Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,531 $215K 0.05% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,526 $214K <0.01% new 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,505 $213K <0.01% -118 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,500 $212K 0.02% +86 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,498 $212K 0.01% +61 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,512 $210K 0.01% -432 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,462 $209K 0.01% -543 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,457 $209K 0.03% -35,449 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,426 $206K 0.03% -2,136 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,422 $206K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,422 $206K 0.02% +35 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,400 $204K 0.1% 0 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,377 $202K 0.01% -457 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,363 $201K 0.01% -619 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 2,362 $201K 0.03% -2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,235 $190K 0.08% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,073 $176K 0.01% -1,188 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,064 $175K 0.01% +2,004 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,972 $167K <0.01% -338 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,971 $167K <0.01% +446 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,946 $165K 0.01% +46 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,935 $164K 0.08% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,910 $162K 0.01% +10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,901 $161K <0.01% +196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 1,871 $160K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,846 $157K 0.01% -175 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,820 $154K 0.01% +918 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,800 $153K 0.14% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,768 $150K 0.08% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,684 $143K 0.01% -2,337 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,664 $141K <0.01% +175 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,638 $139K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,525 $129K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,400 $119K 0.06% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,400 $119K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,338 $114K 0.01% -191 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,313 $111K 0.04% +807 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,240 $106K 0.07% +237 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,230 $104K 0.03% -100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,177 $103K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,199 $102K 0.01% +524 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,095 $93K 0.05% +27 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,047 $88.9K 0.05% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,042 $88.5K 0.09% -102 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,006 $85.4K 0.01% +96 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 989 $84K 0.02% -66 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 986 $83.7K 0.01% -2,140 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 984 $83.6K 0.04% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 931 $79K <0.01% +192 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 914 $77.6K 0.03% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 909 $77.2K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 839 $71.2K 0.01% +478 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 805 $70.8K <0.01% +85 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 750 $64K 0.04% -797 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 698 $63.7K <0.01% -297 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 836 $63.4K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 710 $60.3K <0.01% -24 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 746 $58.8K 0.03% -666 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 687 $58.3K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 682 $57.9K 0.01% +13 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 659 $55.9K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 654 $55.5K 0.07% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 630 $53.5K 0.01% +477 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 620 $52.6K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 593 $50.3K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 553 $46.9K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 545 $46.3K 0.02% +147 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 539 $45.8K <0.01% -461 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 523 $44.5K <0.01% +344 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 509 $43.2K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 504 $42.8K 0.02% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 500 $42.4K 0.02% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 480 $41.6K <0.01% -110 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 488 $41.4K 0.01% +40 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 475 $40.3K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 473 $40.2K 0.02% +178 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 450 $38.2K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $38.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 442 $37.5K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 425 $36.1K <0.01% -25 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 418 $35.5K 0.01% +195 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 407 $35K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 405 $34.5K 0.01% +242 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 400 $34K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 396 $33.6K <0.01% new 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 383 $32.5K <0.01% +31 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 377 $32K 0.01% +17 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 345 $29.3K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 340 $28.9K <0.01% -60 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 339 $28.8K <0.01% -5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 333 $28.3K <0.01% -89 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 335 $28K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 318 $27.6K <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 $26.8K <0.01% +85 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 313 $26.6K <0.01% -42 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 313 $26.5K 0.01% +18 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 309 $26.2K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $26K 0.04% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 296 $25.1K <0.01% +11 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 285 $24.2K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 282 $23.9K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 278 $23.6K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 261 $22.2K <0.01% +69 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 254 $21.6K <0.01% -56 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 238 $21.5K 0.02% +2 13F-HR/A Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 247 $21K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 237 $20.1K 0.01% +85 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 239 $20K <0.01% +50 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 233 $19.8K <0.01% new 13F-HR/A Timeline Security National Bank More: the full row for Security National Bank 226 $19.2K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 223 $18.9K 0.01% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 215 $18.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 196 $17.4K <0.01% +63 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 200 $17K <0.01% -150 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 192 $16.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 191 $16.2K 0.01% +50 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 190 $16.2K <0.01% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 190 $16.1K <0.01% -590,369 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 184 $15.6K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 184 $15.6K 0.01% -35 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 183 $15.5K <0.01% +159 13F-HR Timeline Quarry LP More: the full row for Quarry LP 180 $15.3K <0.01% -12 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 180 $15.3K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 176 $14.9K <0.01% -36 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 162 $13.8K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 153 $13K 0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 153 $13K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 152 $12.9K <0.01% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 152 $12.9K <0.01% -102 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 152 $12.8K <0.01% -10 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 150 $12.7K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 150 $12.7K <0.01% -47 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $12.7K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 149 $12.6K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 147 $12.5K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 144 $12.2K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 145 $12K <0.01% +42 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 140 $11.9K <0.01% +5 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 138 $11.7K <0.01% +81 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 136 $11.5K <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 135 $11.5K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 131 $11.2K 0.01% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 127 $10.8K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 126 $10.7K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 126 $10.7K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 126 $10.7K 0.07% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 122 $10.4K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 121 $10.3K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 117 $9.92K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 115 $9.75K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 114 $9.68K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 112 $9.51K <0.01% +27 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 112 $9.51K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 110 $9.34K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 107 $9K <0.01% +6 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 103 $8.73K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 102 $8.66K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 102 $8.66K <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 $8.57K <0.01% -38 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 100 $8.49K <0.01% -14 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 96 $8.15K <0.01% +31 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 96 $8.15K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 93 $7.89K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 93 $7.89K <0.01% -8,940 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87 $7.39K <0.01% -93 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 84 $7.17K <0.01% +31 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 83 $7.05K <0.01% -5 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 94 $7K 0.01% +13 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 83 $7K <0.01% 0 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 82 $6.96K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 76 $6.45K <0.01% new 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 75 $6.37K <0.01% -85,470 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 74 $6.28K <0.01% -595 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 74 $6.28K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 72 $6.11K <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 71 $6K <0.01% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 69 $5.86K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 69 $5.86K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 66 $5.84K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 68 $5.77K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 66 $5.6K <0.01% new 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 65 $5.52K <0.01% +13 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 63 $5.36K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 60 $5.09K <0.01% +6 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 60 $5.09K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 57 $4.87K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 57 $4.84K <0.01% +13 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 56 $4.75K <0.01% +7 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 56 $4.75K <0.01% +47 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 55 $4.67K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 51 $4.33K <0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 51 $4.33K <0.01% -95 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 51 $4.33K <0.01% +5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $4.25K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 48 $4.08K <0.01% -6 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 48 $4.08K 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 ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 46 $3.9K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 46 $3.9K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $3.73K <0.01% -312 13F-HR Timeline