Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 60 $34K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $34K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 70 $33.4K 0.05% -4 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 59 $33.4K 0.01% +12 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 58 $32.8K 0.04% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 56 $31.7K 0.02% +50 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 56 $31.7K 0.01% -1,568 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 55 $31.1K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 55 $31.1K 0.01% +9 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 54 $30.6K <0.01% +2 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 54 $30.6K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 50 $28.3K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 49 $27.8K 0.02% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 48 $27.2K <0.01% +1 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 48 $27.2K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 46 $26.1K <0.01% +11 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 45 $25.5K <0.01% -3 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 45 $25.5K 0.01% +14 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 45 $25.5K 0.04% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 45 $25.3K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 44 $24.9K <0.01% +33 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 44 $24.9K 0.02% +3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 43 $24.4K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 43 $24.4K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 43 $24.4K 0.01% -100 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 42 $23.8K <0.01% 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 41 $23.2K 0.01% +9 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 40 $22.7K 0.02% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 39 $22.1K 0.01% +38 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 38 $21.5K 0.01% -5 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 36 $20.4K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 36 $20.4K 0.02% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 36 $20.4K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 36 $20.4K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 35 $19.8K 0.01% +1 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 35 $19.8K 0.01% new 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 35 $19.8K <0.01% -715 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 35 $19.8K 0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 35 $19.8K 0.01% +20 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 34 $19.5K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 34 $19.3K 0.02% 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 33 $18.7K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 31 $17.6K 0.01% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $17K <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 $17K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 30 $17K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 30 $17K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 30 $17K 0.01% -6 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 29 $16.4K 0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 28 $15.9K 0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 28 $15.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 26 $14.7K <0.01% +7 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 26 $14.7K 0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 25 $14.2K <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 25 $14.2K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 25 $14.2K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 25 $14.2K 0.01% +2 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 25 $14.2K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 24 $13.8K 0.01% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 24 $13.6K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 24 $13.6K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 23 $13K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 22 $12.5K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 22 $12.4K 0.01% +7 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 21 $12.3K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 22 $12K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 21 $11.9K <0.01% -152 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 21 $11.9K <0.01% +9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $11.9K 0.01% +7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21 $11.9K <0.01% +8 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 21 $11.9K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 20 $11.3K <0.01% -4 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 20 $11.3K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 20 $11.3K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 20 $11.3K <0.01% -108 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19 $10.8K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 18 $10.2K <0.01% 0 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 18 $10.2K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 18 $10.2K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 18 $10.2K 0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 18 $10K 0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 17 $9.63K 0.01% 0 13F-HR/A Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 17 $9.63K <0.01% -1 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 21 $9.39K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 16 $9.06K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16 $9.06K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 16 $9.06K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $9.06K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 16 $9.06K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $8.66K <0.01% new 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 15 $8.5K <0.01% -9 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 15 $8.5K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $8.5K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 15 $8.49K <0.01% +4 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 15 $8.49K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 15 $8.49K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 15 $8.49K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 15 $8.49K 0.01% 0 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 15 $8.49K 0.01% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 14 $8K <0.01% -14 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $7.93K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 14 $7.93K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 14 $7.93K <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $7.93K <0.01% +5 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 14 $7.93K <0.01% -3 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 14 $7.93K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 14 $7.71K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13 $7.59K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 13 $7.36K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13 $7.36K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 13 $7.36K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 14 $7K 0.01% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 12 $6.8K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 12 $6.8K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 12 $6.8K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12 $6.8K 0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 11 $6.5K <0.01% +2 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 12 $6.31K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $6.24K <0.01% +10 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $6.23K 0.18% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $6.23K <0.01% +4 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $5.66K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $5.66K <0.01% +3 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 10 $5.66K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $5.66K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 11 $5.37K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 9 $5.1K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 9 $5.1K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9 $5.1K <0.01% +2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $5.1K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 9 $5.1K 0.01% 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 9 $5.1K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 9 $5.1K <0.01% 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 8 $4.53K <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 7 $3.96K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 7 $3.96K <0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 7 $3.89K <0.01% new 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6 $3.4K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 6 $3.03K <0.01% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 5 $2.83K 0.01% -11 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 5 $2.83K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 5 $2.83K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5 $2.83K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5 $2.83K <0.01% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4 $2.27K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 4 $2.27K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4 $2.27K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $1.7K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $1.7K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $1.7K <0.01% +1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3 $1.7K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3 $1.7K <0.01% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 2 $1.13K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $1.13K <0.01% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $1.13K <0.01% -5 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2 $1.13K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $1.13K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 2 $1.13K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $1.1K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1 $567 <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1 $567 <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1 $566 <0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,621 $233 0.02% +5,184 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 49,549 $88.9K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 3,398 $3.4K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.