Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,635 $82.8K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,617 $82.4K 0.02% -351 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,591 $81.8K 0.04% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,582 $81.6K 0.02% +48 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3,561 $81.1K 0.05% +1,202 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,536 $80.5K <0.01% +2,598 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,443 $78.4K 0.03% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,404 $77.5K 0.04% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,363 $76K 0.06% -116 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,330 $75.8K 0.01% -1,329 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 3,329 $75.8K 0.06% +2,468 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,308 $75.3K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,273 $74.5K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,253 $74.3K 0.03% -1,471 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,200 $72.9K 0.03% +100 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,188 $72.6K 0.05% -100 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3,142 $71.5K 0.06% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,109 $70.8K 0.04% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,079 $70.1K 0.05% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,045 $69.3K 0.03% -855 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,000 $68.3K 0.02% -2,574 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,000 $68.3K 0.04% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,979 $67.8K 0.02% 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 2,972 $67.7K 0.03% -70 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,930 $66.7K 0.04% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,905 $66.2K 0.03% +1,697 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,856 $65K 0.05% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,844 $64.8K 0.04% -619 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,800 $63.8K 0.04% 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,782 $63.3K 0.14% +27 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,781 $63.3K 0.03% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,733 $62.2K 0.04% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,728 $62.1K 0.02% -9 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,674 $61K <0.01% -164 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 2,660 $60.6K 0.04% +2,642 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,566 $58.4K 0.04% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,563 $58.4K 0.02% +587 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 2,579 $58K 0.05% -613 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,506 $57.1K 0.01% +2,094 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,501 $57K 0.06% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,448 $56K 0.02% -356 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,431 $55K 0.03% -393 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,415 $55K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,411 $54.9K 0.04% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,329 $53K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,248 $51.2K 0.03% -618 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,195 $50K 0.05% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,171 $49.4K 0.03% -709 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 2,157 $49.1K 0.13% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,082 $47.4K 0.01% +28 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,041 $46.5K 0.03% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 2,033 $46.3K 0.04% 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,800 $46.1K 0.01% +16 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 2,000 $45.5K 0.03% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,000 $45.5K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,994 $45.4K 0.02% -1,453 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,960 $44.6K 0.03% -1,500 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,957 $44.6K 0.02% -595 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,923 $43.8K 0.02% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,909 $43.5K 0.03% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,902 $43.3K 0.01% +362 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,890 $43K <0.01% +1,167 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,865 $42.5K 0.03% -2,017 13F-HR/A Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1,847 $42.1K 0.02% +248 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,830 $41.7K 0.04% 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,806 $41K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,800 $41K 0.03% -1,200 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,763 $40.1K 0.02% +1 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,748 $39.8K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,730 $39.4K 0.03% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,697 $38.6K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,647 $38.2K 0.04% 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 1,648 $37.5K 0.03% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,648 $37.3K 0.05% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,633 $37.2K 0.01% +44 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,646 $37K 0.02% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,587 $36.1K 0.02% -772 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,565 $35.6K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,564 $35.6K <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,580 $35K 0.1% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,533 $34.9K <0.01% new 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,500 $34.2K 0.03% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,494 $34K 0.01% -862 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,451 $33.1K 0.02% +7 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,461 $33K 0.01% +32 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,450 $33K 0.01% +17 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 1,450 $33K 0.04% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,475 $33K 0.02% -321 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,413 $32.2K 0.02% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,358 $30.9K 0.01% +727 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,350 $30.7K 0.02% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,350 $30.7K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,338 $30.5K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,336 $30.4K 0.02% 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 1,349 $30K 0.02% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,314 $29.9K 0.01% +430 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,313 $29.9K 0.02% -150 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,300 $29.6K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,290 $29.4K 0.01% +258 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,270 $28.9K <0.01% -2,646 13F-HR/A Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,248 $28.4K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,244 $28.3K 0.03% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,287 $28.3K 0.02% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,237 $28.2K 0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,211 $27.6K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,209 $27.5K 0.05% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,206 $27.5K <0.01% -388 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 1,118 $27.4K 0.02% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,118 $27.4K 0.02% +1 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,203 $27.4K 0.02% 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,155 $26.3K 0.02% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,144 $26K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,137 $25.9K 0.03% -438 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,128 $25.7K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,118 $25.5K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,117 $25.4K <0.01% +124 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,112 $25.3K 0.02% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,108 $25.2K 0.01% -400 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,102 $25.1K <0.01% -229 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,101 $25.1K <0.01% +91 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,106 $25K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,091 $24.8K 0.04% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,068 $24.3K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,063 $24K 0.01% 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,022 $23.3K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,020 $23.2K 0.01% -150 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,047 $23K 0.01% +84 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,006 $22.9K 0.01% +406 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 988 $22.5K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 978 $22.3K 0.02% +4 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 957 $21.8K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 950 $21.6K 0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 888 $20.2K 0.01% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 835 $20.2K <0.01% -404 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 885 $20.1K 0.02% +77 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 918 $19.9K 0.02% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 865 $19.7K <0.01% -51 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 864 $19.7K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 849 $19.3K 0.01% +10 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 834 $19K 0.02% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 825 $18.8K 0.01% +397 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 800 $18.2K 0.01% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 742 $16.9K 0.01% +590 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 722 $16.4K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 717 $16.3K 0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 715 $16.3K 0.01% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 700 $16K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 700 $15.9K 0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 700 $15.9K <0.01% -400 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 820 $15.7K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 612 $14.8K 0.01% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 646 $14.7K 0.01% -2,000 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 635 $14.5K 0.01% +1 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 594 $13.5K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 584 $13.3K <0.01% +3 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 590 $13K 0.01% +5 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 552 $12.6K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 546 $12.4K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 541 $12.3K 0.01% -34,790 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 536 $12.2K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 530 $12.1K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 515 $11.7K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 510 $11.6K 0.01% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 500 $11.4K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 500 $11.4K <0.01% -1,323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 504 $11K 0.01% -810 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 469 $10.7K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 465 $10.6K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 465 $10.6K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 416 $10.3K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 453 $10.3K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 450 $10.2K <0.01% -77 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 425 $9.68K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 419 $9.54K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 410 $9.34K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 408 $9.29K 0.01% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 400 $9.11K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 397 $9.04K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 362 $8.23K <0.01% +361 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 361 $8.22K <0.01% -229 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 352 $8.02K 0.01% 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 334 $7.6K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 329 $7.47K <0.01% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 323 $7.36K 0.01% 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 312 $7.1K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 300 $6.83K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 300 $6.82K <0.01% 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 300 $6.78K 0.1% -4,790 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 294 $6.7K 0.01% -16 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 283 $6.44K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 270 $6.15K <0.01% 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 267 $6.09K 0.02% 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 263 $5.99K 0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 243 $5.53K <0.01% +230 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 229 $5.21K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 224 $5.1K 0.22% +64 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 200 $4.55K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 200 $4.53K <0.01% 13F-HR Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 183 $4.17K <0.01% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 179 $4.08K <0.01% new 13F-HR Timeline