Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 302 $30.8K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 301 $30.7K 0.01% 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. 300 $30.6K <0.01% -13 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 294 $29.9K 0.01% 13F-HR/A Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 292 $29.7K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 286 $29.1K 0.01% 13F-HR Timeline Group SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 284 $28.9K 0.02% -48 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 281 $28.6K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 280 $28.5K 0.02% -4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 277 $28.2K 0.01% -188 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 263 $27.2K <0.01% -311 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 266 $27.1K <0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 266 $26.2K <0.01% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 249 $25.3K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 251 $25K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 235 $23.9K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 234 $23.8K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 233 $23.7K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 233 $23.7K 0.03% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 225 $22.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 217 $22.1K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 216 $22K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 216 $22K 0.01% -7 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 213 $21.7K <0.01% -133 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 203 $20.7K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 203 $20.7K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 202 $20.6K 0.01% -6 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 201 $20.5K 0.02% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $20.4K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 198 $20.2K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 196 $20K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 189 $19.3K <0.01% -53 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 188 $19.2K <0.01% -20 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 187 $19K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 182 $18.5K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 181 $18.4K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 177 $18K 0.01% -107 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 177 $18K 0.01% -42 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 172 $17.5K <0.01% -5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 171 $17.4K <0.01% +31 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 170 $17K 0.01% +2 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 164 $16.7K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 154 $15.7K <0.01% -32 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 153 $15.6K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 153 $15.6K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 150 $15.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 136 $13.9K <0.01% -20 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 135 $13.8K <0.01% -87 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 127 $13.7K 0.01% -16 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 132 $13.4K <0.01% -5 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 127 $12.9K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 115 $11.7K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 115 $11.7K <0.01% -124 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 114 $11.7K 0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 114 $11.6K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 113 $11.5K <0.01% 0 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 113 $11.5K <0.01% -36 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 112 $11.4K <0.01% -8 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 105 $10.7K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 105 $10.7K 0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 104 $10.6K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 101 $10.3K <0.01% -92 13F-HR/A Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 101 $10.3K 0.01% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $10.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $10.2K <0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100 $10.2K 0.01% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $10.2K 0.01% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 96 $9.78K 0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 94 $9.71K <0.01% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 94 $9.57K <0.01% -21 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 92 $9.37K <0.01% -3 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 92 $9.37K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 90 $9.17K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 87 $8.86K <0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 87 $8.86K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 87 $8.86K <0.01% +83 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 86 $8.76K 0.01% 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 83 $8.45K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 82 $8.36K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 81 $8.25K 0.01% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 79 $8.05K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 85 $8K <0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 77 $7.87K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 77 $7.84K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 76 $7.74K 0.01% -28 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 75 $7.64K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 75 $7.64K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 75 $7.64K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 75 $7.64K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 74 $7.54K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 73 $7.43K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 71 $7.23K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 71 $7.23K <0.01% +12 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 71 $7.23K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 70 $7.13K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 69 $7.04K <0.01% +29 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 70 $7K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 67 $6.82K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 66 $6.72K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 66 $6.72K <0.01% -166 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 63 $6.42K <0.01% 0 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 63 $6.42K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 62 $6.34K <0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 61 $6.21K <0.01% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 60 $6.11K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 58 $5.91K <0.01% -36 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 57 $5.81K <0.01% 0 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 56 $5.75K <0.01% -15 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 55 $5.6K <0.01% 0 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 50 $5.09K <0.01% -433 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 50 $5.09K <0.01% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 50 $5.09K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 58 $5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 49 $4.99K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 48 $4.89K <0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 48 $4.89K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 47 $4.79K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 47 $4.79K <0.01% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 46 $4.68K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 44 $4.48K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 43 $4.38K <0.01% -3 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 42 $4.28K <0.01% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 39 $3.97K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 39 $3.97K <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 38 $3.88K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 38 $3.87K <0.01% -38 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 36 $3.67K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 36 $3.67K <0.01% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 35 $3.56K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $3.46K <0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 33 $3.36K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 32 $3.26K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 32 $3.26K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 32 $3.26K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 32 $3.19K <0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 31 $3.16K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 30 $3.06K <0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 30 $3.06K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30 $3.06K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspect Partners, LLC More: the full row for Aspect Partners, LLC 30 $3.06K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 30 $3.06K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 30 $3.06K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 30 $3.06K <0.01% -12 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 27 $3.02K <0.01% new 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 34 $3K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 29 $3K <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 28 $2.86K <0.01% -9 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 28 $2.85K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 27 $2.76K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 26 $2.65K <0.01% -130 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 26 $2.65K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 26 $2.65K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 26 $2.65K <0.01% -4 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 26 $2.65K <0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 27 $2.58K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 23 $2.34K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 20 $2.04K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 20 $2.04K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 25 $2K <0.01% +2 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 19 $1.94K <0.01% +6 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 19 $1.94K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.94K <0.01% +3 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 19 $1.94K <0.01% 0 13F-HR/A Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 19 $1.94K <0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 19 $1.91K <0.01% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 17 $1.9K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 18 $1.83K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 18 $1.83K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 17 $1.74K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 17 $1.73K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 16 $1.63K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 16 $1.63K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 16 $1.63K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 16 $1.63K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 15 $1.53K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 15 $1.53K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 15 $1.53K <0.01% +8 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 15 $1.53K <0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 14 $1.43K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 14 $1.43K <0.01% -14 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $1.43K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 13 $1.32K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 13 $1.32K <0.01% -19 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 12 $1.22K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $1.22K <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 11 $1.12K <0.01% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11 $1.12K <0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 11 $1.12K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 11 $1.12K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 11 $1.12K <0.01% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10 $1.02K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $1.02K <0.01% 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 16 $1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 11 $1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9 $918 <0.01% 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 9 $917 <0.01% 0 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8 $818 <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8 $815 <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8 $815 <0.01% 13F-HR Timeline