Andra AP-fonden More: the full row for Andra AP-fonden 11,117 $585K 0.01% new 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 14,973 $575K <0.01% -222 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,646 $562K <0.01% +542 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 14,508 $557K <0.01% new 13F-HR/A Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 14,469 $555K 0.04% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 14,455 $554K 0.12% -2,065 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 14,398 $552K 0.02% -5,731 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 14,296 $548K 0.02% -18,622 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,105 $541K 0.01% +4,488 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,047 $539K 0.01% -964 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 13,815 $530K 0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,692 $525K <0.01% +321 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 13,385 $513K 0.19% -10 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 13,198 $507K <0.01% 0 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 13,051 $500K 0.06% +1 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 12,975 $497K <0.01% -1,767 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 12,659 $485K 0.24% +1,000 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 12,486 $479K 0.19% +10 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 12,421 $476K 0.34% -810 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,371 $474K 0.01% -1,052 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12,285 $471K <0.01% -51,178 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,478 $470K <0.01% +872 13F-HR/A Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 12,095 $464K 0.48% +415 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,938 $458K <0.01% +2,594 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,900 $456K 0.01% +2,149 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,962 $456K 0.04% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,813 $453K <0.01% -3,169 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,321 $434K <0.01% -2,134 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 10,385 $398K <0.01% +3,271 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,248 $393K 0.01% +355 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 10,218 $392K 0.06% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,982 $383K 0.01% +3,372 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,846 $377K 0.01% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,239 $359K 0.04% -582 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,351 $359K 0.02% +247 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 9,280 $356K 0.04% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 8,936 $346K 0.08% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 8,815 $338K <0.01% +2,043 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,795 $337K 0.01% +4 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 8,773 $337K <0.01% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,753 $336K 0.04% +46 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,750 $335K 0.02% +750 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 8,425 $323K 0.38% -455 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 8,405 $322K <0.01% -121 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,989 $306K <0.01% -361 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,950 $305K 0.02% +50 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,800 $299K <0.01% -525 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 7,734 $297K 0.01% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 7,720 $296K 0.15% +108 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,382 $283K 0.12% +1,120 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 7,300 $280K <0.01% 0 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 7,100 $272K <0.01% +548 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,068 $272K 0.02% -100 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,079 $271K <0.01% +344 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 7,056 $271K <0.01% -160,866 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 7,000 $268K 0.05% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 6,750 $259K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,700 $257K <0.01% +2,158 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,579 $252K 0.19% +103 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,576 $252K <0.01% +22 13F-HR Timeline Group Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,523 $250K 0.21% 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 6,416 $246K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,378 $245K 0.06% -8 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,298 $241K <0.01% new 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 6,085 $233K 0.17% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,000 $230K 0.01% -900 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,900 $226K 0.05% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,894 $226K <0.01% -1,414 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,840 $224K 0.01% -82 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,829 $223K 0.01% -222 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,783 $222K 0.05% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 5,735 $220K 0.1% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,651 $217K 0.13% 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,632 $216K <0.01% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,600 $215K 0.06% -4,075 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,540 $212K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,451 $209K <0.01% -382 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,334 $205K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,310 $204K 0.01% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,000 $189K 0.02% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,653 $178K 0.02% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,653 $178K 0.07% -1,090 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,527 $174K 0.03% +24 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,904 $150K <0.01% +88 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,612 $138K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,409 $131K 0.06% +48 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,357 $129K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,166 $121K <0.01% +2,868 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,154 $121K <0.01% +11 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,054 $117K <0.01% +249 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,000 $115K 0.01% -18,258 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,917 $112K <0.01% -2,427 13F-HR Timeline Group PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 2,844 $109K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,519 $96.6K 0.02% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,497 $95.7K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,394 $91.8K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,305 $88.4K <0.01% +430 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,220 $85.1K <0.01% +740 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,210 $84.7K <0.01% -42 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,126 $82K <0.01% -57,823 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,098 $80.4K <0.01% -430 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,832 $70.2K <0.01% +1,214 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,765 $67.7K <0.01% +69 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,711 $65.6K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,637 $62.8K <0.01% -103 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,628 $62.4K 0.01% new 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) 1,510 $57.9K <0.01% +1,155 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,496 $57.4K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,473 $56.5K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,400 $53.7K 0.05% -781 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,244 $48.7K 0.02% +290 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,247 $47.8K <0.01% +919 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,200 $46K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,184 $45.4K <0.01% +737 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,148 $44K <0.01% +530 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,052 $40.2K <0.01% +55 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,000 $38.3K 0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 922 $35.4K <0.01% -11,373 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 917 $35.2K <0.01% +7 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 905 $34.7K <0.01% +178 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 882 $33.8K 0.03% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 800 $30.7K <0.01% +405 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 792 $30.4K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 764 $29.3K 0.01% -2,328 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 700 $26.8K 0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 672 $25.8K 0.01% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 670 $25.7K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 650 $25K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 606 $23.2K <0.01% +61 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 462 $17.7K <0.01% +321 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 452 $17.3K <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 $15.3K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 400 $15.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 371 $14.2K <0.01% +100 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 350 $13.4K <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. 341 $13.1K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 330 $12.7K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 329 $12.6K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 308 $12K 0.01% -1 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 304 $11.7K 0.01% 0 13F-HR Timeline USCF Advisers LLC More: the full row for USCF Advisers LLC 300 $11.5K 2.19% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $11.5K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 271 $10.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 260 $9.97K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 259 $9.95K <0.01% new 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 251 $9.62K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 241 $9.24K <0.01% +224 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8,709 $8.71K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 225 $8.63K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 234 $8K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $7.67K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 168 $6.44K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 161 $6.17K <0.01% +160 13F-HR Timeline BAYBAN More: the full row for BAYBAN 150 $5.75K 0.01% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 147 $5.64K <0.01% -52 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 144 $5.52K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 131 $5.02K <0.01% +23 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 123 $4.72K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 111 $4.26K <0.01% 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 109 $4.18K <0.01% +1 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 105 $4.03K <0.01% -158 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $3.83K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 90 $3.45K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 87 $3.34K <0.01% +7 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 70 $2.68K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 60 $2.3K <0.01% +16 13F-HR Timeline City State Bank More: the full row for City State Bank 55 $2.11K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 55 $2.11K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 51 $1.96K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 47 $1.82K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $1.73K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 45 $1.73K <0.01% +32 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 43 $1.65K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 43 $1.65K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 42 $1.61K <0.01% -58 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 40 $1.53K <0.01% +18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $1.53K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $1.46K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 29 $1.11K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 29 $1.11K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $1.03K <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 Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24 $920 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 23 $882 <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 22 $844 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 22 $843 <0.01% -15 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 21 $805 <0.01% -16 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $729 <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 15 $576 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 15 $575 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14 $537 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13 $498 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $461 <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $447 <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 10 $384 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10 $383 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $383 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $231 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $231 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $230 <0.01% 0 13F-HR Timeline