Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 810 $58.5K 0.04% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 800 $57.8K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 800 $57.8K 0.03% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 790 $57.1K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 770 $55.6K <0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 770 $55.6K 0.03% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 745 $53.8K 0.03% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 712 $51.4K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 700 $50.7K 0.03% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 700 $50.6K 0.03% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 690 $49.8K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 680 $49.1K 0.03% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 680 $49.1K 0.05% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 676 $48.8K 0.02% +607 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 666 $48.1K 0.02% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 650 $47K 0.02% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 620 $46.9K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 625 $46.7K 0.04% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 633 $45.7K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 620 $44.8K 0.01% +558 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 600 $43.3K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 598 $43.2K 0.02% +538 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 560 $40.4K 0.04% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 555 $40.3K 0.03% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 554 $40K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 550 $39.7K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 536 $39K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 518 $38.3K 0.04% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 530 $38.3K 0.02% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 520 $37K 0.02% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 510 $36.8K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $36.1K 0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 500 $36.1K 0.03% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 500 $36K 0.03% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 498 $36K 0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 486 $35.6K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 470 $33.9K 0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 460 $33.2K 0.03% 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 460 $33K 0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 450 $32.5K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 445 $32.2K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 420 $31.8K 0.01% +66 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 433 $31.4K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 430 $31.1K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 423 $30.6K 0.02% 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 400 $30.5K 0.02% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 410 $29.6K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 400 $28.9K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 388 $28K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 384 $27.7K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 380 $27.4K 0.03% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 370 $26.7K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 370 $26.7K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 370 $26.7K 0.02% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 343 $24.8K 0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 340 $24.6K 0.01% +306 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 338 $24.4K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 330 $23.8K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 330 $23.8K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 300 $21.7K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 290 $20.9K <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 285 $20.6K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 280 $20.2K <0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 270 $19.5K <0.01% +243 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 264 $19.1K <0.01% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 257 $19K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 250 $18.1K <0.01% new 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 250 $18.1K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 250 $18.1K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 241 $17.4K <0.01% new 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 240 $17.3K 0.01% +216 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 232 $16.8K <0.01% +205 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 220 $15.9K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 219 $15.9K 0.01% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 210 $15.2K 0.01% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 209 $15.1K 0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 209 $15.1K 0.03% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 203 $14.7K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 202 $14.5K 0.01% 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $14.4K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 200 $14.4K <0.01% +195 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 200 $14.4K 0.01% +180 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 196 $14.2K <0.01% new 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 194 $14K <0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $14K 0.01% +180 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 181 $13.1K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 180 $13K 0.01% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 170 $12.3K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 160 $11.6K <0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 160 $11.6K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 150 $10.8K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 150 $10.8K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 140 $10.1K 0.01% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 139 $10K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 137 $9.9K 0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 133 $9.61K <0.01% new 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 132 $9.54K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 130 $9.39K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 130 $9.39K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 130 $9.39K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 130 $9.39K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 122 $8.81K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 120 $8.67K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 120 $8.67K 0.01% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 120 $8.67K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 120 $8.64K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 104 $8K 0.01% +102 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 105 $7.58K 0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 102 $7.37K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 101 $7.3K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100 $7.22K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 100 $7.22K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 100 $7.22K <0.01% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 100 $7.22K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 90 $6.5K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 90 $6.5K <0.01% +81 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 90 $6.5K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 90 $6.5K 0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 88 $6.36K 0.28% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 80 $5.78K <0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 72 $5.23K 0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 70 $5.06K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 70 $5.06K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 70 $5.06K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 70 $5.06K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 83 $5K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 65 $4.7K <0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 60 $4.35K <0.01% +54 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 60 $4.33K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 60 $4.33K <0.01% +54 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $4.33K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 60 $4.33K <0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 60 $4.33K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 55 $3.97K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $3.61K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 50 $3.61K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 50 $3.61K <0.01% 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 50 $3.61K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 43 $3.11K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 41 $2.96K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 41 $2.95K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 40 $2.89K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 40 $2.89K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 40 $2.89K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 39 $2.82K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 38 $2.75K <0.01% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 31 $2.24K <0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30 $2.17K <0.01% new 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $2.17K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 29 $2.04K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33 $2K <0.01% new 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $1.81K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $1.8K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 20 $1.45K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 20 $1.45K <0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 20 $1.45K <0.01% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 20 $1.45K <0.01% 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 20 $1.45K <0.01% 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15 $1.08K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 12 $878 <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 11 $802 <0.01% +10 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 10 $725 <0.01% +9 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10 $723 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $723 <0.01% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 10 $722 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $361 <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 4 $330 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $330 <0.01% new 13F-HR Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 200 $122 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $83 0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.