Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 59 $30.8K 0.02% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 57 $30K 0.02% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 56 $29.3K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 55 $28.8K 0.01% +12 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 55 $28.7K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 54 $28.2K 0.01% +3 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 52 $27.5K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 52 $27.2K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 51 $26.5K 0.02% -10 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 50 $26.1K 0.01% -77 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 50 $26.1K 0.02% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 49 $25.6K 0.04% +6 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 48 $25.1K 0.01% 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 47 $24.6K 0.01% +17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 46 $24K <0.01% +7 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 45 $23.5K <0.01% +9 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 44 $23K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 45 $23K 0.01% -12 13F-HR Timeline Trust Co More: the full row for Trust Co 44 $23K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 44 $23K <0.01% +14 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 44 $23K <0.01% +1 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 44 $23K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 43 $22.2K 0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 42 $21.9K <0.01% 0 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 41 $21.5K <0.01% -609 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 41 $21.5K 0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 41 $20.4K 0.12% +12 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $20K <0.01% +5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 38 $19.9K 0.01% -11 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 79 $19.7K 1.93% -12,077 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 37 $19.3K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 36 $19.1K 0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 3 $18.8K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 35 $18.3K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 35 $18.2K <0.01% +27 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 34 $18K 0.02% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $17.8K <0.01% +3 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 33 $17.2K <0.01% new 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 32 $16.7K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 32 $16.7K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 32 $16.7K 0.02% 13F-HR/A Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 32 $16.7K 0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 31 $16.5K 0.01% -90 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $15.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 30 $15.7K <0.01% -1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $15.6K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 30 $15.4K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 29 $15.2K <0.01% +6 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 29 $15.2K 0.01% +3 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 28 $14.7K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 28 $14.6K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 27 $14.1K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 26 $13.6K <0.01% new 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 26 $13.6K 0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 25 $13.1K 0.01% -73 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 25 $13.1K <0.01% -18 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 24 $12.5K 0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 24 $12.5K 0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 23 $12K 0.01% 0 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 22 $11.5K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 22 $11.5K 0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 21 $11K 0.01% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 20 $10.7K <0.01% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 20 $10.5K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 20 $10.5K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 19 $9.93K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 18 $9.46K <0.01% -123 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 18 $9.41K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 18 $9.41K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 18 $9.41K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 18 $9.41K 0.04% +5 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 18 $9.41K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $9.41K 0.01% +4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $9.41K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $8.88K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 17 $8.88K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 17 $8.88K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $8.36K <0.01% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 16 $8.36K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 16 $8.2K <0.01% +5 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 15 $7.84K <0.01% -6 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 15 $7.84K 0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 15 $7.84K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 14 $7.32K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 14 $7.32K <0.01% -21 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 14 $7.32K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 14 $7K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 13 $6.79K <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 13 $6.79K 0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 12 $6.47K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 12 $6.27K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12 $6.27K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12 $6.27K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 14 $6.15K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 12 $6K <0.01% 0 13F-HR Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 11 $5.75K <0.01% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 11 $5.75K <0.01% 0 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 11 $5.75K <0.01% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 10 $5.23K 0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10 $5.23K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 10 $5.23K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 10 $5.23K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10 $5K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 9 $4.75K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9 $4.7K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 9 $4.7K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 9 $4.7K <0.01% +7 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 9 $4.7K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9 $4.7K <0.01% -67 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8 $4.37K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 8 $4.18K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 8 $4.18K <0.01% -6 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $4.18K 0.12% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $4.18K <0.01% +3 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8 $4.18K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7 $3.66K <0.01% -7 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7 $3.66K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7 $3.66K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $3.66K <0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7 $3.66K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 7 $3.66K <0.01% -7 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7 $3.66K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 7 $3.66K <0.01% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 6 $3.16K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6 $3.14K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6 $3.14K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 6 $3.14K <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 6 $3.14K <0.01% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5 $2.61K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5 $2.61K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 5 $2.61K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4 $2.13K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4 $2.09K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 4 $2.09K <0.01% 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 4 $2.09K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4 $2K <0.01% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3 $1.61K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $1.57K <0.01% +2 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 3 $1.57K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $1.57K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $1.57K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $1.57K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $1.57K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $1.31K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $1.05K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2 $1.04K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 2 $1.04K <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $869 <0.01% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $600 <0.01% -3,945 13F-HR/A Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1 $523 <0.01% -31 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $523 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $523 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 49,123 $49.1K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 437 $837 -397 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.