71 West Capital Partners More: the full row for 71 West Capital Partners 2,556 $201K 0.01% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,545 $201K 0.02% -108 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,455 $194K 0.02% -699 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,432 $192K 0.02% +10 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,308 $182K <0.01% -994 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,235 $176K 0.06% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,134 $168K 0.01% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,122 $167K 0.02% +1,463 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,115 $167K 0.01% +51 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,092 $165K <0.01% +428 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,946 $153K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,940 $153K 0.03% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,935 $153K 0.06% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,871 $147K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,848 $146K <0.01% -53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,825 $144K 0.01% +1,418 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,823 $144K <0.01% -149 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,784 $141K 0.01% -62 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,768 $139K 0.06% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,748 $138K 0.01% +64 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,638 $129K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,622 $128K 0.01% -288 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,525 $120K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,412 $120K 0.09% +666 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,461 $115K 0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,400 $110K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,317 $104K 0.01% -21 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,280 $101K 0.04% -120 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,233 $97.2K 0.04% -2,838 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,220 $96.2K 0.05% -20 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,199 $94.5K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,144 $90.2K 0.02% +155 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,134 $89.4K 0.04% +39 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,131 $89.1K 0.01% +1,005 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,010 $79.6K 0.03% +26 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 900 $76K <0.01% -277 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 939 $74K 0.02% +25 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 920 $72.5K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 910 $71.8K 0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 899 $70.9K <0.01% +586 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 805 $69.6K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 869 $68.5K 0.01% +30 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 781 $61.6K <0.01% -205 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 759 $59.8K 0.01% +739 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 746 $58.8K 0.06% -296 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 731 $57.6K 0.02% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 716 $56.4K <0.01% -215 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 688 $54.2K 0.01% +6 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 687 $54.1K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 684 $53.9K <0.01% +91 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 679 $53.5K <0.01% +613 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 657 $51.8K 0.06% +3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 606 $47.8K <0.01% -400 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 596 $47K <0.01% +73 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 591 $46.6K 0.02% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 578 $45.6K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 575 $45.3K <0.01% -135 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 554 $43.7K 0.01% +149 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 551 $43.4K 0.03% -2 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 545 $43K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 545 $43K <0.01% new 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 540 $42.6K <0.01% -158 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 539 $42.5K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 533 $42K <0.01% -97 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 509 $40.1K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 504 $39.7K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 480 $39.7K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 467 $36.8K <0.01% +122 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 456 $35.9K <0.01% +116 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 450 $35.5K 0.01% -863 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $35.5K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 425 $33.5K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 420 $33.1K <0.01% -1,551 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 417 $32.9K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 411 $32K 0.02% -339 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 400 $31.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 396 $31.2K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 383 $30.2K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 375 $29.6K 0.01% -2 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 369 $29K <0.01% +217 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 350 $28K 0.01% +15 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 282 $26.8K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $25.4K 0.03% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 322 $25.1K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 318 $25.1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 316 $24.9K <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 313 $24.7K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 309 $24.4K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 309 $24.4K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 305 $24K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 300 $23.6K 0.01% -173 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 286 $22.5K <0.01% -10 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 285 $22.5K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 278 $21.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 258 $20.3K <0.01% -3 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 255 $20.3K <0.01% new 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 256 $20.2K 0.01% +19 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 234 $19.8K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 250 $19.7K <0.01% new 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 244 $19.2K <0.01% +11 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 244 $19.2K -3,799 Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 239 $19K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 238 $18.7K 0.02% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 232 $18.3K 0.01% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 226 $17.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 195 $17.7K <0.01% -1 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 223 $17.6K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 215 $16.9K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 212 $16.7K <0.01% -276 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 204 $16.1K <0.01% +12 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 204 $16.1K <0.01% +55 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 198 $15.6K <0.01% +46 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 196 $15.4K <0.01% +13 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 191 $15.1K <0.01% +1 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 187 $14.7K 0.01% +34 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 184 $14.5K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 180 $14.2K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 179 $14.1K <0.01% +3 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 168 $13.2K <0.01% +30 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 138 $13.2K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 165 $13K <0.01% +13 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 162 $12.8K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 160 $12.6K <0.01% +10 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 141 $12.4K <0.01% +65 13F-HR Timeline Quarry LP More: the full row for Quarry LP 155 $12.2K <0.01% -25 13F-HR Timeline Silver Grove Financial Group, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 102 $8.04K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 387 $7.96K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 100 $7.88K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 100 $7.88K <0.01% -400 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 97 $7.65K <0.01% +93 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 96 $7.57K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 95 $7.49K <0.01% -244 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 94 $7.41K <0.01% -16 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 94 $7.41K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 93 $7.33K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 89 $6.99K <0.01% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 85 $6.7K <0.01% +28 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 84 $6.62K <0.01% +36 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 83 $6.58K <0.01% -32 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 83 $6.58K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 82 $6.46K <0.01% -5 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 66 $6.31K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 80 $6.31K <0.01% -2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 77 $6.07K <0.01% -6 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 83 $6K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 80 $6K <0.01% -27 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 71 $6K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 76 $5.99K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 74 $5.83K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 72 $5.67K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 70 $5.52K <0.01% +33 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 69 $5.44K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 69 $5.44K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 68 $5.36K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 63 $4.97K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 62 $4.89K <0.01% -356 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 60 $4.73K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 59 $4.65K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 59 $4.65K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 58 $4.54K <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 56 $4.41K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 55 $4.34K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 54 $4.26K <0.01% -6 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 54 $4.26K <0.01% +49 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 51 $4.02K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 51 $4.02K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 55 $4K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 48 $3.78K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 47 $3.71K <0.01% +6 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 46 $3.63K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 46 $3.63K <0.01% +3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 45 $3.55K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 42 $3.48K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $3.47K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 44 $3.47K <0.01% +16 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 42 $3.31K <0.01% 0 13F-HR Timeline