Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,465 $231K 0.05% -55 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,456 $230K <0.01% +74 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,449 $229K 0.02% -374 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,440 $227K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,441 $227K 0.01% +48 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,435 $226K 0.02% +1,100 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,427 $225K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,419 $224K 0.02% -400 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,418 $224K <0.01% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,408 $222K 0.07% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,396 $220K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,392 $220K 0.04% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,389 $219K 0.01% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,375 $217K 0.05% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,368 $216K 0.02% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,364 $215K -6,256 Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,360 $215K -128 Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,359 $214K 0.11% new 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,351 $213K 0.01% new 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,340 $211K 0.12% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,336 $211K 0.02% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,331 $210K 0.02% -1,183 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,326 $209K 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 1,321 $208K 0.01% -997 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,285 $208K 0.19% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,297 $205K <0.01% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,292 $204K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,270 $198K 0.02% +855 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,250 $197K 0.07% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,215 $192K <0.01% +244 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,188 $187K <0.01% -85 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,158 $183K 0.04% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,144 $180K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,115 $176K <0.01% +30 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,112 $175K <0.01% +144 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,025 $162K 0.02% -457 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,014 $160K 0.09% +372 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,011 $159K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 906 $158K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 980 $154K 0.02% +46 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 929 $147K 0.01% +378 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 922 $145K 0.08% +145 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 872 $138K 0.1% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 826 $130K 0.01% +626 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 786 $124K <0.01% -265 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 758 $120K <0.01% -87 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 700 $113K 0.01% +565 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 674 $106K <0.01% -1,250 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 651 $103K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 637 $100K <0.01% +58 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 632 $99.7K <0.01% +11 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 625 $98.6K <0.01% +625 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 605 $95.4K 0.01% +135 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 550 $86.8K 0.09% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 539 $85K 0.01% -18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 537 $84.7K <0.01% -7,685 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 533 $84.1K 0.01% -12 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 525 $82.8K <0.01% -21,950 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 517 $81.6K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 503 $79.4K 0.01% +36 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 434 $68.5K <0.01% +26 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 427 $67.4K 0.04% +18 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 413 $67K 0.04% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 410 $64.7K <0.01% -98 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 400 $63.1K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 394 $62.2K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 391 $61.7K 0.01% +19 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 386 $60.9K <0.01% new 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 378 $59.6K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 365 $57.6K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 353 $56K 0.04% new 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 350 $55.2K 0.05% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 344 $54.3K <0.01% +100 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 323 $50.9K +276 Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 322 $50.8K <0.01% +310 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 306 $49.2K 0.03% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 311 $49.1K 0.01% -250 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 303 $47.8K <0.01% +80 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 299 $47.2K <0.01% -48 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 281 $44.3K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 269 $42K 0.01% +50 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 265 $41.8K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 260 $41K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 248 $39.1K <0.01% +3 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 234 $36.9K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 229 $36.2K <0.01% +14 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 228 $36K 0.01% +76 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 216 $34.1K 0.03% +86 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 200 $31.6K 0.01% +165 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 182 $29.3K 0.01% +11 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 185 $29.2K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 182 $28.8K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 180 $28.4K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 180 $28.4K 0.02% -4 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 174 $27.5K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $26.8K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 169 $26.7K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 166 $26.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 161 $25.4K <0.01% -4,498 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 160 $25.2K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 149 $23.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 143 $22.6K <0.01% +125 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 140 $22.1K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 123 $19.4K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 121 $19.1K <0.01% -22 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 112 $17.7K 0.02% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 111 $17.5K <0.01% +8 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 107 $16.9K <0.01% 0 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 103 $16.7K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $15.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 91 $15.8K <0.01% -320 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 96 $15.2K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 95 $15K <0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 94 $14.9K <0.01% +59 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 93 $14.7K <0.01% -45 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 92 $14.5K <0.01% +13 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 100 $14.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 91 $14.4K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 86 $14K <0.01% +5 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 87 $13.7K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 85 $13.4K <0.01% -1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 83 $13.1K <0.01% +14 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 79 $12.5K <0.01% +54 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 78 $12.3K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 77 $12.1K <0.01% -158 13F-HR/A Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 76 $12K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 75 $11.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 73 $11.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 70 $11K <0.01% -750 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 71 $11K <0.01% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 70 $11K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 66 $10.4K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 65 $10.3K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 65 $10.3K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 61 $9.62K <0.01% +21 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 60 $9.47K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 58 $9.15K <0.01% +22 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 55 $8.68K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 50 $7.89K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 47 $7.56K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 45 $7.07K <0.01% +11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $6.78K <0.01% +10 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 40 $6.31K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 35 $6.23K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 39 $6.15K <0.01% +13 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $6K <0.01% +23 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 38 $6K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 35 $5.52K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 35 $5.52K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 34 $5.36K <0.01% +20 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 29 $4.58K <0.01% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 29 $4.58K <0.01% +7 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 28 $4.42K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 28 $4.42K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27 $4.26K <0.01% -688 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 27 $4.26K <0.01% 0 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23 $3.63K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 22 $3.47K <0.01% -35 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $3.47K <0.01% +9 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20 $3.15K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 20 $3.15K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16 $3K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 19 $3K <0.01% +18 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $2.84K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 18 $2.84K <0.01% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 16 $2.52K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $2.37K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $2.37K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 14 $2.21K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $2.01K <0.01% -21 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $2K <0.01% +8 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 12 $1.9K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 12 $1.89K <0.01% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 12 $1.89K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11 $1.74K <0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 11 $1.74K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $1.58K <0.01% -6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $1.58K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $1.42K <0.01% +6 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 8 $1.26K <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 7 $1.16K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $1.1K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7 $1.1K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.1K <0.01% +3 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $1K <0.01% -2,651 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 7 $1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $789 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $789 <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $646 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4 $632 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $631 <0.01% -1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $631 <0.01% -53 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3 $474 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $474 <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3 $473 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3 $473 <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $316 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $316 <0.01% -1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2 $316 <0.01% 0 13F-HR Timeline