BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,083 $90.6K 0.02% +124 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,030 $89.1K 0.03% +350 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,998 $88.1K 0.01% -102 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,868 $84.3K 0.05% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,846 $83.7K +955 Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,818 $82.8K 0.01% +357 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,800 $82.3K 0.08% +12 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,647 $77.8K 0.05% +21 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,600 $76.4K <0.01% new 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,592 $76.2K 0.02% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,578 $75.8K 0.01% +1,185 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,554 $75.1K 0.03% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,543 $75K 0.02% +106 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,495 $73.4K 0.03% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 2,480 $72.9K 0.05% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,480 $72.9K 0.05% +2,419 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,539 $71.2K 0.01% -351 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,420 $71.1K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,418 $71.1K 0.03% +25 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,350 $69.1K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,318 $68K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,277 $66.9K 0.03% -280 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,280 $65K 0.03% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,209 $64.9K <0.01% -99 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,155 $63.4K 0.01% -1,406 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,125 $62.5K <0.01% +230 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,100 $61.7K 0.05% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,039 $59.9K 0.02% -248 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $59K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $58.8K 0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,000 $58.8K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,000 $58.8K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,000 $58.8K 0.04% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,975 $58.1K 0.02% +266 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,955 $57.5K 0.01% +32 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,914 $56.3K 0.01% +215 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,877 $55.2K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,851 $54.4K 0.01% -548 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,863 $54K 0.01% +191 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,809 $53K 0.01% +4 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,800 $52.9K 0.02% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,741 $51K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,725 $50.7K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,735 $49.6K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,679 $49.4K 0.03% +9 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,655 $48.7K 0.01% +483 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,625 $47.8K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,618 $47.6K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,550 $45.6K <0.01% -15 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,517 $44.6K <0.01% -1,549 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,468 $43.2K 0.01% +353 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,472 $43K <0.01% +286 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,441 $42.4K <0.01% +255 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,407 $41.4K 0.02% +9 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,400 $41.2K 0.02% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,400 $41.2K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,406 $41K 0.02% +91 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,384 $40.7K 0.01% +54 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,380 $40.6K 0.05% -1,852 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,500 $40.3K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,370 $40.3K 0.01% +95 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,445 $39.3K 0.01% +16 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,327 $39K 0.02% +14 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,301 $38.2K 0.01% new 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 1,272 $37.4K <0.01% +272 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,272 $37.4K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,373 $36.5K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,230 $36.2K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,210 $36K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,218 $35.8K <0.01% +49 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,204 $35.4K 0.01% -349 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,200 $35.3K 0.02% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,174 $34.5K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,150 $34K <0.01% +60 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,152 $33.9K 0.01% +196 13F-HR/A Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,140 $33.5K <0.01% -285 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,140 $33.5K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,140 $33.5K 0.01% -353 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,135 $33.4K 0.01% +12 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,126 $33.1K 0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,120 $32.9K 0.03% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,103 $32.4K 0.02% -120 13F-HR Timeline City State Bank More: the full row for City State Bank 1,075 $31.6K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,046 $30.8K 0.01% +562 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,019 $30K 0.01% +362 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,015 $29.8K 0.02% -19 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,001 $29.4K 0.05% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,000 $29.4K <0.01% 0 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,000 $29.4K <0.01% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 1,000 $29.4K 0.03% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,000 $29.4K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,000 $29.4K 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 Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 972 $28.6K 0.02% +10 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 971 $28.6K 0.01% +10 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 956 $28.1K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 897 $26.4K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 888 $26.1K 0.02% +2 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 895 $26K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 854 $25K 0.01% +32 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,381 $24.4K 0.27% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 806 $23.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 805 $23.7K 0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 800 $23.5K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 790 $23.2K 0.01% +9 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 785 $23.1K 0.01% -34 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 811 $23K 0.01% -1,100 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 778 $22.9K 0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 777 $22.8K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 772 $22.7K 0.01% +467 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 760 $22.3K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 758 $22.3K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 732 $21.5K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 727 $21.4K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Asset Planning,Inc More: the full row for Asset Planning,Inc 714 $21K 0.02% +8 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 713 $21K <0.01% +7 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 700 $20.6K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 713 $20.2K 0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 681 $20K 0.01% +324 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 680 $20K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 651 $19.1K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 646 $19K 0.01% -230 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 631 $18.6K 0.01% +269 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 630 $18.5K 0.02% 0 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 627 $18.4K 0.01% +40 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 615 $18.1K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 614 $18.1K 0.01% +558 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 600 $17.6K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 596 $17.5K <0.01% +50 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 590 $17.3K 0.02% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 575 $16.9K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 562 $16.5K <0.01% +1 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 560 $16.5K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 550 $16.2K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 800 $15.9K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 537 $15.8K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 534 $15.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 530 $15.6K <0.01% +72 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 503 $14.8K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 500 $14.7K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 500 $14.7K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 494 $14.5K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 492 $14.5K 0.01% -381 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 483 $14.2K 0.01% -374 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 475 $14K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 458 $13.5K <0.01% +37 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 453 $13.3K <0.01% +4 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 450 $13.2K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 446 $13.1K <0.01% -15 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 417 $12.3K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 400 $12K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 403 $11.8K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 400 $11.8K <0.01% -50 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 390 $11.5K <0.01% -2,270 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 384 $11.3K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 369 $10.8K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 369 $10.8K <0.01% 0 13F-HR/A Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 368 $10.8K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 363 $10.7K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 350 $10.3K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 340 $10K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 340 $10K 0.01% new 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 338 $9.94K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 337 $9.9K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 326 $9.58K 0.01% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 324 $9.53K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 324 $9.53K <0.01% +63 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 320 $9.41K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 328 $9.29K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 316 $9.29K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 312 $9.17K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 304 $8.93K 0.01% +4 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $8.82K 0.01% 0 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 300 $8.82K 0.04% -310 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 299 $8.79K <0.01% -132 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 278 $8.18K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 299 $8K <0.01% -55 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 268 $7.88K 0.01% +236 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 252 $7.41K 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 251 $7.38K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 245 $7.2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $7.06K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 230 $6.76K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 219 $6.44K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 219 $6.44K 0.02% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 216 $6.35K <0.01% +2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 205 $6.03K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 203 $5.97K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 202 $5.94K 0.01% +2 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 202 $5.94K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 198 $5.82K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 190 $5.59K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 179 $5.28K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 177 $5.2K <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% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 165 $4.85K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 165 $4.85K <0.01% -54 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 163 $4.79K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 155 $4.56K <0.01% +100 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 152 $4.47K <0.01% 0 13F-HR Timeline