SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 17,069 $311K 0.23% +1,800 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,701 $304K <0.01% +148 13F-HR Timeline Paralel Advisors LLC More: the full row for Paralel Advisors LLC 16,329 $297K 0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 16,153 $294K <0.01% -5,168 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 16,009 $291K <0.01% -1,593 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 15,888 $289K 0.29% -1,085 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,562 $283K <0.01% -14,186 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,187 $276K <0.01% -1,949 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 14,357 $261K 0.05% +3,985 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 13,643 $248K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,238 $241K <0.01% -33,696 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,153 $239K <0.01% +917 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 13,062 $238K 0.16% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 13,034 $237K 0.02% -610 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 12,768 $232K <0.01% 0 13F-HR Timeline Rangeley Capital, LLC More: the full row for Rangeley Capital, LLC 12,500 $228K 0.26% -34,500 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,235 $223K 0.01% +164 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 12,000 $218K 0.11% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 11,712 $213K 0.02% +905 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,669 $212K 0.01% +11,545 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,665 $212K <0.01% -2,025 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,614 $211K 0.01% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 11,374 $207K 0.12% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,360 $207K 0.02% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,984 $200K 0.02% 0 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 11,000 $198K 0.15% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 10,705 $195K 0.09% -1,378 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 10,700 $195K <0.01% 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 10,437 $190K 0.04% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,396 $189K <0.01% -2,697 13F-HR Timeline Group Kentucky Retirement Systems in group Kentucky Retirement Systems More: the full row for Kentucky Retirement Systems 10,112 $184K 0.01% new 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,046 $183K <0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,000 $182K <0.01% -280 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,266 $179K <0.01% +1,133 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,235 $150K <0.01% +760 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 8,024 $146K 0.02% -10,170 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,856 $141K 0.01% +380 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,541 $137K 0.01% -1,587 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,339 $134K <0.01% +918 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 6,900 $126K <0.01% -2,900 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6,680 $122K 0.07% -1,539 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,400 $116K 0.01% -88 13F-HR Timeline Fortress Investment Group LLC in group Fortress Investment Group LLC More: the full row for Fortress Investment Group LLC 6,287 $114K 0.02% new 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 5,630 $102K <0.01% +352 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,334 $79K <0.01% -1,044 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,266 $77.6K <0.01% -252 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,603 $75.6K <0.01% -3,036 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,791 $69K <0.01% -810 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,691 $67.2K <0.01% -4,405 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,666 $66.7K <0.01% -312 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,137 $57.1K <0.01% +1,383 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,954 $52.8K <0.01% +482 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,663 $48.5K <0.01% +382 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,398 $43.6K <0.01% -1,075 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,400 $43K 0.03% +1,900 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,050 $40.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,199 $40K 0.03% +1,793 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,195 $39.9K <0.01% -1,931 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,018 $36.7K <0.01% -1,460 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,004 $36.5K <0.01% -1,577 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,941 $35.3K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,876 $34.1K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,822 $33.2K <0.01% -2,320 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,797 $32.7K <0.01% -343 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,764 $32.1K <0.01% +916 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,690 $30.8K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,670 $30.4K 0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,543 $28.1K <0.01% +753 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,416 $25.8K <0.01% -168 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,350 $24.6K 0.01% +1,300 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,338 $24.4K <0.01% -8,662 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,327 $24.2K <0.01% +27 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,267 $23.1K <0.01% -171 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 1,169 $23K 0.01% -2,596 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/ 1,240 $22.6K <0.01% -960 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,179 $21.5K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,150 $20.9K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,100 $20K <0.01% -701 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,076 $20K <0.01% -19 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,095 $19.9K <0.01% -3,007 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,086 $19.8K 0.01% -888 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,020 $18.6K <0.01% -3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,011 $18.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 987 $18K <0.01% -52 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 852 $15.5K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 834 $15.2K <0.01% -15 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 789 $14.4K <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. 775 $14.1K <0.01% -2,226 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 669 $12.2K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 656 $11.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 621 $11.3K <0.01% -7 13F-HR Timeline CX Institutional More: the full row for CX Institutional 613 $11K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 600 $10.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 476 $10.8K <0.01% -1,056 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 585 $10.6K <0.01% -2,880 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 565 $10.3K <0.01% -102 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 550 $10K 0.01% -14,123 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 600 $10K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 540 $9.83K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 535 $9.55K <0.01% -68 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 525 $9.55K <0.01% -400 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 515 $9.37K <0.01% +396 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 501 $9.12K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 500 $9.1K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 490 $8.92K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 487 $8.86K <0.01% +231 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 480 $8.74K 0.01% -251 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 466 $8.48K <0.01% -216 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 465 $8.46K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 447 $8.14K <0.01% +15 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 427 $7.77K <0.01% -108 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 424 $7.72K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 424 $7.69K <0.01% -6,366 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 398 $7.24K <0.01% -66 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 370 $6.73K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 352 $6.41K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 340 $6.14K <0.01% -85 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 272 $5.96K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 313 $5.7K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 313 $5.7K <0.01% -602 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 302 $5.5K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 302 $5.5K <0.01% -137 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 299 $5.44K <0.01% -4,385 13F-HR/A Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 295 $5.37K 0.01% -1,164 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 291 $5.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 108 $5.13K <0.01% +17 13F-HR Timeline Amount filed as zero, left out of ratios. Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 275 $5K 0.01% -156 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 260 $4.73K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 257 $4.68K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 256 $4.66K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 251 $4.57K <0.01% +108 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 238 $4.33K <0.01% -36 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 223 $4.06K <0.01% -2,001 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 218 $3.97K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 215 $3.91K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 211 $3.84K <0.01% +4 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 200 $3.64K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 186 $3.38K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 181 $3.29K <0.01% -123 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 180 $3.28K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 174 $3.17K <0.01% -189 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 170 $3.09K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 170 $3.09K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 161 $2.93K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 158 $2.88K <0.01% 0 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 155 $2.82K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 150 $2.73K <0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 144 $2.62K <0.01% -804 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 139 $2.53K <0.01% -100 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 138 $2.51K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 130 $2.37K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 130 $2.32K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 125 $2.27K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 112 $2.2K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 110 $2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 130 $2K <0.01% -1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 99 $1.83K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $1.82K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 100 $1.82K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 100 $1.82K <0.01% -600 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 94 $1.71K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 94 $1.71K <0.01% +27 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 89 $1.62K <0.01% +76 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 80 $1.46K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 79 $1.44K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 75 $1.36K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 75 $1.36K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 75 $1.36K <0.01% -45 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 75 $1.36K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 75 $1.36K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 70 $1.27K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 66 $1.2K <0.01% -27 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 64 $1.17K <0.01% -908 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 65 $1.16K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 60 $1.09K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 56 $1.02K <0.01% -12,976 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 77 $1K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 70 $1K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 50 $914 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 49 $892 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 21 $790 <0.01% -8 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 40 $728 <0.01% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 33 $601 <0.01% +26 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32 $582 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $546 <0.01% -4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 29 $528 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 29 $528 <0.01% -98 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28 $510 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $492 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $474 <0.01% -5 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 23 $419 <0.01% 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 23 $419 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 22 $400 <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22 $400 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $382 <0.01% -17 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $364 <0.01% new 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 18 $328 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 17 $309 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 16 $291 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $255 <0.01% 0 13F-HR/A Timeline