Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 627 $114K 0.18% -125 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 613 $112K 0.01% +17 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 303 $111K 0.01% -3,663 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 606 $110K 0.03% +39 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 600 $109K <0.01% 0 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 600 $109K 0.08% -3 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 600 $109K 0.08% +184 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 597 $109K 0.02% -291 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 596 $109K 0.04% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 594 $108K 0.05% +157 13F-HR Timeline MOTCO More: the full row for MOTCO 655 $107K 0.01% -20 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 585 $107K 0.05% 0 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 584 $106K 2.06% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 582 $106K 0.08% -125 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 546 $99.4K 0.05% +501 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 537 $97.8K 0.03% +49 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 530 $97K 0.02% +4 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 530 $96.5K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for PINNEY & SCOFIELD, INC. 330 $60.1K 0.04% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 327 $59.6K 0.01% +3 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 322 $58.6K 0.02% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 317 $57.7K 0.05% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 315 $57.4K 0.02% +43 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 315 $57.4K 0.05% -667 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 314 $57.2K 0.02% +75 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 313 $57K 0.06% +3 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 307 $55.9K 0.01% -1,400 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 304 $55.4K 0.01% +149 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 300 $55K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 302 $55K <0.01% +162 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 300 $54.6K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 293 $53.8K 0.01% 0 13F-HR/A Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 292 $53.2K 0.03% +58 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 309 $51.6K 0.01% +21 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 273 $49.7K <0.01% -30 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 272 $49.6K 0.02% +20 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 266 $48.4K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 264 $48.1K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 262 $47.7K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 255 $46.4K 0.03% +48 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 248 $45.2K 0.01% +2 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 240 $43.7K 0.01% +2 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 239 $43.5K 0.02% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 239 $43.5K 0.02% -1 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 250 $43.3K 0.03% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 236 $43K 0.02% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 229 $41K 0.01% +97 13F-HR/A Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 225 $41K 0.03% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 225 $40.9K 0.01% +19 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 222 $40.4K 0.02% -3,327 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 220 $40.1K 0.02% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 220 $40.1K 0.04% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 215 $39.2K 0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 215 $38.9K 0.02% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 213 $38.8K 0.03% +102 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 206 $38K <0.01% -7 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 204 $37.2K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 202 $36.8K 0.02% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 200 $36.4K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 200 $36.4K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 197 $35.9K 0.01% +128 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 195 $35.6K 0.01% +15 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 193 $35.2K 0.01% -1,098 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 192 $35K 0.02% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 190 $34.6K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 176 $32.1K <0.01% +3 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 169 $30.9K 0.01% +2 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 165 $30K 0.01% +120 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 165 $30K 0.01% +2 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 164 $29.9K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 160 $29.1K 0.01% +136 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 160 $29.1K 0.03% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 156 $28.4K 0.02% 0 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 154 $28.1K 0.02% +1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 150 $27.3K 0.02% +16 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 150 $27K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 148 $27K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 145 $26.5K <0.01% +23 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 145 $26.4K <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 145 $26.4K 0.01% +1 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 140 $25.5K 0.02% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 139 $25.3K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 139 $25.3K 0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 139 $25.3K 0.02% -4 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 136 $24.7K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 134 $24.4K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 133 $24.2K 0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 131 $23.9K 0.02% +34 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 128 $23.3K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 128 $23.3K <0.01% +65 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 125 $22.8K 0.01% +100 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 126 $22K <0.01% 0 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 180 $21.7K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 118 $21.5K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 118 $21.5K 0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 114 $20.8K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 114 $20.8K 0.01% +15 13F-HR/A Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 112 $20K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 109 $19.8K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 105 $19.1K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $18.2K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $18.2K <0.01% -461 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 100 $18.2K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 100 $18.2K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 100 $18.2K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 100 $18K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 98 $17.9K 0.01% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 95 $17.3K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 95 $17.3K 0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 95 $17.3K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 85 $15.5K <0.01% -215 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 85 $15.5K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 85 $15.1K 0.01% +46 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 82 $14.9K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 82 $14.9K 0.01% +63 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 78 $14.2K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 76 $13.8K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 75 $13.7K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 75 $13.7K 0.01% +18 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 72 $13.1K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 72 $13.1K 0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 69 $12.6K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 67 $12.1K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 62 $11.3K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 61 $11.2K <0.01% +40 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 61 $11.1K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 60 $10.9K 0.01% -90 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 56 $10.2K <0.01% -1 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 56 $10.2K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 55 $10K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 52 $9.54K <0.01% +24 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 51 $9.3K 0.01% -24 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 50 $9.11K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 48 $8.74K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 47 $8.5K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 46 $8.38K 0.01% -54 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 40 $7.29K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 39 $6.64K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 34 $6.19K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 33 $6.01K <0.01% -1,170 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 32 $5.83K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 32 $5.83K 0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 31 $5.65K 0.28% +1 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 27 $5K <0.01% -1 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 27 $4.92K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,567 $4.67K 0.18% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 24 $4.26K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 23 $4.19K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 23 $4.19K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 22 $4.01K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 19 $3.46K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 19 $3.46K <0.01% 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 17 $3.12K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 17 $3.1K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 21 $3K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 15 $2.73K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 14 $2.57K <0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,550 $2.55K <0.01% +2,536 13F-HR/A Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13 $2.37K <0.01% +6 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 12 $2.19K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10 $1.83K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.82K <0.01% +5 13F-HR Timeline