KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 617 $52.5K 0.07% 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 612 $52K 0.03% -95 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 608 $51.5K 0.01% +84 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 590 $49.9K <0.01% -25 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 590 $49.9K 0.02% +10 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 590 $49.9K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 590 $49.9K 0.01% +20 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 580 $49.1K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 577 $48.8K 0.02% -113 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 562 $47.6K 0.01% +2 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 560 $47.4K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 556 $47K 0.02% -828 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 552 $46.7K <0.01% -1,497 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 548 $46.4K 0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 524 $44.3K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 516 $43.7K 0.05% -200 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 509 $43K <0.01% +3 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 500 $42.3K <0.01% -130,500 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 500 $42.3K 0.02% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 500 $42.3K 0.04% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 497 $42.1K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 483 $40.9K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 480 $40.6K 0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 469 $39K 0.03% +3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 461 $39K <0.01% +1 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 458 $38.8K 0.04% -760 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 444 $37.6K 0.11% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 443 $37.5K 0.01% +47 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 433 $36.7K 0.02% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 431 $36.5K 0.05% +114 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 428 $36.2K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 427 $36.1K 0.02% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 416 $35.2K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 412 $34.9K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 405 $34.3K 0.02% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 404 $34.2K 0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 404 $34.2K 0.02% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 400 $33.8K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 400 $33.8K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 399 $33.7K 0.01% -7,825 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 393 $33.2K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 392 $33.2K 0.01% +30 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 400 $33K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 382 $32.7K <0.01% +200 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 383 $32K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 371 $31.4K 0.01% -2,343 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 365 $30.9K 0.03% +1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 364 $30.8K 0.02% -16 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 363 $30.7K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 360 $30.5K 0.01% -557 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 347 $29.4K 0.06% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 340 $29.1K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 340 $28.8K 0.01% +279 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 336 $28.4K 0.01% +1 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 334 $28.3K <0.01% +18 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 333 $28.1K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 330 $27.9K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 326 $27.6K 0.02% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 324 $27.4K 0.03% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 323 $27.3K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 319 $27K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 310 $26.2K 0.02% 0 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 304 $26K <0.01% new 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 300 $25.4K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 296 $25.1K <0.01% -1,545 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 296 $25K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 295 $25K 0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 293 $24.8K 0.02% 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 286 $24.2K 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 283 $23.9K 0.02% +1 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 282 $23.9K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 280 $23.7K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 276 $23.3K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 272 $23K 0.01% -85 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 264 $22.4K 0.02% +2 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 257 $21.7K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 250 $21K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 246 $20.8K 0.01% -41 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 245 $20.7K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 242 $20.5K 0.01% -10 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 240 $20.3K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 238 $20.1K <0.01% -404 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 238 $20.1K 0.01% -1 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 243 $20K 0.02% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 234 $19.8K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 231 $19.5K 0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 230 $19.5K <0.01% -163 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 228 $19.3K 0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 229 $19K 0.01% -80 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 220 $18.6K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 218 $18.4K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 216 $18.3K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 209 $17.7K 0.02% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 207 $17.5K <0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 206 $17.4K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 200 $17K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $16.9K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $16.9K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 198 $16.8K <0.01% -19 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 188 $16K <0.01% +185 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 187 $15.8K 0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 185 $15.7K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 185 $15.7K <0.01% -500 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 182 $15.4K 0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 181 $15.3K <0.01% -16 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 174 $14.7K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 173 $14.6K <0.01% -75 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 170 $14.4K <0.01% +90 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 170 $14.4K 0.01% -56 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 161 $13.6K 0.01% -20 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 747 $13.5K <0.01% +482 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 160 $13.5K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 159 $13.5K <0.01% -3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 159 $13.5K <0.01% +12 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 158 $13.4K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 157 $13.3K <0.01% -385 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 157 $13.3K 0.02% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 155 $13.1K 0.01% +17 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 153 $13K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 153 $12.9K 0.01% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 150 $12.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Activest Wealth Management More: the full row for Activest Wealth Management 149 $12.6K <0.01% -90 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 148 $12.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 146 $12.4K 0.01% -10 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 145 $12.3K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 140 $11.8K <0.01% -170 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 140 $11.8K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 136 $11.5K <0.01% +1 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 133 $11.3K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 133 $11.1K <0.01% -382 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 131 $11.1K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 127 $10.7K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 125 $10.6K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 121 $10.2K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 120 $10.2K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 119 $10.1K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 120 $10K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 112 $9.47K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 112 $9.44K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 111 $9.37K <0.01% +1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 110 $9.31K <0.01% -10 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 110 $9.31K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 107 $9.05K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 106 $8.97K 0.01% +29 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. 104 $8.8K <0.01% new 13F-HR Timeline Group Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 103 $8.71K <0.01% +29 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 101 $8.54K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 100 $8.46K <0.01% -109,181 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $8.46K 0.01% 0 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 100 $8.46K 0.01% -120 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 100 $8K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 100 $8K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 96 $8K <0.01% +6 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 92 $7.81K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 91 $7.7K <0.01% +15 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 89 $7.55K <0.01% -19 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 84 $7.08K 0.01% +1 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,000 $6.94K 0.01% +918 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 81 $6.88K <0.01% -5 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 80 $6.77K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 79 $6.67K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 78 $6.6K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 75 $6.34K <0.01% -281 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 73 $6.15K <0.01% +15 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 71 $6.01K 0.02% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 69 $5.84K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 69 $5.84K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 67 $5.67K <0.01% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 64 $5.44K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 60 $5.29K <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 60 $5.1K <0.01% +9 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 70 $5K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 56 $4.74K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 54 $4.58K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 52 $4.41K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 51 $4.32K <0.01% -4 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 50 $4.23K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $4.23K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $4.23K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 50 $4.23K <0.01% +20 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50 $4.23K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 47 $3.98K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 46 $3.93K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 46 $3.89K <0.01% +10 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 45 $3.81K <0.01% -70 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 44 $3.72K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 42 $3.55K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 40 $3.41K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 39 $3.3K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 37 $3.13K <0.01% -106 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 34 $3K <0.01% -350 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 30 $3K <0.01% +20 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 34 $2.67K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $2.54K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 24 $2.19K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 30 $2.19K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 25 $2.09K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 24 $2K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 23 $1.95K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 22 $1.86K 0.07% 0 13F-HR Timeline