Harding Loevner LP More: the full row for Harding Loevner LP 1,642 $227K <0.01% -2,086 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,641 $227K 0.01% -14 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,637 $226K 0.05% -1,510 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,633 $226K 0.05% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,629 $225K 0.03% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,628 $225K 0.1% 0 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 1,618 $224K 0.15% +8 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,541 $223K 0.01% -239 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,608 $222K 0.13% 0 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 1,608 $222K 0.2% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,608 $222K 0.03% +3 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,597 $221K 0.03% -132 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,634 $219K 0.07% +2 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,578 $218K 0.15% -42 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 1,572 $218K 0.03% -941 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,572 $217K 0.04% +119 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,552 $217K 0.08% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,570 $217K 0.04% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,558 $216K 0.02% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,556 $215K 0.01% +1 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,550 $214K 0.07% -627 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,534 $212K 0.04% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,523 $211K 0.01% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,521 $210K 0.09% +1 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,510 $209K 0.06% +4 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,510 $209K 0.12% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 1,509 $209K 0.17% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,500 $207K 0.02% -20 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,490 $206K 0.01% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,489 $206K 0.06% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,481 $205K <0.01% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,480 $205K 0.05% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,473 $204K 0.03% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,458 $202K 0.05% +34 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,455 $201K 0.08% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,452 $201K 0.02% +6 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,450 $201K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,418 $196K 0.03% +4 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,406 $194K 0.11% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,398 $193K 0.04% +549 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,388 $192K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,367 $189K 0.01% -147 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,342 $186K 0.03% -1,142 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,319 $182K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,311 $181K 0.01% -101 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,278 $177K <0.01% +51 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,275 $176K 0.04% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,245 $172K 0.02% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,240 $172K 0.05% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,236 $171K 0.1% -172,641 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,219 $169K 0.01% new 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,172 $165K 0.06% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,170 $162K 0.01% -36 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,143 $158K 0.05% +174 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,133 $157K 0.13% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,130 $156K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,121 $155K 0.08% +37 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,088 $150K 0.07% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,077 $149K 0.13% -14 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,037 $143K 0.02% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,031 $143K 0.03% -1,031 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,008 $139K 0.01% +34 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,349 $139K <0.01% -26,445 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 986 $136K 0.01% +3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 994 $133K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 945 $131K 0.01% +210 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 906 $125K 0.02% -3,109 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 891 $123K 0.01% +118 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 873 $121K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 862 $119K <0.01% +311 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 820 $113K 0.01% +2 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 736 $102K 0.07% +57 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 721 $99.7K 0.09% -3 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 717 $99.2K 0.08% +1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 716 $99K 0.06% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 694 $97.2K <0.01% -14 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 687 $95K 0.03% +77 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 641 $88.7K 0.01% +182 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 641 $88.7K 0.02% -70 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 602 $83.2K 0.02% +101 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $83K 0.01% -30 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 600 $83K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 596 $82.4K <0.01% +39 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 589 $81.5K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 574 $79.4K 0.01% +73 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,000 $78.5K 0.06% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 559 $77.3K 0.03% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 545 $75.4K 0.01% +161 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 489 $74.3K 0.01% -81 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 535 $74.1K 0.02% +39 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2,371 $71K 0.05% +122 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 511 $70.7K <0.01% +5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 480 $67.1K 0.01% -67 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 481 $66.5K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 476 $65.8K 0.04% +193 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 431 $59.6K 0.01% -17 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 425 $58.8K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 422 $58.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 420 $58.1K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 417 $57.7K 0.03% +239 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 412 $57K 0.02% +166 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 406 $56.1K <0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 396 $54.8K 0.02% -195 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 386 $53.5K <0.01% +80 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 377 $52.1K <0.01% -171,500 13F-HR Timeline Group SFAM, LLC More: the full row for SFAM, LLC 377 $52.1K 0.05% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 377 $52.1K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 370 $51.2K 0.03% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 365 $50.5K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 359 $49.7K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 351 $48.5K <0.01% +208 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 336 $46.5K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 323 $44.7K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 313 $43K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 306 $42.4K 0.01% +34 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $41.5K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 292 $40.4K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 295 $40K 0.01% +295 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 284 $39K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 265 $36.7K 0.01% -5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 259 $35.8K <0.01% +148 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 256 $35.4K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 254 $35.1K <0.01% +179 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 244 $33.8K 0.01% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 244 $33.8K 0.02% +26 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 242 $33.5K 0.02% -107 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 241 $33.4K 0.01% +8 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 231 $32K <0.01% -306 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 223 $30.8K 0.03% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 210 $29K 0.01% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 209 $28.9K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 208 $28.7K <0.01% +1 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 205 $28.4K 0.02% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 201 $27.9K 0.01% +4 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 200 $27.7K 0.01% -50 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 182 $27.5K 0.01% +94 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 189 $26.1K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 188 $26K 0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 178 $24.6K <0.01% +8 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 175 $24.2K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 175 $24.1K <0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 168 $23.2K <0.01% -2 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 166 $23K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 160 $22.1K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 159 $22K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 155 $21.4K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 155 $21.4K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 153 $21.2K 0.01% +51 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 152 $21K <0.01% +76 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 150 $20.7K <0.01% new 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 150 $20.7K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 135 $18.9K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 135 $18.7K <0.01% +39 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 135 $18.6K 0.02% -12 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 121 $16.8K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 118 $16.3K 0.01% +8 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 118 $16.3K <0.01% -78 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 113 $15.8K <0.01% -2,029 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 114 $15.7K 0.01% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 113 $15.6K 0.01% +8 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 110 $15.2K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 110 $15.2K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 108 $14.9K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $14.9K <0.01% +1 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 106 $14.7K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 106 $14.7K <0.01% +37 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 105 $14.6K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 102 $14.1K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $13.8K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $13.8K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 91 $13.5K 0.47% -21 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 95 $13.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 92 $12.7K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 89 $12.3K 0.01% +7 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 82 $11.3K 0.2% +11 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 74 $10.2K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 69 $9.54K <0.01% new 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 62 $8.51K <0.01% +4 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 57 $7.88K <0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 55 $7.61K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 52 $7.18K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 44 $6.09K <0.01% -10 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 44 $6.08K <0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 37 $5.1K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 36 $4.98K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 35 $4.84K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 34 $4.7K <0.01% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 34 $4.7K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 34 $4.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $4.57K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $4.15K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 30 $4.1K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 28 $3.87K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 24 $3.32K <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 23 $3.22K <0.01% -28 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 19 $3K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 20 $2.77K <0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 20 $2.77K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 19 $2.63K <0.01% -3 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $2.49K <0.01% 0 13F-HR Timeline