Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,305 $246K 0.02% -104 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,255 $243K 0.03% -39 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,234 $241K 0.03% +315 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,192 $238K 0.02% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,173 $236K <0.01% -8,502 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,156 $235K 0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 3,117 $232K <0.01% +226 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,101 $231K 0.17% 0 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3,089 $230K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,082 $230K <0.01% +160 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,076 $229K <0.01% -715 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,045 $227K <0.01% -300 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,043 $227K 0.02% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,031 $226K 0.1% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,975 $222K 0.09% -340 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,966 $221K 0.1% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,952 $220K 0.04% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,950 $220K <0.01% -265 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,851 $212K <0.01% +240 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,842 $212K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,830 $211K <0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,813 $210K 0.05% +30 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,798 $209K <0.01% -89 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,793 $208K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,783 $207K <0.01% -482 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,756 $205K 0.02% -598 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,698 $201K 0.01% +98 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,622 $195K <0.01% -2,100 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,588 $193K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,544 $190K <0.01% -518 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,459 $183K 0.13% +2,409 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,273 $169K <0.01% -108 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,010 $150K <0.01% -25 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,000 $149K <0.01% +1,792 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,730 $129K <0.01% -46 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,729 $129K 0.01% +15 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,617 $121K <0.01% -922 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,602 $119K <0.01% +807 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,589 $118K <0.01% -2,797 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,589 $118K 0.03% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,582 $118K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,537 $115K <0.01% -844 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,462 $109K <0.01% +18 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 1,499 $104K 0.04% -121,700 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,395 $104K <0.01% +36 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,274 $94.9K <0.01% +388 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,258 $93.7K 0.01% +116 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,238 $92.2K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,227 $91.4K 0.05% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,181 $88K <0.01% -492 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,168 $87K 0.01% -20 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,107 $82.5K 0.02% -187 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,093 $81.4K 0.01% -57 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,026 $76.4K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,001 $74.6K <0.01% +141 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 998 $74.4K <0.01% -491 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 994 $74K 0.01% -19 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 982 $73.2K 0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 950 $70.8K 0.02% -10 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 886 $66K 0.01% -3,467 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 862 $64.2K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 848 $63.2K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 823 $61.3K <0.01% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 800 $59.6K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 797 $59.4K 0.01% +797 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 793 $59.1K <0.01% new 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 795 $59K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 763 $56.9K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $55.8K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 701 $52.3K <0.01% -227 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 696 $51.9K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 644 $48K <0.01% -125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 638 $47.5K 0.01% -9 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 600 $44.6K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 579 $43.1K 0.01% -1,461 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 563 $41.9K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 537 $40K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 531 $39.6K <0.01% +6 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 500 $37.3K <0.01% -168 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 487 $36.3K 0.03% -54 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 463 $35.3K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 472 $35.2K <0.01% +124 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 451 $33.6K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 433 $32.3K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 414 $30.8K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 410 $30.8K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 393 $29.3K <0.01% -461 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 390 $29.1K <0.01% -19 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 356 $26.5K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 350 $26.1K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 300 $22.4K <0.01% -54 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 293 $21.8K <0.01% +23 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 275 $20.5K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 273 $20.3K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 264 $19.7K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 264 $19.7K <0.01% -55 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 263 $19.6K <0.01% -1 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 257 $19.1K 0 Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 254 $18.9K <0.01% +37 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 250 $18.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 249 $18.6K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 248 $18.5K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 248 $18.5K <0.01% -6 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 226 $16.8K 0.01% -18 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 225 $16.8K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 220 $16.5K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 215 $16K <0.01% +51 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 225 $16K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 205 $15.3K 0.02% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 202 $15K 0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 201 $15K 0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 191 $14.2K <0.01% -4,611 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 191 $14.2K <0.01% -91 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 181 $13.5K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 179 $13.3K <0.01% +10 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 179 $13.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 173 $12.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 164 $12.7K <0.01% +158 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 170 $12.7K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 160 $11.9K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 152 $11.3K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 151 $11.3K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 149 $11.1K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 160 $11K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 146 $11K <0.01% +73 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 144 $10.7K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 135 $10.1K <0.01% -50 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 130 $9.69K <0.01% -56 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 127 $9.46K <0.01% -5 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 125 $9.31K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 124 $9.24K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 110 $8.2K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 108 $8.05K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 108 $8.05K 0.01% +25 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 107 $7.97K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 103 $7.64K <0.01% +7 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 102 $7.6K <0.01% +12 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 101 $7.53K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $7.45K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 100 $7.45K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $7.45K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 100 $7.45K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 98 $7.33K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 97 $7.24K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 94 $7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 92 $7K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 93 $6.93K <0.01% -5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 93 $6.93K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 93 $6.93K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 93 $6.93K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 85 $6.33K <0.01% 0 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 80 $6K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 72 $5.56K 0.01% 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 73 $5.44K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 72 $5.37K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 70 $5.22K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 133 $5.14K <0.01% -363 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 67 $4.99K <0.01% +8 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 63 $4.7K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 62 $4.62K <0.01% -646 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 61 $4.54K <0.01% -10 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $4.47K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 60 $4.47K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 58 $4.36K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 58 $4.32K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 57 $4.25K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 55 $4.1K <0.01% +27 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 54 $4.02K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 54 $4.02K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 50 $3.73K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 49 $3.65K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 48 $3.58K <0.01% +11 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 47 $3.51K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 45 $3.36K <0.01% +15 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 45 $3.35K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 45 $3.35K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 43 $3.2K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 43 $3.2K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 35 $3K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 39 $2.91K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 39 $2.91K <0.01% +13 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 37 $2.76K <0.01% 0 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 33 $2.46K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 32 $2.38K <0.01% -8 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 31 $2.31K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 28 $2.09K <0.01% -1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 27 $2.01K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 27 $2.01K <0.01% +19 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 27 $2.01K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 31 $2K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $2K <0.01% -12 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 26 $1.94K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26 $1.94K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 25 $1.86K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25 $1.86K <0.01% -345 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 24 $1.79K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $1.71K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 21 $1.56K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $1.56K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 20 $1.49K <0.01% 0 13F-HR Timeline