Addison Advisors LLC More: the full row for Addison Advisors LLC 603 $36K 0.01% -2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 600 $35.8K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 589 $35.2K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 571 $34.1K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 561 $33.5K 0.03% -3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 558 $33.3K <0.01% -2,212 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 534 $31.9K 0.02% +284 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 525 $31.4K <0.01% 0 13F-HR Timeline Group 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 509 $30.4K <0.01% -465 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 509 $30.4K <0.01% +400 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 509 $30.4K 0.02% +386 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 500 $29.9K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 60 $29.9K <0.01% -440 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 480 $28.7K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 468 $28.3K 0.01% +18 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 464 $27.7K 0.02% -125 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 464 $27.7K 0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 439 $26K <0.01% +4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 434 $25.9K <0.01% +3 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 400 $24.5K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 410 $24.5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 400 $23.9K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 400 $23.9K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 400 $23.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $23.9K 0.01% +200 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 400 $23.9K <0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 375 $22.4K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 366 $21.8K <0.01% +140 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 360 $21.5K 0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 357 $21.4K 0.01% +11 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 353 $21.3K <0.01% +351 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 355 $21.2K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 350 $20.9K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 345 $20.6K 0.02% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 333 $19.9K 0.01% +9 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 332 $19.8K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 331 $19.8K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 325 $19.4K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 306 $18.3K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 309 $18K 0.01% -263 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 300 $17.9K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 291 $17.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 286 $17.1K <0.01% +11 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 299 $17K <0.01% +111 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 295 $17K <0.01% +24 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 287 $17K <0.01% -11 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 273 $16.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 273 $16.3K <0.01% -12 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 250 $14.9K <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 250 $14.9K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 243 $14.5K 0.01% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 239 $14.3K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 221 $13.2K <0.01% +131 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 200 $11.9K 0.01% 0 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 187 $11.2K <0.01% new 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 180 $10.8K 0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 175 $10.5K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 163 $9.74K <0.01% +8 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 154 $9.2K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 151 $9.03K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 150 $8.96K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 148 $8.84K <0.01% +92 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 147 $8.78K <0.01% -88 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 146 $8.72K <0.01% +114 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 146 $8.72K <0.01% -217 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 140 $8.36K <0.01% +11 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 140 $8.36K <0.01% +40 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 138 $8.22K <0.01% +1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 137 $8.19K 0.01% +77 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 148 $8K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 127 $7.59K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 124 $7.41K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 118 $7.05K <0.01% -20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 115 $7.02K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 114 $6.82K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 106 $6.33K <0.01% -143 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 103 $6.15K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 101 $6.05K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 101 $6.03K <0.01% +93 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for Quest 10 Wealth Builders, Inc. 85 $5.1K <0.01% -82 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 85 $5K <0.01% -590 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 80 $4.88K <0.01% +14 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78 $4.67K <0.01% +10 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 75 $4.48K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 73 $4.36K <0.01% -71 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 71 $4.24K <0.01% +14 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 67 $4K <0.01% +19 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 74 $4K <0.01% new 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 65 $3.88K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 60 $3.58K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 58 $3.46K <0.01% -213 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 58 $3.46K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 57 $3.41K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 52 $3.11K <0.01% -88 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 52 $3.1K <0.01% -64 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 50 $2.99K <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 50 $2.99K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 50 $2.99K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 48 $2.87K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 47 $2.81K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 46 $2.75K <0.01% 0 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 45 $2.72K <0.01% +43 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 43 $2.59K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 43 $2.57K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 41 $2.45K <0.01% +27 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 39 $2.33K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 39 $2.32K <0.01% +17 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 37 $2.21K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 35 $2.1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35 $2.09K <0.01% +10 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 39 $2K <0.01% 0 13F-HR Timeline Group T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 33 $2K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 33 $1.97K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 33 $1.97K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $1.79K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28 $1.7K <0.01% +4 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 25 $1.49K <0.01% +8 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $1.49K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 25 $1.48K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $1.37K <0.01% +3 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 21 $1.25K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 19 $1.14K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $1.13K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 19 $1K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 16 $960 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 16 $956 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $845 <0.01% -5 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 14 $836 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $777 <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 12 $717 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $616 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $598 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $598 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $538 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 9 $538 <0.01% +3 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $478 <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8 $478 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $478 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $402 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6 $358 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6 $358 <0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5 $299 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $298 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $239 <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $239 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $180 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $179 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $179 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1 $60 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $45 <0.01% 0 13F-HR Timeline