Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 65 $55K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 64 $54.1K 0.02% -1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 63 $53.3K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 61 $51.6K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 61 $51.3K 0.01% +9 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 60 $50.8K 0.05% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 59 $49.9K 0.01% new 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 52 $49.1K 0.01% +27 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 58 $49.1K 0.01% +16 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 59 $49K 0.01% -3 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 57 $48.2K 0.03% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 56 $47.7K 0.01% +6 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 55 $46.5K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 55 $46.5K 0.05% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 54 $45.5K 0.01% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 53 $44.8K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $44.8K 0.01% +11 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 52 $44K 0.01% new 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. 51 $43.1K <0.01% -1,997 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 50 $42.7K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 50 $42.3K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 50 $42.3K 0.03% 0 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 50 $42.3K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50 $42.3K 0.02% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 48 $42.2K 0.02% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 49 $41.5K 0.06% -13 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 49 $41.5K 0.02% -47 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 48 $40.6K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 47 $39.9K 0.03% +19 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 47 $39.8K 0.03% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 45 $38.1K 0.02% -24 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 44 $37.2K 0.02% +4 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 44 $37.2K 0.04% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 43 $36.4K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 42 $35.5K 0.03% +4 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 41 $34.9K 0.02% +20 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 41 $34.7K 0.02% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 40 $33.8K 0.02% -235 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 40 $33.8K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 35 $29.9K 0.01% +8 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 35 $29.6K 0.01% 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 34 $28.8K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 35 $28.3K <0.01% +4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 33 $27.9K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 33 $27.9K 0.01% +3 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 32 $27.1K 0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 32 $27.1K 0.02% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 33 $26.9K 0.01% +1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 30 $25.7K <0.01% -451 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 29 $24.5K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 28 $23.7K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $23.7K 0.01% +4 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 28 $23.7K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 28 $23.7K 0.02% -62 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 28 $23.7K 0.02% +25 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 27 $23.2K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 27 $23K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 25 $23K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 27 $22.8K 0.02% +10 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 26 $22K 0.01% +7 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 24 $21.7K 0.02% +5 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 25 $21.1K <0.01% -4 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 25 $21.1K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $21.1K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 25 $21.1K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 25 $21.1K 0.01% +10 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 25 $21.1K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 25 $21.1K 0.01% -14 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 24 $20.3K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24 $20K <0.01% 0 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 23 $19.8K <0.01% -5 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 23 $19.5K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 23 $19.5K <0.01% +16 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 23 $19K 0.01% +2 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22 $18.6K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 21 $17.8K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 21 $17.8K <0.01% -523 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 21 $17.8K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 20 $17.3K 0.01% -385 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 20 $16.9K <0.01% -7 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 20 $16.9K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 20 $16.9K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 17 $14.4K <0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $13.5K 0.01% -9 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 15 $12.7K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 15 $12.7K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 14 $11.8K 0.09% -45 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 14 $11.8K 0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 14 $11.8K 0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 13 $11.7K 0.41% +1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 13 $11K <0.01% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12 $10.2K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 12 $10.2K <0.01% -13 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 12 $10.2K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 12 $10.2K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 12 $10.2K 0.01% -1 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 12 $10.2K <0.01% -5 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 12 $10K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 11 $9.65K <0.01% -16 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 10 $8.46K <0.01% -1 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 10 $8.46K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 10 $8.46K 0.04% -189 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $8.46K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $8.46K 0.01% +3 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10 $8.46K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9 $7.8K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9 $7.61K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 9 $7.61K 0.03% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9 $7.61K <0.01% 0 13F-HR Timeline Group Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 9 $7.61K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 9 $7.61K <0.01% -16 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $6.94K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8 $6.92K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 8 $6.84K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 7 $6.03K <0.01% -26 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 7 $5.95K 0.01% -6 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 7 $5.92K <0.01% 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 7 $5.92K <0.01% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 7 $5.92K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7 $5.85K <0.01% +1 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 6 $5.65K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 6 $5.17K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6 $5.08K <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 6 $5.08K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 6 $5.08K <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 6 $5K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 5 $4.23K <0.01% new 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5 $4.23K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5 $4.23K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4 $3.75K <0.01% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 4 $3.63K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $3.39K <0.01% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 4 $3.38K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4 $3.38K <0.01% -103 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4 $3.38K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $3.38K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 4 $3.38K <0.01% -3,512 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 4 $3.38K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 4 $3K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3 $2.54K <0.01% -99 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $2.54K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 3 $2.54K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2 $2K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $1.69K <0.01% +2 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2 $1.69K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 2 $1.69K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2 $1.69K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1 $846 <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 1 $846 <0.01% new 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 1 $846 <0.01% -1,399 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $846 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $846 <0.01% -2 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $846 <0.01% new 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -198 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,393,552 $6.29M new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 422,995 $423K +422,495 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 3,621 $4.29K +96 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.