Haverford Trust Co More: the full row for Haverford Trust Co 1,970 $231K <0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,937 $228K 0.02% new 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,933 $227K 0.12% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,919 $226K 0.01% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,908 $224K 0.07% +80 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,901 $223K 0.12% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,825 $221K 0.01% -50 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,883 $221K 0.01% +13 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 1,859 $218K 0.08% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,855 $218K 0.04% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,795 $217K 0.08% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,833 $215K 0.03% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,822 $214K 0.01% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,810 $213K 0.06% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,807 $212K 0.22% 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,798 $211K 0.05% +5 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,797 $211K 0.01% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,794 $211K 0.16% +1 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,770 $208K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,764 $207K 0.01% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,763 $207K 0.03% +47 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,760 $207K 0.05% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,752 $206K 0.02% -1,310 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 1,749 $205K 0.1% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,748 $205K 0.02% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,736 $204K 0.06% -18 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,745 $203K 0.2% 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,718 $202K 0.02% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,715 $201K 0.02% 0 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 1,712 $201K 0.03% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,712 $201K 0.01% +13 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,599 $188K <0.01% +74 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,597 $188K 0.05% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,587 $186K 0.1% 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 1,559 $183K 0.16% +150 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,514 $178K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,508 $177K 0.13% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,441 $169K 0.16% 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,705 $167K 0.02% new 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,410 $166K 0.03% -66 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,399 $164K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,387 $163K 0.02% -117 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,371 $161K 0.12% +13 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,360 $160K 0.14% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,317 $155K 0.02% -80 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,291 $152K 0.1% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,275 $150K 0.06% +1,075 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,227 $144K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,226 $144K 0.07% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,225 $143K 0.01% -56 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,205 $142K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,145 $135K 0.02% +1,085 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 1,138 $134K 0.09% -238 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,130 $133K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,110 $130K 0.01% -113 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,085 $127K 0.05% +15 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,084 $127K 0.08% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,067 $125K 0.03% +8 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,050 $124K 0.05% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 1,052 $124K 0.03% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,034 $122K 0.04% -70 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,029 $121K 0.03% 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,014 $119K 0.05% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,000 $116K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 961 $113K 0.01% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 961 $113K 0.11% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 921 $108K 0.01% 0 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 900 $106K 0.07% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 873 $103K 0.03% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 871 $102K 0.01% +331 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 864 $102K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 818 $96.1K 0.02% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 818 $96.1K 0.1% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 791 $95.3K 0.02% -1 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 800 $94K 0.04% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 790 $93K 0.04% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 715 $84K <0.01% +515 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 715 $84K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 700 $82.2K 0.06% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 685 $80.5K 0.01% +45 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 685 $80.4K 0.01% +9 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 674 $79.2K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 646 $75.9K 0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 632 $74.2K 0.01% +32 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 630 $74K 0.05% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 617 $72.6K 0.02% +17 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 587 $69K 0.01% +33 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 547 $64.2K 0.02% +4 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 541 $63.5K 0.05% +4 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 519 $61K 0.04% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 510 $59.9K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 487 $57.2K 0.02% +10 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 464 $54.6K <0.01% +80 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 464 $54.5K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 460 $54K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 443 $53.7K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 425 $49.9K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 424 $49.8K 0.02% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 417 $49K 0.08% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 412 $48.4K <0.01% -316 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 411 $48.3K 0.01% +3 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 414 $48K 0.13% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 400 $47K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 397 $46.6K 0.02% +53 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 377 $44.3K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 370 $43.5K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 370 $43.5K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 359 $42.2K <0.01% new 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 358 $42K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 354 $41.6K <0.01% +277 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 352 $41.4K 0.02% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 345 $40.5K <0.01% +273 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 327 $38.4K 0.02% +46 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 322 $38K 0.03% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 323 $37.9K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 319 $37.5K <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 316 $37.1K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 309 $36.3K 0.01% -115 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $35.2K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 284 $33.4K 0.01% -6 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 281 $33K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 284 $33K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 273 $32.1K <0.01% -16 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 266 $31.2K 0.03% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,241 $31K 0.02% +50 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 252 $29.6K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 250 $29.4K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 250 $29.4K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 248 $29.1K 0.02% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 246 $28.9K 0.01% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 243 $28.6K 0.01% -5,219 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 228 $26.8K 0.02% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 216 $25.4K 0.01% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 212 $24.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 187 $22K <0.01% +55 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 180 $21.1K 0.02% 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 176 $20.7K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 176 $20.6K 0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 172 $20.2K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 170 $19.9K <0.01% +1 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 161 $18.9K 0.01% +13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 160 $18.8K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 157 $18.5K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 151 $17.7K 0.02% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 150 $17.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 136 $15.9K <0.01% +1 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 135 $15.9K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 129 $15.1K <0.01% +1 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 128 $15K 0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 126 $14.8K 0.01% -11 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 126 $14.8K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 121 $14.2K <0.01% -3 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 119 $14K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 119 $14K 0.01% +1 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 118 $13.8K 0.01% -25 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 117 $13.8K <0.01% 0 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 115 $13.5K 0.01% +1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 113 $13.3K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 113 $13.3K <0.01% +1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 111 $13K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 110 $12.9K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 110 $12.9K 0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 110 $12.9K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $11.7K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 92 $10.8K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 86 $10.1K 0.44% +83 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 81 $9.52K 0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 79 $9.28K <0.01% -91 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 76 $8.93K <0.01% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 70 $8.22K <0.01% new 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 68 $8.01K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 66 $7.75K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 66 $7.75K <0.01% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 60 $7.09K <0.01% +4 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 54 $6.35K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 54 $6.34K <0.01% -493 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 48 $5.61K <0.01% +1 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 44 $5.17K 0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 44 $5.17K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 43 $5.05K <0.01% +4 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 40 $4.71K <0.01% 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 40 $4.7K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $3.52K <0.01% -95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BFSG, LLC More: the full row for BFSG, LLC 28 $3.29K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 27 $3.19K <0.01% -2 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 23 $2.74K <0.01% -1 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 22 $2.63K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 22 $2.58K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $2.12K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 16 $2K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 17 $1.96K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 17 $1.95K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 16 $1.92K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 15 $1.82K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14 $1.7K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 14 $1.65K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8 $940 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $612 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2 $240 <0.01% 0 13F-HR Timeline