Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,245 $235K 0.05% +25 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,219 $233K 0.04% +444 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,212 $231K <0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,210 $231K 0.02% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,209 $231K 0.01% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,203 $230K 0.11% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,202 $230K 0.09% +2 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,186 $228K 0.16% +3 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,184 $228K <0.01% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,178 $228K 0.02% -97 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,177 $228K 0.09% +20 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,157 $225K 0.07% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,117 $221K 0.07% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,113 $221K 0.04% -126 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,105 $220K 0.02% +2 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,044 $214K 0.01% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,030 $212K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,023 $211K 0.01% +2 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,021 $211K <0.01% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,009 $210K 0.01% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,006 $210K 0.01% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,006 $210K 0.06% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,001 $209K <0.01% -149 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,997 $209K 0.07% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,981 $208K 0.1% +1,351 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,988 $208K 0.03% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,976 $207K 0.05% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,970 $206K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,957 $205K 0.01% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,952 $204K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,950 $204K <0.01% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,949 $204K 0.02% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,948 $204K 0.01% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,947 $203K 0.12% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,947 $203K 0.04% +296 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,943 $202K <0.01% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,931 $202K 0.01% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,930 $202K 0.09% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,914 $200K 0.06% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,877 $196K <0.01% +631 13F-HR Timeline Group Insight Inv LLC More: the full row for Insight Inv LLC 1,815 $190K 0.11% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,780 $186K 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,703 $178K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,687 $176K 0.04% -272 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,659 $175K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,600 $167K 0.04% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,576 $165K 0.01% -948 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,574 $164K 0.05% -207 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,563 $163K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,548 $162K 0.02% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,520 $159K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,504 $157K <0.01% +640 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,475 $154K 0.02% -340 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,403 $147K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,398 $146K 0.14% -1,799 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,372 $143K 0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,334 $139K 0.19% +2 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,331 $139K 0.08% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,318 $138K <0.01% +351 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,299 $136K 0.1% 0 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/ 1,274 $133K <0.01% -707 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,273 $133K 0.03% 0 13F-HR/A Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,246 $130K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,245 $130K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,227 $128K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,194 $125K 0.01% +911 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,183 $124K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,163 $122K 0.09% -100 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,162 $121K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,150 $120K 0.02% -1,290 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,094 $114K 0.05% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,043 $109K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,036 $108K 0.01% +1 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,032 $108K 0.04% -46 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,017 $106K 0.02% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,010 $106K 0.02% +97 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,000 $105K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 973 $102K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 968 $101K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 958 $100K 0.01% +72 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 951 $99.4K 0.07% -249 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 944 $99K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 945 $98.8K 0.08% -305 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 944 $98.7K 0.02% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 942 $98.4K 0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 133,995 $97.2K 0.01% new 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 918 $95.9K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 885 $92K 0.02% -50 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 865 $90.4K 0.03% -117 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 835 $87.3K 0.03% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 830 $87.1K 0.02% -1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 804 $84K <0.01% +589 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 771 $80.6K 0.03% +248 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 750 $78.4K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 750 $78.4K 0.03% -184 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 716 $74.8K 0.04% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 709 $74.1K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 705 $73.7K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 700 $73.2K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 694 $72.5K 0.04% +34 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 688 $71.9K 0.05% -12 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 686 $71.7K 0.03% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,257 $70.2K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 651 $70.1K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 669 $69.9K 0.01% +644 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 663 $69.6K 0.06% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 663 $69.3K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 625 $65.3K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 614 $64.2K 0.04% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 600 $62.7K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 584 $61K <0.01% +39 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 580 $60.6K 0.01% -30 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 556 $58.1K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 491 $51.3K 0.1% -5,061 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 449 $46.9K <0.01% 0 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 443 $46.3K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 435 $45.5K 0.2% -21 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 401 $41.9K 0.01% -5 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 399 $41.9K 0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 396 $41.4K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 395 $41.3K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 380 $39.7K <0.01% 0 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 376 $39.3K 0.02% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 339 $35.4K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 312 $32.6K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 306 $32K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 301 $31.5K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 301 $31.5K 0.02% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 300 $31.4K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 300 $31.4K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 297 $31K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 289 $30.2K 0.01% 0 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 286 $29.9K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 270 $28.2K 0.01% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 253 $26.4K <0.01% -336 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 252 $26.3K 0.02% -19 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 250 $26.1K <0.01% +125 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 250 $26.1K 0.02% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 246 $25.7K 0.02% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 242 $25.3K 0.02% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 239 $25K <0.01% new 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 238 $24.9K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 230 $24K <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 234 $24K <0.01% 0 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 225 $23.5K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 225 $23.5K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 223 $23.3K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 212 $22.2K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 207 $21.6K 0.07% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 188 $19.6K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 174 $18.2K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 165 $17.2K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 158 $16.5K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 138 $14.4K 0.01% new 13F-HR/A Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 138 $14.4K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 136 $14.2K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 105 $13.3K <0.01% -22 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 121 $12.7K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 116 $12.1K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 110 $11.5K <0.01% -917 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 108 $11.3K 0.01% +40 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 101 $10.6K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 100 $10.5K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 95 $9.93K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 90 $9.45K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 90 $9.38K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 88 $9.21K 0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 88 $9.2K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 86 $8.99K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 84 $8.78K <0.01% 0 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 83 $8.65K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 76 $7.94K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 75 $7.84K <0.01% +14 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 72 $7.53K <0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 72 $7.5K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 71 $7.42K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 60 $6.22K <0.01% +1 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 53 $6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 57 $5.98K <0.01% -1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 56 $5.88K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 51 $5.33K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 48 $5.02K <0.01% -6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 48 $4.99K <0.01% -76 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 46 $4.84K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 43 $4.52K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 40 $4.18K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 39 $4.08K <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 38 $4K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 37 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 37 $3.87K <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 31 $3.24K 0.05% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 28 $2.93K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 25 $2.61K <0.01% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 20 $2.09K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16 $1.67K <0.01% new 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 16 $1.67K <0.01% -148 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 15 $1.57K <0.01% -1,415 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 14 $1.46K <0.01% -296 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 12 $1.26K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 12 $1.25K <0.01% 0 13F-HR Timeline