TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,350 $67K 0.02% +950 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,318 $66K <0.01% -1,523 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,308 $65.8K 0.01% +7 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,287 $65.2K 0.03% +248 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,085 $59.5K 0.01% +777 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,007 $57.3K 0.01% +23 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $57.1K 0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,000 $57.1K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,000 $57.1K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,000 $57.1K 0.04% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $57K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,989 $56.7K 0.01% +104 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,923 $54.9K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,911 $54.5K 0.01% +1,100 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,895 $54.1K <0.01% -200 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,891 $54K -1,318 Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,877 $53.6K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,827 $52.1K <0.01% +200 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,805 $52K 0.01% +4 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,769 $50.5K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,767 $50.4K 0.01% +27 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,741 $50K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,735 $49.6K 0.02% +418 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,725 $49.2K 0.05% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,709 $48.8K 0.02% -268 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,699 $48.5K 0.01% +1,071 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,692 $48.3K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,670 $47.6K 0.04% +850 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,672 $47K 0.01% +327 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,625 $46.4K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,618 $46.2K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,565 $44.6K <0.01% -659 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,553 $44.3K 0.01% +285 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,493 $42.6K 0.02% -404 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,425 $40.7K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,400 $39.9K 0.02% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,400 $39.9K 0.03% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,398 $39.9K 0.01% +10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,393 $39.7K 0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,429 $39.5K 0.01% +15 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,500 $39.5K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,315 $38K 0.03% +14 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,330 $37.9K 0.01% +99 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,313 $37.5K 0.02% +14 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,275 $36.4K <0.01% +7 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,272 $36.3K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,230 $35.1K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,210 $35K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,223 $34.9K 0.02% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,186 $34K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,186 $33.8K <0.01% +1,122 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,174 $33.5K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,172 $33.4K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,169 $33.4K <0.01% -133 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,126 $32.1K 0.01% -136 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,123 $32K 0.01% +12 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,120 $32K 0.03% -3,261 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,115 $31.8K <0.01% +1,078 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,090 $31K <0.01% -75,470 13F-HR Timeline City State Bank More: the full row for City State Bank 1,075 $30.7K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,034 $29.5K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,000 $29K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,001 $28.6K 0.06% +6 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 1,000 $28.5K <0.01% +130 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,000 $28.5K <0.01% 0 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,000 $28.5K <0.01% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 1,000 $28.5K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,000 $28.5K <0.01% +870 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,000 $28.5K 0.03% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 962 $27.5K 0.02% +10 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 961 $27.4K 0.01% +10 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 956 $27.3K 0.01% -560 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 956 $27.3K 0.02% +50 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 932 $26.6K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 897 $25.6K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 886 $25.3K 0.02% +1 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 876 $25K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 873 $24.9K 0.02% +788 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 857 $24.4K 0.02% +229 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 819 $23.4K 0.01% -58 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 822 $23K 0.01% +322 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 806 $23K 0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 787 $22.5K 0.12% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 781 $22.3K 0.01% +8 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 777 $22.2K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 758 $21.6K 0.01% +310 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 732 $20.9K 0.01% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 706 $20.1K 0.02% +7 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 706 $20.1K <0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 700 $20K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 694 $19.8K <0.01% 0 13F-HR/A Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 680 $19.4K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 657 $18.7K <0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 630 $18K 0.02% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 615 $17.5K 0.01% 0 13F-HR/A Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 610 $17.4K 0.07% -210 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 600 $17.1K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 56 $17.1K 0.01% -542 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 587 $16.7K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 561 $16K <0.01% +1 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 560 $16K 0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 550 $15.7K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 575 $15.6K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 546 $15.6K <0.01% +61 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 537 $15.3K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 534 $15.2K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 528 $15.1K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 551 $15K 0.01% 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 800 $14.7K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 503 $14.4K <0.01% +375 13F-HR Timeline Trust Co More: the full row for Trust Co 501 $14.3K <0.01% +500 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 500 $14.3K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 500 $14.3K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 494 $14.1K 0.01% 0 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 484 $13.8K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 475 $13.6K 0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 461 $13.2K <0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 458 $13.1K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 450 $12.8K <0.01% -50 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 450 $12.8K 0.01% -512 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 449 $12.8K 0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 431 $12.3K <0.01% -584 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 421 $12K <0.01% +39 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 403 $11.5K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 400 $11K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 384 $11K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 369 $10.5K <0.01% +119 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 369 $10.5K 0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 363 $10.4K <0.01% +351 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 362 $10.3K <0.01% +51 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 354 $10.1K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 357 $10K <0.01% +4 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 350 $9.99K <0.01% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 350 $9.99K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 340 $9.71K <0.01% -1,272 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 337 $9.61K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 320 $9.13K <0.01% 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 316 $9.02K 0.01% -180 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 312 $8.9K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 311 $8.87K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 305 $8.7K 0.01% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $8.57K 0.01% +3 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 300 $8.56K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $8.56K 0.01% +229 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 279 $7.96K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 278 $7.94K <0.01% -13 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 261 $7.45K <0.01% -406 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 252 $7.19K 0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 251 $7.16K <0.01% 0 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 271 $7K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 245 $6.99K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $6.85K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 230 $6.56K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 238 $6.39K <0.01% +1 13F-HR Timeline OSSIAM More: the full row for OSSIAM 219 $6.25K <0.01% -6,476 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 219 $6.25K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 219 $6.25K 0.02% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 214 $6.09K <0.01% +3 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 203 $5.79K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 202 $5.76K <0.01% -1,458 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 200 $5.71K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 198 $5.65K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 205 $5.62K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 177 $5.05K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 189 $5K <0.01% -4,895 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 172 $4.91K <0.01% +122 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 168 $4.79K <0.01% -208 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 165 $4.71K <0.01% -2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 163 $4.65K <0.01% +5 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 159 $4.54K <0.01% +75 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 155 $4.42K <0.01% -7 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 152 $4.34K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 152 $4.34K <0.01% -387 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 144 $4.11K <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 136 $3.89K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 134 $3.82K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 130 $3.71K <0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 117 $3.34K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 100 $2.85K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 92 $2.62K <0.01% new 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 75 $2.14K <0.01% -283 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 81 $2K <0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 69 $1.97K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 67 $1.91K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $1.85K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 62 $1.77K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 61 $1.72K <0.01% +20 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 55 $1.57K <0.01% +15 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 55 $1.57K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 53 $1.5K <0.01% +1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 47 $1.35K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 41 $1.17K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 36 $1.03K <0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 36 $1.03K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 41 $1K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 34 $971 <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 32 $913 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 30 $859 <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 30 $856 <0.01% new 13F-HR/A Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 29 $827 <0.01% 0 13F-HR Timeline