Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 213 $203K 0.21% 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 213 $203K 0.05% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 210 $200K 0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 210 $200K 0.07% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 210 $200K 0.01% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 210 $200K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 207 $198K 0.11% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 206 $197K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 205 $196K 0.01% +105 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 203 $194K 0.14% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 195 $186K <0.01% -142 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 187 $179K <0.01% -2,635 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 185 $177K 0.11% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 180 $172K 0.02% -10 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 178 $170K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 170 $162K 0.1% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 168 $160K 0.01% -16 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 156 $155K 0.1% -40 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 161 $154K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 156 $149K 0.07% +32 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 152 $145K 0.01% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 175 $142K <0.01% +11 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 148 $142K 0.02% +14 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 145 $138K 0.07% +120 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 145 $138K 0.02% -1 13F-HR/A Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 143 $137K 0.05% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 140 $134K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 138 $132K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 138 $132K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 134 $129K 0.04% +19 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 128 $125K 0.01% -3 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 130 $124K <0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 125 $119K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 125 $119K 0.08% +5 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 125 $119K 0.02% +13 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 124 $118K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 122 $116K <0.01% +85 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 118 $113K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 114 $109K 0.05% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 114 $109K <0.01% 0 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 113 $108K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 113 $108K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 113 $108K 0.01% +16 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 112 $107K 0.04% +68 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 111 $106K 0.03% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 110 $105K 0.02% -4 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 104 $99.3K 0.01% +1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 103 $98.4K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 102 $97.4K 0.03% +2 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 100 $95.5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 98 $93.6K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 98 $93.6K 0.01% -11 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 95 $90.7K 0.06% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 93 $88.8K 0.01% -336 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 90 $85.9K 0.02% +25 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 89 $85K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 89 $85K 0.01% -252 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 86 $82.1K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 81 $77.3K 0.15% -2,388 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 80 $76.4K 0.02% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 79 $75.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 79 $75.4K <0.01% -184 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 78 $74.5K 0.03% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 77 $73.5K 0.04% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 75 $71.6K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 75 $71.6K 0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 74 $70.6K 0.02% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 70 $66.8K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 68 $64.9K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 66 $63K <0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 64 $61.1K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 64 $61K <0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 61 $58.2K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 60 $57.3K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 60 $57.3K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 59 $56.3K <0.01% +4 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 59 $56.3K <0.01% +3 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 58 $55.4K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 57 $54.4K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 56 $53.5K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 54 $51.6K <0.01% +4 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 54 $51.6K <0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 51 $49K <0.01% -9 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 50 $47.7K <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 50 $47.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 49 $46.8K 0.01% +25 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 49 $46.8K 0.03% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 48 $45.8K <0.01% +46 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 47 $45K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 47 $44.4K 0.02% +3 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 45 $43K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 42 $40.1K 0.01% +1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 42 $40.1K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 42 $40.1K 0.01% +19 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 42 $40.1K 0.02% +30 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 42 $40.1K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 40 $39K 0.02% -21 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 40 $38.2K 0.02% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 42 $38.1K 0.03% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 39 $37.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 38 $36K <0.01% +2 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 37 $35.3K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 35 $33.4K <0.01% +1 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 35 $33.4K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 34 $32.5K 0.01% -2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 34 $32.5K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 34 $32.4K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 33 $31.5K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 37 $30.6K 0.04% 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 30 $29.6K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 30 $29.4K <0.01% +26 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $28.6K 0.02% +4 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 30 $28.6K 0.01% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 30 $28.6K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 30 $28.2K <0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 29 $28K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 34 $27.5K 0.02% -15 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 27 $25.8K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 25 $23.9K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 25 $23.9K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 25 $23.6K 0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $22.9K <0.01% -68 13F-HR Timeline Group BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 22 $21K <0.01% 0 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 21 $20K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 21 $20K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21 $20K <0.01% +3 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 21 $20K 0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 21 $20K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20 $19.2K <0.01% -15 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 19 $18.1K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 19 $18.1K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19 $18.1K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $18.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 18 $17K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 17 $16.2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $16K <0.01% +1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15 $14.3K <0.01% +5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15 $14.3K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15 $14.3K 0.01% -13 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 15 $14K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $13.4K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $13.4K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $13.4K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 14 $13.4K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 14 $13.4K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 14 $13.4K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13 $12.6K <0.01% -1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14 $12.5K <0.01% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 13 $12.4K <0.01% +3 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 13 $12.4K 0.01% -23 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13 $12.4K <0.01% +10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $11.5K <0.01% +1 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 12 $11.5K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12 $11.5K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 12 $11.5K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 11 $10.5K <0.01% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 11 $10.5K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11 $10.5K <0.01% +1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 11 $10.5K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 11 $10K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $9.55K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 10 $9.55K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 9 $8.59K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9 $8.59K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9 $8.59K <0.01% +4 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 9 $7.88K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 8 $7.64K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8 $7.64K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 7 $6.86K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $6.68K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 7 $6.68K <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7 $6.68K <0.01% +2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7 $6.66K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $6.23K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6 $5.73K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $5.73K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 6 $5.73K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6 $5.73K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6 $5.73K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $5.73K <0.01% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6 $5.73K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $5.73K <0.01% +2 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5 $4.77K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $4.77K <0.01% +1 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5 $4.77K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $4.77K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 5 $4.77K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4 $3.82K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $3.82K <0.01% +3 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 4 $3.82K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4 $3.82K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 4 $3.82K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4 $3.82K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $3.82K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4 $3.82K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 4 $3.82K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $2.88K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3 $2.86K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $2.86K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3 $2.86K <0.01% 0 13F-HR Timeline