Abound Wealth Management More: the full row for Abound Wealth Management 25 $13.8K <0.01% +9 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 25 $13.7K 0.01% -196 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 25 $13.7K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 25 $13.7K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 24 $13.2K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $13.1K <0.01% +1 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 23 $12.6K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 23 $12.6K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 22 $12.1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 22 $12.1K 0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $12.1K <0.01% +9 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 22 $12.1K <0.01% new 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 22 $12.1K <0.01% +1 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 22 $12.1K 0.01% +11 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 21 $11K <0.01% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 20 $11K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 20 $11K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 19 $10.5K 0.01% -306 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 19 $10.4K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $10.4K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 19 $10.4K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 19 $10.4K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 18 $9.88K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18 $9.88K 0.03% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 18 $9.88K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 17 $9.33K <0.01% +10 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 17 $9.33K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 17 $9.33K <0.01% +16 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $9.33K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 17 $9.33K 0.01% +14 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 16 $8.78K <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $8.78K <0.01% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 15 $8.24K <0.01% -3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $8.24K 0.01% +12 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 15 $8.23K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $8.23K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 14 $7.69K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $7.69K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14 $7.69K <0.01% +9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $7.69K <0.01% +5 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 14 $7.69K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $7.14K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 13 $7.14K <0.01% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13 $7.14K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 13 $7.14K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 12 $6.59K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $6.59K <0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 11 $6.04K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $6.04K <0.01% +4 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 11 $6.04K <0.01% -2 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 11 $6.04K <0.01% -5 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 10 $5.49K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 10 $5.49K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 10 $5.49K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10 $5.49K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9 $5.06K <0.01% -82 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9 $4.97K <0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 9 $4.96K <0.01% -40 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 9 $4.94K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9 $4.94K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 9 $4.94K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 9 $4.94K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9 $4.94K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 9 $4.94K <0.01% +1 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 8 $4.39K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $3.84K <0.01% +4 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6 $3.29K <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 6 $3.29K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5 $2.75K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $2.75K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $2.75K <0.01% 0 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 5 $2.75K <0.01% 0 13F-HR Timeline Group CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 5 $2.75K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 5 $2.75K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $2.75K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $2.2K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4 $2.2K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4 $2.2K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4 $2.2K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 3 $1.76K 0.06% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $1.65K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3 $1.65K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3 $1.65K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $1.1K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $1.1K <0.01% -50 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $1.1K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2 $1.1K <0.01% new 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2 $1.1K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $1.1K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2 $1.1K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2 $1.1K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1 $1K <0.01% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $719 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $550 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $550 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $550 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $550 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $549 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $549 <0.01% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 296,471 $296K +295,931 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,163 $8.96K -51 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.