Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,094 $303K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,136 $299K 0.02% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,060 $298K 0.01% +2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,050 $296K <0.01% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,050 $296K 0.01% +1 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 2,049 $296K 0.18% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,029 $293K 0.01% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,019 $292K 0.05% +2 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,000 $289K 0.02% -400 13F-HR Timeline Group 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 1,974 $285K 0.11% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,957 $283K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,955 $282K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,950 $282K 0.11% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 1,950 $282K 0.16% new 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,935 $279K 0.1% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,930 $279K 0.08% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,921 $278K 0.12% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,918 $277K 0.01% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,920 $277K 0.02% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,914 $277K 0.06% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,908 $276K <0.01% +558 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,902 $275K 0.01% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,894 $274K 0.16% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,891 $273K new Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,887 $273K 0.08% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,881 $272K 0.07% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,863 $269K <0.01% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,863 $269K 0.1% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,860 $269K 0.24% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,840 $266K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,828 $264K 0.1% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,814 $262K 0.08% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,803 $260K 0.05% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,802 $260K 0.02% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,800 $260K 0.03% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,800 $260K 0.03% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,780 $257K <0.01% new 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,745 $252K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,708 $247K 0.01% -51 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,690 $244K 0.12% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,686 $244K <0.01% 0 13F-HR Timeline Group Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,667 $240K 0.03% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,740 $238K <0.01% new 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,639 $237K 0.05% +529 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,636 $236K <0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,692 $234K <0.01% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,601 $231K 0.02% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,599 $231K <0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,700 $230K <0.01% -94 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 1,590 $230K 0.15% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,730 $229K 0.03% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,582 $229K 0.09% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,565 $226K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,638 $225K <0.01% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,551 $224K 0.05% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,530 $221K 0.01% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,537 $217K 0.03% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,494 $216K 0.1% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,483 $214K 0.03% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,470 $212K 0.04% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,467 $212K 0.06% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,499 $211K 0.06% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,460 $211K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,459 $211K 0.01% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,445 $209K 0.03% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,404 $203K <0.01% new 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,400 $202K 0.08% new 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 1,392 $201K 0.12% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,315 $190K <0.01% +142 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,290 $186K 0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,272 $184K 0.05% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,267 $183K 0.04% +6 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,230 $178K 0.02% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,171 $165K 0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,074 $155K 0.04% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,056 $153K 0.05% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,000 $144K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 869 $126K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 863 $125K 0.04% -131 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 799 $115K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 795 $115K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 794 $115K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 765 $111K 0.02% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 735 $106K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 681 $98.4K <0.01% +352 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 628 $90.7K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 605 $87.4K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 600 $86.7K 0.02% +1 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 600 $86.7K <0.01% 0 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 568 $82.1K 0.04% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 534 $77.2K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 514 $74.3K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 499 $72K 0.02% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 490 $70.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 481 $69.4K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 465 $67.1K 0.03% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 456 $65.9K <0.01% -410 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 450 $65K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 443 $64K 0.05% +1 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 438 $63.3K 0.03% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 400 $57.8K 0.02% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 417 $56.9K 0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 393 $56.8K <0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 393 $56.8K 0.01% +79 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 387 $56K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 376 $54.3K 0.02% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 375 $54.2K 0.02% 0 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 370 $53.5K 0.03% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 367 $53K <0.01% -187 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 362 $52.3K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 354 $51.1K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 321 $46.4K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 294 $42.5K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 285 $41.2K 0.03% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 282 $40.7K 0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 272 $39.3K 0.03% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 272 $39.3K 0.01% -81 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 271 $39.1K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 270 $39K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 266 $38.4K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 266 $38.4K 0.01% 0 13F-HR/A Timeline Group Investors Research Corp More: the full row for Investors Research Corp 265 $38.3K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 262 $38K <0.01% +1 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $36K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 255 $35.8K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 222 $32.1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 219 $31.6K 0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 215 $31.1K 0.01% +13 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 210 $30.3K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 210 $30.3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 192 $28K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 190 $27.5K 0.01% -10 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 182 $26.3K <0.01% -7 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 178 $25.7K <0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 150 $21.7K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 147 $21.3K <0.01% +90 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 137 $19.9K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 121 $17.5K <0.01% -300 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 118 $17K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 113 $16.3K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 100 $14.4K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 93 $13.4K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 85 $12.3K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 86 $12K 0.01% +43 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 76 $11K 0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 67 $9.68K <0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 50 $7.22K <0.01% -840 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 48 $6.93K 0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 46 $6.65K <0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 24 $3.47K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 22 $3.18K <0.01% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 18 $2.6K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 17 $2.46K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $380 <0.01% 0 13F-HR Timeline