Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 157 $2.02K <0.01% +99 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 130 $1.86K <0.01% +11 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 132 $1.7K <0.01% new 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 123 $1.58K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 110 $1.42K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 107 $1.38K <0.01% +42 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 105 $1.35K <0.01% -211 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 102 $1.31K <0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 100 $1.29K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 99 $1.28K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 78 $1K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 76 $978 <0.01% +54 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 72 $927 <0.01% -1,195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 68 $876 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 67 $863 <0.01% +65 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 65 $838 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 52 $740 <0.01% +22 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 49 $631 <0.01% +19 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 32 $508 <0.01% +28 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $489 <0.01% -26 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $464 <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 36 $464 <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 33 $439 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 34 $438 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 32 $412 <0.01% -57 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 25 $322 <0.01% new 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 25 $322 <0.01% 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 25 $322 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 20 $258 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 16 $206 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $194 <0.01% -7 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14 $181 <0.01% -290 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 13 $167 <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $129 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 8 $103 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $102 <0.01% -1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6 $78 <0.01% 0 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4 $52 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $39 <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3 $39 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $26 <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 2 $26 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $25 <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $13 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $13 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $13 <0.01% -3 13F-HR Timeline