Apella Capital, LLC More: the full row for Apella Capital, LLC 1,065 $215K <0.01% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,051 $215K 0.08% -23 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,061 $214K 0.02% -125 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,052 $212K 0.01% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,050 $212K 0.03% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,050 $212K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,049 $211K <0.01% -89 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,051 $211K 0.01% +781 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,044 $210K 0.05% +1,043 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,039 $209K 0.07% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,035 $209K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,019 $205K <0.01% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,019 $205K 0.05% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,014 $204K 0.02% 0 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,013 $204K 0.09% -405 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,013 $204K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,008 $203K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,006 $203K 0.02% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,004 $202K 0.03% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,002 $202K 0.03% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,000 $201K 0.09% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 994 $200K 0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 993 $200K 0.11% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 968 $195K 0.05% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 923 $186K 0.1% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 914 $184K <0.01% -1,306 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 908 $183K 0.01% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 900 $181K 0.01% -4 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 900 $181K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 890 $179K 0.02% +4 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 860 $172K <0.01% -42 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 848 $166K 0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 787 $159K 0.03% -393 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 771 $155K 0.02% +73 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 765 $154K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 755 $152K 0.02% +736 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 754 $152K 0.11% +663 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 747 $151K 0.05% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 732 $147K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 720 $145K <0.01% -1,194 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 707 $142K <0.01% +150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 704 $142K 0.03% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 687 $138K 0.01% +30 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 678 $137K <0.01% +2 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 673 $136K 0.07% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 701 $134K 0.01% +3 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 590 $119K 0.01% -24 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 583 $117K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 565 $114K 0.1% +1 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 550 $111K 0.11% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 521 $105K 0.07% -53 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $101K 0.02% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 500 $101K 0.04% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 495 $99.7K 0.01% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 490 $98.7K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 471 $94.9K 0.05% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 470 $94.7K 0.06% +21 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 462 $93.1K 0.07% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 459 $92.5K 0.09% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 451 $90.9K 0.02% 0 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 449 $90.5K <0.01% -13,854 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 442 $89.1K 0.01% +114 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 440 $88.7K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 437 $88K 0.01% +37 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 426 $85.9K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 413 $83.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 417 $83K 0.03% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 400 $80.6K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 385 $77.6K 0.01% +25 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 382 $77K <0.01% +5 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 382 $76.9K <0.01% +72 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 369 $74.3K 0.02% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 361 $72.7K <0.01% +11 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 361 $72.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 339 $71K 0.01% +106 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 352 $70.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 346 $69.7K 0.01% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 329 $66.3K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 320 $64.5K 0.01% -35 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 317 $64K <0.01% +191 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 309 $62.3K 0.02% +2 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 300 $60.4K 0.06% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 299 $60.3K 0.01% +2 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 297 $59.8K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 281 $57K 0.04% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 282 $56.8K <0.01% -220 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 278 $56K 0.02% +165 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 271 $54.6K <0.01% +10 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 266 $53.6K <0.01% -235 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $50.4K 0.02% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 250 $50.4K 0.04% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 250 $50.3K 0.01% +2 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $48.4K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 233 $46.9K 0.01% -36 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 228 $46K <0.01% +17 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 215 $43.3K 0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 215 $43.3K 0.02% +60 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 210 $42.3K 0.01% -10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 209 $42.1K <0.01% +53 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 201 $40.5K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 199 $40.5K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 200 $40.3K <0.01% 0 13F-HR/A Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 200 $40.3K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 196 $39.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 196 $39.5K <0.01% +70 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 196 $39K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 182 $36.7K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 180 $36.3K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 180 $36.3K <0.01% +4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 175 $35.3K <0.01% -24 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 174 $35.1K <0.01% +86 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 172 $35K 0.02% -5 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 169 $34K -156,998 Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 168 $33.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 166 $33.4K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 166 $33.4K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 162 $32.6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 161 $32.4K 0.02% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 154 $31K 0.02% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 147 $29.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 145 $29.2K <0.01% +30 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 142 $28.7K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 140 $28.2K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 140 $28.1K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 132 $26.6K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 129 $26K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 128 $25.8K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 125 $25.2K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 108 $21.8K <0.01% -14 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 108 $21.8K <0.01% -127 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 100 $20.1K 0.02% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 100 $20.1K 0.03% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 100 $20.1K 0.02% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 99 $19.9K <0.01% +66 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 92 $19.9K <0.01% -449 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 97 $19.5K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 97 $19.5K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 81 $19.3K 0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 95 $19.2K 0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 93 $18.7K 0.01% -93 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 91 $18.3K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 90 $18.1K 0.02% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,255 $17.5K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 85 $17.1K <0.01% -3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 80 $16.1K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 78 $15.7K <0.01% +9 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 77 $15.5K 0.01% -1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 72 $15K <0.01% -1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 71 $14.3K 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 71 $14.3K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 71 $14.3K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 70 $14.1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 70 $14K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 65 $13.1K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 64 $13K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 64 $12.9K <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 63 $12.7K <0.01% -75 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 63 $12.7K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 62 $12.5K <0.01% +28 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 60 $12.1K <0.01% -19 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 57 $11.5K <0.01% -1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 56 $11.3K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 56 $11.3K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 55 $11.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 55 $11.1K <0.01% -51 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 53 $10.8K <0.01% -92 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 53 $10.7K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 52 $10.5K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 50 $10.1K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 50 $10.1K 0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 50 $10.1K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 50 $10.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 54 $10K <0.01% +3 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 52 $10K <0.01% -307 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 51 $10K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 49 $9.87K <0.01% -1 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 48 $9.67K 0.01% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 47 $9.47K <0.01% +9 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 46 $9.27K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 46 $9.27K <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 45 $9.07K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 44 $9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 44 $8.87K <0.01% -12 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 43 $8.66K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 43 $8.58K <0.01% +19 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 41 $8.5K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 42 $8.46K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 42 $8.46K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 41 $8.26K <0.01% -63 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 41 $8.23K 0.05% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 40 $8.06K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 40 $8.06K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 40 $8.06K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 38 $7.66K <0.01% -12 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 36 $7.27K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 36 $7.25K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $7.22K <0.01% -4 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 35 $7.05K <0.01% 0 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 34 $6.85K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 33 $6.65K <0.01% new 13F-HR Timeline