SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,159 $238K 0.03% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,156 $237K 0.02% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,156 $237K 0.02% +91 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 1,144 $235K 0.22% +10 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,143 $234K 0.01% -48 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,141 $234K 0.03% +12 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,140 $234K <0.01% -194 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,137 $233K 0.07% -46 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,136 $233K 0.03% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,133 $232K 0.07% -3 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,132 $232K 0.15% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,132 $232K 0.02% -91 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,137 $232K 0.03% +81 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,130 $232K 0.06% -52 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,128 $231K 0.14% +65 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,122 $230K 0.03% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,121 $230K 0.07% -18 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,119 $229K 0.01% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,118 $229K 0.07% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,110 $228K 0.16% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,110 $228K 0.01% +6 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,109 $227K <0.01% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,109 $227K 0.07% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,109 $227K 0.01% -803 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,108 $227K 0.06% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,104 $226K 0.01% +40 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,097 $225K 0.04% +74 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,085 $222K 0.01% -3 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,083 $222K 0.04% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,081 $222K 0.01% new 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 1,080 $221K 0.09% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,079 $221K 0.01% +24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,077 $221K 0.02% +42 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,075 $220K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,069 $219K 0.05% +8 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,060 $217K 0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,059 $217K 0.01% -803 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,058 $217K 0.01% -39 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,055 $216K <0.01% -50 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,048 $215K 0.02% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,046 $214K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,045 $214K 0.03% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,044 $214K 0.11% -27 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,042 $214K 0.07% -188 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,042 $214K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,040 $213K 0.04% -130 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,039 $213K 0.12% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,037 $213K 0.08% +1 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,034 $212K 0.01% new 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,030 $211K <0.01% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,029 $211K 0.12% 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 1,025 $210K 0.11% 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,018 $209K <0.01% -84 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,010 $207K 0.02% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,009 $207K 0.16% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,008 $207K 0.07% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,004 $206K 0.01% -104 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,000 $205K 0.01% -138 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,000 $205K 0.04% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,000 $205K 0.05% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,000 $205K 0.06% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,002 $205K 0.13% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 999 $205K 0.04% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 994 $204K 0.07% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 993 $204K 0.12% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 992 $203K 0.07% -165 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 983 $202K 0.12% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 982 $201K 0.07% +62 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 981 $201K 0.11% 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 978 $201K 0.04% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 918 $197K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 950 $195K 0.02% -1,195 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 944 $194K 0.01% +6 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 934 $191K <0.01% +510 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 925 $190K 0.02% +25 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 923 $189K 0.06% +51 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,083 $189K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 895 $184K 0.1% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 882 $181K 0.02% +110 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 870 $178K 0.07% -30 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 849 $174K 0.17% 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. 830 $170K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 819 $168K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 803 $165K 0.01% +421 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 800 $164K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 800 $164K 0.1% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 767 $157K <0.01% +246 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 764 $157K 0.03% -2 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 760 $156K 0.06% -3,350 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 743 $152K 0.08% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 717 $147K 0.07% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 715 $147K <0.01% +394 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 700 $144K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 648 $133K 0.01% -78 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $123K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 598 $123K 0.02% -96 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 595 $121K 0.04% +105 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 573 $117K 0.01% -31 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 566 $116K 0.02% 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 525 $108K 0.03% -5 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 511 $105K 0.03% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 499 $102K 0.05% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 490 $100K 0.01% +65 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 482 $98.8K 0.05% 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 450 $96.6K <0.01% -29 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 453 $92.9K 0.03% +353 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 448 $91.8K 0.05% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 423 $90.1K 0.01% +47 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 436 $89.4K 0.01% -6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 430 $88.2K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 429 $88K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 428 $87.7K 0.05% -196 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 420 $86.1K 0.01% +229 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 412 $84K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 403 $83K 0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 400 $82K 0.01% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 387 $79.3K 0 Timeline Triumph Capital Management More: the full row for Triumph Capital Management 381 $78.1K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 367 $75.2K <0.01% -1,220 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 358 $73.4K 0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 355 $72.8K 0.07% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 348 $71.3K 0.01% +1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 347 $71.1K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 343 $70.3K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 317 $65K 0.05% -116 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 316 $64.8K 0.01% +13 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 315 $64.6K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 309 $63K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 304 $62.3K <0.01% +285 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 303 $62.1K 0.01% +40 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 284 $58.2K 0.03% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 283 $58.1K 0.02% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 281 $57.6K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 276 $56.6K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 263 $53.9K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 261 $53.5K 0.01% +207 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 258 $52.9K 0.02% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 242 $49.6K 0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 228 $46.7K 0.03% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 227 $46.6K <0.01% -30 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 225 $46.1K 0.01% +105 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 224 $45.9K 0.01% +45 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 220 $45.1K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 219 $44.9K 0.01% -855 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 218 $44.7K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 215 $44.1K 0.01% -10 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 214 $43.9K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 213 $43.7K <0.01% 0 13F-HR Timeline Group Paladin Partners, LLC More: the full row for Paladin Partners, LLC 209 $42.8K 0.03% 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 208 $42.6K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 204 $41.8K 0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 200 $41K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 193 $40K 0.02% +27 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 191 $39.2K 0.03% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 191 $39K <0.01% 0 13F-HR/A Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 190 $39K <0.01% +153 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 190 $39K 0.02% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 190 $39K 0.03% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 180 $36.9K <0.01% +139 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 180 $36.8K 0.02% -339 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 179 $36.7K 0.03% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 177 $36.3K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 166 $34.1K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 166 $34K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 166 $34K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 165 $33.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 160 $32.8K <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 159 $32.6K 0.01% +45 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 159 $32.6K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 153 $31.5K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 152 $31.2K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 145 $29.7K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 141 $28.9K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 139 $28.5K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 139 $28.5K 0.03% 13F-HR/A Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 138 $28.3K 0.02% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 125 $28.1K <0.01% +50 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 137 $28.1K 0.02% +54 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 134 $27.5K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 133 $27.3K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 132 $27K 0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 128 $26.2K 0.01% +2 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 126 $25.8K <0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 125 $25.6K <0.01% +9 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 120 $24.6K 0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 118 $24.2K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 117 $24K <0.01% -197 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 104 $21.3K 0.02% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 103 $21.2K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 103 $21.1K <0.01% 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 103 $21.1K 0.01% -2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 102 $20.9K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 102 $20.9K <0.01% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 100 $20.5K 0.01% -143 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $20.5K <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 100 $20.5K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 99 $20K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 96 $19.7K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 96 $19.7K 0.01% -659 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 95 $19.5K 0.02% +20 13F-HR Timeline