High Note Wealth, LLC More: the full row for High Note Wealth, LLC 665 $102K 0.02% -2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 665 $102K 0.02% +36 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 664 $101K 0.02% +22 13F-HR Timeline TOBAM More: the full row for TOBAM 655 $101K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vision Retirement, LLC More: the full row for Vision Retirement, LLC 647 $99.3K 0.03% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 635 $97.5K 0.1% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 630 $96.8K 0.01% -8 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 627 $96.3K 0.03% +10 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 620 $95.2K 0.04% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 608 $93.4K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 602 $92.4K 0.01% +35 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 600 $92.2K 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 600 $92.2K 0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 600 $92.2K 0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 600 $92.2K 0.02% -15 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 591 $90.8K 0.04% +335 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 575 $88.3K 0.02% 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 570 $87.6K 0.03% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 568 $87.3K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 564 $86K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 552 $84.8K 0.04% +166 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 549 $84.3K 0.05% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 547 $84K 0.12% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 543 $83.4K <0.01% +17 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 534 $82K 0.03% +45 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 531 $81.6K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 526 $80.8K 0.04% -248 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 524 $80.5K 0.03% -6 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 505 $77.6K <0.01% -364 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 505 $77.5K 0.02% +464 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 504 $77.4K 0.03% 0 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 500 $76.8K 0.23% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 488 $74.9K 0.03% +60 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 482 $74K 0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 473 $72.7K 0.01% -93 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 470 $72.2K 0.05% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 465 $71.4K 0.04% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 458 $70.4K <0.01% -125 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 455 $69.9K 0.02% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 444 $68.2K 0.03% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 440 $67.6K 0.05% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 439 $67.4K 0.04% -49 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 437 $67.1K 0.03% +1 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 429 $66K 0.02% +1 13F-HR Timeline Security National Bank More: the full row for Security National Bank 426 $65.4K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 424 $65.1K 0.03% 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 415 $63.7K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 411 $63.1K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 405 $62.2K 0.04% +5 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 400 $61.4K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 391 $60.1K 0.01% +55 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 385 $59.1K 0.05% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 383 $58.8K 0.01% +3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 382 $58.7K 0.01% -179 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 379 $58.2K 0.05% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 374 $57.5K 0.02% -100 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 361 $55.5K <0.01% +102 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 359 $55K 0.03% -6 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 352 $54.1K 0.03% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 349 $53.6K 0.02% +181 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 348 $53.5K 0.02% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 344 $52.8K 0.02% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 342 $52.5K 0.01% +202 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 337 $51.8K 0.02% +237 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 324 $49.7K 0.01% +13 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 304 $46.7K 0.02% -2 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 300 $46.1K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 300 $46.1K 0.02% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 297 $45.6K 0.01% +197 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 296 $45.5K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 293 $45K 0.02% +12 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 292 $44.9K 0.02% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 43,898 $43.9K 0.03% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 280 $43K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 280 $43K 0.03% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 279 $42.9K 0.01% +48 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 278 $42.7K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 268 $42K 0.03% +100 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 273 $41.9K 0.02% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 270 $41.5K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 259 $39.8K 0.02% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 258 $39.6K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 256 $39.3K 0.02% new 13F-HR Timeline City State Bank More: the full row for City State Bank 255 $39.2K 0.01% +15 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 254 $39.2K 0.02% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 250 $38.4K 0.02% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 250 $38.4K 0.04% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 240 $36.9K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 236 $36.3K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 235 $36.1K 0.02% +34 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 235 $36K 0.02% +46 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 234 $35.9K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 233 $35.8K <0.01% -872 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 231 $35.5K 0.03% 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 226 $34.7K 0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 226 $34.7K 0.02% +128 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 224 $34.4K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 220 $33.8K 0.01% +10 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 218 $33.5K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 216 $33.2K 0.01% +25 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 214 $32.9K <0.01% 0 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 210 $32.6K 0.02% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 204 $31.3K 0.02% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 200 $30.7K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 200 $30.7K <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $30.7K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 200 $30.7K 0.01% -50 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 200 $30.7K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 197 $30.3K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 194 $30.2K 0.04% 0 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 188 $28.8K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 187 $28.7K <0.01% -205 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 181 $27.8K 0.03% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 179 $27.5K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 177 $27.2K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 176 $27.1K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 176 $27K 0.01% -33 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 174 $26.7K 0.02% +69 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 170 $26.1K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 170 $26.1K 0.01% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 169 $26K 0.12% -19 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 167 $25.7K 0.02% 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 163 $25K 0.01% +89 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 158 $24.3K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 154 $23.7K <0.01% +143 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 154 $23.7K 0.02% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 153 $23.5K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 152 $23.3K 0.01% +22 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 152 $23.3K 0.02% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 150 $23K <0.01% +105 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 146 $22.5K 0.02% 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 146 $22.4K 0.02% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 155 $22.4K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 140 $21.5K <0.01% +128 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 138 $21.2K 0.02% 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 134 $20.6K 0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 136 $20K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 133 $20K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 133 $20K 0.02% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 124 $19K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 124 $19K 0.02% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 120 $18.5K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 118 $18.1K <0.01% +1 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 113 $17.4K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 111 $17.1K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 111 $17.1K <0.01% +12 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 110 $16.9K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 107 $16.4K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 107 $16.4K 0.01% +14 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 105 $16.4K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 100 $15.4K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $15.4K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 99 $15.2K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 97 $14.9K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 94 $14.4K 0.01% 0 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 94 $14.4K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 93 $14.3K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 93 $14.3K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 93 $14K <0.01% -3 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 90 $13.8K 0.01% 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 88 $13.5K 0.02% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 87 $13.4K 0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 86 $13.2K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 85 $13.1K 0.01% +12 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 84 $12.9K 0.01% -10,000 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 83 $12.8K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 82 $12.6K 0.01% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 81 $12.4K 0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 80 $12.3K 0.01% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 79 $12.1K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 79 $12.1K 0.01% +45 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 78 $12K 0.01% +3 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 77 $11.9K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 76 $11.7K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 75 $11.6K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 74 $11.4K 0.01% +20 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 74 $11.4K <0.01% -380 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 73 $11.2K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 72 $11.1K 0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 72 $11.1K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 69 $10.6K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 73 $10.6K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 68 $10.5K <0.01% +23 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 68 $10.4K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 67 $10.3K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 66 $10.2K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 66 $10.1K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 62 $10K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 65 $9.98K <0.01% +6 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 58 $8.91K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 56 $8.6K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 55 $8.45K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 53 $8.14K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 50 $7.7K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 48 $7.37K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 46 $7.15K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 46 $7.07K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 45 $7K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 44 $6.76K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 40 $6.14K <0.01% -40 13F-HR Timeline