Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,036 $95.7K 0.05% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,031 $95.2K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 940 $94.7K 0.05% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,020 $94.2K 0.08% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,019 $94.2K 0.01% +103 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,019 $94.1K 0.03% +19 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,012 $93.5K 0.06% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,000 $92.4K 0.03% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 997 $92.1K 0.02% +139 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 971 $89.7K 0.04% -53 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 962 $88.9K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 949 $87.9K 0.08% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 951 $87.9K 0.02% +5 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 939 $86.7K 0.04% +69 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 922 $85.2K 0.03% +93 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 900 $83.1K 0.05% -330 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 898 $82.9K 0.01% -221 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 858 $79.3K +269 Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 840 $77K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 824 $76.1K 0.06% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 811 $75K 0.01% 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. 809 $74.5K <0.01% -998 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 800 $73.9K 0.03% -1,204 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 800 $73.9K 0.08% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 788 $72.8K 0.01% +573 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 783 $72.3K <0.01% +506 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 767 $70.9K 0.03% -24 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 766 $70.8K <0.01% 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 765 $70.7K 0.02% +88 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 754 $69.7K 0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 752 $69.4K 0.02% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 750 $69.3K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 749 $69.2K 0.06% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 739 $68.3K 0.03% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 738 $68.2K 0.01% -5,858 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 742 $68K 0.05% -323 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 730 $67.4K <0.01% -110 13F-HR Timeline Group Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 723 $66.8K 0.07% 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 708 $65.4K 0.02% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 706 $65.2K 0.03% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 703 $64.9K 0.01% +48 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 700 $64.7K 0.04% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 700 $64.7K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 685 $63.3K 0.03% -23 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 671 $62K 0.03% +65 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 673 $62K 0.02% +149 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 658 $61K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 651 $60.2K 0.03% -555 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 650 $60K 0.01% -19 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 652 $60K <0.01% -22 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 629 $58.1K 0.04% +310 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 628 $58K <0.01% +36 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 627 $57.9K 0.03% -47 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 618 $57.1K 0.02% -232 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 610 $56.3K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 606 $56K 0.02% -29 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 600 $55.4K 0.04% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 596 $55K 0.01% +3 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 592 $54.7K 0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 585 $54.1K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 582 $53.8K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 580 $53.6K 0.03% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 568 $52.5K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 560 $51.7K <0.01% +529 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 550 $50.8K 0.02% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 540 $49.9K 0.02% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 540 $49.9K 0.03% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 537 $49.6K 0.03% -58 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 525 $48.5K 0.03% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 524 $48K 0.02% +20 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 500 $46.2K 0.01% +400 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 484 $44.7K 0.06% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 475 $43.9K 0.01% -47 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 473 $43.7K 0.01% -40 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 444 $41K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 440 $40.6K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 428 $39.5K 0.02% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 410 $37.9K <0.01% -1,050 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop National Bank More: the full row for Hilltop National Bank 402 $37.1K 0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 390 $36K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 385 $35.6K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 376 $34.7K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 376 $34.7K 0.02% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 375 $34.6K 0.01% +75 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 360 $33.3K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 358 $33.1K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 352 $32.5K 0.01% +216 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 350 $32.3K 0.01% -85,286 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 350 $32.3K 0.01% -141 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 350 $32.3K 0.01% -88 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 345 $32K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 340 $31.4K 0.01% +260 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 338 $31.2K 0.02% +3 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 336 $31K 0.01% 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 329 $30K 0.03% -219 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 323 $29.8K 0.02% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 318 $29.4K 0.02% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 305 $29.1K 0.01% +17 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 317 $29K 0.01% -77 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 310 $28.6K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 301 $27.8K 0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 300 $27.7K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 300 $27.7K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 300 $27.7K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 300 $27.7K <0.01% -100 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 300 $27.7K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 326 $26.4K 0.01% -10 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 285 $26.3K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 284 $26.2K <0.01% +154 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 280 $25.9K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 279 $25.8K 0.01% -31 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 273 $25.2K 0.01% +48 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 255 $23.4K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 252 $23.3K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 250 $23.1K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 244 $23K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 246 $22.7K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 230 $21.2K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 231 $21K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 226 $20.9K <0.01% -169 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 226 $20.9K <0.01% +85 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 223 $20.6K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 220 $20.3K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 219 $20.2K <0.01% +114 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 218 $20.1K <0.01% +72 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 218 $20K <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 214 $19.8K 0.02% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 213 $19.7K 0.01% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 210 $19.5K 0.01% +1 13F-HR/A Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 205 $18.9K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 205 $18.9K <0.01% +75 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 201 $18.6K <0.01% +39 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 201 $18.6K 0.01% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 200 $18.5K <0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 200 $18.5K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 200 $18.5K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 198 $18.3K 0.09% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 197 $18.2K <0.01% +47 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 195 $18K 0.01% -170 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 193 $17.8K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 190 $17.6K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 190 $17.6K 0.02% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 187 $17.3K <0.01% +2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 185 $17.1K 0.01% 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 180 $17K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 180 $16.6K 0.01% +62 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 178 $16.4K 0.01% +169 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 176 $16.3K 0.01% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 175 $16.2K 0.01% 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 160 $15.5K 0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 160 $14.8K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 160 $14.8K 0.01% -310 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 159 $14.7K 0.01% +13 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 155 $14.3K 0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 155 $14.3K <0.01% +150 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 150 $13.9K <0.01% +55 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 150 $13.9K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 150 $13.9K <0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 150 $13.9K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 148 $13.7K <0.01% -33 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 147 $13.6K 0.01% 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 143 $13.2K 0.01% -7 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 143 $13.2K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 138 $12.7K <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 137 $12.7K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 136 $12.6K 0.01% new 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 135 $12.5K 0.02% -180 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 134 $12.4K 0.01% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 133 $12.3K 0.01% +1 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 132 $12.2K 0.01% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 131 $12.1K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 114 $12.1K <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 130 $12K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 130 $12K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 125 $11.5K <0.01% -334 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 120 $11.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 122 $11K <0.01% +28 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 116 $10.7K 0.02% +28 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 111 $10.3K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 110 $10.2K 0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 110 $10.2K <0.01% -497 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 116 $10K <0.01% +1 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 105 $10K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 105 $9.48K 0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 101 $9.33K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $9.24K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $9.24K 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. 100 $9K 0.01% +91 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 97 $8.96K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 88 $8.55K 0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 91 $8.41K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 85 $7.84K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 78 $7.21K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 76 $7.02K <0.01% new 13F-HR/A Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 76 $7.02K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 75 $6.93K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 71 $6.56K 0.01% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 70 $6.47K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 69 $6.31K <0.01% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 68 $6.23K <0.01% 0 13F-HR Timeline