Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 492 $213K 0.13% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 491 $213K 0.13% -701 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 491 $213K 0.06% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 490 $212K 0.04% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 489 $212K 0.12% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 486 $211K 0.05% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 483 $209K 0.03% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 482 $209K 0.05% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 482 $209K 0.08% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 481 $208K 0.05% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 481 $208K 0.15% -2,774 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 480 $208K 0.04% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 480 $208K 0.03% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 480 $208K 0.04% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 480 $208K 0.03% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 480 $208K 0.03% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 479 $208K 0.05% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 479 $208K 0.01% -3,466 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 475 $206K 0.14% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 474 $205K 0.04% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 474 $205K 0.12% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 473 $205K 0.11% +251 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 471 $204K 0.04% -1,186 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 471 $204K 0.19% +115 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 470 $204K 0.13% 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 470 $204K 0.15% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 470 $204K 0.02% +58 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 470 $204K 0.05% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 470 $204K 0.18% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 470 $204K 0.07% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 469 $203K 0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 469 $203K 0.03% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 467 $202K 0.06% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 467 $202K 0.05% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 517 $202K 0.03% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 466 $202K 0.04% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 465 $201K 0.02% new 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 465 $201K 0.1% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 464 $201K <0.01% new 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 462 $200K 0.14% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 460 $199K 0.1% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 452 $196K 0.12% +2 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 435 $188K 0.01% -75 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 435 $188K 0.03% +31 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 423 $183K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 419 $181K 0.2% -4 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 400 $173K 0.07% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 400 $173K 0.12% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 393 $170K 0.01% -257 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 386 $167K 0.03% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 380 $165K 0.07% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 365 $158K 0.03% +26 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 360 $156K 0.07% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 350 $152K 0.12% -101 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 343 $149K 0.04% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 341 $148K <0.01% -150 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 335 $145K 0.01% +86 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 335 $145K 0.01% +2 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 330 $143K 0.04% -308 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 332 $143K 0.03% +73 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 330 $143K 0.04% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 330 $143K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 330 $143K 0.08% +54 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 328 $142K 0.01% +168 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 326 $141K 0.08% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 323 $140K 0.08% -3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 323 $140K 0.04% +23 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 321 $139K 0.05% +34 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 433 $138K 0.02% -3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 317 $137K 0.05% +4 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 313 $135K 0.03% +1 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 311 $135K <0.01% +217 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 310 $134K 0.02% +16 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 310 $134K 0.1% -5 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 310 $134K 0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 307 $133K 0.04% +45 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 305 $132K 0.07% 0 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 302 $131K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 301 $130K 0.01% +24 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 300 $130K 0.06% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 300 $130K 0.05% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 298 $129K 0.03% -162 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 297 $129K 0.03% +43 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 290 $126K 0.07% +35 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 288 $125K 0.02% +41 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 285 $123K 0.14% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 278 $120K 0.02% +12 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 278 $120K 0.08% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 277 $120K 0.02% +237 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 275 $119K 0.05% -75 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 271 $117K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 267 $116K 0.02% -647 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 267 $116K 0.06% -340 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 266 $115K 0.01% -150 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 262 $114K 0.03% +22 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 262 $114K 0.01% +12 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 328 $109K 0.07% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 250 $108K 0.02% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 250 $108K 0.42% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 250 $108K 0.06% +150 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 250 $108K 0.07% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $105K 0.12% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 300 $105K 0.07% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 233 $101K 0.02% +146 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 231 $100K 0.53% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 228 $98.8K 0.03% +89 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 225 $97.5K 0.02% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 224 $97.1K 0.01% +108 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 222 $96.2K 0.08% +91 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 220 $95.3K 0.01% 0 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 219 $94.9K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 215 $93.2K 0.02% +43 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 214 $92.7K 0.03% -56 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 212 $91.9K <0.01% -13,752 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 212 $91.8K 0.04% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 205 $88.8K 0.02% +8 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 203 $88K 0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 201 $87.1K 0.04% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $87K 0.06% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 200 $86.7K 0.06% -260 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $86.7K 0.03% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $86.7K 0.05% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 193 $83.6K 0.11% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 191 $82.8K <0.01% +99 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 190 $82.3K 0.04% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 185 $80.2K 0.02% +102 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 182 $79K 0.06% +20 13F-HR/A Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 190 $77.8K 0.01% -47 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 177 $76.9K 0.12% 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 175 $75.8K 0.02% -10 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 174 $75.5K <0.01% +11 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 165 $71.5K 0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 155 $67.2K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 191 $66.9K 0.59% -4 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 206 $66.7K 0.04% +10 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 152 $65.9K 0.03% -5,285 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 152 $65.9K 0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 152 $65.7K 0.02% +1 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 145 $62.9K 0.02% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 145 $62.8K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 141 $61.1K 0.01% +50 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 140 $60.7K 0.03% -20 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 130 $56.3K 0.02% -11,970 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 129 $55.9K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 128 $55.5K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 128 $55.5K 0.01% +8 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 128 $55.5K 0.04% +68 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 125 $54.2K 0.03% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 121 $52.4K 0.01% -20 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 120 $52K 0.03% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 120 $52K 0.01% +2 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 120 $52K 0.03% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 118 $51.1K 0.01% -37 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 150 $46.5K 0.02% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 105 $45.5K 0.01% -120 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 105 $45.5K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 105 $45.5K 0.02% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 101 $43.9K 0.02% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 100 $43.4K <0.01% -100 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 100 $43.3K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100 $43.3K 0.01% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 100 $43.3K 1.07% -60 13F-HR Timeline BAYBAN More: the full row for BAYBAN 100 $43.3K 0.03% -50 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 95 $41.1K 0.04% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 91 $39.5K 0.02% 0 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 91 $39.4K 0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 90 $39K 0.02% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 83 $36K 0.02% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 82 $35.5K 0.02% +12 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 80 $34.7K 0.03% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 80 $34.7K <0.01% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 77 $33.4K 0.01% +14 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 76 $32.9K 0.02% -55 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 73 $31.6K 0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 73 $31.6K 0.01% -2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 71 $30.8K <0.01% +28 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 70 $30.4K 0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $30.3K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 69 $30.1K 0.02% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 69 $29.9K 0.02% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 66 $28.6K 0.02% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 63 $27.3K 0.01% +12 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 61 $26.5K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 61 $26.5K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 60 $26K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $26K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 60 $26K 0.02% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 58 $25.1K <0.01% new 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 57 $24.6K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 56 $24.3K 0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 55 $23.8K 0.01% +25 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 55 $23.8K 0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 54 $23.4K 0.1% 0 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 51 $22.1K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 50 $21.7K 0.02% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 50 $21.7K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 50 $21.7K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 50 $21.7K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 50 $21.7K 0.01% -40 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 49 $21.2K 0.02% -195 13F-HR Timeline