MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 599 $153K 0.02% -33,542 13F-HR Timeline BAYBAN More: the full row for BAYBAN 598 $153K 0.12% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 590 $150K 0.04% -27 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 577 $147K 0.02% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 559 $143K 0.09% -278 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 551 $141K 0.07% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 537 $137K 0.03% -91 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 526 $134K 0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 522 $133K 0.03% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 522 $133K 0.01% +513 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 517 $132K 0.11% +400 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 509 $130K 0.03% +36 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 506 $129K 0.03% -48 13F-HR Timeline City State Bank More: the full row for City State Bank 506 $129K 0.03% +50 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 500 $128K <0.01% 0 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 500 $128K 0.04% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 500 $128K 0.08% -300 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 489 $125K 0.1% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 461 $118K 0.07% +80 13F-HR Timeline Trust Co More: the full row for Trust Co 459 $117K 0.01% +48 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 456 $116K 0.05% -414 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 453 $116K 0.05% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 447 $114K 0.12% -95 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 444 $113K 0.08% +60 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 442 $113K 0.01% +13 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 431 $110K 0.04% -183 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 428 $109K 0.02% -5 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 423 $108K 0.01% +223 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 419 $107K 0.02% +272 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 803 $107K 0.05% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 411 $105K 0.07% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 409 $104K 0.02% +328 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 404 $103K 0.01% -191 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 400 $102K 0.08% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 394 $101K 0.03% +374 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 392 $100K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 392 $100K 0.02% +13 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 386 $98.6K 0.05% -3,907 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 386 $98.6K 0.02% +121 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 385 $98.3K 0.02% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 377 $96.3K 0.02% +77 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 374 $95.5K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 373 $95.2K <0.01% -54 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 366 $93.5K 0.02% +22 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 363 $92.8K 0.04% +247 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 360 $92K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 355 $90.7K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 351 $90K <0.01% +18 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 351 $89.7K 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 350 $89.4K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 349 $89.2K 0.01% +98 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 345 $88.1K 0.05% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 340 $86.8K 0.03% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 336 $85.8K 0.01% +263 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 334 $85.3K 0.01% -46 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 322 $82.2K 0.11% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 321 $82K 0.04% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 319 $81.5K 0.05% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 317 $81K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 316 $80.8K 0.03% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 314 $80.2K 0.03% +237 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 307 $78.4K 0.05% -435 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 300 $76.6K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 300 $76.6K 0.04% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 296 $75.7K 0.01% +246 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 450 $75.3K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 294 $75.1K 0.01% 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 280 $71.5K 0.03% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 275 $70.2K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 275 $70.2K 0.04% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 449 $69.2K 0.01% +13 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 267 $68.2K 0.01% -13 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 262 $67K 0.04% -614 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 261 $66.7K 0.02% 0 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 257 $65.6K 0.01% -48,456 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 256 $65.4K 0.01% +8 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 254 $64.9K 0.01% +13 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 253 $64.6K 0.01% +3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 250 $63.9K 0.04% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 249 $63.6K 0.03% +15 13F-HR/A Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 237 $60.5K 0.02% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 233 $59.5K 0.07% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 233 $59.5K 0.04% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 231 $59.2K 0.03% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 228 $58.2K 0.01% +3 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 427 $58.1K 0.04% +105 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 225 $57.5K 0.03% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 222 $56.7K 0.02% +22 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 220 $56.2K 0.01% -140 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 216 $55.2K 0.03% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 215 $54.9K 0.02% 0 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 208 $53.1K 0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 206 $52.6K 0.02% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 204 $52.2K 0.02% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 200 $51.1K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 200 $51.1K 0.02% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 200 $51.1K 0.03% -866 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 200 $51K 0.01% new 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 196 $50.1K <0.01% +77 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 196 $50.1K 0.04% +76 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 191 $48.8K <0.01% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 213 $47K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 174 $44.5K 0.02% +15 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 169 $43.2K 0.01% +62 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 167 $42.7K 0.01% +38 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 161 $41.1K 0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 200 $39.4K 0.01% -52 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 153 $39.1K 0.01% +2 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 153 $39.1K 0.02% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 150 $38.3K 0.09% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 150 $38.3K 0.03% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 150 $38.3K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 147 $37.5K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 147 $37.5K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 145 $37K 0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 142 $36.4K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 142 $36.3K 0.01% +111 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 136 $34.7K 0.01% -36 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 135 $34.4K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 132 $33.7K 0.02% -241 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 132 $33.6K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 130 $33.2K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 128 $32.7K <0.01% -13 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 128 $32.6K <0.01% +30 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 125 $31.9K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 125 $31.9K 0.01% +122 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 115 $29.4K 0.02% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 115 $29.4K <0.01% -23 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 113 $28.9K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 111 $28.4K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 107 $27.3K 0.01% +2 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 105 $26.8K 0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 102 $26.1K 0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 101 $25.8K 0.01% +9 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $25.5K <0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 100 $25.5K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $25.5K 0.01% +45 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 100 $25.5K 0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $25.5K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 100 $25.5K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 100 $25.5K 0.02% -2 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 99 $25.3K 0.01% 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 96 $24.5K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 91 $23.2K 0.01% +82 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 87 $22.2K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 87 $22.2K 0.09% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 85 $21.7K 0.01% -2 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 83 $21.2K <0.01% 0 13F-HR/A Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 130 $20.6K 0.01% 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 80 $20.4K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 80 $20.4K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 100 $19.7K 0.02% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 75 $19.2K <0.01% +65 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 75 $19.2K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 75 $19.2K 0.01% -25 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 73 $18.6K 0.01% +23 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 73 $18.6K 0.01% +7 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 68 $17.4K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 66 $16.9K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 76 $16.6K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 65 $16.6K 0.01% -97 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 65 $16.6K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 63 $16.1K 0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 60 $15.3K <0.01% -2,396 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 60 $15.3K 0.24% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 57 $14.6K <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 100 $14.3K 0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 56 $14.3K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 52 $13.3K <0.01% +25 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 51 $13K <0.01% -800 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 50 $13K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 50 $12.8K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 41 $10.5K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 39 $9.96K 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. 36 $9.2K <0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 35 $8.94K <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 35 $8.94K <0.01% +3 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 35 $8.94K 0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 33 $8.43K 0.01% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 32 $8.17K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 31 $7.92K <0.01% +27 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30 $7.67K <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 30 $7.66K <0.01% -30 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 30 $7.66K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 28 $7.15K 0.01% new 13F-HR Timeline Collier Financial More: the full row for Collier Financial 27 $6.87K <0.01% -70 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 25 $6.39K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 25 $6.39K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 46 $6.25K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 24 $6.13K <0.01% -1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 21 $5.38K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 20 $5.11K <0.01% +14 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 20 $5.11K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 19 $4.85K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 17 $4.34K <0.01% -7 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 16 $4.09K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 16 $4K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 18 $3.97K <0.01% +11 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 15 $3.84K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $3.83K <0.01% +2 13F-HR Timeline