Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 679 $205K 0.1% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 678 $205K 0.04% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 676 $204K 0.11% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 674 $203K 0.16% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 673 $203K <0.01% new 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 673 $203K 0.12% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 671 $203K 0.12% +599 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 672 $203K 0.02% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 670 $202K 0.07% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 668 $202K 0.03% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 666 $201K 0.02% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 666 $201K 0.02% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 665 $201K 0.08% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 660 $199K 0.07% +594 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 660 $199K 0.06% +594 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 658 $199K 0.08% +592 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 641 $193K 0.03% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 640 $193K 0.09% +571 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 640 $193K 0.13% +576 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 636 $192K 0.08% +568 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 631 $190K 0.14% +568 13F-HR Timeline TOBAM More: the full row for TOBAM 631 $190K 0.05% +564 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 620 $187K 0.04% +579 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 612 $185K 0.06% +483 13F-HR Timeline CNB Bank More: the full row for CNB Bank 600 $181K 0.07% +533 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 594 $179K 0.09% +541 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 593 $179K 0.01% +510 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 580 $175K 0.02% +521 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 570 $172K 0.02% +505 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 563 $170K 0.06% +538 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 560 $169K 0.06% +504 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 560 $169K <0.01% 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 550 $166K 0.09% +517 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 523 $158K 0.02% +465 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 522 $157K 0.02% +472 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 520 $157K 0.04% +494 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 517 $156K 0.01% +516 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 510 $154K 0.06% +459 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 500 $151K 0.03% +435 13F-HR/A Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 492 $148K 0.01% +449 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 490 $148K 0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 487 $147K 0.03% +446 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 480 $145K 0.07% +422 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 479 $145K <0.01% +466 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 466 $141K 0.02% +419 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 460 $139K 0.01% +414 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 458 $138K 0.09% +413 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 450 $136K 0.02% +385 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 440 $133K 0.02% +396 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 425 $128K 0.06% +355 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 424 $128K 0.03% +384 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 423 $128K 0.03% +382 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 421 $127K 0.02% +382 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 418 $126K 0.02% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 403 $122K 0.01% +362 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 402 $121K 0.02% +368 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 400 $121K 0.01% +345 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 400 $121K <0.01% +355 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 394 $119K 0.02% +342 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 392 $118K 0.04% +364 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 549 $118K 0.01% +489 13F-HR Timeline Trust Co More: the full row for Trust Co 390 $118K 0.01% +354 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 390 $118K 0.05% +351 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 390 $118K 0.08% +351 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 95 $115K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 379 $114K 0.02% +331 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 365 $110K 0.02% +330 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 500 $105K 0.02% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 336 $101K 0.02% +310 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 335 $101K 0.02% +298 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 332 $100K 0.02% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 330 $99.6K 0.04% +297 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 330 $99.6K 0.01% +297 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 330 $99.6K 0.05% +297 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 330 $99.6K 0.07% +297 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 320 $96.7K 0.01% +308 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 320 $96.6K 0.01% +312 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 320 $96.5K <0.01% +288 13F-HR Timeline Group Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 320 $96.5K 0.06% +288 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 318 $95.9K 0.03% +188 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 310 $93.5K 0.04% +279 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $90.5K 0.01% +270 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 300 $90.5K 0.07% +280 13F-HR/A Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 292 $88.2K 0.01% new 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 290 $87.5K 0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 290 $87.5K 0.01% +256 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 290 $87.5K 0.06% +261 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 290 $87.5K 0.03% +261 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 281 $84.9K 0.04% +252 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 280 $84.5K 0.04% +246 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 276 $83.3K 0.01% +246 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 272 $82.1K 0.01% +247 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 270 $81.5K 0.02% +245 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 267 $80.4K 0.03% +240 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 263 $79.5K 0.06% +237 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 263 $79.2K 0.04% +236 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 250 $75.4K 0.01% +200 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 244 $73.6K 0.03% +227 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 243 $73.4K 0.04% +219 