Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 12,290 $490K 0.34% -131 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,067 $481K 0.01% +167 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 11,906 $474K <0.01% +3,091 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 11,896 $474K <0.01% -5,210 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,608 $462K <0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 11,032 $439K 0.01% -3,366 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 10,583 $422K 0.24% -14,826 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,524 $419K <0.01% +542 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 10,166 $405K 0.01% +2,432 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,153 $404K <0.01% -1,785 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 10,112 $403K <0.01% -1,209 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 9,886 $394K 0.01% new 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 9,829 $393K 0.01% -17 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,809 $391K 0.01% -439 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,626 $383K <0.01% -26,703 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,540 $380K 0.05% +4,000 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,331 $372K 0.02% -20 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,320 $371K 0.04% +81 13F-HR Timeline PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 8,996 $357K <0.01% +6,152 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,812 $351K 0.05% +59 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,787 $350K 0.02% +37 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,778 $350K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,686 $346K 0.01% -109 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,475 $338K 0.02% +8,234 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,450 $337K 0.02% +500 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 8,350 $333K 0.34% -3,745 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 8,338 $331K <0.01% -435 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,641 $325K 0.08% -1,295 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 7,875 $314K 0.35% -550 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 7,712 $307K 0.01% -6,584 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,633 $304K 0.07% new 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 7,606 $303K 0.05% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,494 $298K 0.01% +1,654 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 7,414 $295K <0.01% -991 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 7,300 $291K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,299 $291K <0.01% +220 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 7,200 $287K 0.21% +1,115 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,100 $283K <0.01% +350 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 7,100 $283K <0.01% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,078 $282K 0.04% -50,802 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,068 $281K 0.02% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 7,000 $279K 0.06% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,897 $275K 0.04% +2,370 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,792 $271K 0.01% -26,543 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,680 $266K <0.01% +104 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,579 $262K 0.18% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,523 $260K 0.22% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,508 $259K <0.01% -13,626 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 6,416 $256K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,387 $254K <0.01% -1,413 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,378 $254K 0.06% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,335 $252K <0.01% -365 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,149 $245K <0.01% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,971 $238K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,966 $238K 0.01% +137 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,900 $235K 0.05% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 5,708 $228K 0.11% -27 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,657 $225K 0.05% -126 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 5,643 $225K 0.01% -42,756 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,600 $223K 0.06% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 5,500 $219K 0.15% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,295 $211K 0.01% -15 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,223 $208K <0.01% new 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,180 $206K 0.23% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,176 $206K <0.01% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,127 $204K 0.12% -524 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,046 $201K <0.01% -1,252 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,995 $199K <0.01% +4,736 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,653 $185K 0.02% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,653 $185K 0.08% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,531 $180K <0.01% -3,458 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,036 $161K <0.01% +882 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,904 $155K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,830 $153K <0.01% +1,525 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,612 $144K 0.04% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,590 $143K <0.01% -75,247 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,513 $140K <0.01% +1,415 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,486 $139K 0.06% +77 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,469 $138K <0.01% +552 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,141 $125K <0.01% -25 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,000 $119K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,883 $115K <0.01% -171 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,880 $115K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,703 $108K 0.01% -654 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,596 $103K <0.01% +99 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,519 $100K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,394 $95.4K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,294 $92.7K 0.02% +1,530 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,213 $88.1K <0.01% +3 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,054 $81.8K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,013 $80.2K <0.01% +181 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,908 $77.1K <0.01% +143 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,900 $75.7K <0.01% +983 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,796 $71.5K <0.01% +159 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,711 $68.1K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,700 $67.7K 0.02% +700 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) 1,545 $61.5K <0.01% +35 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,473 $58.7K <0.01% 0 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 1,257 $50K 0.01% -55,229 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,231 $49K <0.01% +83 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,252 $48.8K <0.01% +200 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,200 $47.8K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,105 $44K 0.01% +643 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,103 $43.9K <0.01% -144 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,072 $42.7K <0.01% +466 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,028 $40.9K 0.02% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 993 $39.6K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 971 $38.7K <0.01% -213 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. 961 $38.3K <0.01% new 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 954 $38K 0.01% -290 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 837 $33.3K <0.01% new 13F-HR/A Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 882 $32.7K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 812 $32.3K <0.01% +20 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 800 $31.9K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 749 $29.8K <0.01% -156 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 537 $29.8K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 738 $29.4K 0.01% +716 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 673 $26.8K 0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 670 $26.7K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 524 $20.9K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 511 $20.4K <0.01% +140 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 477 $19K <0.01% +25 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 440 $17.5K <0.01% +111 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 429 $17.1K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 400 $15.9K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 428 $15.2K <0.01% +28 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 361 $14.4K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 350 $13.9K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 339 $13.5K <0.01% +88 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 329 $13.1K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 329 $13.1K 0.01% +185 13F-HR Timeline CX Institutional More: the full row for CX Institutional 325 $13K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 325 $12.9K <0.01% -1,303 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 307 $12.2K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 304 $12.1K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $11.9K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 271 $10.8K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 241 $9.6K <0.01% +181 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 234 $9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 225 $8.96K <0.01% 0 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 Covestor Ltd More: the full row for Covestor Ltd 200 $8K 0.01% -108 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $7.97K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 168 $6.69K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 150 $5.97K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 150 $5.97K 0.01% 0 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 $5.86K <0.01% 0 13F-HR/A Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 123 $4.9K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 119 $4.73K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 111 $4.49K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 108 $4.3K <0.01% -23 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 105 $4.18K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 103 $4.14K <0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 104 $4.14K <0.01% +101 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 102 $4.06K <0.01% +73 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $3.98K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 100 $3.98K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 100 $3.98K <0.01% -160 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $3.73K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 90 $3.58K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 89 $3.54K <0.01% +2 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 85 $3.38K <0.01% -24 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 74 $2.95K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 70 $2.79K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 68 $2.71K <0.01% +56 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 57 $2.27K <0.01% +36 13F-HR Timeline City State Bank More: the full row for City State Bank 55 $2.19K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 55 $2.19K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 48 $1.91K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 47 $1.89K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $1.79K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 43 $1.71K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $1.59K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39 $1.55K <0.01% +26 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $1.51K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 29 $1.16K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $1.07K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 26 $1.04K <0.01% new 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 $956 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 23 $925 <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 22 $877 <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 22 $876 <0.01% +18 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $757 <0.01% +9 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $757 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17 $678 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17 $677 <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 15 $598 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 15 $597 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14 $558 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $518 <0.01% -32 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $404 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 9 $337 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $239 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $239 <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6 $239 <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $239 <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $119 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $80 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $79 <0.01% 0 13F-HR Timeline Group