Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 15,210 $565K 0.03% -110 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,028 $558K <0.01% +1,016 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 14,620 $543K 0.04% +7,542 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,044 $521K <0.01% -192 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 13,880 $515K 0.01% +65 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,875 $515K 0.01% +16 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,814 $513K <0.01% +303 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,773 $511K <0.01% -218 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 13,385 $497K 0.21% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 13,052 $484K 0.05% +1 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 13,033 $484K 0.3% +743 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 12,863 $477K <0.01% -2,011 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 12,863 $477K 0.07% +5,257 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,780 $474K 0.04% new 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 12,659 $470K 0.22% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 8,666 $465K 0.01% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 12,500 $464K <0.01% -12,500 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 12,454 $462K 0.15% +9 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,073 $448K <0.01% +6 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,786 $438K <0.01% -1,019 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,679 $434K <0.01% +1,155 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,329 $432K <0.01% -6,365 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,614 $431K <0.01% -4,018 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 10,931 $406K 0.05% -6,811 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,661 $396K <0.01% +508 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 10,501 $390K 0.01% +4,858 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 10,365 $385K <0.01% -5,815 13F-HR Timeline Group Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 10,166 $377K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,814 $364K 0.01% +5 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,739 $362K <0.01% +961 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 9,733 $361K 0.02% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 9,709 $360K 0.01% +4,714 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,634 $358K 0.02% +303 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 9,596 $356K <0.01% -516 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,570 $355K <0.01% +2,890 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,360 $347K 0.01% -469 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,293 $345K 0.02% +506 13F-HR Timeline PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 8,996 $334K <0.01% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,859 $329K 0.1% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,785 $326K <0.01% +2,636 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,686 $322K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,578 $318K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 8,226 $305K 0.04% +1,329 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 8,086 $300K <0.01% -4,698 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,725 $287K <0.01% -1,901 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 7,712 $286K 0.01% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 7,566 $281K 0.22% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 7,406 $275K <0.01% -7,849 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,341 $273K <0.01% +2,295 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,340 $272K 0.14% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 7,300 $271K <0.01% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,275 $270K <0.01% +175 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 7,206 $267K 0.18% +6 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,107 $264K 0.01% -387 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 7,100 $264K <0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,072 $263K 0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,043 $261K 0.01% -25 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,005 $260K <0.01% +1,829 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,972 $259K <0.01% +585 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,750 $251K 0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 6,510 $242K <0.01% -5,396 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 6,519 $242K <0.01% -3,367 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,493 $241K 0.16% -86 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,448 $239K 0.19% -75 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,397 $237K 0.04% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,383 $237K 0.03% -2,429 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,378 $237K 0.05% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,365 $236K <0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,107 $227K <0.01% +884 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,031 $224K 0.01% +65 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,987 $222K <0.01% +2,083 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,916 $220K <0.01% -1,383 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,900 $219K 0.04% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,611 $208K <0.01% +3,557 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,601 $208K 0.18% -2,749 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,600 $208K 0.05% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,595 $208K 0.17% -2,280 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,550 $206K <0.01% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,540 $206K 0.03% -4,000 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 5,500 $204K 0.12% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,400 $200K 0.01% -3,050 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,256 $195K <0.01% +1,220 13F-HR Timeline Group Axxion S.A. More: the full row for Axxion S.A. 5,000 $186K 0.01% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,653 $173K 0.02% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 4,447 $165K 0.07% -1,261 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,188 $155K 0.06% -465 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,075 $151K <0.01% -456 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,627 $135K 0.02% +1,333 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,612 $134K 0.03% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,590 $133K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,535 $131K <0.01% -295 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,409 $127K 0.05% -77 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,337 $124K <0.01% -176 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,169 $118K <0.01% +28 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,140 $117K <0.01% +257 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,015 $112K <0.01% +2,044 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,000 $111K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,858 $106K <0.01% -611 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,652 $98.4K 0.01% -51 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,581 $95.8K <0.01% +568 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,470 $91.7K 0.02% -49 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,394 $88.9K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,267 $84.2K <0.01% 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,210 $82K <0.01% -3 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,000 $74.2K 0.03% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,953 $72.5K 0.02% new 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,935 $71.8K <0.01% +139 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1,912 $71K <0.01% -5,502 13F-HR/A Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 1,257 $66K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,711 $63.5K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,660 $61.6K <0.01% +1,149 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,497 $55.6K 0.01% +392 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,473 $54.7K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,384 $51.4K 0.01% new 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. 1,326 $49.2K <0.01% +365 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,252 $46.6K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,080 $40.1K <0.01% -23 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,028 $38.2K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,000 $37.1K 0.01% -700 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 993 $36.9K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 979 $36.3K 0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 882 $35.1K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 900 $33.4K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 900 $33.4K <0.01% +100 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 796 $29.5K <0.01% -16 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 776 $28.8K <0.01% -1,124 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 750 $26.9K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 707 $26.2K <0.01% -42 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 673 $25K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 665 $24.7K <0.01% -407 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 615 $22.8K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 523 $19.4K <0.01% -1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 508 $18.9K <0.01% -230 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 495 $18.4K <0.01% +67 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 500 $18K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 429 $15.9K <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. 400 $14.8K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 381 $14.1K <0.01% +56 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 372 $13.8K <0.01% +65 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 361 $13.4K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 350 $13K <0.01% -90 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 350 $13K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 331 $12.3K <0.01% +60 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 329 $12.2K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 329 $12.2K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $11.1K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 302 $11.1K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 294 $10.9K <0.01% -45 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 293 $10.9K <0.01% +143 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 256 $9.5K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 225 $8.35K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 222 $8K <0.01% +22 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 218 $7.83K <0.01% new 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 205 $7.61K <0.01% +58 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $7.42K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 200 $7.42K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 196 $7K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 168 $6.24K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 167 $6K <0.01% -158 13F-HR Timeline BAYBAN More: the full row for BAYBAN 150 $5.57K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 123 $4.57K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 121 $4.49K <0.01% +13 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 116 $4.31K <0.01% +110 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 111 $4.12K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 107 $3.97K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 105 $3.9K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 104 $3.86K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 101 $3.75K <0.01% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $3.71K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 100 $3.71K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 86 $3.18K <0.01% +1 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 81 $3.01K <0.01% +41 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 80 $2.97K <0.01% -9 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 78 $2.9K <0.01% +52 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 70 $2.6K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 55 $2.04K <0.01% -186 13F-HR Timeline City State Bank More: the full row for City State Bank 55 $2.04K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 55 $2.04K <0.01% -13 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 55 $2.04K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 54 $2K <0.01% -3 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 54 $2K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 51 $1.89K <0.01% -8,424 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $1.86K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 43 $1.6K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 42 $1.56K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $1.41K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 36 $1.34K <0.01% -12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 32 $1.15K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 29 $1.08K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 29 $1.08K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $1K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $928 <0.01% -20 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24 $891 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 23 $854 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 23 $854 <0.01% -51 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 22 $817 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $706 <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 15 $557 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 15 $557 <0.01% 0 13F-HR Timeline