Asset Dedication, LLC More: the full row for Asset Dedication, LLC 620 $148K 0.01% -72 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 598 $143K 0.01% -6 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 590 $141K 0.01% +130 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 585 $140K 0.03% -390 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 470 $139K 0.1% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 584 $139K 0.09% -24 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 566 $136K <0.01% -42 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 566 $136K 0.03% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 545 $130K 0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 546 $130K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 542 $130K <0.01% -2,159 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 533 $128K 0.05% -7 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 531 $127K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 524 $125K <0.01% -241 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 520 $124K 0.01% +300 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 514 $123K 0.01% +54 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 498 $119K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 492 $118K 0.01% -10 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 487 $117K 0.04% -13 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 473 $113K 0.11% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 465 $111K <0.01% +357 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 461 $110K 0.02% +29 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 461 $110K 0.08% -135 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 459 $110K <0.01% +120 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 457 $109K 0.06% -216 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 453 $108K 0.01% -1,049 13F-HR Timeline Security National Bank More: the full row for Security National Bank 450 $108K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 431 $103K 0.01% -70 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 414 $99.1K 0.01% -5,829 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 408 $97.7K 0.04% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 402 $96.2K 0.04% +40 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 383 $91.7K 0.05% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 378 $90.5K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 354 $84.7K 0.01% +8 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 350 $84.1K 0.02% -565 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 345 $82.6K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 344 $82.4K 0.03% -3,214 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 338 $80.9K -39,152 Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 327 $78.3K 0.05% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 325 $77.8K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 324 $77.6K <0.01% -23 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 323 $77.3K 0.02% -366 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 323 $77.3K 0.06% +40 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 313 $74.9K 0.04% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 306 $73.3K 0.01% +109 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 294 $69.9K 0.01% +66 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 286 $68.5K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 285 $68.2K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 284 $68K 0.01% -2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 282 $67.5K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 259 $62K 0.01% +63 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 252 $60.3K 0.03% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 250 $59.9K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 247 $59.1K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 242 $57.9K <0.01% +1 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 241 $57.7K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 222 $53.1K <0.01% -18 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 219 $52.4K 0.05% +60 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 217 $51.8K <0.01% +36 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 214 $51K <0.01% +64 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 200 $47.9K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 196 $46.9K 0.01% -14 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 188 $45K <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 187 $44.8K <0.01% +75 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 187 $44.7K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 186 $44.5K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 185 $44.3K 0.02% 0 13F-HR/A Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 185 $44.3K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 182 $43.6K 0.01% +84 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 191 $43.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 180 $43.1K <0.01% +89 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 168 $40.2K 0.01% -20 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 167 $40K <0.01% -196 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 165 $39.5K <0.01% -87 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 162 $38.8K 0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 160 $38.3K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 159 $38.1K <0.01% -7 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 155 $37.1K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 150 $35.9K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 150 $35.9K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 149 $35.7K <0.01% -150 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 146 $35K <0.01% -266 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 135 $32.3K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 128 $30.6K <0.01% -1 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 126 $30.2K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 120 $28.7K +117 Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 113 $27K <0.01% +35 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 112 $27K 0.02% -36 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 112 $26.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 111 $26.6K <0.01% -28 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 110 $26.3K 0.02% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 107 $25.6K 0.16% 0 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 97 $25.1K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 104 $24.9K <0.01% -20 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 102 $24.4K <0.01% -502 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $23.9K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $23.9K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $23.9K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $23.9K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $23.9K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 100 $23.9K 0.01% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 99 $23.7K <0.01% -4,839 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 96 $23K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 96 $23K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 94 $22.5K 0.01% -57 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 93 $22.3K <0.01% -19 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 92 $22K <0.01% +12 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $22K <0.01% -29 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 92 $22K 0.01% +20 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 90 $21.5K 0.01% new 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 90 $21.5K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 89 $21.2K 0.03% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 88 $21.1K <0.01% +19 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 88 $21.1K <0.01% -1 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 88 $21.1K 0.01% +17 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 87 $20.8K 0.01% -112 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 86 $20.6K 0.01% -158 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 85 $20.3K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 85 $20.3K 0.01% +5 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 84 $20.1K 0.01% new 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 83 $19.9K 0.01% -28 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 79 $18.9K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 78 $18.7K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 78 $18.7K <0.01% +50 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 77 $18.4K 0.01% +53 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 77 $18.4K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 76 $18.2K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 76 $18.2K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 76 $18.2K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 75 $18K 0.01% -22 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 74 $17.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 73 $17.5K <0.01% -17 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 71 $17K <0.01% new 13F-HR/A Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 69 $16.5K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 69 $16.5K <0.01% -15 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 66 $15.8K 0.01% -16 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 63 $15.1K 0.01% 0 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 62 $14.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 59 $14.7K <0.01% -7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 61 $14.6K <0.01% -154 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 59 $14.3K <0.01% -1,466 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 59 $14.1K <0.01% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 56 $13.4K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 56 $13.4K <0.01% +24 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 56 $13.3K <0.01% -2 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 55 $13.2K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 55 $13.2K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 52 $12.4K 0.01% -13 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 52 $12.4K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 51 $12.2K <0.01% new 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 51 $12.2K <0.01% -521 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 54 $12K <0.01% +4 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $12K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 50 $12K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 50 $12K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 50 $12K <0.01% +15 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 50 $12K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 51 $11.9K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 49 $11.7K <0.01% +33 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 48 $11.5K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 48 $11.5K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 48 $11.5K +11 Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $11.3K <0.01% +14 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 46 $11K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 46 $11K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 44 $10.5K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 44 $10.5K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 43 $10.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 43 $10.3K <0.01% +5 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 43 $10.3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 43 $10.3K <0.01% -15 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 38 $9.1K <0.01% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 38 $9.1K -6,132 Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $9.07K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 37 $8.86K <0.01% -58 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 37 $8.86K <0.01% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 36 $8.62K <0.01% -19 13F-HR Timeline CNB Bank More: the full row for CNB Bank 35 $8.38K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35 $8.38K <0.01% -17 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 34 $8.14K <0.01% -10,030 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 33 $7.9K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 33 $7.9K <0.01% -24 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 30 $7.18K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 31 $7K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 29 $6.94K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 29 $6.94K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26 $6.22K <0.01% -65 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 25 $5.99K <0.01% -65 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 25 $5.99K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 25 $5.99K <0.01% +17 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 25 $5.99K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 25 $5.99K <0.01% 0 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 25 $5.88K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $5.75K <0.01% +2 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 24 $5.75K <0.01% -50 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $5.51K <0.01% +7 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 23 $5.51K <0.01% -10 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 23 $5.51K <0.01% +22 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $5.51K <0.01% +8 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 21 $5.5K <0.01% new 13F-HR Timeline