Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 685 $143K 0.11% +476 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 641 $134K 0.02% -21 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 34,343 $133K 0.05% -13 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 623 $130K -9,475 Timeline Triumph Capital Management More: the full row for Triumph Capital Management 622 $130K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 611 $128K 0.04% +363 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 588 $127K 0.01% -23 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 603 $126K 0.06% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 591 $123K 0.06% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 586 $122K 0.04% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 583 $122K 0.02% -96 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 567 $118K 0.01% -80 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 564 $118K 0.03% -2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 562 $117K 0.01% -14 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 560 $117K 0.02% -500 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 558 $116K 0.01% +7 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 553 $115K 0.08% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 549 $115K 0.02% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 533 $111K 0.01% +20 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 527 $110K 0.04% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 516 $108K 0.13% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 510 $106K 0.03% +85 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 505 $105K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 505 $105K <0.01% -364 13F-HR Timeline BAYBAN More: the full row for BAYBAN 484 $101K 0.09% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 480 $100K 0.07% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 479 $100K 0.09% -8 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 470 $98.1K <0.01% +307 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 466 $97.4K 0.06% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 463 $96.6K 0.01% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 459 $95.7K 0.01% -41 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 458 $95K 0.03% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 453 $94.6K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 450 $93.9K 0.02% +33 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 447 $93.3K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 437 $91.2K 0.08% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 428 $89.3K 0.01% +33 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 421 $87.9K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 415 $86.6K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 414 $86.2K 0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 410 $85.6K 0.02% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 409 $85.4K 0.04% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 402 $83.9K 0.03% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 397 $82.9K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 381 $79.5K <0.01% -504 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 377 $78.7K <0.01% -10 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 373 $78K 0.04% +151 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 370 $77.1K 0.04% +1 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 369 $77.1K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 369 $77K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 366 $76.4K 0.01% -269 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 360 $75.1K 0.02% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 359 $74.9K 0.01% +2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 359 $74.9K <0.01% +333 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 356 $74.3K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 356 $74.3K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 338 $70.6K 0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 338 $70.6K 0.05% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 335 $69.9K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 325 $67.8K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 324 $67.6K 0.02% -84 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 308 $64.3K 0.05% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 300 $62.6K 0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 292 $61K 0.09% +27 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 289 $60.3K 0.05% 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 283 $59.1K <0.01% -32 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 278 $58K 0.01% -71 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 269 $57.4K 0.02% +59 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 273 $57K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 272 $56.8K 0.01% -32 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 232 $56K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 266 $55.5K 0.01% +175 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 263 $55K 0.01% +33 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 248 $51.8K 0.01% -99 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 247 $51.6K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 243 $50.7K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 241 $50.3K 0.01% +219 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 239 $49.9K 0.02% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 237 $49.6K 0.03% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 235 $49.1K 0.03% -142 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 236 $49K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 232 $48.4K 0.01% +57 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 222 $46.3K 0.03% +210 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 220 $45.9K 0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 217 $45.4K 0.02% +46 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 217 $45K <0.01% +3 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 212 $44.2K 0.02% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 211 $44K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 206 $43K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 200 $41.7K 0.03% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 171 $41.5K 0.02% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 197 $41.1K 0.01% +4 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 190 $39.7K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 176 $39K 0.01% +168 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 187 $39K 0.01% -2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 185 $38.6K 0.01% +2 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $36.4K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 174 $36.3K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 170 $35.5K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 170 $35.5K <0.01% -4 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 167 $34.9K 0.02% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 164 $34.2K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 161 $33.7K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 161 $33.6K 0.02% +17 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 160 $33.4K <0.01% 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 155 $32.4K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 172 $32K 0.01% +147 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 153 $31.9K 0.02% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 146 $30.5K <0.01% +130 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 142 $29.6K 0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 139 $29K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 138 $28.8K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 137 $28.6K 0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 135 $28.2K <0.01% +40 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 134 $28K 0.01% -1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 133 $27.8K 0.01% +4 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 133 $27.8K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 132 $27.6K <0.01% +82 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 128 $26.6K 0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 122 $25.4K 0.01% +4 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 120 $25K 0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 119 $24.8K 0.02% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 113 $23.6K 0.01% +1 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 110 $23K 0.02% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 106 $22.1K 0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 105 $21.9K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 102 $21K 0.01% -40 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 100 $20.9K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $20.9K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 96 $20K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 100 $20K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 95 $19.8K 0.01% -200 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 95 $19.8K 0.01% +52 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 95 $19.8K <0.01% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 91 $19K <0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 89 $18.6K 0.02% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 92 $18.5K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 88 $18.4K 0.01% +1 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 84 $18K <0.01% -495 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 86 $17.8K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 85 $17.7K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 84 $17.5K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 83 $17.3K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 80 $16.7K <0.01% 0 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 77 $16.1K 0.01% -8 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 76 $15.9K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 76 $15.9K 0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 75 $15.7K 0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 72 $15K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 71 $15K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 70 $14.6K 0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 68 $14.1K 0.01% +8 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 57 $14K <0.01% -140,133 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 66 $13.8K 0.01% +14 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 66 $13.8K 0.01% -11 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 64 $13.4K <0.01% new 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 63 $13.1K 0.01% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 60 $12.5K <0.01% -35 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 60 $12.5K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 60 $12.4K <0.01% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 59 $12.3K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 58 $12.1K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 58 $12.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $12.1K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 57 $12K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 57 $11.9K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 55 $11.5K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 55 $11.5K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 47 $11.3K 0.02% -12 13F-HR/A Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 52 $10.9K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 51 $10.6K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 51 $10.6K <0.01% +40 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 50 $10.4K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 50 $10.4K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 50 $10.4K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 48 $10.1K 0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 47 $9.81K <0.01% +9 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 45 $9.39K <0.01% -123 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 45 $9.39K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 45 $9.39K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 45 $9K <0.01% -713 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 44 $9K 0.01% 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 41 $8.56K 0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 40 $8.35K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 40 $8.25K 0.05% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 39 $8.16K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 38 $7.93K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 36 $7.51K <0.01% -8 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 35 $7.39K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 35 $7.31K <0.01% -6 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 35 $7.31K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 34 $7.1K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 34 $7.1K 0.03% -34 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $6.47K <0.01% +11 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 30 $6.26K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 29 $6.05K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 30 $6K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 29 $5.96K <0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 28 $5.84K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 27 $5.64K <0.01% 0 13F-HR Timeline