LAM GROUP, INC. More: the full row for LAM GROUP, INC. 1,500 $74.9K 0.04% -8,313 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,487 $74.3K 0.02% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,481 $74K 0.07% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,373 $68.6K <0.01% -227 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,368 $68.3K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,345 $67K <0.01% -3,115 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 1,310 $65.4K 0.01% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 1,277 $63.8K 0.09% 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,270 $63.4K <0.01% -335,268 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,247 $62.3K 0.05% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,242 $62K 0.02% +41 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,187 $59.8K 0.01% +1,066 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,000 $50.2K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,000 $50K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,000 $50K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 950 $47.4K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 848 $42.4K 0.03% -3,552 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 805 $40.2K <0.01% -115 13F-HR/A Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 726 $36.3K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 720 $36K <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 710 $35.5K <0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 703 $35.1K 0.02% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 678 $33.9K 0.01% -81 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 670 $33.5K 0.01% -677 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 630 $31.5K <0.01% -671 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 608 $30.4K 0.02% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 587 $29.3K <0.01% new 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 580 $29K 0.02% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 567 $28.3K <0.01% +518 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 567 $28.3K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 542 $27K <0.01% +213 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 519 $25.9K <0.01% +200 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $25K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 483 $24.1K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 455 $22.7K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 437 $21.8K <0.01% -164 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 404 $20.2K 0.01% -190 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 400 $20K <0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 400 $20K 0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 380 $19K <0.01% new 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 372 $18.6K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 353 $17.6K <0.01% +178 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 347 $17.3K 0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 337 $16.8K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 326 $16.3K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 316 $15.8K <0.01% -59 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 314 $15.7K <0.01% +214 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 300 $15K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 280 $14K 0.12% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 277 $13.8K 0.01% +126 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 267 $13.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 267 $13.3K 0.01% -266 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 246 $12.3K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 246 $12.3K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 246 $12.3K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 236 $11.8K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 231 $11.6K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 231 $11.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 225 $11.2K <0.01% +224 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 225 $11K 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 220 $11K <0.01% new 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 200 $10K 0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 202 $10K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 186 $9K <0.01% -63 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 170 $8.49K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 153 $8K <0.01% +21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 152 $7.56K <0.01% +28 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 149 $7.44K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 144 $7.19K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 134 $6.69K <0.01% new 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 132 $6.59K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 119 $5.94K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 119 $5.94K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 117 $5.84K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 108 $5.39K <0.01% -1,681 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 91 $5K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 96 $4.79K 0.01% -67,250 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 96 $4.79K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 90 $4.5K <0.01% +17 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 89 $4.45K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 88 $4.39K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 72 $3.6K <0.01% -18 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 64 $3.2K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 54 $2.7K <0.01% -1,760 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 50 $2.5K <0.01% new 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 47 $2.35K <0.01% 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 45 $2.25K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 41 $2.05K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 35 $1.75K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 32 $1.6K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 30 $1.5K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 27 $1.35K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 27 $1.35K <0.01% 0 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 26 $1.31K <0.01% -29 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 25 $1.25K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 24 $1.2K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 18 $899 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $850 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15 $749 <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 11 $568 <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $350 <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4 $212 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 3 $151 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3 $150 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $60 <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1 $50 <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1 $50 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $34 <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.