WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,082 $171K 0.01% +835 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,041 $167K <0.01% -712 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,090 $165K <0.01% +16 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,872 $153K 0.01% -673 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,774 $145K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,763 $145K <0.01% +494 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,760 $144K 0.01% -87 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,727 $142K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,723 $141K <0.01% -97 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 1,718 $141K 0.01% +131 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,654 $136K 0.01% 0 13F-HR/A Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,617 $133K 0.09% +1,160 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,585 $130K 0.01% -718 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,472 $121K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,442 $118K <0.01% -230 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,439 $118K 0.03% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,320 $108K <0.01% +449 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,282 $105K 0.01% -71 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,230 $101K <0.01% -615 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,220 $100K 0.06% -111 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,164 $95.5K <0.01% -168 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,157 $94.9K 0.04% +30 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,156 $94.8K 0.03% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,144 $93.8K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,135 $93.1K 0.01% -35 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,119 $91.7K <0.01% +480 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,106 $90.7K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,044 $85.6K <0.01% -224 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,035 $84.9K 0.06% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,000 $82K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 985 $80.8K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 970 $79.5K 0.05% -17 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 993 $76.2K 0.05% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 880 $72.2K <0.01% +716 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 868 $71.2K 0.01% -1,049 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 862 $70.7K 0.01% +804 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 824 $66.4K <0.01% -506 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 804 $65.9K 0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 796 $65.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 773 $63.4K 0.01% +725 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 748 $61.3K <0.01% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 763 $61.3K 0.07% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 642 $52.6K 0.01% -35 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 641 $52.6K <0.01% 0 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 631 $51.7K <0.01% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 631 $51.7K 0.02% -15 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 630 $51.7K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 626 $51.3K <0.01% 0 13F-HR/A Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 619 $50.8K <0.01% -325 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 607 $49.8K 0.01% +88 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 602 $49.4K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 601 $49.3K <0.01% -10 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 600 $49.2K 0.04% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 582 $47.7K 0.03% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 562 $46.1K 0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 550 $45.1K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 548 $44.9K <0.01% -199 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 544 $44.6K <0.01% -48 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 519 $42.5K <0.01% -210 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 514 $42.2K <0.01% -106 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 504 $41.3K <0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 500 $41K 0.03% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 484 $39.7K <0.01% -175 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 478 $39.2K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 464 $38K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 458 $37K <0.01% -52 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 454 $37K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 441 $36.2K <0.01% new 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 306 $25.1K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 299 $24.5K 0.01% -66 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 298 $24.4K <0.01% -265 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 290 $23.8K <0.01% +22 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 286 $23.4K <0.01% 0 13F-HR Timeline Group SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 286 $23.4K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 280 $23K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 270 $22.1K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 265 $21.7K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 264 $21.6K <0.01% -18 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 263 $21.6K 0.01% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 255 $20.9K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 251 $20.6K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 246 $19.7K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for TFC Financial Management, Inc. 219 $18K <0.01% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 218 $17.9K 0.01% -5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 217 $17.5K <0.01% -210 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 202 $16.6K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 201 $16.5K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 200 $16.4K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $16.4K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 199 $16.3K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 195 $16K <0.01% +9 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 189 $15.5K <0.01% -15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 184 $15.1K <0.01% +18 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 177 $14.8K <0.01% -20 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 178 $14.6K <0.01% +112 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 176 $14.4K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 176 $14.4K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 176 $14.4K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 176 $14.4K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 175 $14.3K <0.01% -35 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 169 $13.9K <0.01% +35 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 168 $13.8K <0.01% -58 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 167 $13.7K <0.01% -17 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 164 $13.5K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 164 $13.4K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 163 $13.4K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 162 $13.3K <0.01% -158 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 160 $13.1K <0.01% -5 13F-HR/A Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 155 $12.7K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 151 $12.4K <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 148 $12.1K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 147 $12.1K <0.01% -32 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 152 $12K 0.01% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 144 $12K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 140 $11.5K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 140 $11.5K <0.01% +102 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 136 $11.2K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 135 $11.1K <0.01% +12 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 132 $10.8K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 128 $10.5K <0.01% -16 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 126 $10.3K <0.01% -12 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 125 $10.2K 0.01% -431 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 125 $10.2K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 123 $10.1K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 113 $9.27K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 108 $8.86K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 107 $8.77K <0.01% -21 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 107 $8.77K 0.01% +29 13F-HR/A Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 103 $8.45K <0.01% -36 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 102 $8.26K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 99 $8.12K <0.01% +82 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 98 $8.04K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98 $8.04K <0.01% -2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 98 $8.04K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 93 $7.77K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 94 $7.71K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 92 $7.54K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 92 $7.54K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 91 $7.46K <0.01% -45 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 88 $7.21K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 88 $7K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 83 $6.81K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 82 $6.72K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 81 $6.64K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 79 $6.48K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 79 $6.48K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 73 $5.99K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 70 $5.77K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 67 $5.49K <0.01% +3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 66 $5.41K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 66 $5.41K <0.01% -1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 65 $5.33K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 64 $5.25K <0.01% +13 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 63 $5.17K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 62 $5.08K <0.01% -80 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 62 $5.08K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 61 $5K <0.01% -29 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 60 $4.92K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 60 $4.92K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 56 $4.66K <0.01% +7 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 55 $4.51K <0.01% +6 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 53 $4.38K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 50 $4.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 59 $4K <0.01% -37 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 53 $4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 47 $3.85K <0.01% +37 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 47 $3.85K <0.01% -4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 46 $3.77K <0.01% +2 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 46 $3.77K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 46 $3.72K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 44 $3.61K <0.01% -113 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 37 $3.03K <0.01% -40 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 37 $3.03K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 37 $3.03K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 36 $2.95K <0.01% +8 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 36 $2.95K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 36 $2.88K <0.01% 0 13F-HR Timeline