ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10 $1.51K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $1.51K <0.01% +3 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.51K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $1.51K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 9 $1.36K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8 $1.21K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $1.21K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8 $1.21K <0.01% -44 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7 $1.06K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 7 $1.06K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 7 $1.06K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 7 $1.06K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7 $1.06K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7 $1.06K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10 $1K <0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6 $905 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $905 <0.01% -130 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $905 <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 6 $905 <0.01% -1,310 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $861 0.03% +2 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 5 $755 <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5 $754 <0.01% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 5 $754 <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5 $754 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $754 <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 5 $754 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $754 <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4 $604 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $603 <0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4 $603 <0.01% -3 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 4 $603 <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4 $585 <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3 $452 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $452 <0.01% -5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2 $314 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2 $302 <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2 $302 <0.01% -59 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2 $302 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2 $302 <0.01% new 13F-HR Timeline Spear Advisors LLC More: the full row for Spear Advisors LLC 2 $302 <0.01% -10,856 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $302 <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $228 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1 $151 <0.01% -3,700 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $151 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $151 <0.01% -1 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $151 <0.01% -1 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1 $151 <0.01% new 13F-HR Timeline