Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,608 $272K 0.01% -64 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,604 $271K 0.08% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,564 $269K 0.02% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,522 $266K 0.02% -6 13F-HR/A Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,507 $266K 0.02% +1,249 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,495 $265K 0.04% +736 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 4,491 $265K 0.27% 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 4,476 $264K 0.06% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 4,457 $263K 0.15% +49 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,435 $261K 0.03% +107 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 4,399 $259K 0.06% +73 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,385 $258K <0.01% -3,093,327 13F-HR Timeline Group EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 4,379 $258K 0.09% -173 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,373 $258K 0.05% +8 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,335 $255K 0.06% -87 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,322 $255K 0.13% -316 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,311 $254K 0.02% -1,427 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,308 $254K 0.01% new 13F-HR/A Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 4,300 $253K 0.2% 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,159 $253K 0.12% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,295 $253K 0.06% +266 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 4,257 $251K 0.18% 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 4,112 $250K 0.13% +119 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,229 $249K <0.01% +10 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,226 $249K 0.15% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,225 $249K 0.01% +203 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 4,193 $247K 0.08% -3,086 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,192 $247K 0.11% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,174 $246K 0.01% -82 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,164 $245K 0.02% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,082 $241K 0.01% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,066 $240K -716 Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,058 $239K 0.15% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,019 $237K 0.02% -307 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,017 $237K 0.12% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,011 $236K 0.22% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,011 $236K 0.05% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,006 $236K 0.03% -50 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,983 $235K 0.02% +841 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,980 $235K 0.13% +66 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,980 $235K 0.09% -141 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,969 $234K 0.01% -4,011 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,966 $234K 0.04% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,963 $234K 0.05% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,954 $233K 0.19% +49 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,950 $233K 0.2% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,950 $233K 0.11% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,948 $233K 0.04% new 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,943 $232K 0.02% +257 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,940 $232K 0.1% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,933 $232K 0.01% +382 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,629 $230K 0.01% +96 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 3,897 $230K 0.11% +15 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,895 $230K 0.02% +408 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,890 $229K 0.14% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 3,879 $229K 0.17% +65 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,874 $228K 0.06% -128 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 3,873 $228K 0.09% +57 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 3,860 $227K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,857 $227K 0.05% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 3,854 $227K 0.06% +2,685 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,851 $227K 0.05% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 3,834 $226K 0.06% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,832 $226K 0.12% -97 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,822 $225K 0.06% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 3,800 $224K 0.11% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,797 $224K 0.04% +52 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,790 $223K 0.04% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,789 $223K 0.03% 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,762 $222K 0.06% -10 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,760 $222K 0.13% +67 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,753 $221K <0.01% +2,753 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,753 $221K 0.06% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,716 $219K 0.06% -106 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,716 $219K 0.17% new 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,706 $218K 0.17% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,687 $217K 0.17% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,675 $217K 0.03% +11 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,668 $216K 0.1% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,658 $216K 0.04% +540 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,656 $215K 0.06% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,322 $215K 0.04% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,645 $215K <0.01% +470 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 3,639 $214K 0.16% +533 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,625 $214K 0.06% -139 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,621 $213K 0.02% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,616 $213K 0.02% +323 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,615 $213K 0.02% -420 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,611 $213K 0.01% -121 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 3,805 $213K 0.03% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,565 $210K 0.01% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,562 $210K 0.01% +55 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,560 $210K 0.04% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,557 $210K 0.04% +30 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 3,544 $209K 0.02% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,543 $209K <0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,527 $208K 0.02% +203 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,519 $207K 0.03% +179 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 3,514 $207K 0.08% +1 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 3,510 $207K 0.05% -49 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3,503 $206K 0.11% +6 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,498 $206K 0.05% 0 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,500 $206K 0.19% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,479 $205K 0.03% -325 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,476 $205K 0.02% +26 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,466 $204K 0.03% -4,400 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,435 $202K 0.03% +49 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,410 $201K 0.03% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,441 $201K 0.03% 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,397 $200K 0.2% 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,399 $200K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,390 $200K 0.14% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,305 $195K 0.15% 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,237 $191K 0.01% +535 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,220 $190K 0.08% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,160 $186K 0.02% -254 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,127 $184K 0.05% +69 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,803 $165K 0.14% +1 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,739 $161K 0.15% -12,097 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 2,734 $161K 0.1% -3,768 13F-HR/A Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,704 $159K 0.03% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,630 $155K 0.09% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,544 $150K 0.1% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,394 $141K 0.06% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,320 $137K 0.03% +2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,296 $135K 0.01% new 13F-HR/A Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 2,281 $134K 0.14% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,231 $131K 0.02% -277 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,228 $131K 0.03% -5,572 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,156 $127K 0.03% +36 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,134 $126K 0.04% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,121 $124K 0.02% +7 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,974 $116K 0.01% -213 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,935 $114K 0.08% +9 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,930 $113K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,905 $112K 0.04% +28 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,846 $109K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,796 $106K 0.01% -138 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,775 $105K 0.08% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,764 $104K 0.05% +16 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,754 $103K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,725 $102K 0.04% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,699 $100K 0.04% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,693 $99.8K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,685 $99.3K 0.02% +25 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,668 $98.3K 0.02% +5 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,642 $96.7K 0.04% +24 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,531 $90.2K <0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,505 $88.7K new Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,501 $88.5K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,400 $82.5K 0.01% -333 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,390 $81.9K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,336 $78.7K 0.01% -957 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,299 $76.5K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,253 $73.7K 0.03% +20 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,248 $73.5K 0.01% -154 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,242 $73.2K <0.01% -384 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,193 $70.3K <0.01% +64 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,176 $69K 0.02% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,140 $67.2K 0.04% 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 1,114 $65.6K <0.01% -2,449 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,088 $64.2K 0.01% +315 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,058 $62K 0.02% +123 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,049 $61.8K <0.01% +22 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,015 $59.8K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,001 $59K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 985 $58K 0.01% +924 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 963 $56.8K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 958 $56.5K 0.03% +898 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 950 $56K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 928 $54.7K 0.02% +244 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 884 $52.1K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 823 $48.5K 0.04% -25 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 823 $48.5K 0.03% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 818 $48.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 798 $47K 0.05% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 787 $46.4K 0.04% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 779 $45.9K <0.01% +224 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 765 $45.1K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 760 $44.8K 0.01% +9 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 754 $44.4K 0.02% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 753 $44.4K 0.08% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 750 $44.2K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 745 $43.9K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 729 $43K 0.02% +37 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 710 $41.8K 0.02% +12 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 700 $41.3K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 700 $41.3K 0.03% 0 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 706 $41K 0.01% -50 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 688 $40.5K 0.02% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 677 $39.9K 0.01% +297 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 674 $39.7K 0.03% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 671 $39.6K 0.01% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 656 $38.7K 0.01% +11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 653 $38.5K <0.01% -43 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 631 $37.2K 0.02% -377 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 608 $35.8K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 606 $35.7K 0.05% +14 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 566 $33.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 546 $32.2K <0.01% 0 13F-HR Timeline