Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,542 $350K <0.01% +1,910 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,505 $347K 0.03% +864 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 4,430 $342K <0.01% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,455 $338K <0.01% -28,845 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,378 $338K 0.06% +394 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,353 $337K <0.01% -5,117 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,349 $335K 0.04% +1,609 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,320 $333K <0.01% +1,392 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,263 $329K 0.01% +802 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,244 $327K <0.01% +184 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,168 $321K 0.08% -11,316 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,107 $317K <0.01% -95,742 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,048 $312K 0.05% new 13F-HR Timeline Group Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 4,020 $310K 0.29% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,000 $309K 0.06% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,982 $307K 0.01% +207 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,952 $305K <0.01% +270 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,830 $295K 0.01% +669 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,793 $293K <0.01% +380 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,762 $290K 0.01% +395 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,698 $285K <0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,697 $285K <0.01% -283 13F-HR Timeline Group Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,577 $276K 0.03% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,525 $272K 0.02% -450 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,492 $269K <0.01% new 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,500 $269K <0.01% -500 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,436 $265K 0.02% +188 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,434 $265K 0.04% -42 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 3,371 $260K 0.1% -2,987 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,330 $257K 0.02% -879 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,327 $257K <0.01% +677 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,320 $256K 0.02% -12 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,322 $256K 0.02% -6,527 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,280 $253K <0.01% -147 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,210 $248K 0.01% -260 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,192 $246K 0.02% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,171 $245K 0.03% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,150 $243K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,084 $238K 0.02% -218 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,978 $230K 0.04% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,870 $221K <0.01% -103,259 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,862 $221K 0.01% -604 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,849 $220K <0.01% new 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,831 $218K 0.13% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,824 $218K <0.01% -392 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,817 $217K <0.01% +1,790 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,765 $213K <0.01% new 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,748 $212K 0.03% +2,748 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,740 $211K 0.09% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,717 $210K 0.01% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,708 $209K 0.02% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,694 $208K 0.06% 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,678 $207K 0.03% +1,961 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,661 $205K -29,653 Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,641 $204K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,604 $201K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,482 $191K 0.01% +517 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,432 $188K 0.03% -14,013 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,350 $181K 0.11% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,341 $181K <0.01% -4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,167 $167K <0.01% +238 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,060 $156K <0.01% +72 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,973 $152K 0.04% +1,388 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,855 $143K 0.01% +1,688 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,852 $143K <0.01% +694 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,715 $132K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,646 $127K <0.01% -477 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 1,395 $108K <0.01% +879 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,221 $94.2K <0.01% -598 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,213 $93.6K <0.01% -78 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,195 $92.2K 0.03% +1,149 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,092 $84.2K 0.01% -1,028 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 931 $71.8K <0.01% -631 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 901 $69K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 866 $66.8K <0.01% +677 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 820 $63K 0.04% +190 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 800 $61.7K 0.05% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 699 $53.9K <0.01% -2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 696 $53.7K 0.03% +396 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 660 $50.9K 0.05% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 634 $48.9K 0.02% +34 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 632 $48.8K <0.01% +225 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 600 $46.3K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 572 $44.1K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 568 $43.8K <0.01% +492 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 556 $42.9K <0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 532 $41K 0.04% -452 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 515 $39.7K 0.02% +41 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 500 $39K <0.01% -13 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 500 $38.6K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 500 $38.6K <0.01% -57 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 475 $36.6K <0.01% -162 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 472 $36.4K <0.01% +162 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 457 $35.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 450 $34.8K <0.01% +323 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 450 $34.1K <0.01% -5,726 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 418 $32.2K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 400 $30.9K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 395 $30.5K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 354 $27.3K <0.01% +137 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 346 $26.7K <0.01% -79 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 345 $26.6K <0.01% +13 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 326 $25.1K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 319 $24.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 311 $24K 0.01% +168 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 299 $23.1K <0.01% -334 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 198 $21.5K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 269 $20.7K <0.01% -499 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 261 $20.2K <0.01% -224 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 258 $19.9K <0.01% -603 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 247 $19.1K <0.01% -298 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 229 $17.7K 0.01% -42 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 223 $17.2K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 215 $16.3K <0.01% -1,240 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 215 $16K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 205 $15.8K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 203 $15.7K <0.01% -3 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 199 $15.3K 0.01% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 197 $15.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 195 $15.1K <0.01% -57 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 182 $14K <0.01% +84 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 171 $13.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 171 $13.2K <0.01% +127 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 165 $12.7K <0.01% +150 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 150 $11.6K 0.01% -609 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 149 $11.5K <0.01% -55 13F-HR Timeline CX Institutional More: the full row for CX Institutional 142 $11K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 142 $11K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 140 $10.8K <0.01% +77 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 122 $9.41K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 121 $9.33K <0.01% -16 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 117 $9.02K <0.01% +97 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 123 $9K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 116 $8.95K <0.01% +10 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 115 $8.87K <0.01% +17 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 115 $8.87K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 103 $7.94K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 102 $7.87K <0.01% -60 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 100 $7.71K <0.01% -21 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 100 $7.71K <0.01% -165 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 100 $7.71K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 96 $7.4K <0.01% new 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 89 $6.87K <0.01% -195 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 88 $6.79K <0.01% -292 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 88 $6.79K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 87 $6.71K <0.01% -1,166 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 82 $6.33K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 81 $6.25K <0.01% +59 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 81 $6.24K <0.01% -25 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 78 $6.02K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 76 $5.86K <0.01% 0 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 71 $5.48K <0.01% -18 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 66 $5.09K <0.01% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 65 $5.01K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 65 $5.01K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 57 $4.4K <0.01% -28 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 57 $4.4K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 56 $4.32K <0.01% +6 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 54 $4.17K <0.01% +6 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $3.86K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 48 $3.7K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 48 $3.7K <0.01% -39 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 47 $3.63K <0.01% new 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 44 $3.39K <0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 38 $2.93K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 35 $2.65K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $2.62K <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 33 $2.55K <0.01% +6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $2.55K <0.01% +17 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 33 $2.55K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 32 $2.47K <0.01% -21 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 31 $2.39K <0.01% new 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 30 $2.31K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 28 $2.16K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $2.16K <0.01% +13 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 28 $2.16K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 25 $1.93K <0.01% -2 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 25 $1.93K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 20 $1.54K <0.01% -13 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 20 $1.54K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $1.54K <0.01% -2 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18 $1.39K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 18 $1.39K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 16 $1.23K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 16 $1.23K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $1.16K <0.01% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $1.08K <0.01% +5 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 14 $1.08K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 13 $1K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 13 $1K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13 $1K <0.01% -5 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $1K <0.01% +5 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12 $926 <0.01% new 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 11 $848 <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 10 $771 <0.01% -49 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10 $771 <0.01% -9 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7 $540 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $540 <0.01% -5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $540 <0.01% -7 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7 $539 <0.01% -2 13F-HR Timeline