Sachetta, LLC More: the full row for Sachetta, LLC 354 $25.8K 0.01% +16 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 343 $24.9K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 330 $24K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 300 $21.8K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 290 $21.1K 0.04% +70 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 288 $20.9K <0.01% +47 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 286 $20.8K <0.01% +6 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 280 $20.4K 0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 275 $20K <0.01% +125 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 265 $19.2K 0.01% +145 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 264 $19.2K 0.01% -21 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 258 $19K <0.01% +1 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 259 $18.8K <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 250 $18.2K <0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 250 $18.2K <0.01% +50 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $18.2K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 250 $18.2K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 250 $18.2K 0.02% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 239 $17.4K 0.01% -1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 230 $16.7K 0.01% +60 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 210 $15.2K 0.01% +1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 209 $15.2K 0.01% +69 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 209 $15.2K 0.02% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $15K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 204 $14.8K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 201 $14.6K 0.01% -1 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 201 $14.6K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $14.6K <0.01% -50 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 200 $14.6K <0.01% +4 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $14.5K 0.01% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 200 $14.5K 0.01% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 200 $14.5K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 180 $13.8K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 181 $13.2K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 166 $12.1K <0.01% -66 13F-HR Timeline MOTCO More: the full row for MOTCO 160 $11.6K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 160 $11.6K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 150 $10.9K <0.01% new 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 150 $10.9K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 146 $10.6K <0.01% +16 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 145 $10.5K 0.01% +80 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 140 $10.2K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 137 $9.96K 0.01% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 133 $9.67K <0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 130 $9.47K <0.01% 0 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 130 $9.45K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 130 $9.45K 0.01% +75 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 127 $9.23K <0.01% new 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 122 $8.87K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 120 $8.72K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 120 $8.72K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 119 $8.65K <0.01% -3 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 119 $8.65K <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 110 $8K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 110 $8K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 109 $7.92K 0.01% -271 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 108 $7.85K 0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 102 $7.42K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 101 $7.34K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100 $7.27K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 100 $7.27K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 96 $6.98K <0.01% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 90 $6.56K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 90 $6.54K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 90 $6.54K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 90 $6.54K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 81 $5.9K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 80 $5.82K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 70 $5.09K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 70 $5.09K <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 70 $5.09K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 70 $5.09K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 70 $5.09K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 83 $5K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 60 $4.38K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 60 $4.36K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 60 $4.36K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $4.36K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 60 $4.36K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 60 $4.36K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 60 $4.36K <0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 60 $4.36K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 54 $3.84K <0.01% +16 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $3.63K <0.01% 0 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 $3.63K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 50 $3.63K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 50 $3.63K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 47 $3.42K <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% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 42 $2.98K <0.01% +13 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 41 $2.98K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 40 $2.91K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 40 $2.91K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 40 $2.91K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 40 $2.91K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 35 $2.61K 0.15% -53 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 35 $2.54K <0.01% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 32 $2.33K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 30 $2.18K <0.01% +5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30 $2.18K <0.01% 0 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 30 $2.18K <0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 29 $2.11K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 28 $2.04K <0.01% +13 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33 $2K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $1.82K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 25 $1.82K <0.01% -15 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, 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% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 16 $1.16K <0.01% -4,747 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 15 $1.09K <0.01% new 13F-HR/A Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $1.09K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 15 $1.09K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 12 $886 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 11 $807 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $800 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10 $727 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $727 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $582 <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 6 $436 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $381 <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 4 $291 <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 $291 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,145 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.