Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 928 $225K <0.01% new 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 921 $223K 0.16% new 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 913 $221K 0.09% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 910 $220K 0.08% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 910 $220K <0.01% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 908 $220K 0.09% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 901 $218K 0.01% new 13F-HR/A Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 901 $218K 0.01% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 900 $218K 0.12% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 893 $216K 0.07% -201 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 892 $216K 0.1% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 889 $215K 0.04% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 884 $214K 0.1% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 880 $213K 0.09% new 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 879 $213K 0.11% -1,017 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 879 $213K 0.11% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 871 $211K 0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 870 $211K 0.02% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 865 $209K 0.11% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 865 $209K 0.04% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 861 $208K 0.08% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 856 $207K 0.03% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 850 $206K 0.06% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 850 $206K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 848 $205K 0.03% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 842 $204K <0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 839 $203K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 839 $203K 0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 836 $203K 0.05% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 832 $202K 0.09% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 813 $201K 0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 796 $200K 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 814 $197K 0.05% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 806 $195K 0.03% +47 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 798 $193K 0.01% +70 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 798 $193K 0.03% -388 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 751 $182K 0.22% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 750 $182K 0.04% +200 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 732 $177K <0.01% -4 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 667 $162K 0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 630 $153K 0.02% +515 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 627 $152K 0.2% +302 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 620 $150K <0.01% +28 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 616 $149K <0.01% +20 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 607 $147K 0.02% +34 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 600 $145K 0.03% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 600 $145K 0.09% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 599 $145K 0.01% +51 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 587 $142K <0.01% +387 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 585 $142K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 574 $139K 0.01% -237 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 562 $136K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 552 $134K 0.07% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 672 $131K 0.08% +153 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 537 $130K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 533 $129K 0.08% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 529 $128K 0.01% -8,133 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $128K <0.01% +12 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 522 $126K 0.01% +371 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 519 $126K 0.02% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 514 $124K 0.05% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 504 $122K 0 Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 500 $121K 0.13% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 500 $121K 0.08% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 486 $118K 0.02% -42 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 485 $118K <0.01% +112 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 466 $113K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 457 $111K 0.05% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 452 $109K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 441 $107K 0.04% -1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 428 $104K 0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 416 $101K 0.03% -464 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 402 $97.3K <0.01% +2 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $96.9K 0.04% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 381 $92.2K 0.04% -49 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 376 $91K 0.04% -95 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 362 $87.7K 0.03% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 350 $84.8K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 350 $84.8K 0.01% -50 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 332 $80.4K 0.01% +71 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 320 $77.5K 0.01% 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 314 $76.3K 0.03% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 305 $73.9K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 301 $72.9K <0.01% +25 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 300 $72.6K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 300 $72.6K 0.06% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 295 $71.4K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 290 $70.2K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 288 $69.7K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 275 $66.6K 0.01% -350 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 270 $65.4K 0.01% 0 13F-HR/A 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 261 $63.2K <0.01% +11 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 260 $63K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 259 $62.7K <0.01% +35 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 250 $60.5K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 245 $59.3K <0.01% +1 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 240 $56.9K 0.04% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 230 $55.7K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 223 $54K 0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 222 $53.8K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 219 $53.1K 0.04% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 218 $52.6K 0.03% 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. 211 $51K <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 206 $49.9K 0.02% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 201 $48.8K 0.01% -3 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 194 $48.6K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 199 $48.2K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 198 $47.9K 0.04% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 198 $47.9K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 172 $42K 0.03% +28 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 169 $41K 0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 166 $40.2K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 164 $39.7K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 161 $39K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 158 $38K 0.01% +105 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 156 $37.8K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 150 $36.3K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 150 $36K 0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 148 $35.8K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 144 $34.9K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 140 $33.9K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 131 $32K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 132 $32K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 130 $31.5K <0.01% -46 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 128 $31K <0.01% +1 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 128 $30.9K 0.01% +33 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 125 $30.3K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 125 $30.3K 0.01% +99 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 125 $30.3K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 124 $30K <0.01% +66 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 124 $29.9K 0.01% +1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 118 $28.6K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 116 $28.1K 0.01% +22 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 116 $28.1K <0.01% +1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 112 $27.1K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 109 $26.4K <0.01% +106 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 108 $26.2K 0.01% +10 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 107 $25.9K <0.01% 0 13F-HR/A Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 106 $25.7K <0.01% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 106 $25.6K 0.01% +38 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $24.2K <0.01% -35 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $24.2K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 100 $24.2K 0.01% new 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 98 $23.7K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 93 $23K <0.01% +3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 90 $21.8K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 90 $21.8K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 106 $21.3K 0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 86 $20.8K 0.11% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 85 $20.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 83 $20.1K 0.01% +6 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 75 $18.2K 0.01% +13 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 73 $17.7K <0.01% +61 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 71 $17.2K <0.01% -50 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 71 $17.1K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 70 $17K 0.01% +2 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 69 $16.7K 0.01% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 66 $16.1K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 65 $15.7K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 62 $15K <0.01% +59 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 61 $14.8K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 60 $14.5K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 56 $14.5K 0.01% -4 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 58 $14K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 49 $11.9K <0.01% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 48 $11.8K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 48 $11.6K 0.01% -2 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 45 $10.9K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 45 $10.9K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 44 $10.7K <0.01% -51 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 42 $10.2K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 39 $9.44K <0.01% +25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 38 $9.2K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 37 $8.96K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36 $8.72K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 35 $8.48K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 35 $8.36K 0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 32 $7.75K <0.01% +4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 31 $7.51K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 31 $7.51K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 30 $7.26K <0.01% +8 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 29 $7.02K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $7K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 30 $7K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $6.79K <0.01% -10 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27 $6.56K <0.01% -37 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $6.54K <0.01% +2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 26 $6.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 26 $6.3K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 26 $6.3K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 25 $6.05K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 25 $6.05K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 25 $6.05K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 24 $5.81K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 24 $5.81K <0.01% 0 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 22 $5.33K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 21 $5.08K <0.01% new 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 19 $4.6K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 19 $4.6K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 17 $4.14K <0.01% new 13F-HR Timeline