Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 563 $266K 0.14% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 560 $265K 0.26% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 560 $265K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 559 $265K 0.01% +28 13F-HR Timeline Group RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 558 $264K 0.01% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 558 $264K 0.06% +10 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 557 $264K 0.01% +8 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 534 $261K 0.07% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 546 $258K 0.01% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 538 $255K 0.04% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 537 $254K 0.24% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 535 $253K 0.02% -43 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 535 $253K 0.06% -5 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 535 $253K 0.03% +76 13F-HR/A Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 534 $253K 0.67% 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 533 $252K 0.06% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 533 $252K 0.1% 0 13F-HR Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 531 $251K 0.03% 0 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 528 $250K 0.11% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 525 $249K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 511 $242K 0.15% +11 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 511 $242K 0.01% -22 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 510 $241K 0.13% -230 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 510 $241K 0.07% 0 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 508 $241K <0.01% +67 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 508 $240K 0.21% 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 504 $239K 0.05% +1 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 503 $238K <0.01% +29 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 500 $237K 0.06% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 500 $237K 0.02% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 500 $237K 0.11% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 500 $237K 0.2% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 499 $236K 0.03% +7 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 496 $235K 0.09% +21 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 495 $234K 0.17% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 494 $234K 0.01% -115 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 493 $233K 0.02% -3 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 491 $233K 0.01% -80 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 491 $232K 0.04% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 486 $230K 0.01% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 484 $229K 0.06% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 483 $229K 0.04% +19 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 475 $225K 0.2% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 475 $225K <0.01% +5 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 474 $224K 0.02% +3 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 471 $223K <0.01% new 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 471 $223K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 471 $223K 0.13% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 469 $222K 0.02% -29 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 468 $222K 0.01% +2 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 464 $220K 0.08% -11 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 463 $219K 0.03% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 463 $219K 0.2% -41 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 462 $218K 0.13% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 461 $218K 0.04% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 459 $217K 0.01% +2 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 459 $217K <0.01% -26 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 456 $216K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 451 $213K 0.04% +22 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 451 $213K 0.14% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 450 $213K 0.07% -75 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 446 $211K 0.06% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 441 $209K 0.04% -25 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 432 $205K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 432 $204K 0.03% +51 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 428 $203K 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 427 $202K 0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 427 $202K 0.1% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 423 $200K 0.03% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 422 $200K 0.01% -13 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 421 $199K 0.03% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 415 $196K 0.04% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 402 $190K 0.06% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 402 $190K 0.02% -11 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $189K 0.11% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 391 $185K 0.17% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 388 $184K 0.11% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 363 $172K <0.01% +288 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 351 $166K 0.02% +8 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 351 $166K <0.01% -2,582 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 324 $153K 0.11% -69 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 324 $153K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 322 $152K 0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 312 $148K <0.01% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 304 $144K 0.01% +8 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 300 $142K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $142K 0.11% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 297 $141K 0.03% -27 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 295 $140K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 283 $134K <0.01% -1,202 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 281 $133K <0.01% +10 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 267 $126K 0.02% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 266 $126K 0.02% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 258 $122K 0.06% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 258 $122K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 256 $121K 0.01% -28 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 253 $120K 0.05% -47 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 244 $116K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 235 $111K 0.01% -3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 233 $110K 0.02% +157 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 228 $108K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 216 $102K 0.02% -15 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 213 $101K <0.01% -1,395 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 207 $98.1K 0.04% -8 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 200 $94.7K 0.05% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 194 $91.8K 0.05% -16 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 186 $87.8K <0.01% +12 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 181 $85K 0.03% 0 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 180 $85K <0.01% new 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 179 $84.7K new Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 175 $82.8K 0.18% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 169 $80K 0.06% +58 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 159 $75.3K 0.03% -51 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 158 $74.8K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 157 $74.3K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 155 $73.4K 0.04% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 154 $72.9K 0.01% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 150 $71K 0.06% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 150 $71K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 141 $66.7K 0.07% 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 140 $66.3K 0.02% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 136 $64K 0.02% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 132 $62.5K 0.01% 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 130 $61.5K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 129 $61.1K <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 128 $60.6K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 125 $59.2K <0.01% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 122 $58K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 121 $57.3K <0.01% +54 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 114 $54K 0.03% -19 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 113 $53.5K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 112 $53K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 106 $50.3K <0.01% +3 13F-HR Timeline Group City State Bank More: the full row for City State Bank 106 $50.2K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 103 $48.8K <0.01% -6 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 102 $48.3K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 101 $47.8K 0.02% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 100 $47.3K 0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 100 $47.3K 0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 99 $46.9K <0.01% -95 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 95 $45K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 92 $43.3K <0.01% -177 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 92 $43.3K 0.02% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 91 $43K 0.03% +16 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 89 $42.2K +43 Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 88 $41.7K 0.03% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 87 $41.2K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 90 $41.1K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 86 $40.7K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84 $39K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 80 $37.9K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 80 $37.9K 0.01% -1,082 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 75 $35.5K 0.01% -40 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 75 $35.5K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 71 $33.6K <0.01% +1 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 65 $30.8K 0.01% -18 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 64 $30K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 61 $29.1K <0.01% -89 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 60 $28K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 59 $27.9K 0.03% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 58 $27.5K <0.01% +4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 57 $27K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 56 $26.7K 0.02% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 50 $23.7K <0.01% -25 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 49 $23.2K 0.02% +2 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 48 $22.8K <0.01% new 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 47 $22.2K 0.01% -10 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 46 $21.8K 0.01% +40 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 45 $21.3K <0.01% -25 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 44 $20.7K 0.02% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 40 $18.9K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 39 $18.5K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 39 $18.5K <0.01% -3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38 $18K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 38 $18K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 37 $17.5K 0.01% -2 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 36 $17K 0.01% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 34 $16.1K 0.02% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 33 $15.6K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $14.7K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 31 $14.5K <0.01% +1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 30 $14.4K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 29 $13.7K 0.01% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 28 $13.3K 0.01% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $13.3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 28 $13.3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 28 $13.3K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 27 $12.8K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 27 $12.8K <0.01% +3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 26 $12.3K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 26 $12.3K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 25 $11.8K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 25 $11.8K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 25 $11.8K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 25 $11.8K 0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 23 $10.9K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 22 $10.4K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 20 $10.1K 0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $10K <0.01% -2 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 21 $9.94K <0.01% +2 13F-HR Timeline