True Wealth Design, LLC More: the full row for True Wealth Design, LLC 567 $188K 0.04% +373 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 557 $185K 0.07% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 524 $177K 0.01% -35 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 530 $176K 0.1% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 525 $174K 0.04% -66 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 503 $167K 0.01% +103 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 501 $166K 0.03% 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 501 $166K 0.02% -21 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 498 $165K 0.02% +57 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 485 $161K <0.01% -4 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 484 $161K 0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 453 $150K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 444 $149K 0.01% -22 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 430 $143K 0.03% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 412 $137K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 408 $135K 0.04% +10 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 395 $131K 0.05% +4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 383 $127K <0.01% -68 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 367 $122K <0.01% -35 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 355 $118K 0.03% +70 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 336 $111K 0.03% -6 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 327 $108K 0.01% +15 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 327 $108K <0.01% new 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 321 $106K 0.01% +3 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 317 $105K 0.02% +82 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 302 $100K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 281 $93.2K 0.02% +21 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 278 $92.2K 0.01% -131 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 277 $91.9K 0.03% -10 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 267 $88.6K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 257 $85.2K 0.01% +177 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 252 $83.6K 0.03% +2 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 240 $80K 0.04% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 231 $76.6K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 224 $74.3K <0.01% -45 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 221 $73.3K 0.02% +58 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 211 $70K 0.01% +53 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 210 $69.7K 0.05% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 206 $68.3K <0.01% -1,383 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 206 $68.3K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 201 $66.7K 0.02% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 200 $66.3K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 189 $62.7K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 185 $61.4K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 184 $61K 0.01% -2 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 182 $60.4K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 177 $58.7K <0.01% -13 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 176 $58.4K 0.01% +63 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 174 $57.7K <0.01% 0 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 167 $55.4K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 164 $54.4K 0.01% -1,002 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 162 $53.7K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 159 $52.8K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 157 $52.1K 0.03% +155 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 156 $51.7K 0.01% +27 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 153 $50.7K 0.03% +29 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 150 $49.8K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 150 $49.8K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 148 $49.1K <0.01% -44 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 148 $49K <0.01% +75 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 140 $46K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 138 $45.8K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 135 $44.8K <0.01% -42 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 134 $44K <0.01% +11 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 122 $40.5K <0.01% +67 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 120 $39.8K 0.03% +14 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 114 $38K 0.02% +8 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 111 $36.8K 0.03% -100 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 108 $35.8K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 103 $34.2K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $33.2K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 99 $33K <0.01% +7 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 99 $32.8K <0.01% -70 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 99 $32.8K 0.01% +38 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 97 $32.2K <0.01% -7 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 94 $31.2K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 94 $31.2K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 92 $30.5K 0.02% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 91 $30.2K <0.01% +43 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 90 $29.9K 0.01% +61 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 84 $29.6K <0.01% +6 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 89 $29.5K <0.01% +5 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 85 $28.2K 0.01% +33 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 81 $26.9K 0.01% +7 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 81 $26.9K 0.01% -37 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 80 $26.5K <0.01% +8 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 86 $26.5K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 79 $26.2K <0.01% +28 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 76 $25.2K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 74 $24.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 72 $23.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 69 $23.7K <0.01% -33 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 68 $22.6K 0.02% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 67 $22.3K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 65 $21.6K <0.01% +6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 64 $21.2K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 64 $21.2K 0.02% +3 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 62 $20.6K <0.01% -40 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 62 $20.6K <0.01% -31 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 61 $20.3K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 59 $19.6K <0.01% -20 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 54 $18K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 54 $17.9K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 52 $17.2K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 50 $16.6K <0.01% +15 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 46 $15.3K <0.01% new 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 45 $15K 0.01% -115 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 45 $14.9K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 45 $14.9K 0.01% -5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $13.9K <0.01% +4 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 41 $13.6K <0.01% -11 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 41 $13.6K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 40 $13.3K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 38 $12.6K <0.01% -15 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 37 $12.3K <0.01% +7 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 36 $11.9K 0.01% +4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 36 $11.9K <0.01% +6 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 35 $11.6K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35 $11.6K <0.01% +3 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 36 $11K <0.01% -1 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 33 $10.9K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33 $10.9K <0.01% +19 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 31 $10.4K <0.01% -11 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 31 $10.3K <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $10.3K <0.01% +8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $10K <0.01% -4 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 30 $9.95K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $9.95K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 26 $9.35K <0.01% +15 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 28 $9.29K <0.01% +11 13F-HR Timeline BAYBAN More: the full row for BAYBAN 28 $9.29K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 27 $8.96K <0.01% +18 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 27 $8.96K 0.01% +25 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 25 $8.29K <0.01% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 24 $7.96K <0.01% +2 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 24 $7.96K <0.01% new 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 24 $7.96K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 23 $7.63K <0.01% -96 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 23 $7.63K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 23 $7.63K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $7.3K <0.01% +10 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 22 $7.3K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 22 $7.3K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21 $6.96K <0.01% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 20 $6.63K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $6.3K <0.01% +6 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 19 $6.3K <0.01% 0 13F-HR/A Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 17 $6.24K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 17 $6.08K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $5.97K <0.01% +2 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 17 $5.64K <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 17 $5.64K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 16 $5.34K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $5.31K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 16 $5.31K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 15 $5.06K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 15 $4.99K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15 $4.97K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 15 $4.97K <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $4.97K <0.01% +10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $4.97K <0.01% +4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $4.64K <0.01% +7 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 14 $4.64K <0.01% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 13 $4.31K <0.01% +3 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 13 $4.31K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 13 $4.31K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13 $4.31K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $4.13K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 12 $3.98K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 12 $3.98K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12 $3.98K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 11 $3.71K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 11 $3.65K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $3.65K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 11 $3.65K <0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 10 $3.45K <0.01% -43 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 10 $3.36K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $3.32K <0.01% +2 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 10 $3.32K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $2.75K <0.01% -1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8 $2.65K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 8 $2.65K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 8 $2.65K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $2.65K <0.01% -1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $2.32K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 7 $2.32K 0.06% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7 $2.32K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7 $2.32K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $2.32K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 7 $2.32K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6 $2K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $1.99K <0.01% -36 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6 $1.99K <0.01% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5 $1.79K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5 $1.76K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $1.66K <0.01% -1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $1.66K <0.01% +2 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 5 $1.66K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4 $1.33K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4 $1.33K <0.01% new 13F-HR Timeline