BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 96 $83.1K 0.02% +7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 92 $79.6K 0.02% -160 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 89 $77K 0.01% +17 13F-HR Timeline Trust Co More: the full row for Trust Co 87 $75.3K 0.01% +14 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 87 $75K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 86 $74.2K <0.01% -79 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 84 $72.7K 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 84 $72.7K 0.01% new 13F-HR Timeline Group TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 83 $71.8K 0.04% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 79 $68.4K 0.05% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 78 $67.5K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 78 $67.5K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 76 $65.8K 0.03% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 75 $64.9K 0.04% +10 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 74 $64K 0.04% -42 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 74 $63.6K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 73 $63.2K 0.02% -1 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 73 $63.2K 0.05% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 70 $60.6K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 68 $58.5K 0.02% +25 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 67 $58K 0.03% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 67 $58K +52 Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 66 $57K <0.01% -48 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 62 $53.7K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 60 $51.9K 0.01% +12 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 58 $50.2K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 58 $50.2K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 55 $47.6K 0.03% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 55 $47.6K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 54 $46.7K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 53 $45.9K 0.01% +2 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 53 $45.2K 0.02% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 50 $43.5K 0.04% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 50 $43.4K 0.02% +9 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 50 $43.3K 0.02% 0 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 50 $43.3K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $43.3K 0.03% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 50 $43.3K 0.02% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 50 $43.3K 0.04% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 48 $41.9K 0.03% +21 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 48 $41.5K 0.02% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 47 $40.7K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 47 $40.7K 0.03% -1 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 46 $40.2K 0.01% -1,359 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 46 $40.2K 0.01% +6 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 46 $39.9K 0.02% +3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 44 $38.1K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 44 $38.1K 0.01% -26 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 44 $38.1K 0.03% +38 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 44 $38.1K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 43 $37.2K 0.02% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 43 $37.2K 0.02% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $35.5K 0.01% +2 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 41 $35.5K 0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 40 $34.6K 0.03% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 40 $34.6K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 40 $34.6K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 40 $34.6K 0.03% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 39 $33.8K 0.02% +6 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 38 $32.9K <0.01% -14 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 38 $32.9K 0.01% +1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 36 $31.2K 0.02% -302 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 36 $31.2K <0.01% +8 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 35 $30.3K 0.01% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 34 $29.4K <0.01% +6 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 32 $27.9K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 32 $27.7K 0.17% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $27.7K 0.02% +9 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 31 $26.8K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 31 $26K 0.01% 0 13F-HR/A Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 30 $26K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 30 $26K <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 28 $24.3K 0.01% +4 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 28 $24.3K 0.02% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 28 $24.2K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 27 $23.4K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 27 $23.4K 0.01% +16 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 26 $22.5K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 26 $22.5K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 25 $21.7K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 25 $21.6K 0.01% -5 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 24 $20.8K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 23 $20K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 23 $19.9K <0.01% +8 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 23 $19.9K 0.01% +13 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 23 $19.9K <0.01% +13 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 23 $19.9K 0.03% -1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 21 $18.2K <0.01% new 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 20 $17.3K 0.01% -163 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 19 $16.4K <0.01% -16 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 19 $16.4K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 19 $16.4K <0.01% -2 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 19 $16.4K <0.01% +11 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 19 $16.4K 0.01% -4 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 19 $16.4K 0.02% +3 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 18 $15.6K <0.01% -679 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 18 $15.6K 0.01% +3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 18 $15.6K <0.01% -1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 17 $14.7K 0.01% +6 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 16 $13.8K <0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 15 $13K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $13K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 15 $13K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 15 $13K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $13K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 15 $13K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 15 $13K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 15 $13K 0.01% +6 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 14 $12.3K 0.06% -3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $12.1K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 14 $12.1K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 14 $12.1K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 14 $12K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 13 $11.2K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 13 $11.2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 13 $11.2K <0.01% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 13 $11K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 14 $10.9K 0.01% 0 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 12 $10.6K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 12 $10.4K <0.01% +10 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 12 $10.4K 0.01% +10 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 12 $10.4K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 12 $10.4K 0.01% +10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 12 $10K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 11 $9.52K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 10 $8.73K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10 $8.65K <0.01% -119 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $8.65K 0.01% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10 $8.65K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9 $7.8K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9 $7.79K <0.01% +3 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 9 $7.79K 0.06% -29 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9 $7.76K <0.01% +5 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 8 $6.92K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 8 $6.92K <0.01% -9 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 8 $6.92K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8 $6.92K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8 $6.92K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8 $6.92K <0.01% -2 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 8 $6.92K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 7 $6.06K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $6.06K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7 $6.06K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 7 $6.06K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 7 $6.06K <0.01% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7 $6.06K <0.01% +4 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 7 $5.41K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $5.22K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $5.2K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 6 $5.19K <0.01% -30 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6 $5.19K <0.01% +5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $5.19K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7 $5.13K <0.01% +3 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6 $5.1K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5 $4.33K <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $4.33K <0.01% -2 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5 $4.33K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $4.33K <0.01% +1 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5 $4.33K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5 $4.33K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 5 $4.33K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $4.33K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 5 $4.28K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5 $4K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4 $3.46K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $3.46K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $3.46K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4 $3.46K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 4 $3.46K <0.01% new 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $3.46K <0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4 $3.46K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 4 $3.46K <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 4 $3.46K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $2.76K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 3 $2.6K 0.09% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $2.6K <0.01% -1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $2.6K <0.01% -9 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $2.6K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3 $2.6K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 3 $2.6K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $1.73K <0.01% +1 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2 $1.73K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $1.73K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $1.73K <0.01% -3 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $1.73K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1 $867 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1 $866 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $866 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $866 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $866 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $866 <0.01% -1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $865 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $865 <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $865 <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1 $865 <0.01% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $806 <0.01% -4,206 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1 $534 <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 469 $542 +25 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline