Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 238 $60.6K 0.01% -147 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 238 $60.6K 0.02% -1 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 400 $60.3K 0.04% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 234 $59.6K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 234 $59.6K 0.01% +12 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 230 $59K 0.01% +50 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 230 $58.5K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 225 $57.3K <0.01% -115 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 219 $55.7K <0.01% +12 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 216 $55K 0.01% +7 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 215 $54.7K 0.02% -62 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 202 $54.1K 0.01% +19 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 210 $53.4K 0.01% +50 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 209 $53.2K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 207 $52.7K 0.01% -80 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 201 $51.2K 0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 201 $51.2K 0.03% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 200 $50.9K 0.01% +23 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 200 $50.9K 0.01% -20 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $50.9K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 197 $50.1K 0.01% +185 13F-HR/A Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 196 $49.9K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 196 $49.9K 0.01% -6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 194 $49.4K 0.03% +159 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 190 $48.4K 0.01% +15 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 181 $46.1K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 180 $45.8K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 179 $45.6K <0.01% -100 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 177 $45K 0.01% +75 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 175 $44.5K <0.01% +23 13F-HR/A Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 175 $44.5K 0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 163 $41.5K <0.01% -51 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 155 $41K 0.01% -15 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 160 $40.7K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 152 $39.7K <0.01% -70 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 153 $38.9K <0.01% +43 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 149 $37.9K <0.01% -75 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 148 $37.7K <0.01% -5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 145 $36.9K <0.01% +2 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 143 $36.5K 0.03% -66 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 135 $34.4K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 135 $34.4K 0.01% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 222 $33.6K 0.04% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 129 $32.8K <0.01% -2,644 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 127 $32.3K <0.01% +32 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 115 $29.3K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 113 $28K 0.01% -16 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 105 $26.7K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 105 $26.7K 0.01% +100 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 104 $26.5K <0.01% -11 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 104 $26.5K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 101 $26.4K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 100 $26K 0.03% -15 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 101 $25.7K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 100 $25.4K 0.02% +55 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 100 $25.4K 0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 96 $24.4K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 96 $24.4K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 96 $24.4K 0.02% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 94 $23.9K 0.01% -349 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 93 $23.7K <0.01% -140 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 91 $23.2K <0.01% +73 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 91 $23.2K <0.01% +2 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 91 $23.2K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90 $22.9K <0.01% -37 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 90 $22.9K 0.02% -1 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 89 $22.7K 0.01% -29 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 85 $21.6K <0.01% -127 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 85 $21.6K 0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 83 $21.1K <0.01% +51 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 81 $20.6K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 81 $20.6K <0.01% +33 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 80 $20.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 79 $20.1K <0.01% +74 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 77 $19.6K <0.01% -17 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 77 $19.6K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 76 $19.3K <0.01% +2 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 75 $19.1K <0.01% 0 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 75 $19.1K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 75 $19.1K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 73 $18.6K <0.01% +10 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 72 $18.3K <0.01% -439 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 70 $18K <0.01% +10 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 67 $17.1K <0.01% +65 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 67 $17.1K 0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 65 $16.5K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 63 $16K <0.01% -75 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 60 $16K 0.01% 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 62 $15.8K <0.01% -41,590 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 62 $15.8K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 61 $15.5K 0.01% +9 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 59 $15K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 59 $15K <0.01% +19 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 59 $15K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 59 $15K 0.01% +27 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 53 $15K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 58 $14.8K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 58 $14.8K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 57 $14.5K <0.01% +5 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 52 $13.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 52 $13.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 51 $13K <0.01% -96 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 51 $13K 0.01% +29 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 51 $12.9K <0.01% -9 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 50 $12.7K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 50 $12.7K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50 $12.7K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 38 $12.7K <0.01% -53 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 45 $11.5K <0.01% +29 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 45 $11.5K <0.01% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 44 $11.2K 0.01% +21 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 44 $11.1K <0.01% -198 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 40 $10.2K <0.01% -10 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 39 $9.93K <0.01% -223 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 38 $9.67K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 38 $9.67K <0.01% +13 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 38 $9.67K <0.01% -10 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 38 $9.67K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 37 $9.42K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $8.91K <0.01% +4 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 37 $8.65K <0.01% new 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 32 $8.14K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 32 $8.14K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 32 $8.09K <0.01% -969 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 30 $8K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29 $7.38K <0.01% +8 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 29 $7.38K <0.01% +3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 27 $6.87K <0.01% -81 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 25 $6.53K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $6.36K <0.01% +13 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 25 $6.36K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 25 $6.36K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 24 $6.11K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23 $5.85K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 23 $5.85K <0.01% -11 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 25 $5.68K <0.01% -63,106 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 21 $5.34K <0.01% -25 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 21 $5.34K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 20 $5.09K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 20 $5.09K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 20 $5.09K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20 $5.09K <0.01% -55 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 19 $4.84K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 19 $4.84K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 18 $4.58K <0.01% -35 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 18 $4.58K <0.01% +6 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 17 $4.33K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 17 $4.33K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16 $4.07K <0.01% -1 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 16 $4.07K <0.01% 0 13F-HR/A Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 22 $4K <0.01% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $3.82K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 15 $3.82K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 15 $3.82K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 15 $3.82K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 15 $3.82K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 14 $3.56K <0.01% -1,010 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 13 $3.31K <0.01% +1 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 13 $3.31K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 13 $3.27K <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 11 $3K <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $2.8K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $2.54K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.54K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10 $2.54K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $2.54K <0.01% -1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $2.54K <0.01% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 7 $2.34K <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $2.29K <0.01% -1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $2.29K <0.01% +5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $2.29K <0.01% -256 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8 $2.04K <0.01% -77 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 8 $2.04K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $2.04K <0.01% +3 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8 $2.04K <0.01% +4 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8 $2.04K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10 $2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6 $2K <0.01% new 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7 $1.78K <0.01% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 7 $1.78K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 7 $1.78K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6 $1.53K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $1.53K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6 $1.53K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.53K <0.01% +3 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 6 $1.53K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5 $1.27K <0.01% -2,605 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5 $1.27K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $1.27K <0.01% -3 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 5 $1.27K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5 $1.27K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4 $1.02K <0.01% -90 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 4 $1.02K 0.02% -2 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 4 $1.02K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $1.02K <0.01% -1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3 $764 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $764 <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 3 $764 <0.01% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2 $509 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $509 <0.01% new 13F-HR Timeline