ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,500 $84.5K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,404 $81.3K <0.01% +63 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,368 $80.9K <0.01% -305 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,356 $79.7K 0.1% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,331 $78.8K 0.01% -140 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,293 $77.5K 0.01% -553 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,291 $77.5K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,264 $76.6K <0.01% new 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 2,249 $76K 0.06% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,233 $75.5K <0.01% +417 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,203 $74.5K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,180 $74K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,178 $73.7K <0.01% +510 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,140 $72.4K 0.01% -1,161 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,085 $70.5K <0.01% +104 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,995 $68K <0.01% -3,558 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,915 $64K 0.02% -141 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,892 $64K 0.06% 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,848 $63.2K <0.01% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,801 $60.9K 0.02% -849 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,759 $60K 0.01% -1,735 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,752 $59.3K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,645 $56K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,655 $56K 0.04% -945 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,628 $54.4K <0.01% -4,830 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,589 $53.7K <0.01% +11 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,569 $53.1K 0.01% -1,072 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,568 $53K 0.01% +200 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,526 $52K 0.02% +1 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,500 $51.3K 0.03% +100 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,508 $51K <0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,456 $49.2K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,444 $48.9K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,443 $48.8K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,437 $48.6K <0.01% -528 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,414 $47.8K <0.01% +480 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,356 $46.4K <0.01% +37 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,355 $45.8K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,346 $45.5K 0.03% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,336 $45.2K 0.03% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,334 $45.1K <0.01% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,331 $45K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,192 $42K 0.02% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,084 $40.5K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,187 $40.1K <0.01% -37 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,189 $40K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,176 $39.8K 0.01% +12 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,144 $38.7K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,137 $38.5K 0.01% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,112 $37.6K 0.02% 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,075 $37K 0.01% -346 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,081 $36.6K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,056 $35.7K 0.01% +90 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,024 $34.6K 0.02% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,000 $33.8K 0.01% +200 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 992 $33.5K <0.01% +818 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 960 $32.5K <0.01% 0 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 957 $32.4K 0.02% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 338 $32.2K <0.01% -54,007 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 945 $32K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 939 $31.8K 0.03% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 920 $31.5K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 908 $30.7K <0.01% +280 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 901 $30.6K <0.01% -184 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 894 $30.2K <0.01% +27 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 855 $28.9K <0.01% -952 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 828 $28K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 823 $27.8K 0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 822 $27.8K <0.01% -13 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 811 $27.4K <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 805 $27.2K <0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 760 $27K <0.01% 0 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 789 $26.7K <0.01% +522 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 765 $25.9K <0.01% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 757 $25.6K <0.01% -30 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 750 $25.4K 0.01% +500 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 747 $25.3K 0.01% +7 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 741 $25.1K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 737 $24.9K <0.01% -46 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 728 $24.6K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 724 $24.5K 0.04% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 689 $23.3K 0.02% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 685 $23K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 650 $22K 0.02% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 644 $21.8K 0.01% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 640 $21.6K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 640 $21.6K 0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 625 $21.1K 0.01% +199 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 645 $21K 0.02% -547 13F-HR Timeline Rakuten Securities, Inc. 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More: the full row for Financial Connections Group, Inc. 593 $20K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 587 $19.8K 0.01% +6 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 586 $19.8K <0.01% -24,468 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 577 $19.5K <0.01% -321 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 576 $19K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 556 $18.8K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 547 $18.8K 0.02% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 545 $18.4K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 544 $18.4K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 533 $18K <0.01% +322 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 518 $17.5K <0.01% -53 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 514 $17.4K 0.01% +2 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 508 $17.2K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 506 $17.1K <0.01% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 500 $16.9K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 497 $16.8K <0.01% -370 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 482 $16.3K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 474 $15.9K <0.01% -237 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 458 $15.5K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 446 $15.1K <0.01% +275 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 445 $15.1K 0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 444 $15K <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 430 $14.5K 0.01% +2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 429 $14.5K 0.01% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 414 $14K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 413 $14K <0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 410 $13.9K <0.01% -132 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 404 $13.7K 0.01% +162 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 400 $13.5K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 400 $13.5K <0.01% -51 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 390 $13.2K <0.01% +157 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 406 $13K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 384 $13K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 374 $12.6K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 369 $12.4K 0.01% -699 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 360 $12.2K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 334 $11.3K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 327 $11.1K <0.01% -279 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 322 $10.9K <0.01% +80 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 321 $10.9K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 320 $10.8K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 320 $10.8K <0.01% 0 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 312 $10.6K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 303 $10.2K 0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 300 $10.1K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 300 $10.1K 0.01% 0 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 296 $10K 0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 292 $9.88K <0.01% -436 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 280 $9.47K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 278 $9.4K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 272 $9.2K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 254 $9K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 264 $8.93K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 256 $8.66K <0.01% +161 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 256 $8.66K 0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 248 $8.39K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 245 $8.29K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 240 $8.12K <0.01% -648 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 225 $7.97K <0.01% +11 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 234 $7.91K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 228 $7.71K <0.01% -25 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 228 $7.71K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 215 $7.27K <0.01% +108 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 212 $7.17K 0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 209 $7.07K <0.01% -564 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 207 $7K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 204 $6.9K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 198 $6.77K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 200 $6.76K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 200 $6.76K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 197 $6.66K <0.01% +176 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 183 $6.16K <0.01% 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 182 $6.16K <0.01% +160 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 180 $6.09K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 172 $5.82K <0.01% +17 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 160 $5.41K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 160 $5.41K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 160 $5.41K <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 154 $5.21K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 150 $5.07K <0.01% -8 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 146 $4.94K <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 141 $4.77K <0.01% +109 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 136 $4.6K <0.01% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 134 $4.53K <0.01% 0 13F-HR/A Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 126 $4.24K <0.01% +1 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 120 $4.06K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 115 $3.89K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 114 $3.85K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 109 $3.69K <0.01% +9 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 107 $3.62K <0.01% -186 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 100 $3.42K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $3.38K <0.01% -1,040 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 98 $3.31K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 97 $3.28K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 97 $3.28K <0.01% -89 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 90 $3.04K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 90 $3.04K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 88 $2.98K <0.01% +22 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 88 $2.98K <0.01% +17 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 86 $2.91K <0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 84 $2.84K <0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 83 $2.81K <0.01% 13F-HR Timeline