Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,636 $253K +1,424 Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,644 $252K 0.02% -402 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,623 $250K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,604 $249K 0.01% +277 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,600 $248K 0.03% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,547 $243K <0.01% -214 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,545 $243K 0.2% -2 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,540 $242K 0.01% +1,798 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,532 $242K 0.01% -601 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,503 $239K 0.03% -1,718 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,502 $239K 0.03% -1,459 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,500 $239K <0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,456 $234K 0.04% -2,561 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,448 $234K 0.01% new 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,450 $234K 0.02% new 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,444 $233K 0.04% +60 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,437 $233K 0.05% new 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 2,433 $232K 0.05% -2,400 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 2,429 $232K 0.05% +1,347 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2,415 $231K <0.01% new 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 2,400 $229K 0.03% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,385 $228K 0.01% -138 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,362 $226K 0.22% +241 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,362 $225K 0.01% +111 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,358 $225K <0.01% -9,006 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,358 $225K 0.02% +52 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,342 $224K 0.07% -31 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,851 $220K 0.01% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,295 $219K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,293 $219K 0.03% -206 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,290 $216K 0.01% +33 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,266 $216K 0.01% -627 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,266 $216K 0.01% -353 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,189 $216K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,196 $215K 0.01% -331 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,231 $213K 0.08% -67 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,229 $213K 0.02% -6 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,226 $212K 0.01% -144 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,223 $212K 0.19% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,192 $209K 0.21% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,150 $205K 0.02% -85 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,133 $204K 0.01% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,125 $203K 0.04% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,051 $196K 0.01% -22,010 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $191K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,974 $188K 0.06% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,974 $188K 0.01% 0 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,881 $180K 0.12% new 13F-HR/A Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,737 $166K 0.07% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,724 $165K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,718 $164K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,603 $153K <0.01% -59 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,600 $153K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,572 $150K <0.01% +51 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,543 $147K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,518 $145K 0.01% -3 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,500 $143K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,482 $141K 0.01% +119 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,392 $133K 0.03% -3,446 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,353 $129K 0.02% +381 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,283 $122K 0.05% +5 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,279 $122K 0.01% +92 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,205 $115K 0.01% -197 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,202 $115K <0.01% -16 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,200 $115K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,160 $111K <0.01% +5 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,135 $108K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,122 $107K 0.05% -660 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,116 $106K 0.02% +562 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,083 $103K 0.05% -118 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,072 $102K <0.01% +370 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,005 $95.9K 0.01% -1,655 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,002 $95.7K <0.01% +340 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 1,000 $95.5K <0.01% -2,400 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 915 $87.3K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 904 $86.3K <0.01% +104 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 900 $85.9K <0.01% +97 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 868 $82.9K 0.01% -160 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 858 $81.9K 0.01% +121 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 853 $81.4K <0.01% -22 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 758 $80.5K <0.01% +122 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 798 $76.2K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 763 $72.8K 0.01% +199 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 751 $71.7K 0.07% +426 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 714 $68.2K 0.05% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 683 $65.2K 0.04% +8 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 680 $64.9K 0.04% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 671 $64.1K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 672 $64K <0.01% +129 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 655 $62.5K <0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 687 $59K <0.01% +166 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 600 $57.3K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 589 $56.2K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 583 $56K 0.01% +68 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 559 $53.4K <0.01% +55 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 558 $53.3K 0.04% -32 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 504 $48.1K <0.01% +10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 500 $48K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 484 $46.2K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 479 $45.7K <0.01% +6 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 436 $41K 0.01% +80 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 420 $40.1K <0.01% +62 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 400 $38.2K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,283 $37.2K 0.03% +3,013 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 378 $36K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 373 $35.6K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 358 $34.2K <0.01% +67 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 356 $34K <0.01% +4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 317 $31K 0.02% +32 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 313 $29.9K 0.01% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 240 $28.2K 0.02% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 290 $27.7K <0.01% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 260 $24.8K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 235 $22.4K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 224 $21.4K <0.01% 0 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 220 $21K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 206 $19.7K <0.01% -6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 205 $19.6K <0.01% new 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 200 $19.1K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 191 $18.2K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 183 $17.5K <0.01% 0 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 178 $17K <0.01% +17 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 177 $16.9K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 175 $16.7K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 174 $16.6K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 171 $16.3K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 167 $15.9K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 155 $15K <0.01% 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 155 $14.8K 0.01% -5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 149 $14.3K <0.01% -107 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 144 $14.2K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 147 $14K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 146 $13.9K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 140 $13.4K 0.01% -89 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 135 $12.9K 0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 129 $12.3K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 127 $12.1K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 120 $11.5K 0.01% -144 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 119 $11.4K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 115 $11K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 114 $10.9K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 113 $10.8K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 106 $10.4K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 107 $10.2K <0.01% 0 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $10K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 101 $9.63K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 100 $9.55K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $9.55K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 99 $9.45K <0.01% +1 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 91 $8.69K <0.01% -20 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $8.11K <0.01% +14 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 84 $8.02K <0.01% +82 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 83 $7.92K <0.01% +8 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 81 $7.74K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 80 $7.64K 0.04% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 80 $7.64K <0.01% +79 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 79 $7.54K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 73 $6.97K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 70 $6.68K <0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 70 $6.68K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 69 $6.59K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 66 $6.3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 63 $6.01K <0.01% +39 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 61 $5.82K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $5.82K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 61 $5.82K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 60 $5.73K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 60 $5.73K <0.01% +22 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 59 $5.67K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 54 $5.31K <0.01% +52 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $5.31K <0.01% +24 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 53 $5.06K <0.01% -1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 53 $5.06K <0.01% new 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 50 $4.77K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 50 $4.77K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $4.77K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 50 $4.77K <0.01% +28 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 49 $4.68K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 48 $4.58K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 44 $4.2K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 40 $3.82K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 38 $3.65K <0.01% +5 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 38 $3.63K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 36 $3.45K 0.01% -4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35 $3.34K <0.01% -15,576 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 34 $3.25K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 33 $3.15K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 33 $3.15K <0.01% -12 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 33 $3K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 29 $2.77K <0.01% -71 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 27 $2.63K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 27 $2.58K <0.01% -15 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 26 $2.48K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 24 $2.29K <0.01% -35 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 21 $2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20 $1.91K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 20 $1.88K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 19 $1.81K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $1.68K <0.01% 0 13F-HR Timeline