202K 0.08% -11 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 588 $202K 0.01% -87 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 585 $201K 0.23% +133 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 584 $200K 0.01% +22 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 583 $200K 0.01% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 583 $200K 0.06% -48 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 573 $197K 0.07% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 558 $192K 0.01% +82 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 556 $191K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 553 $190K 0.02% -75 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 544 $187K 0.05% +78 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 530 $182K 0.04% +49 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 530 $182K 0.08% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 519 $178K 0.06% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 517 $177K 0.03% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 506 $174K 0.03% +1 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 492 $169K 0.01% +85 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 486 $167K <0.01% -18,435 13F-HR Timeline MOTCO More: the full row for MOTCO 474 $163K 0.02% -36 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 473 $162K 0.02% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 450 $154K 0.07% -12 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 444 $152K 0.03% +37 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 437 $150K 0.01% -120 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 435 $149K 0.05% +65 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 431 $148K 0.03% +21 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 431 $148K 0.02% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 429 $147K 0.03% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 427 $147K 0.04% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 426 $146K 0.03% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 424 $146K 0.03% +200 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 410 $141K 0.07% -45 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 401 $138K 0.08% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 400 $137K <0.01% +200 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 400 $137K 0.07% 0 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 400 $137K 0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 372 $129K 0.02% -43 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 373 $128K 0.08% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 371 $127K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 370 $127K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 370 $127K 0.06% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 369 $127K 0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 369 $127K 0.03% +272 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 361 $124K 0.04% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 355 $122K 0.09% -12 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 353 $121K 0.03% -2 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 353 $121K 0.01% -118 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 352 $121K 0.03% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 351 $120K 0.03% +277 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 345 $118K 0.02% +21 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 336 $115K 0.08% -4 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 336 $115K 0.04% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 331 $114K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 331 $114K 0.1% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 328 $113K 0.08% -199 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 326 $112K 0.02% +11 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 325 $112K 0.04% -371 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 322 $111K 0.03% +247 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 321 $110K +43 Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 313 $109K 0.01% +79 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 318 $109K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 315 $108K 0.06% -145 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 314 $108K 0.04% -10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 312 $107K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 309 $106K 0.11% -5 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 304 $104K 0.06% -74 13F-HR Timeline BAYBAN More: the full row for BAYBAN 304 $104K 0.09% +12 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 284 $97.5K 0.08% +74 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 284 $97.5K 0.06% -201 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 282 $96.8K 0.01% +10 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 280 $96K 0.03% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 279 $95.8K 0.01% -35 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 279 $95.8K 0.01% +30 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 276 $94.6K 0.02% +14 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 274 $94K <0.01% 0 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 272 $93K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 270 $92.7K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 269 $92.3K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 267 $91.6K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 266 $91.3K 0.01% -20 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 263 $90K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 262 $89.8K 0.02% +39 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 261 $89.6K 0.01% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 243 $83.3K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 227 $79.6K 0.02% +204 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 230 $78.9K 0.05% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 229 $78.7K 0.05% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 228 $78.3K 0.02% +216 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 223 $78.2K <0.01% +5 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 222 $76.3K 0.02% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 217 $74.5K 0.09% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 217 $74.5K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $72.1K 0.02% -90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 209 $71.8K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 198 $69.1K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 200 $68.6K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 200 $68.6K 0.03% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 198 $68K <0.01% 0 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 198 $68K 0.04% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 194 $66.6K 0.04% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 191 $65.6K 0.01% +11 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 190 $65.5K 0.01% -34 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 186 $64K 0.07% +75 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 186 $63.8K 0.01% +35 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 184 $63.2K 0.04% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 183 $62.8K 0.05% +155 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 182 $62.5K 0.01% +1 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 181 $62.1K 0.01% -428 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 180 $61.8K 0.02% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 176 $60.4K 0.04% +28 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 167 $57.5K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 164 $56.3K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 161 $55.3K 0.01% +89 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 161 $55K 0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 160 $54K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 154 $52.9K 0.04% -122 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 153 $52.5K <0.01% -35 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 152 $52.2K 0.01% -193 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 150 $51.5K 0.02% -7 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 146 $50.2K 0.04% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 146 $50.1K 0.01% -697 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 144 $49.4K 0.04% +125 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 145 $49K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 142 $48.7K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 140 $48K <0.01% +19 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 139 $47.7K 0.03% new 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 138 $47.4K 0.03% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 136 $47K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 130 $45.6K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 130 $44.6K 0.01% +21 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 130 $44.6K 0.04% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 130 $44.5K 0.01% -13 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 129 $44.4K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 126 $43.3K 0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 124 $42.6K 0.01% +102 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 120 $42.1K 0.03% +100 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 122 $41.9K 0.02% -4 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 121 $41.5K 0.03% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 120 $41.2K 0.03% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 120 $41.2K 0.03% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 121 $41K 0.01% 0 13F-HR/A Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 119 $40.8K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 119 $40.7K 0.03% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 118 $40.5K 0.02% +13 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 117 $40.2K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 115 $39.5K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 113 $38.8K 0.02% +5 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 113 $38.7K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 109 $38.1K 0.05% +100 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 110 $37.8K 0.01% 0 13F-HR Timeline