Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 172 $56.6K 0.01% +74 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 172 $56.6K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 172 $56.6K 0.04% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 171 $56.2K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 170 $55.9K <0.01% +10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 169 $55.6K 0.01% -13 13F-HR/A Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 168 $55.3K 0.04% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 168 $55.3K 0.05% 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 166 $54.9K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 165 $54.3K 0.01% -40 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 165 $54.3K 0.02% -37 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 164 $53.9K 0.01% -10 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 163 $53.6K 0.01% -22 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 162 $53.3K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 141 $52.6K <0.01% -444 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 159 $52.3K 0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 159 $52.3K 0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 158 $52K 0.05% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 156 $51.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 155 $51K <0.01% +105 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 154 $50.7K 0.02% +5 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 152 $50K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 152 $50K 0.01% -166 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 148 $48.7K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 148 $48.7K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 147 $48.4K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 148 $48K 0.01% +38 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 144 $47.4K 0.02% -4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 143 $47K 0.02% -28 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 143 $47K 0.04% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 141 $46.4K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 139 $45.7K <0.01% +34 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 139 $45.7K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 135 $44.4K 0.03% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 135 $44.4K 0.01% +23 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 135 $44.4K 0.02% +73 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 133 $43.7K 0.03% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 132 $43.4K 0.22% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 130 $42.8K 0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 129 $42.4K 0.01% -1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 128 $42.1K <0.01% +97 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 125 $41.1K <0.01% 0 13F-HR/A Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 123 $40.5K 0.01% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 121 $39.8K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 121 $39.8K 0.02% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 120 $39.5K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 119 $39.1K <0.01% -16 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 118 $39K 0.01% +57 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 114 $37.5K <0.01% -7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 114 $37.5K <0.01% -27 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 113 $37.2K 0.02% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 108 $36.6K 0.02% 0 13F-HR/A Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 110 $36.2K 0.51% -40 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 110 $36.1K 0.02% -62 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 109 $36K <0.01% +45 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 109 $36K 0.02% -12 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 106 $35.9K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 109 $35.9K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 108 $35.8K <0.01% +71 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 108 $35.5K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 105 $34.5K <0.01% -4 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 105 $34.5K 0.03% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 105 $34.5K 0.02% 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 104 $34.2K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 105 $34K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 102 $33.6K 0.02% +3 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 102 $33.6K 0.03% 0 13F-HR/A Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 101 $33.2K 0.01% +10 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 101 $33.2K 0.02% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 101 $33.2K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 99 $33K 0.01% -17 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 100 $32.9K 0.03% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 98 $32.2K <0.01% +6 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98 $32.2K 0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 98 $32.2K 0.01% +15 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 97 $31.9K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 96 $31.6K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 94 $30.9K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 93 $30.6K 0.02% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 93 $30.6K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 93 $30.6K 0.01% -15 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. 93 $30.6K <0.01% 0 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 93 $30.6K 0.01% +6 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 93 $30.6K 0.01% -10 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 91 $29.9K 0.01% 0 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 91 $29.9K 0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 90 $29.6K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 90 $29.6K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 89 $29.3K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 87 $28.6K 0.02% -39 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 84 $27.6K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 83 $27.3K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 83 $27.3K 0.01% -2 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 83 $27.2K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 82 $27.1K 0.02% -11 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 84 $27K 0.03% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 81 $27K <0.01% -233 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 81 $27K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 82 $27K 0.01% +69 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 81 $26.6K 0.02% -9 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 80 $26.3K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 80 $26.3K 0.01% +55 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 78 $25.7K 0.01% -1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 77 $25.3K 0.01% +39 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 75 $24.7K <0.01% -123 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 75 $24.7K 0.02% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 74 $24.3K 0.02% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 74 $24.3K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 73 $24K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 72 $23.7K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 70 $23K 0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 70 $23K 0.02% -306 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 69 $22.7K 0.02% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 69 $22.7K <0.01% +6 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 68 $22.4K 0.01% -53 13F-HR/A Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 68 $22.4K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 67 $22.1K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 67 $22K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 65 $21.4K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 65 $21.4K 0.01% +18 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 65 $21.4K 0.01% 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 64 $21.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $20.8K 0.01% +2 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 62 $20.4K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 62 $20K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 58 $19.1K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 57 $18.7K 0.01% -39 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 56 $18.4K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 56 $18.4K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 56 $18.4K 0.01% 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 55 $18.1K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 54 $17.8K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 54 $17.8K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 52 $17K <0.01% +19 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 50 $16.4K 0.01% -96 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 50 $16.4K <0.01% +7 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 49 $16.3K <0.01% -31 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 50 $16K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 48 $16K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 48 $15.8K 0.01% -47 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 48 $15.8K 0.01% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 47 $15.5K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 47 $15.5K 0.02% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 46 $15.1K 0.03% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 46 $15.1K <0.01% +13 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 45 $14.8K 0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 45 $14.8K 0.02% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 44 $14.5K <0.01% +9 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 43 $14.1K 0.01% 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 43 $14K 0.04% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 42 $13.8K <0.01% -18 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 42 $13.8K <0.01% -21 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 42 $13.8K 0.01% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 41 $13.5K <0.01% +2 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 40 $13.2K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 39 $12.8K 0.01% +30 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 37 $12.2K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 36 $12K <0.01% +7 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 36 $11.8K <0.01% -118 13F-HR Timeline Group GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 36 $11.8K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 36 $11.8K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 35 $11.5K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 35 $11.5K 0.01% +1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 35 $11.5K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 34 $11.2K 0.01% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 33 $10.9K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 33 $10.9K 0.01% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 31 $10.2K <0.01% 0 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 31 $10.2K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 29 $10K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 30 $9.98K <0.01% +27 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 30 $9.87K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 30 $9.87K <0.01% -134 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 29 $9.58K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 29 $9.54K 0.01% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 28 $9.21K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 28 $9.21K <0.01% -62 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 28 $9.21K <0.01% 0 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 27 $8.88K 0.01% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 27 $8.88K 0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 26 $8.55K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 25 $8.22K 0.01% 13F-HR/A Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 46 $7.89K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 23 $7.57K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 20 $7.34K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 22 $7.24K 0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 23 $7K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 21 $7K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 21 $6.91K <0.01% +20 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 21 $6.91K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 21 $6.91K <0.01% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 20 $6.68K <0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 20 $6.58K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $6.25K <0.01% +14 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 19 $6.25K <0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 19 $6.25K <0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 18 $5.92K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 17 $5.59K <0.01% +6 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 16 $5.26K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 16 $5.26K <0.01% 0 13F-HR Timeline