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 230 $69.4K 0.05% +207 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 230 $69.4K 0.04% +199 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 226 $68.2K 0.01% +202 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 220 $66.4K <0.01% +198 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 220 $66.4K <0.01% +198 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 220 $66.4K 0.02% +201 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 217 $65.5K <0.01% +209 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 215 $65K <0.01% +77 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 215 $64.8K 0.05% new 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 212 $64K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 211 $63.7K 0.01% +190 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 210 $63.4K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 210 $63.4K 0.01% +191 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 210 $63.4K 0.01% 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 210 $63.4K 0.02% +189 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 210 $63.4K 0.03% +189 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 210 $63.4K 0.03% +189 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 200 $60.3K 0.01% +189 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 200 $60.3K 0.01% +180 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 195 $58.8K 0.01% +180 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 190 $57.4K 0.03% +171 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 184 $55.5K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 182 $54.9K <0.01% +163 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 180 $54.3K 0.01% +162 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 180 $54.3K 0.03% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 179 $54K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 171 $51.7K 0.01% +154 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 170 $51.3K <0.01% +153 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 166 $50.2K 0.03% +147 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 165 $49.8K 0.02% +148 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 160 $48.3K 0.01% +135 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 160 $48.3K 0.01% +144 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 206 $47.7K 0.42% +185 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 150 $45.3K <0.01% +145 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 100 $45.3K 0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 233 $44.9K 0.03% +214 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 147 $44.4K 0.01% +139 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 141 $42.4K 0.01% +127 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 140 $42.2K 0.01% +136 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 140 $42.2K 0.01% +126 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 134 $40.4K <0.01% +27 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 130 $39.2K <0.01% +122 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 130 $39.2K 0.01% +117 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 124 $37.4K 0.02% +98 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 120 $36.2K <0.01% +116 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 120 $36.2K 0.01% +108 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 120 $36.2K 0.01% +111 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 119 $35.9K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 110 $33.2K <0.01% +99 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 110 $33.2K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 112 $33K 0.01% +97 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 100 $30.2K 0.01% +90 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 100 $30.2K <0.01% +98 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 98 $29.6K 0.02% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 95 $29K <0.01% +91 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 91 $27.5K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 90 $27.2K 0.01% +34 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 90 $27.2K 0.02% +81 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 97 $27.1K <0.01% +86 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 89 $26.9K 0.01% +15 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 80 $24.1K <0.01% +72 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 80 $24.1K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 80 $24.1K 0.01% +72 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 80 $24.1K 0.01% +72 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 80 $24.1K 0.01% +72 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 79 $23.8K 0.01% +72 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 76 $22.9K 0.01% +72 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 71 $21.4K 0.01% +64 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 70 $21.1K 0.01% +63 13F-HR Timeline NBH Bank More: the full row for NBH Bank 70 $21.1K 0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 68 $20.5K 0.01% +63 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 90 $19.9K 0.01% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 60 $18.1K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 60 $18.1K <0.01% +54 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 80 $16.7K <0.01% +70 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 50 $15.1K <0.01% +48 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 50 $15.1K <0.01% +45 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $15.1K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 50 $15.1K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $15.1K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 50 $15.1K 0.01% +45 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 50 $15.1K 0.01% +45 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $14.8K <0.01% +43 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 49 $14.8K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $12.1K <0.01% +36 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 40 $12.1K <0.01% +34 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 40 $12.1K <0.01% +36 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 40 $12K <0.01% +36 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 39 $11.8K 0.29% +38 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 39 $11.6K 0.01% +35 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 32 $9.65K 0.01% +31 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 30 $9.12K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 30 $9.05K <0.01% +27 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 30 $9.05K <0.01% +27 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 30 $9.05K <0.01% new 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 30 $9.05K 0.01% +27 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 32 $8.52K <0.01% +30 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 23 $6.94K <0.01% +21 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 20 $6.05K <0.01% +11 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 20 $6.04K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 20 $6.04K <0.01% +18 13F-HR Timeline