Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 5,568 $212K 0.03% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,396 $205K 0.03% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,375 $205K 0.07% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,358 $204K 0.01% -102 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,999 $190K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,600 $176K <0.01% -690 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,591 $175K <0.01% -296 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,167 $159K 0.04% -214 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,073 $155K 0.01% +129 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,914 $149K 0.02% -139 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,908 $149K <0.01% -1,387 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,815 $148K <0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,791 $144K <0.01% -66 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,767 $143K <0.01% +382 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,757 $143K 0.08% -70 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,658 $139K 0.03% new 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,035 $115K <0.01% -13 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,690 $103K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,667 $101K <0.01% -768 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,550 $97K <0.01% +111 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,504 $95.3K <0.01% +4 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,036 $77.5K <0.01% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,004 $76.3K 0.01% new 13F-HR Timeline CDC Financial, Inc. More: the full row for CDC Financial, Inc. 2,000 $76.1K 0.06% -27,500 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,729 $66K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,679 $63.9K <0.01% -197 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,422 $54.1K <0.01% -17,509 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,331 $50.6K <0.01% +240 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,258 $47.9K <0.01% -1,008 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,248 $47K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,125 $44.1K <0.01% -43 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,129 $43K <0.01% -54 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,111 $42.3K <0.01% -1 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,025 $39K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,000 $38.2K <0.01% -2 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,064 $36.4K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 951 $36.2K 0.01% +884 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 933 $35.5K <0.01% +156 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 933 $35.5K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 929 $35.3K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 903 $34.4K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 903 $34K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 872 $33.2K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 864 $32.9K 0.01% -1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 823 $31.3K <0.01% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 806 $30.7K <0.01% -1,411 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 781 $29.7K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 683 $26K <0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 664 $25K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 575 $22K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 539 $20.5K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 525 $20K <0.01% -23 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 516 $19.6K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $19K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 450 $17.1K 0.01% +27 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 437 $16.6K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 356 $13.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 342 $13.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 324 $12.3K <0.01% +248 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 323 $12.3K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 316 $12.1K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 293 $11.1K <0.01% -743 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 290 $11K <0.01% +74 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 290 $11K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 286 $10.9K <0.01% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 275 $10.5K <0.01% -9,862 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 272 $10.3K 0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 258 $9.99K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 260 $9.89K <0.01% -278 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 254 $9.66K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 249 $9.47K <0.01% +37 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 248 $9K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 217 $8.26K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 206 $7.84K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 200 $7.61K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 199 $7.57K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 194 $7.38K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 177 $6.95K <0.01% +157 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 180 $6.85K <0.01% +1 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 179 $6.81K <0.01% -13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 178 $6.76K <0.01% +115 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 169 $6.43K <0.01% -20,490 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 169 $6.43K <0.01% +164 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 162 $6.16K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 149 $5.67K <0.01% -25 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 148 $5.63K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 145 $5.53K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 137 $5.21K <0.01% +37 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 134 $5.1K <0.01% -1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 125 $4.76K <0.01% +24 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 122 $4.64K <0.01% +29 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $4.49K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 116 $4.41K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 110 $4.19K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 104 $3.96K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 96 $3.65K <0.01% +55 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 96 $3.65K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 88 $3.35K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 86 $3.27K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 84 $3.2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $3.16K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 83 $3.16K <0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 80 $3.04K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 77 $2.93K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 70 $2.66K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 66 $2.47K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 63 $2.4K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 62 $2.36K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 58 $2.21K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 57 $2.17K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 57 $2.17K <0.01% +12 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 57 $2.17K <0.01% -25 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 56 $2.13K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 54 $2.06K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 50 $2K <0.01% -69 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 51 $1.94K <0.01% -310 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 53 $1.94K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $1.9K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 48 $1.85K <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 48 $1.83K <0.01% 0 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 48 $1.82K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44 $1.68K <0.01% +33 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 42 $1.6K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 41 $1.56K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 41 $1.56K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 40 $1.52K <0.01% -45 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 39 $1.48K <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 39 $1.48K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 34 $1.29K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 34 $1.29K <0.01% +1 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 33 $1.26K <0.01% +7 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 33 $1.26K <0.01% +25 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $1.22K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 28 $1.06K <0.01% new 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 26 $989 <0.01% 0 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 25 $952 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 25 $952 <0.01% -27 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 25 $951 <0.01% -26 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 23 $875 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $818 <0.01% -16 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 20 $761 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $685 <0.01% +8 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 18 $685 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 17 $647 <0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 17 $647 <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 17 $631 <0.01% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16 $609 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $609 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 15 $571 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $571 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 14 $533 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $508 <0.01% -2 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13 $495 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13 $495 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 13 $495 <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 12 $473 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $381 <0.01% -14 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $381 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10 $380 <0.01% 0 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 9 $342 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9 $342 <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 7 $266 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $229 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $192 <0.01% -8 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $191 <0.01% -11 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5 $190 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 4 $152 <0.01% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 3 $117 <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3 $114 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $77 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $77 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $76 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1 $39 <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $39 <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1 $38 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1 $38 <0.01% -14 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1 $24 <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 0 $16 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 20 $0 0% +9 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 20 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.