KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,223 $446K 0.03% +3,686 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,923 $445K 0.01% -12,975 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 18,401 $439K <0.01% +2,863 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,209 $422K <0.01% -85,794 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 17,953 $416K <0.01% -487 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 17,747 $411K 0.11% -20,762 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,037 $408K <0.01% -15,514 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) 17,564 $407K 0.01% +9,171 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 17,398 $403K <0.01% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,184 $398K 0.03% +1,190 13F-HR Timeline Group Korea Investment CORP More: the full row for Korea Investment CORP 16,973 $393K <0.01% -128,400 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,800 $389K 0.01% -3,522 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,640 $386K 0.01% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 16,550 $384K 0.01% -891 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 11,351 $378K 0.13% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 16,177 $375K <0.01% -4 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 15,494 $359K <0.01% +9,631 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 15,168 $352K 0.13% +9,173 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 15,067 $349K 0.07% -2,918 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 15,432 $348K 0.01% -4,875 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 14,834 $344K -45,594 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,817 $343K <0.01% -17,751 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,358 $333K 0.02% -5,991 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,358 $333K <0.01% -28,754 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 13,655 $316K <0.01% +614 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,216 $306K 0.03% -1,187 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 13,149 $305K 0.04% -2,225 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 13,047 $302K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,938 $300K 0.01% +5,424 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 12,872 $298K 0.07% +27 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 12,835 $298K 0.02% -66,796 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,674 $294K <0.01% new 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,499 $290K <0.01% +11 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,466 $289K 0.01% -2,089 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 12,805 $288K 0.03% -1,685 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 12,325 $286K 0.03% -3,750 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,150 $282K <0.01% +3,867 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,952 $277K <0.01% -2,740 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 11,462 $266K 0.1% -2,617 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 11,432 $265K 0.02% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 10,914 $253K 0.01% +321 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,862 $252K 0.12% -994 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,834 $251K <0.01% +2,529 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,516 $244K 0.02% -1,114 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,492 $243K <0.01% -17,808 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 10,439 $242K 0.01% 0 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 10,376 $241K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,217 $237K <0.01% -4,263 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 10,170 $236K 0.05% -24,170 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,102 $234K <0.01% -4,057 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 10,002 $232K 0.02% -43,897 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,948 $231K 0.01% -82,079 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,929 $230K 0.02% +1,429 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,889 $229K 0.02% -761 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,846 $229K 0.01% +2,934 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 9,602 $223K <0.01% -4,370 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,288 $215K 0.02% -150 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,288 $215K <0.01% +2,013 13F-HR/A Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 9,099 $211K 0.05% -3,775 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,881 $206K <0.01% -5,374 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,860 $205K <0.01% -1,904 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,746 $203K 0.05% -19,155 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,648 $200K <0.01% -22,788 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 8,300 $192K 0.07% +3,000 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 7,908 $183K 0.01% -95,735 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 7,625 $177K 0.01% -7,762 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,066 $172K 0.02% +1,254 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,882 $160K 0.01% +4,829 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,525 $151K 0.16% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,000 $139K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,631 $131K <0.01% +1,082 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,373 $125K <0.01% -2,774 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5,370 $124K <0.01% -1,368 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,963 $115K <0.01% -4,344 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,939 $114K <0.01% -543 13F-HR Timeline Group Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 4,866 $113K 0.21% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,797 $111K 0.02% +277 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,614 $107K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,525 $105K 0.08% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,490 $104K 0.01% +220 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,400 $102K 0.03% -9,501 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,950 $91.6K 0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,923 $90.9K <0.01% -9 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,756 $87.1K <0.01% 0 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,213 $74.5K 0.01% +1,553 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 2,960 $69K 0.03% +2,560 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,877 $66.7K 0.04% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,751 $63.8K <0.01% -2,128 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 2,698 $62.5K <0.01% +104 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,593 $60.1K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,583 $59.9K <0.01% -24,304 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,527 $59K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,532 $58.7K 0.03% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,305 $55K 0.05% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,196 $50.9K 0.01% -142 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,100 $48.7K 0.05% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,085 $48.3K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,085 $48.3K 0.01% +300 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,012 $46.6K <0.01% +63 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,981 $45.9K <0.01% +799 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,879 $43.6K <0.01% -654 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 1,875 $41.5K 0.03% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,875 $41.5K 0.03% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,750 $40.6K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,650 $38.2K <0.01% -6,451 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,513 $35.1K 0.01% -244 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,509 $35K <0.01% -4,611 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,500 $34.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,479 $34.3K <0.01% -458 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,378 $32.6K <0.01% -3,410 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,280 $29.7K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,228 $28.5K 0.01% +77 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,205 $27.9K <0.01% +88 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,185 $27.5K <0.01% -95,981 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,166 $27K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,153 $26.7K <0.01% +790 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,139 $26.4K 0.01% 13F-HR/A Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,138 $26.4K 0.01% +198 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,128 $26.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,123 $26K 0.01% +120 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,094 $25.4K <0.01% -1,004 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 989 $22.9K <0.01% +183 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 968 $22.4K <0.01% +168 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 938 $21.7K <0.01% +826 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 915 $21.2K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 880 $20.4K <0.01% -404 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 869 $20.1K <0.01% -2,476 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 833 $19.3K 0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 828 $19.2K <0.01% -404 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 830 $19K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 775 $18K <0.01% -2,060 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 773 $17.9K <0.01% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 777 $17.5K <0.01% -17,979 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 708 $16.4K <0.01% +144 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 699 $16.2K <0.01% +161 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 677 $15.7K <0.01% -9,995 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 651 $15.1K <0.01% +457 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 648 $15K 0.01% -1,864 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 640 $14.8K <0.01% +3 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 633 $14.7K 0.01% -16 13F-HR Timeline MOTCO More: the full row for MOTCO 612 $14.2K <0.01% -84,519 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 599 $13.9K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 553 $12.8K <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 549 $12.7K <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 513 $11.9K <0.01% -122 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 500 $11.6K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 489 $11.3K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 410 $9.5K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 390 $9.04K <0.01% new 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 409 $9K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 260 $8.67K 0.04% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 360 $8.34K <0.01% -3,463,839 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 354 $8.21K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 296 $8K 0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 344 $7.98K <0.01% +6 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 340 $7.88K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 332 $7.7K <0.01% -338 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 305 $7.07K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 300 $7K <0.01% -150 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 300 $6.95K <0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 290 $6.93K <0.01% new 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 288 $6.68K <0.01% -177,253 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 265 $6.14K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 264 $6.12K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 245 $5.68K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 225 $5.22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 200 $4.64K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 200 $4.63K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 193 $4.47K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 187 $4.33K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 183 $4.25K <0.01% +90 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 178 $4.13K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 178 $4.12K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 159 $3.8K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 155 $3.59K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 155 $3.59K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 155 $3.59K <0.01% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 150 $3.48K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 148 $3.43K <0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 140 $3.25K <0.01% -553,889 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 130 $3.01K <0.01% +21 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 150 $3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 132 $2.97K <0.01% -240 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 125 $2.9K <0.01% -474 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 101 $2.34K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $2.32K <0.01% -132 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 100 $2.32K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 98 $2.27K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 96 $2.23K <0.01% -38,022 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 95 $2.2K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 94 $2.18K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 89 $2.06K <0.01% -99 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 87 $2.02K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 82 $1.9K <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. 81 $1.88K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. 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