AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 973 $147K 0.01% +280 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 957 $144K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 944 $142K 0.01% -101 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 942 $141K 0.01% -80 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 851 $128K 0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 834 $125K 0.07% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 778 $117K 0.04% -982 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 774 $117K 0.04% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 761 $115K 0.09% -138 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 685 $103K 0.01% -201 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 684 $103K 0.03% -2,041 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 665 $100K 0.03% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 640 $96.5K 0.04% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 616 $92.9K <0.01% +223 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 610 $92K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 604 $91.1K 0.05% +50 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 599 $90.4K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 590 $89K 0.01% +490 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 580 $87.5K 0.01% +60 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 579 $87.4K 0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 579 $87.3K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 575 $86.7K <0.01% -2,752 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 559 $84.3K 0.01% +387 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 557 $84K 0.01% +177 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 556 $83.9K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 554 $83.6K 0.04% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 507 $76.5K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 502 $75.7K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 500 $75.4K 0.01% +50 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 500 $75.4K 0.02% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 492 $74.2K 0.03% -130 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 475 $71.7K <0.01% -997 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 423 $71.4K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 469 $71K <0.01% +102 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 468 $70.6K 0.01% +467 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 459 $69.2K 0.01% -38 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 441 $66.5K 0.01% -92 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 394 $59.5K 0.01% -58 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 372 $56.1K <0.01% -94 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 368 $55.5K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 364 $54.9K 0.03% +109 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 335 $50.5K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 330 $49.8K 0.01% -70 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 325 $49K 0.02% -500 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 314 $47.4K <0.01% -17 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 310 $46.8K <0.01% +300 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 307 $46.3K 0.04% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 300 $45.3K <0.01% 0 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $45.3K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 296 $44.7K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 276 $44.2K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 290 $43.8K 0.01% -53 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 287 $43.3K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 270 $40.8K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 263 $39.7K 0.01% +188 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 250 $38K 0.01% -653 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $37.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 241 $36.4K <0.01% +102 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 240 $36.2K 0.01% +10 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 240 $36K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 235 $36K 0.02% -2,350 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 238 $35.9K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 237 $35.8K <0.01% +65 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 237 $35.8K 0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 267 $34.1K <0.01% +3 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 220 $33.2K 0.02% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 213 $32.1K <0.01% +50 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 216 $32K 0.01% +3 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 203 $30.6K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 200 $30.2K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $30.2K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 200 $30.2K 0.03% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 200 $30.2K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 200 $30.2K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 194 $29.3K 0.01% +68 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 194 $29K <0.01% +29 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 187 $28.2K <0.01% -5,163 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 160 $28K 0.01% +50 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 185 $27.9K 0.01% -21 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 171 $25.8K <0.01% +69 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 166 $25K <0.01% +156 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 162 $24.4K 0.01% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 150 $23K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 151 $22.8K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 151 $22.8K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 $22.6K 0.01% +15 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 150 $22.6K 0.06% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 147 $22.2K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 146 $22K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 142 $21.4K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 140 $21.1K <0.01% +69 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 130 $19.6K <0.01% +100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 127 $19.2K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 115 $19K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 125 $18.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 120 $18.1K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 119 $18K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 115 $17.3K 0.01% -20 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 114 $17.2K 0.01% +71 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 110 $17K <0.01% 0 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 112 $16.9K <0.01% +10 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 107 $16.1K 0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 103 $15.5K 0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100 $15.1K 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 100 $15.1K <0.01% new 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 100 $15.1K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $15.1K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 100 $15.1K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 96 $14.5K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 94 $14.2K <0.01% +75 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 94 $14.2K 0.01% -114 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 93 $14K <0.01% -31 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 92 $13.9K 0.01% -678 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 90 $13.6K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 88 $13.3K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 87 $13.1K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 85 $12.8K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 83 $12.5K <0.01% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 82 $12.4K <0.01% -3,082 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 80 $12.1K 0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 80 $12.1K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 79 $12K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 80 $11.9K <0.01% new 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 77 $11.6K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 69 $11.2K 0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 74 $11.2K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 70 $10.6K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 69 $10.4K <0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 67 $10.1K <0.01% +15 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 67 $10.1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 65 $10K <0.01% +14 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 59 $8.9K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 58 $8.75K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 58 $8.75K 0.01% -6 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 57 $8.46K 0.01% +56 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 54 $8.15K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 54 $8.15K <0.01% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 54 $8.15K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 52 $7.94K <0.01% -11 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 52 $7.84K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 51 $7.69K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 50 $7.55K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 50 $7.54K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 50 $7.54K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 50 $7.54K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $7.54K <0.01% -50 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 50 $7.54K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 38 $7.14K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 40 $6.04K <0.01% -13 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 40 $6.03K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 38 $6K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 39 $5.88K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 38 $5.73K <0.01% -3 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 38 $5.73K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 36 $5.44K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 35 $5.29K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 33 $5.04K <0.01% -567 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 33 $4.98K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 151 $4.53K <0.01% +91 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 30 $4.53K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 30 $4.53K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 30 $4.53K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 427 $4.42K <0.01% +360 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 29 $4.38K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 25 $3.77K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 25 $3.77K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 25 $3.77K <0.01% +13 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 25 $3.77K <0.01% -45 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 24 $3.62K <0.01% -41 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 22 $3.32K <0.01% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $3.32K <0.01% +4 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 22 $3.32K <0.01% +1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 22 $3.32K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 20 $3.02K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 20 $3.02K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $2.72K <0.01% +12 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17 $2.56K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $2.56K <0.01% +6 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 16 $2.41K <0.01% -5 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15 $2.27K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $2.11K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 $1.96K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 12 $1.81K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $1.66K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.51K <0.01% -88,850 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $1.51K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $1.51K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $1.21K <0.01% +3 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7 $1.06K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 7 $1.06K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $906 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5 $754 <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4 $604 <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4 $604 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4 $604 <0.01% new 13F-HR/A Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $604 <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $603 <0.01% new 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3 $484 <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3 $453 <0.01% 0 13F-HR Timeline