Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 913 $275K 0.05% +1 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 860 $275K 0.18% -4 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 915 $275K 0.13% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 916 $274K 0.1% +42 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 915 $274K 0.07% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 912 $273K <0.01% -11 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 910 $272K <0.01% +60 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 911 $272K 0.03% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 908 $272K <0.01% -215 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 906 $271K 0.11% +3 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 901 $269K 0.01% 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 900 $269K 0.1% +3 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 897 $268K <0.01% +57 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 897 $268K 0.17% -36 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 895 $268K 0.08% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 894 $267K 0.01% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 883 $264K 0.25% +2 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 876 $262K 0.07% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 876 $262K 0.02% +76 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 869 $260K 0.01% +92 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 869 $260K 0.03% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 856 $256K <0.01% +41 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 853 $255K 0.11% +38 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 851 $254K <0.01% -62 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 850 $254K 0.33% -12 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 850 $254K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 848 $254K 0.02% -23 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 847 $253K 0.1% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 846 $253K 0.05% +48 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 845 $253K 0.01% +87 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 845 $253K 0.04% +30 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 843 $252K 0.01% +8 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 842 $252K 0.02% -2 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 842 $252K 0.02% +5 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 840 $251K 0.04% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 840 $251K 0.21% new 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 840 $251K 0.03% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 833 $249K 0.01% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 829 $248K 0.05% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 824 $246K 0.01% +99 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 821 $245K 0.06% +4 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 818 $245K 0.1% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 815 $244K <0.01% -219 13F-HR Timeline DWM Financial Group, Inc. More: the full row for DWM Financial Group, Inc. 846 $243K 0.22% 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 812 $243K 0.13% +2 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 808 $242K 0.02% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 808 $242K 0.02% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 799 $239K 0.01% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 798 $239K 0.01% -81 13F-HR/A Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 797 $238K 0.04% +2 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 790 $236K 0.06% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 788 $236K <0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 782 $234K 0.01% -185 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 781 $233K 0.12% -642 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 775 $232K 0.06% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 773 $231K 0.03% +13 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 774 $231K <0.01% -275 13F-HR Timeline Group FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 771 $231K 0.08% -29 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 771 $231K 0.02% -147 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 765 $229K 0.03% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 760 $227K 0.15% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 759 $227K 0.13% -102 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 754 $225K 0.1% -78 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 752 $225K 0.12% +2 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 750 $224K 0.01% -155 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 749 $224K -1,049 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 746 $223K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 742 $222K 0.15% -1,520 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 740 $221K 0.02% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 736 $220K 0.04% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 721 $216K 0.08% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 720 $215K 0.02% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 718 $215K 0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 718 $215K 0.01% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 717 $214K 0.06% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 716 $214K 0.06% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 710 $212K 0.01% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 710 $212K 0.13% -35 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 707 $211K 0.01% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 704 $210K 0.01% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 701 $210K <0.01% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 700 $209K 0.04% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 700 $209K 0.04% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 700 $209K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 700 $209K 0.01% +123 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 693 $207K 0.1% -125 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 692 $207K 0.05% new 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 690 $206K 0.03% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 690 $206K 0.07% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 690 $206K 0.16% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 690 $206K 0.05% -24,618 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 689 $206K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 684 $204K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 683 $204K 0.02% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 710 $204K 0.17% 0 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 680 $203K 0.19% new 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 663 $203K 0.15% 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 675 $202K 0.02% -60 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 675 $202K 0.06% new 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 661 $202K 0.04% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 674 $202K 0.01% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 670 $200K 0.01% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 670 $200K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 661 $198K 0.03% -41 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 640 $193K 0.01% +34 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 610 $182K <0.01% +101 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 603 $180K 0.02% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 600 $179K 0.04% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 586 $175K 0.13% 0 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 579 $173K 0.04% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 570 $170K 0.13% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 564 $169K 0.05% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 554 $166K 0.1% +9 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 548 $164K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 542 $162K <0.01% -7 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 531 $159K 0.03% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 521 $156K 0.03% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 515 $154K 0.05% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 512 $153K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 510 $152K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 500 $150K 0.05% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 496 $148K 0.05% -318 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 481 $144K 0.03% -8 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 470 $141K 0.05% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 465 $139K 0.03% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 453 $136K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 452 $135K 0.04% -693 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 445 $133K 0.01% 0 13F-HR/A Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 442 $132K 0.12% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 431 $129K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 425 $128K 0.03% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 427 $128K 0.05% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 420 $126K 0.02% +1 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 419 $125K 0.06% +1 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 418 $125K 0.06% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 417 $125K <0.01% -5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 408 $122K 0.07% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 406 $121K 0.05% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 390 $117K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 376 $112K 0.03% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 376 $112K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 373 $112K 0.07% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 359 $107K 0.06% -21 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 354 $106K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 348 $104K 0.01% +8 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 340 $102K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 327 $97.8K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 327 $97.8K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 325 $97K 0.02% +11 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 318 $95.1K 0.06% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 319 $95K 0.04% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 312 $93.2K 0.08% +1 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 310 $92.7K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 308 $92.1K 0.01% 0 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 293 $90K <0.01% +33 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 300 $89.7K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 299 $89.4K 0.08% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 298 $89.1K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 297 $88.8K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 275 $82.2K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 275 $82.2K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 269 $80.3K 0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 265 $79.2K <0.01% -146 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 250 $78.9K 0.02% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 259 $77.4K 0.03% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 257 $76.8K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 251 $75.1K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $74.8K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 248 $74.2K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 240 $71.8K 0.02% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 238 $71.2K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 232 $69.4K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 227 $67.9K 0.02% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 227 $67.9K 0.06% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 225 $67.3K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 225 $67.3K 0.01% -739 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 219 $65.6K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 207 $62K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $59.8K <0.01% -25 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $59.8K 0.01% +175 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 200 $59.8K 0.03% 0 13F-HR/A Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 193 $59.5K 0.07% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 198 $59.1K 0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 196 $58.6K <0.01% -136 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 195 $58.2K 0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 194 $58K 0.01% -95 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 180 $53.8K 0.02% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 180 $53.7K 0.04% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 178 $53.2K 0.04% -151 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 177 $52.9K 0.03% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 175 $52.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 169 $50.5K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 168 $50.2K <0.01% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 206 $50K 0.02% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 166 $49.9K 0.02% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 165 $49.5K 0.01% -73 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 160 $47.8K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 157 $47K <0.01% +121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Align Financial, LLC More: the full row for Align Financial, LLC 155 $46.2K 0.02% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 154 $45.9K 0.01% 13F-HR Timeline