Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 295 $21.3K <0.01% 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 276 $19.9K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 188 $17.9K 0.01% +180 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 238 $17.2K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 231 $16.7K 0.01% +223 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 223 $16.1K <0.01% +26 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 216 $15.6K <0.01% -135 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 206 $14.9K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 203 $14.7K <0.01% -89 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 200 $14.4K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $14.4K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 200 $14.4K 0.01% +100 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 183 $13.2K <0.01% +118 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 173 $12.5K <0.01% -45,529 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 107 $12K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 163 $11.8K <0.01% -150 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 159 $11.5K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 155 $11.2K <0.01% +135 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 150 $10.8K <0.01% +50 13F-HR/A Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 150 $10.8K 0.04% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 147 $10.6K 0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 142 $10.3K 0.01% +30 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 140 $10.1K 0.05% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 137 $9.89K <0.01% +4 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 135 $9.75K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 135 $9.75K 0.01% +3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 127 $9.17K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 132 $9K <0.01% +16 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 118 $8.53K <0.01% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 106 $7.65K <0.01% -27 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 105 $7.58K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $7.22K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $7.22K <0.01% -200 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $7.22K <0.01% -100 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100 $7.22K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 97 $7K <0.01% +20 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 92 $6.64K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 84 $6.08K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 79 $6K <0.01% +3 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 79 $6K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 83 $5.99K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 70 $5.05K <0.01% +30 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 75 $5K <0.01% -5 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 69 $4.98K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 67 $4.84K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 65 $4.7K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 65 $4.69K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 65 $4.69K <0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 51 $4K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 54 $3.88K <0.01% +39 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 53 $3.83K <0.01% +40 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 52 $3.75K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 52 $3.75K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 50 $3.61K <0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 50 $3.61K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $3.59K <0.01% +16 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 47 $3.39K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 45 $3.25K <0.01% -5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 43 $3.1K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 38 $3K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 40 $2.89K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 40 $2.89K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 36 $2.57K <0.01% -11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 33 $2.38K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 32 $2.31K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30 $2.17K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $2.17K <0.01% -3 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 30 $2.17K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 29 $2.09K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 26 $2K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 25 $1.8K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 24 $1.73K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 23 $1.73K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 23 $1.66K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 23 $1.66K <0.01% -11 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 21 $1.52K <0.01% -718 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 20 $1.45K <0.01% -5 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 18 $1.3K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 18 $1.3K <0.01% +9 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16 $1.16K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 16 $1.16K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15 $1.13K <0.01% -14 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15 $1.08K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.08K <0.01% +8 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $1.01K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $722 <0.01% -73,140 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $722 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 10 $722 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8 $578 <0.01% -14 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7 $505 <0.01% -456 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $505 <0.01% +2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 7 $505 <0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6 $434 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $434 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $434 <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $433 <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5 $361 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5 $361 <0.01% new 13F-HR/A Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 4 $345 <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4 $305 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $291 <0.01% -7 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4 $289 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $289 <0.01% -87 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4 $289 <0.01% -13 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4 $289 <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3 $217 <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 3 $217 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3 $217 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $144 <0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1 $73 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1 $73 <0.01% new 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $72 <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1 $72 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $72 <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1 $7 <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,298 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.