Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 168 $28.9K 0.02% +23 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 167 $28K 0.01% -41 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 99 $27.7K <0.01% -165 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 156 $26.9K 0.01% -156 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 154 $26.5K <0.01% -285 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 151 $26K <0.01% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $25.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 150 $25.8K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 147 $25.3K <0.01% +7 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 135 $23.3K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 135 $23.3K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 128 $22.1K <0.01% +3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 120 $20.7K 0.01% +14 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 118 $20.3K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 116 $20K 0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 116 $20K 0.02% 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 110 $18.9K 0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 285 $18.4K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 105 $18.1K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 96 $18K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 100 $17.2K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 95 $16.4K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 92 $15.8K 0.01% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 91 $15.7K +7 Timeline Pinnacle Bancorp, Inc. 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More: the full row for WELLINGTON-ALTUS USA INC. 79 $13.6K 0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 78 $13.4K 0.01% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 74 $12.7K 0.01% -1 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 73 $12.6K <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 72 $12.4K <0.01% +6 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 70 $12.1K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 69 $11.9K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 69 $11.9K 0.02% +25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 67 $11.5K <0.01% -97 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 67 $11.5K <0.01% +61 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,140 $11.1K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 62 $10.7K <0.01% -15 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 59 $10.2K <0.01% +4 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 56 $9.65K 0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 80 $9.61K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 19 $3.28K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 19 $3.27K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 19 $3.27K <0.01% +3 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 19 $3.27K <0.01% -50 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 18 $3.1K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 18 $3.1K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17 $2.93K <0.01% +16 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 17 $2.93K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $2.76K <0.01% +1 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 16 $2.76K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 16 $2.76K <0.01% -16 13F-HR/A Timeline Turning Point Benefit Group, Inc. 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Advisory Services LLC 12 $2.07K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 12 $2.07K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13 $2K <0.01% +3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $1.9K <0.01% +1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 11 $1.9K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10 $1.72K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.72K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10 $1.72K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $1.72K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10 $1.72K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10 $1.72K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 10 $1.72K <0.01% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 10 $1.72K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9 $1.56K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9 $1.55K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $1.38K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8 $1.38K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 8 $1.38K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $1.21K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7 $1.21K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $1.21K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 7 $1.21K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 7 $1.21K <0.01% new 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7 $1.21K <0.01% +6 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $1.03K <0.01% -1 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 5 $1K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4 $729 <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $690 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4 $689 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3 $517 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $517 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3 $517 <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2 $345 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $345 <0.01% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2 $345 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $345 <0.01% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1 $172 <0.01% -15,106 13F-HR Timeline