BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 74 $12K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 71 $11.5K <0.01% +6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 69 $11K 0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 65 $10.5K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 65 $10.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 64 $10.4K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 59 $9.55K <0.01% -46 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 57 $9.23K <0.01% -35 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 55 $8.91K <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 53 $8.58K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 53 $8.58K <0.01% +18 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 50 $8.1K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 43 $6.96K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 42 $6.8K 0.01% +34 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 40 $6.48K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 37 $5.99K <0.01% -29 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36 $5.83K <0.01% +21 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 35 $5.67K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 31 $5.02K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 30 $4.86K <0.01% -29 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 28 $4.53K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 26 $4.21K <0.01% +19 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 23 $3.72K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 20 $3.24K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 23 $3K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $2.92K <0.01% +8 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18 $2.92K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $2.79K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $2.59K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $2.27K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 13 $2.1K <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11 $1.78K <0.01% +8 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 10 $1.62K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10 $1.62K <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 9 $1.43K <0.01% +5 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $1.3K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $1.29K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1 $1.29K <0.01% -7 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $867 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $810 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4 $648 <0.01% 0 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/ 4 $643 <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 3 $486 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $486 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $324 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $323 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1 $162 <0.01% -12 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $162 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $162 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $162 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $162 <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -100 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $197K -1,159 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.