Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,190 $244K 0.14% -180 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,157 $242K <0.01% +14 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,147 $242K 0.01% -720 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,144 $241K 0.03% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,123 $240K 0.08% new 13F-HR/A Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 4,131 $240K <0.01% -13,450 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,116 $240K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,103 $239K 0.01% +390 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,096 $239K 0.02% -2,824 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,085 $238K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,083 $238K 0.05% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,053 $236K 0.15% -200 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,019 $234K 0.14% -399 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,000 $233K 0.01% new 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 4,000 $233K 0.62% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,000 $233K 0.08% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,000 $233K 0.04% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,972 $231K 0.2% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,952 $230K 0.05% -4,024 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 3,949 $230K 0.03% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,653 $229K 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,290 $227K <0.01% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,881 $226K <0.01% new 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,811 $222K 0.06% new 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,775 $220K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,755 $219K 0.13% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,746 $218K 0.02% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,741 $218K 0.05% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,700 $216K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,690 $215K 0.04% new 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 3,669 $214K 0.05% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,704 $213K 0.12% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,650 $213K 0.03% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,643 $212K 0.06% -446 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,635 $212K 0.01% -1,500 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,626 $211K 0.06% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,623 $211K 0.02% +47 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,619 $211K 0.04% +16 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,608 $210K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,639 $210K 0.02% +10 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,600 $209K 0.03% new 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 3,571 $208K 0.01% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,556 $207K 0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,391 $207K 0.01% +2,130 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,522 $205K 0.12% +2,769 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,513 $205K 0.04% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,397 $204K 0.02% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,467 $202K 0.1% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,467 $202K 0.01% new 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 3,462 $202K 0.11% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,457 $201K 0.1% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,400 $198K 0.09% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,356 $196K 0.12% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,289 $192K 0.01% new 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,200 $186K 0.08% -1,200 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,194 $186K 0.1% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,072 $179K 0.04% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,012 $175K 0.13% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,985 $175K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,000 $175K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,938 $171K 0.02% -3,850 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,913 $170K 0.01% +127 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,912 $170K 0.01% -4,116 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,882 $168K 0.07% +1,442 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,750 $160K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,660 $155K <0.01% -769 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,643 $154K 0.01% +1,900 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,600 $151K 0.02% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,427 $141K 0.02% +43 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,372 $138K 0.01% +1,056 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,294 $134K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,190 $128K <0.01% +2,103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,175 $127K <0.01% 0 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 2,162 $126K 0.02% -500 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,155 $126K <0.01% -30 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,153 $125K 0.01% +9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,113 $123K 0.01% +580 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,055 $120K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,028 $118K 0.04% 0 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,000 $117K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,997 $116K <0.01% -114 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,926 $112K 0.01% -87 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,885 $110K <0.01% +211 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,872 $109K 0.08% -60,062 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,821 $106K 0.01% -50 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,174 $105K 0.06% -754 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,742 $101K 0.01% +8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,737 $101K 0.01% +185 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,652 $96.2K 0.29% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,640 $95.5K 0.06% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,546 $90.1K 0.01% -106 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,534 $89.4K 0.01% -71 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,537 $89K 0.01% -2,788 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,520 $88.6K 0.08% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,507 $87.8K <0.01% +472 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,475 $85.9K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,473 $85.8K 0.01% +462 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,425 $83K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,331 $78K 0.03% -25 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,312 $76.4K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,233 $71.8K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,230 $71.7K 0.04% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,225 $71.4K 0.03% -100 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,207 $71K 0.02% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 1,135 $66K 0.01% +170 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,105 $64.4K <0.01% -300 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,091 $64.2K 0.02% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,094 $63.7K 0.05% -40 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,021 $59.5K 0.04% 0 13F-HR/A Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,002 $58.4K 0.04% +4 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 845 $58.2K 0.02% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 999 $58.2K 0.03% -65 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 990 $57.7K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 988 $57.6K 0.01% +562 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 982 $57.2K 0.01% +71 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 955 $55.6K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 906 $52.8K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 845 $49.3K 0.02% -43 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 800 $46.6K <0.01% new 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 761 $44.3K 0.01% -112 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 755 $44K <0.01% +330 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 749 $43.6K 0.02% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 749 $43.6K 0.02% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 723 $42.1K <0.01% -229 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 716 $41K 0.02% +150 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 700 $40.8K <0.01% +50 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 692 $40.3K 0.02% +14 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 695 $40K 0.02% +20 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 682 $39.7K 0.02% +60 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 678 $39.5K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 675 $39.3K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 674 $39.2K 0.01% +3 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 665 $38.7K 0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 664 $38.7K <0.01% +43 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 656 $38.2K <0.01% 0 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 656 $38.2K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 651 $37.9K <0.01% +25 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 650 $37.9K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 638 $37.1K 0.03% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 637 $37.1K 0.01% +382 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 625 $36.4K <0.01% +300 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 611 $35.6K +24 Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 606 $35.3K <0.01% +444 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 600 $35K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 587 $34.2K 0.02% +105 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 585 $34.1K 0.01% +2 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 554 $32.3K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 545 $31.8K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 530 $30.9K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 521 $30.7K 0.02% +2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 540 $30.7K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 526 $30.6K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 524 $30.5K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 498 $29K <0.01% +400 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 494 $28.8K 0.01% -25 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 457 $26.6K <0.01% +385 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 447 $26K <0.01% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 430 $25.1K 0.01% +140 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 404 $23.5K 0.02% +166 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 402 $23.4K <0.01% 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 400 $23.3K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 400 $23.3K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 370 $23K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 392 $22.8K 0.01% +66 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 390 $22.7K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 367 $21.4K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 367 $21.4K 0.01% -104 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 366 $21.3K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 359 $21.1K <0.01% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 507 $21K 0.23% +478 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 352 $20.5K <0.01% +292 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 350 $20K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 317 $18K <0.01% -6 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 305 $17.7K <0.01% -236 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 300 $17.5K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 300 $17.5K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 299 $17.4K <0.01% +143 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 298 $17.3K <0.01% -217 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 295 $17.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 294 $17.1K <0.01% +10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 289 $17K <0.01% +204 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 289 $16.8K <0.01% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 275 $16K <0.01% -355 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 281 $16K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 272 $15.8K 0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 268 $15.6K <0.01% -1,660 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 263 $15.3K 0.01% +107 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 260 $15K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 250 $15K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 250 $14.6K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 250 $14.6K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 249 $14.5K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 246 $14.3K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 241 $14K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 231 $13.5K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 229 $13.3K <0.01% +96 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 225 $13.1K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 224 $13.1K <0.01% +6 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 220 $12.8K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 213 $12.4K <0.01% 0 13F-HR/A Timeline