Heirloom Wealth Management More: the full row for Heirloom Wealth Management 450 $201K 0.05% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 445 $199K 0.02% -388 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 441 $197K 0.03% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 437 $195K 0.01% -5,157 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 420 $188K 0.06% +18 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 415 $186K 0.04% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 401 $179K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 398 $178K 0.06% +44 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 394 $176K 0.14% +45 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 380 $170K 0.02% +200 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 380 $170K 0.03% -76 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4 $169K 0.05% -299 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 375 $168K 0.08% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 368 $165K 0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 366 $164K 0.08% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 360 $161K 0.15% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 344 $154K 0.02% -5 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 342 $153K 0.06% +35 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 341 $153K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 329 $147K 0.01% +7 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 326 $146K 0.08% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 321 $144K 0.09% +154 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 312 $140K 0.04% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 307 $137K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 312 $137K 0.05% +8 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 300 $134K 0.03% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 300 $134K 0.1% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 288 $129K 0.01% -10 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 288 $129K 0.01% -24 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 283 $127K 0.03% -37 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 283 $127K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 275 $123K 0.02% -3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 273 $122K 0.03% -74 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 271 $121K <0.01% +2 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 271 $121K 0.01% -1,931 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 270 $121K 0.16% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 265 $119K 0.04% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 261 $117K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 257 $113K 0.02% +124 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 248 $111K 0.01% +1 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 248 $111K 0.02% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 245 $110K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 244 $109K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 235 $105K 0.01% -241 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 221 $99K 0.01% +2 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 221 $98.8K <0.01% -106 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 221 $98.8K 0.05% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 221 $98.8K 0.2% -2,589 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 218 $97.5K 0.05% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 182 $96.5K 0.02% +69 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 210 $93.9K 0.06% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $89.4K 0.03% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 197 $88.1K 0.06% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 198 $88K 0.01% -34 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 190 $85.9K 0.01% +147 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 191 $85.4K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 190 $85K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 182 $81.4K 0.03% +1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 180 $80.5K 0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 179 $80.1K <0.01% -492 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 177 $79K <0.01% -35 13F-HR Timeline Quarry LP More: the full row for Quarry LP 173 $77.4K 0.02% +33 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 171 $76.5K <0.01% -4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 169 $75.8K 0.02% +25 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 169 $75.6K 0.02% +16 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 165 $73.8K 0.02% -186 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 165 $73.8K 0.06% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 164 $73.3K 0.01% +5 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 162 $72.5K 0.01% 0 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 160 $71.6K 0.07% -1,800 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 156 $69.8K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 154 $68.9K 0.01% -15 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 151 $67.5K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 147 $65.7K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 147 $65.7K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 145 $64.8K 0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 144 $64.4K 0.01% +106 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 143 $64K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 143 $64K 0.01% -50 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 142 $63.5K 0.01% -7 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 140 $62.8K <0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 135 $60.4K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 129 $57.7K 0.02% -7 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 128 $57.2K 0.02% +23 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 126 $56K 0.02% -5 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 124 $55.5K 0.01% -3,040 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 124 $55.5K 0.03% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 121 $54.1K <0.01% -1,718 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 120 $53.7K 0.02% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 120 $53.7K 0.03% 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 118 $52.8K <0.01% +32 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 117 $52.3K 0.03% -1,184 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 117 $52.3K 0.02% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 116 $51.9K 0.02% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 114 $51K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 112 $50.2K 0.01% +20 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 112 $50.1K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 111 $49.6K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 110 $49.2K 0.03% -4 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 110 $49.2K 0.03% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 108 $48.3K 0.02% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 104 $46.5K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 101 $45.1K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 100 $44.7K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 100 $44.7K 0.02% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 100 $44.7K 0.02% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 98 $44K <0.01% -29 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 96 $42.9K <0.01% -18 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 95 $42.5K 0.01% -2,321 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 92 $41.1K 0.02% -7 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 74 $40.9K 0.06% 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 91 $40.7K <0.01% +10 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 90 $40K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 87 $38.9K 0.02% -11 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 87 $38.9K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 83 $37.1K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 82 $36.7K 0.01% +7 13F-HR/A Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 82 $36.7K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 81 $36.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 82 $36K 0.01% -106 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. 78 $34.9K <0.01% -1 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 77 $34.4K 0.02% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 72 $32K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 70 $31.3K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 70 $31.3K <0.01% -7 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 70 $31.3K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 66 $29.5K 0.02% -15 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 66 $29.5K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 66 $29.5K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 66 $29.5K 0.02% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 65 $29.1K 0.02% -235 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 63 $28.2K 0.01% -85 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 63 $28.2K 0.03% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 61 $27.3K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 47 $27.1K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 60 $26.8K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 59 $26.4K 0.01% -17 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 59 $26.4K 0.01% +10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $26.3K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 55 $24.6K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 54 $24.2K 0.04% -7 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 54 $24.1K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 54 $24.1K 0.01% -4 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 52 $23.3K <0.01% -1 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 50 $22.4K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 50 $22.4K 0.01% +1 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 50 $22.4K 0.01% -305 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 50 $22.4K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 48 $21.5K <0.01% +3 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 48 $21.5K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 47 $21K 0.01% -2 13F-HR Timeline TOBAM More: the full row for TOBAM 46 $21K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 46 $20.6K <0.01% +13 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 46 $20.6K <0.01% +3 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 45 $20.1K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 44 $19.7K 0.01% -242 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 45 $19.3K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 43 $19.2K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 43 $19.2K <0.01% -365 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 41 $18.3K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 39 $17.4K 0.01% -3 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 36 $16.1K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 36 $16.1K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 36 $16.1K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 36 $16.1K 0.01% +7 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 36 $16.1K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 35 $15.7K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 35 $15.5K <0.01% +1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 34 $15.4K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $15.2K <0.01% +14 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 33 $14.8K <0.01% +3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 32 $14.3K 0.01% new 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31 $13.9K <0.01% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $13.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 30 $13.4K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 30 $13.4K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 30 $13.4K 0.01% -8 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 28 $13K <0.01% +14 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 28 $12.5K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 21 $11.5K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 25 $11.2K <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 25 $11.2K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $11.2K 0.01% +9 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 25 $11.2K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 24 $10.7K <0.01% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 24 $10.7K <0.01% +6 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 24 $10.7K <0.01% +6 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 24 $10.7K <0.01% -105 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 23 $10.3K <0.01% -2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 18 $10.2K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 23 $10K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 22 $10K <0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 22 $9.84K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 21 $9.39K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 21 $9.39K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 21 $9.39K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 22 $9K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19 $8.5K <0.01% +5 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 19 $8.5K 0.01% +3 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 18 $8.05K <0.01% 0 13F-HR Timeline Group