Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 329 $209K 0.02% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 327 $207K 0.04% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 327 $207K 0.02% +19 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 323 $205K 0.02% -101 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 322 $204K 0.01% -2 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 322 $204K 0.01% +18 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 321 $204K 0.06% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 320 $203K 0.02% -2,953 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 320 $203K 0.05% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 320 $203K 0.01% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 319 $202K 0.03% -7 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 314 $200K 0.13% +128 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 309 $196K 0.13% +76 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 307 $195K 0.04% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 339 $194K 0.13% -101 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 289 $183K 0.11% -10 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 287 $182K 0.05% -25 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 286 $181K 0.14% +208 13F-HR Timeline CX Institutional More: the full row for CX Institutional 280 $178K 0.01% -18 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 278 $176K <0.01% -249 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 275 $174K 0.06% +44 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 266 $169K 0.11% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 264 $167K 0.26% -63 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 263 $167K 0.04% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $159K 0.03% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 245 $155K 0.11% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 244 $155K 0.05% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 237 $150K 0.01% -29 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 231 $147K 0.02% +15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 226 $143K 0.02% +174 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 223 $141K 0.02% +62 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 220 $139K 0.01% +19 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 216 $137K 0.1% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 202 $128K 0.02% -70 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 202 $128K <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 200 $127K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 194 $123K 0.01% -2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 193 $122K 0.04% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 191 $121K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 187 $119K 0.06% +148 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 186 $118K 0.02% -6 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 186 $118K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 180 $114K <0.01% +22 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 175 $111K 0.05% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 165 $105K 0.02% +11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 164 $104K 0.01% +19 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 163 $103K <0.01% -154 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 162 $103K 0.01% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 161 $102K 0.07% +1 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 150 $95.1K 0.03% 0 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. 143 $91K <0.01% -10 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 142 $90.1K 0.09% -19 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 141 $89.4K 0.06% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 137 $89K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 140 $88.8K 0.02% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 144 $86.8K 0.04% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 137 $86.8K <0.01% -2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 136 $86.3K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 130 $82K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 127 $80.5K <0.01% -44 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 125 $79K 0.01% +4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 123 $78K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 122 $77.4K <0.01% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 116 $73.6K 0.03% +20 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 115 $72.9K <0.01% +100 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 115 $72.9K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 113 $71.7K 0.01% +85 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 110 $69.8K <0.01% -8 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $63.4K 0.03% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 100 $63.4K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 98 $62K 0.02% +23 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 97 $61.6K 0.03% +10 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 95 $60.3K 0.03% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 94 $59.6K 0.05% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 91 $58K <0.01% +4 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 90 $57.1K 0.01% -11 13F-HR/A Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 90 $57.1K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 86 $54.5K 0.05% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 86 $54.5K 0.03% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 85 $53.9K <0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 77 $48.8K 0.01% +2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 75 $48K 0.01% -15 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 75 $47.6K <0.01% -3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 75 $47.6K 0.01% -5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 75 $47.6K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 74 $46.9K <0.01% -77 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 70 $44.4K <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 65 $41.2K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 64 $41K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 64 $40.5K +43 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 62 $39.3K <0.01% +48 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 61 $38.7K <0.01% -9 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 61 $38.7K 0.01% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 60 $38.1K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 57 $36.2K 0.02% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 54 $34.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $34.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 53 $33.6K <0.01% -28 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 52 $33K <0.01% +44 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 52 $33K 0.06% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 50 $31.7K <0.01% new 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 50 $31.7K <0.01% -13 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 50 $31.7K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 50 $31.7K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 50 $31.7K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 50 $31.7K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $31.7K 0.04% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 47 $29.8K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 46 $29.2K <0.01% +42 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 46 $29.2K 0.01% +1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 44 $27.9K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 43 $27.3K 0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 43 $27.3K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $27.3K 0.01% +12 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 43 $27.3K 0.14% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 42 $26.6K 0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 41 $26K 0.01% -13 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 40 $25.4K 0.09% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 40 $25.4K 0.01% +21 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 40 $25.4K 0.02% -6 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 40 $25.4K 0.01% -35 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 40 $25K 0.02% +31 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 38 $24.1K <0.01% -2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 37 $23.5K <0.01% +3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 36 $23K 0.01% -3 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 36 $22.9K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 35 $22.2K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 34 $21.6K <0.01% -1 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. 34 $21.6K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 34 $21.6K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $20.9K <0.01% -19 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 31 $19.7K 0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 30 $19K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 30 $19K <0.01% -6 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30 $18.7K <0.01% -10 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 26 $18.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 29 $18.4K <0.01% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 28 $17.8K <0.01% -29 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 27 $17.1K 0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 27 $17.1K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 27 $16.6K <0.01% -26 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 26 $16.5K <0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $16.5K <0.01% -1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 25 $15.9K <0.01% +5 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 25 $15.9K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 24 $15.2K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 24 $15.2K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $14.6K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 23 $14.6K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 23 $14.6K 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 22 $14K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 22 $14K <0.01% -7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $13.3K 0.01% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 20 $12.7K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 20 $12.7K 0.01% -29 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 20 $12.7K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 19 $12.1K <0.01% +3 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 19 $12.1K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 19 $12K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 18 $11.4K <0.01% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 16 $10.1K <0.01% -8 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 16 $10.1K <0.01% -26 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 16 $10.1K 0.01% -70 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $10K <0.01% +5 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15 $9.51K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14 $9K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 14 $8.89K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 14 $8.88K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13 $8.24K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 13 $8.02K <0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 12 $7.61K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $7.61K <0.01% +10 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 12 $7.61K 0.01% +4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 12 $7.61K 0.01% -14 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 11 $6.98K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11 $6.98K <0.01% -6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10 $6.35K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 10 $6.34K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 10 $6.34K <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 10 $6.17K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 10 $6.11K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 10 $6K <0.01% -100 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $5.88K <0.01% +4 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $5.71K <0.01% +3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 9 $5.71K <0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9 $5.71K <0.01% +1 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 8 $5.07K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 8 $5.07K <0.01% 0 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 9 $5K <0.01% -267 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 8 $5K <0.01% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $4.9K <0.01% -367 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7 $4.44K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7 $4.44K <0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 7 $4.44K <0.01% +5 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $4.44K <0.01% -1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $3.81K <0.01% +3 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 6 $3.81K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 6 $3.81K <0.01% -2 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6 $3.81K <0.01% -14 13F-HR Timeline