Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 6,835 $166K 0.02% +6,780 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. 6,703 $165K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,694 $164K 0.01% +445 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 6,400 $157K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,173 $151K 0.01% new 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,222 $150K <0.01% +745 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,062 $149K <0.01% -1,500 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,949 $146K <0.01% +5,430 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,926 $146K <0.01% +2,381 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,506 $135K 0.06% -314 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,457 $134K 0.02% -1,205 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,152 $128K <0.01% +250 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 5,015 $123K 0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,000 $123K 0.04% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,000 $123K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,973 $122K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,938 $121K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,655 $114K <0.01% +3,044 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,548 $112K 0.06% +650 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,437 $108K 0.03% +3,564 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,264 $105K 0.01% +1,572 13F-HR Timeline MOTCO More: the full row for MOTCO 4,216 $104K 0.01% +1,416 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,116 $103K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,112 $101K 0.02% -1,103 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,057 $99.6K 0.02% +76 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,008 $98.4K 0.01% new 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. 3,910 $96K <0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,910 $96K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,892 $95.6K 0.01% +22 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,879 $95.3K <0.01% 0 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,097 $95K <0.01% -500 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,742 $91.9K 0.03% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,582 $88.1K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,585 $88K <0.01% -769 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,520 $86.5K 0.06% +126 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,509 $86.2K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,273 $80.4K 0.03% -455 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,235 $79.8K 0.04% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,200 $78.6K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,200 $78.6K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,125 $77.2K <0.01% +225 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,961 $77K 0.05% -899 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,039 $74.6K <0.01% +39 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $74K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,968 $72.9K <0.01% +1,039 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,946 $72.4K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,910 $71.5K 0.03% +1,455 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,878 $70.7K 0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,841 $69.8K <0.01% +334 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,839 $69.7K <0.01% -444 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,784 $68.4K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,722 $66.9K 0.02% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,743 $66.9K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,711 $66.6K <0.01% -1,317 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,639 $64.8K 0.01% -1,778 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,605 $64K <0.01% -6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,513 $61.7K 0.01% +283 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,500 $61K <0.01% +1,500 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,450 $60.2K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,365 $58.1K 0.01% -544 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 2,320 $57K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,262 $55.6K 0.02% +1,378 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,216 $54.4K 0.03% +8 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,139 $52.5K 0.02% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,140 $52K 0.01% +53 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,015 $49.5K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,975 $48.5K 0.02% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,897 $46.6K 0.03% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,897 $46.6K 0.04% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,896 $46.6K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,885 $46.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,860 $45.7K <0.01% -568 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,816 $44.6K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,782 $43.8K 0.03% +254 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,700 $41.8K 0.02% 0 13F-HR/A Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,670 $41K 0.02% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,614 $39.6K 0.02% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,600 $39.3K 0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,526 $37.5K <0.01% +598 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,507 $37K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,523 $37K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,454 $36.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,459 $36K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,437 $35.3K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,446 $35K 0.01% +10 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,423 $34.9K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,321 $32.4K 0.09% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,309 $32.1K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,291 $31.7K 0.01% +625 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 1,265 $31.1K <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,213 $29.8K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,200 $29.5K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,220 $29K <0.01% -302 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,761 $28.4K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,151 $28.3K 0.01% +54 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,124 $27.6K <0.01% +17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,114 $27.4K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,288 $26.3K 0.01% +6 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,066 $26.2K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,062 $26.1K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,043 $25.6K 0.01% +838 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,000 $25K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 984 $25K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,006 $24.7K <0.01% +970 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,005 $24.7K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,000 $24.6K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,000 $24.6K 0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 965 $23.7K <0.01% +3 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 950 $23.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 947 $23K <0.01% +100 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 938 $22.9K <0.01% +302 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 900 $22.1K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 880 $21.6K 0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 850 $20.9K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 843 $20.7K 0.01% +3 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 816 $20K 0.01% +400 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 801 $19.7K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 779 $19.1K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 778 $19.1K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 771 $19K <0.01% -136 13F-HR/A Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 775 $19K <0.01% +675 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 771 $18.9K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 767 $18.8K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 757 $18.6K 0.01% -399 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 747 $18.3K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 740 $18.2K <0.01% +37 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 729 $18K <0.01% +17 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 719 $17.7K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 700 $17.3K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 693 $17K 0.01% -200 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 684 $16.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 678 $16.7K 0.01% +273 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 673 $16.5K 0.01% +37 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 634 $15.6K <0.01% +19 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 632 $15.5K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 626 $15.4K 0.02% +391 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 622 $15.3K <0.01% -284 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 616 $15.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 629 $15K <0.01% +65 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 625 $15K <0.01% 0 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 706 $15K <0.01% -162 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 601 $14.8K 0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 600 $14.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 592 $14.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 573 $14.1K <0.01% +88 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 560 $13.8K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 536 $13K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 528 $13K <0.01% +95 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 516 $12.7K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 514 $12.6K <0.01% +314 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 500 $12.3K 0.01% new 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 500 $12.3K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 493 $12.1K <0.01% +25 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 476 $11.7K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 472 $11.6K 0.01% +368 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 461 $11.3K 0.01% +30 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 458 $11.2K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 464 $11.2K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 452 $11K <0.01% +11 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 443 $10.9K 0.01% +3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 442 $10.9K <0.01% +48 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 439 $10.8K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 427 $10.5K 0.03% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 416 $10.2K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 406 $9.96K <0.01% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $9.82K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 399 $9.79K <0.01% +115 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 394 $9.66K 0.01% +50 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for Center for Financial Planning, Inc. 316 $7.76K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 313 $7.69K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 299 $7.34K <0.01% +88 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 296 $7.27K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 294 $7.22K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 282 $6.93K <0.01% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 268 $6.62K <0.01% -452 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 249 $6.53K <0.01% -935 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 200 $5K <0.01% -100 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 184 $5K <0.01% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 201 $4.94K <0.01% -45 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 200 $4.91K <0.01% 0 13F-HR Timeline