Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,000 $34.2K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,000 $34.2K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 900 $30.8K <0.01% -4,350 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 860 $29.4K 0.02% +550 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 850 $29.1K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 795 $27.2K 0.03% -585 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 713 $24.4K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 711 $24.3K <0.01% +334 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 700 $24K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 675 $23.1K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. 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Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 520 $17.8K <0.01% +46 13F-HR/A Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 478 $16.4K 0.01% +106 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 470 $16.1K <0.01% +32 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 470 $16.1K <0.01% -2,727 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 443 $15.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 414 $14.2K 0.01% -1,282 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 400 $13.7K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 400 $13.2K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 382 $13K <0.01% +118 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 365 $12.5K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 400 $12.2K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 356 $12.2K <0.01% -200 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 345 $11.8K <0.01% +158 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 333 $11.4K <0.01% +164 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 325 $11.1K <0.01% +185 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 320 $11K 0.01% +30 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 300 $10.3K 0.01% -91 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 290 $10K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 290 $9.93K <0.01% 0 13F-HR/A Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. 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Advisory Services LLC 250 $8.56K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 245 $8.39K 0.01% +130 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 238 $8.15K <0.01% +149 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 210 $7.19K <0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 207 $7.09K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 200 $6.85K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 200 $6.85K <0.01% -450 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $6.85K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 200 $6.85K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 200 $6.85K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 188 $6.44K <0.01% +168 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 187 $6.4K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 169 $6K <0.01% +149 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 173 $5.92K <0.01% +133 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 166 $5.68K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 163 $5.58K <0.01% +152 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 150 $5.14K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 150 $5.14K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 150 $5.14K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 140 $4.79K +30 Timeline Tidemark, LLC More: the full row for Tidemark, LLC 135 $4.62K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 132 $4.52K <0.01% +66 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 131 $4.49K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 123 $4.21K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 156 $4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 110 $3.77K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 110 $3.77K <0.01% -600 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 110 $3.77K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 107 $3.66K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 100 $3.42K <0.01% 0 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 100 $3.42K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 100 $3.42K <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $3.42K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $3.42K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 100 $3.42K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 90 $3.08K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 90 $3.08K <0.01% -710 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 85 $2.91K <0.01% -16 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 85 $2.91K <0.01% -15 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 80 $2.74K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 79 $2.71K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 75 $2.63K <0.01% -250 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 74 $2.59K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 72 $2.46K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 71 $2.43K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 71 $2.43K <0.01% +10 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 70 $2.4K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 65 $2K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 58 $2K <0.01% +37 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 57 $1.94K <0.01% +17 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 53 $1.74K <0.01% +44 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 49 $1.72K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 45 $1.54K <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 39 $1.33K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $1.06K <0.01% +13 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 31 $1.06K <0.01% -5 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 30 $1.03K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 28 $959 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 27 $924 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 26 $891 <0.01% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $876 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $856 <0.01% +15 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 20 $685 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 18 $617 <0.01% -9 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 17 $583 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 17 $582 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $411 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 11 $386 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $377 <0.01% +6 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 10 $343 <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 7 $240 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $240 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6 $205 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 6 $205 <0.01% -4 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5 $171 <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3 $103 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $103 <0.01% -100 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,326 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.