PDT Partners, LLC More: the full row for PDT Partners, LLC 1,615 $250K 0.02% +14 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,604 $248K 0.02% +10 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 1,583 $244K 0.17% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,576 $244K 0.19% 0 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,575 $243K 0.04% +106 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,570 $243K 0.01% -460 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,567 $242K 0.05% 0 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,550 $240K 0.02% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,550 $240K 0.01% -190 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,536 $237K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,534 $237K 0.01% +29 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,524 $236K 0.04% -787 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,518 $235K 0.12% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,500 $232K 0.02% 0 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,487 $230K <0.01% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,479 $229K 0.03% +8 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,493 $228K 0.07% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,476 $228K 0.01% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,465 $226K <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,447 $224K 0.01% +67 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,446 $224K 0.02% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,445 $223K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,444 $223K 0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,427 $221K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,420 $220K 0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,417 $219K 0.02% -1,150 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,403 $217K 0.06% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,399 $216K <0.01% -8,770 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,393 $215K 0.24% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,387 $214K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,365 $211K <0.01% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,411 $211K 0.02% -358 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1,355 $210K 0.05% -27 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,355 $210K 0.08% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,355 $209K 0.02% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,355 $209K 0.14% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,355 $209K 0.05% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,352 $209K 0.02% -237 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 1,350 $209K 0.36% new 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 1,350 $209K 0.05% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,349 $209K <0.01% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,346 $208K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,344 $208K 0.01% +61 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,338 $207K 0.18% +216 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,293 $206K <0.01% -25 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,333 $206K 0.02% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,326 $205K 0.02% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,325 $205K 0.05% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,303 $201K 0.01% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,300 $201K 0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,290 $199K 0.02% -100 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,267 $196K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,257 $194K 0.06% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,232 $191K <0.01% +716 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,186 $183K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,181 $183K <0.01% +58 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,128 $174K 0.12% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,108 $171K 0.02% -763 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,088 $168K 0.02% +641 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,059 $164K <0.01% -47 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,042 $161K <0.01% +44 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,039 $161K 0.04% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,000 $155K 0.1% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 988 $153K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 954 $147K 0.02% -734 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 944 $146K 0.05% +121 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 900 $139K 0.1% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 887 $137K 0 Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 881 $136K 0.04% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 869 $134K <0.01% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 796 $123K 0.01% +551 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 800 $123K 0.04% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 773 $120K 0.16% +219 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 770 $119K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 761 $118K 0.01% +73 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 752 $116K <0.01% +199 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 750 $116K 0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 700 $108K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 699 $108K 0.01% +101 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 675 $103K 0.01% +217 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 634 $98K <0.01% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 572 $92.6K 0.07% +3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 565 $87K <0.01% -26 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 543 $83.9K 0.01% +521 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 543 $83.9K 0.04% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 525 $81.2K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 500 $77.3K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 471 $73K 0.05% -318 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 469 $72.6K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 500 $69.6K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 446 $68.9K 0.04% +10 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 433 $66.9K 0.01% +279 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 415 $64.2K 0.05% -22 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 428 $62K 0.04% -128 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 381 $58.9K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 378 $58.4K 0.01% +78 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 375 $58K 0.02% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 367 $56.7K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 361 $55.8K <0.01% -46 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 343 $53K <0.01% -271 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 337 $52.2K 0.01% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 338 $52K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 332 $51.3K 0.04% -32 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $46.4K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 300 $46.4K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 300 $46.4K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 284 $43.9K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 275 $42.5K <0.01% -354 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 250 $38.6K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 234 $36.2K 0.01% +137 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 210 $32K 0.02% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 200 $30.9K 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 200 $30.9K <0.01% -100 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $30.9K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 199 $30.8K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 196 $30.3K <0.01% 0 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 195 $30K <0.01% +38 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 192 $29.7K <0.01% -21,406 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 183 $28.3K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 183 $28.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 176 $27.2K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 170 $26.3K <0.01% -19 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 166 $25.7K <0.01% +109 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 162 $25K <0.01% +28 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 154 $24.6K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 159 $24.6K <0.01% +18 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 151 $23.3K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 150 $23.2K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 150 $23K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 149 $23K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 146 $22.6K <0.01% +7 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 143 $22.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 130 $20.1K <0.01% +70 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 123 $19K 0.02% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 120 $19K <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. 122 $18.9K <0.01% new 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 122 $18.9K 0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 119 $18.4K 0.01% +24 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 117 $18.1K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 110 $17.1K 0.01% -8 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 110 $17K <0.01% -887 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 110 $17K <0.01% -15 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 108 $16.6K 0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 104 $16.1K 0.01% +2 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $15.5K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 100 $15.5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $14.8K <0.01% 0 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 94 $14.5K <0.01% -1,302 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 92 $14.2K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 90 $13.9K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 90 $13.9K <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 87 $13.4K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 86 $13.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 87 $13K <0.01% +14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 78 $12.1K <0.01% +8 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 75 $11.6K <0.01% -6,600 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 74 $11.4K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 74 $11.4K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 73 $11K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 70 $11K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 70 $10.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 69 $10.7K <0.01% 0 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 63 $9.74K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $9.58K <0.01% +14 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $9.43K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 61 $9.43K 0.05% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 60 $9.28K <0.01% +35 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 58 $8.97K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 55 $8.5K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 50 $7.73K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $7.73K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 50 $7.71K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 49 $7.58K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 49 $7.58K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 48 $7.42K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 48 $7.42K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 46 $7.11K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 46 $7.11K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 45 $6.96K <0.01% +44 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 43 $6.65K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 38 $5.87K <0.01% -1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 38 $5.87K <0.01% -1 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 33 $5.11K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 33 $5.1K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 31 $4.79K <0.01% -95 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 108 $4.64K <0.01% +78 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 29 $4.54K <0.01% +4 13F-HR Timeline City State Bank More: the full row for City State Bank 26 $4.02K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 27 $4K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 25 $3.87K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $3.87K <0.01% +12 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 25 $3.87K 0.01% -3 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24 $3.72K <0.01% -150 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 23 $3.56K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 23 $3.56K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 22 $3.44K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $3.4K <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 21 $3.27K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 21 $3.25K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $3.25K <0.01% 0 13F-HR Timeline