Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,101 $71.6K 0.01% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,078 $70.3K <0.01% +117 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,056 $68.6K 0.01% -189 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,042 $67.7K 0.03% +6 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,023 $66.5K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,021 $66.4K <0.01% +262 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,018 $66.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,000 $66K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,007 $65.5K <0.01% -346 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,004 $65.3K 0.04% -215 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,000 $65K 0.02% -500 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,000 $65K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 988 $64.2K 0.01% -158 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 960 $62.4K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 929 $60.4K 0.04% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 925 $60.1K 0.01% new 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 910 $59.1K 0.03% +456 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 900 $58.7K <0.01% +100 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 896 $58.2K <0.01% -52,523 13F-HR/A Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 881 $57.3K <0.01% -86 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 875 $57K 0.03% -3,300 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 965 $56.7K 0.04% +3 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 863 $56.1K 0.02% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 856 $56K 0.02% +2 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 850 $55.2K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 846 $55K 0.02% +231 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 825 $53.6K 0.01% -912 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 800 $52K 0.03% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 798 $51.9K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 796 $51.7K 0.01% +3 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 791 $51.4K <0.01% -307 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 787 $51.2K 0.01% -2,000 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 765 $49.7K 0.03% -150 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 780 $49.1K 0.07% -153 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 762 $47.4K 0.01% -3 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 720 $47K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 716 $46.5K <0.01% new 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 700 $45.5K 0.03% -37,300 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 696 $45.2K 0.01% +416 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 688 $44.7K 0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 658 $42.8K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 644 $41.9K 0.02% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 640 $41.6K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 625 $40.6K 0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 615 $40K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 612 $39.8K 0.01% +7 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 600 $39K 0.02% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 600 $39K 0.01% new 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 590 $38.4K <0.01% +89 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 584 $38K <0.01% -2,947 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 583 $37.9K <0.01% -414 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 582 $37.8K <0.01% +275 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 566 $36.8K 0.01% +304 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 564 $36.6K 0.01% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 550 $35.8K 0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 542 $35.2K 0.03% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 542 $35.2K 0.01% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 663 $34.7K 0.02% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 534 $34.7K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 528 $34.3K <0.01% +328 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 525 $34.1K 0.02% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 524 $34.1K 0.03% +38 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 522 $33.9K 0.02% -520 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 514 $33.4K <0.01% -40 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 500 $33K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 505 $33K 0.02% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 505 $32.8K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 504 $32.8K 0.01% +92 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 500 $32.5K 0.02% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 500 $32.5K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 493 $32.1K 0.01% -257 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 492 $32K <0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 491 $31.9K 0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 471 $30.6K 0.01% +395 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 466 $30.3K <0.01% +179 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 465 $30.2K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 450 $29.2K <0.01% -5 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 448 $29.1K 0.03% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 433 $28.2K 0.01% +95 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 422 $27.4K <0.01% -140,988 13F-HR/A Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 420 $27.3K 0.01% +238 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 411 $26.7K 0.01% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 407 $26.5K <0.01% +302 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 406 $26K 0.01% 0 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $26K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 400 $26K 0.02% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 400 $26K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 397 $25.8K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 396 $25.7K 0.02% -143 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 390 $25.4K 0.02% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 388 $25.2K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 399 $24.8K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 381 $24.8K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 377 $24.5K 0.01% +152 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 368 $24K <0.01% +22 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 366 $23.8K <0.01% +13 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 366 $23.8K 0.07% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 363 $23.6K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 357 $23.2K <0.01% -101 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 340 $22.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 350 $22K <0.01% -268 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 336 $21.8K <0.01% +312 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 332 $21.6K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 331 $21.5K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 328 $21.3K <0.01% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 326 $21.2K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 321 $20.9K 0.01% +289 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 416 $19.6K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 301 $19.6K 0.01% -399 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 300 $19.5K <0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 293 $19K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 292 $19K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 291 $18.9K <0.01% -57 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 291 $18.9K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 284 $18.5K 0.01% -13 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 283 $18.4K 0.02% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 280 $18.2K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 277 $18.1K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 271 $17.7K 0.01% +231 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 265 $17.2K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 263 $17.2K <0.01% -391 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 264 $17K <0.01% -480 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 261 $17K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 258 $16.8K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 258 $16.8K 0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 254 $16.5K 0.01% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 250 $16.2K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 245 $15.9K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 242 $15.7K 0.01% 0 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 240 $15.6K 0.03% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 231 $15K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 229 $14.9K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 224 $14.6K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 217 $14.1K 0.01% -3,102 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 237 $14K <0.01% +74 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 211 $13.8K 0.01% +1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 210 $13.6K <0.01% +2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 208 $13.5K 0.01% +100 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 208 $13.5K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 205 $13.3K <0.01% -154 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 217 $13.1K <0.01% +29 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $13.1K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 200 $13K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 200 $13K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $13K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $13K <0.01% -24 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 200 $13K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $13K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 200 $13K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 200 $13K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 199 $12.9K <0.01% -62 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 197 $12.8K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 193 $12.5K <0.01% +27 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 183 $11.9K <0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 181 $11.8K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 176 $11K 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. 163 $10.6K <0.01% +162 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 156 $10.1K <0.01% -3 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 150 $10K <0.01% -75 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 143 $9.29K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 143 $9.29K 0.01% -7 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 140 $9.1K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 158 $8.98K 0.31% +139 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 136 $8.84K <0.01% +55 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 136 $8.84K <0.01% -4,850 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 133 $8.64K 0.01% +42 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 130 $8.45K <0.01% -123 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 129 $8.39K <0.01% +94 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 127 $8.28K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 126 $8.19K <0.01% -261 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 125 $8.12K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 124 $8.06K <0.01% +23 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 125 $8K <0.01% 0 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 118 $7.67K <0.01% -1,351 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 117 $7.61K <0.01% +10 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 116 $7.54K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 115 $7.47K <0.01% +57 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 114 $7.41K 0 Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 106 $6.89K <0.01% +53 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 105 $6.83K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 104 $6.76K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 101 $6.57K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 101 $6.57K <0.01% +91 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 100 $6.53K 0.01% -20 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $6.5K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $6.5K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $6.5K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 100 $6.5K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 102 $6.43K <0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 96 $6.24K 0.01% 13F-HR/A Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 95 $6.17K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 91 $5.92K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 89 $5.76K <0.01% -6 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 86 $5.59K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 86 $5.57K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 83 $5.39K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 83 $5.39K <0.01% +70 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 82 $5.33K <0.01% +4 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 78 $5.07K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 85 $5K <0.01% 0 13F-HR Timeline