CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 416 $217K 0.04% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 416 $217K 0.01% -23 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 416 $217K 0.11% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 415 $217K 0.05% -8 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 414 $216K 0.01% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 413 $216K 0.07% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 413 $216K 0.03% -76 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 411 $215K 0.09% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 395 $214K 0.03% 0 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 410 $214K 0.02% -10 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 480 $214K 0.09% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 408 $213K 0.15% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 407 $212K 0.07% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 407 $212K 0.11% new 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 405 $211K 0.01% new 13F-HR/A Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 405 $211K 0.03% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 404 $211K 0.02% -31 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 403 $210K 0.02% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 403 $210K 0.07% +50 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 402 $210K 0.11% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 402 $210K 0.08% -30 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 402 $210K 0.11% -28 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 400 $209K 0.06% -100 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 400 $209K 0.05% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 400 $209K <0.01% new 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 400 $209K 0.06% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 400 $209K 0.12% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 398 $208K 0.04% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 398 $208K 0.14% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 398 $208K 0.01% new 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 363 $208K 0.18% 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 397 $207K 0.07% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 397 $207K 0.16% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 395 $206K 0.06% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 393 $205K 0.02% +72 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 392 $205K 0.02% -20 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 391 $204K 0.07% -44 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 390 $204K 0.01% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 386 $201K 0.01% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 386 $201K 0.05% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 385 $201K 0.01% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 385 $201K 0.02% +7 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 382 $199K 0.06% -71 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 381 $199K 0.01% +31 13F-HR Timeline Group Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 375 $196K 0.1% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 358 $187K 0.09% +3 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 358 $187K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 345 $180K 0.05% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 344 $180K 0.02% +23 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 340 $177K 0.01% +25 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 338 $176K 0.06% -399 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 336 $175K 0.06% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 335 $175K 0.02% +13 13F-HR/A Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 325 $170K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 317 $167K 0.12% +182 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 318 $166K 0.06% +24 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 288 $165K 0.01% +13 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 315 $164K 0.02% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 312 $163K 0.06% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 306 $160K 0.03% -177 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 292 $152K 0.02% -1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 276 $144K 0.02% -1 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 270 $141K 0.16% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 260 $136K 0.03% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 248 $129K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 248 $129K -19 Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 247 $129K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 245 $128K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 244 $128K 0.03% +121 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 235 $123K <0.01% 0 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 225 $117K 0.02% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 222 $116K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 221 $115K 0.02% -150 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 214 $112K 0.07% -8 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 210 $110K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $104K 0.04% -6 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 192 $100K 0.03% +13 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 191 $99.7K 0.02% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 190 $99.2K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 186 $97.1K 0.01% +6 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 180 $94K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 179 $93.4K 0.01% 0 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. 178 $92.9K <0.01% +4 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 175 $91.3K 0.01% -2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 170 $88.7K 0.02% -7 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 169 $88.2K 0.01% +15 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 166 $87K <0.01% +4 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 165 $86.1K 0.08% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 156 $81.4K 0.07% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 155 $80.9K 0.06% -2 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 150 $79.2K 0.01% +9 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 149 $77.8K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 147 $76.7K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 145 $74.7K 0.04% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 142 $74.1K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 135 $70.5K 0.02% 0 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 134 $69.9K 0.01% -153 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 133 $69.7K 0.03% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 133 $69.4K 0.03% +1 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 130 $67.9K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 129 $67.3K 0.02% -14 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 129 $67.3K 0.02% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 126 $65.8K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 124 $65K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 123 $64.2K 0.01% +23 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 123 $64.2K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 120 $62.6K <0.01% +9 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 120 $62.6K 0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 120 $62K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 112 $58.5K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 110 $57.4K 0.04% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 109 $56.9K 0.05% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 108 $56.4K <0.01% -3 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 108 $56.4K 0.03% 13F-HR/A Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 104 $54.3K 0.04% 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 100 $52.2K 0.03% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 100 $52.2K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 98 $51.2K 0.03% -15 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 98 $51.2K 0.03% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 96 $50K 0.02% +72 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 94 $49.1K 0.03% -10 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 91 $47.5K 0.04% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 90 $47K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 90 $47K 0.03% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 90 $47K 0.04% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 84 $43K 0.03% -19 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 81 $42.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 72 $41.3K 0.01% -28 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 78 $40.7K 0.01% -8 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 81 $40K 0.04% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 76 $39.7K 0.03% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 75 $39.1K 0.01% 0 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 74 $38.6K 0.01% +6 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 74 $38.6K 0.02% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 72 $37.6K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 72 $37K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 70 $36.5K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 69 $36K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 69 $36K 0.02% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 68 $35.5K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $33.9K 0.01% -2 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 63 $32.9K 0.02% -10 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 63 $32.9K 0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 55 $32.5K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 61 $31.8K 0.06% -159 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $31.3K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 60 $31.3K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 60 $31K 0.01% +10 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 59 $30.8K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 59 $30.8K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 57 $29.8K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 57 $29.8K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 57 $29.8K 0.01% +6 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 55 $28.7K <0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 55 $28.7K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 55 $28.7K 0.01% +3 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 54 $28.2K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 54 $28.2K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 49 $27.8K 0.02% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 53 $27.7K 0.01% 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 52 $27.1K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 51 $26.6K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 50 $26.1K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 50 $26.1K 0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 50 $26.1K 0.02% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 50 $26.1K 0.03% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 49 $25.8K 0.02% -10 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 48 $25.1K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 48 $25.1K 0.02% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 48 $25.1K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 46 $24K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 45 $23.5K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 45 $23.5K <0.01% -2 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 45 $23.5K 0.02% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 44 $23K 0.02% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 43 $22.4K 0.01% -16 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 43 $22.4K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 43 $22.4K 0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 42 $21.9K 0.01% 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 40 $20.9K <0.01% -137 13F-HR/A Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 40 $20.9K <0.01% +6 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 40 $20.9K 0.01% +33 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 38 $20K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 36 $18.8K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 36 $18.8K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 35 $18.3K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 34 $17.7K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 33 $17.2K <0.01% +10 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 33 $17K 0.05% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 32 $16.7K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 32 $16.7K <0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 32 $16.7K 0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 28 $16.3K 0.01% +13 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 28 $16.3K 0.01% +13 13F-HR Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 30 $15.7K 0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 30 $15.7K 0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 30 $15.7K 0.01% 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 35 $15.6K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 29 $15K 0.01% +24 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 30 $14.7K <0.01% new 13F-HR Timeline Group