Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,415 $216K 0.01% +705 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,408 $215K 0.03% -104 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,405 $215K 0.16% +82 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,386 $212K <0.01% +166 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,384 $209K <0.01% -148 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,360 $208K <0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,354 $207K <0.01% -340 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,350 $206K 0.04% -1,064 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,341 $205K <0.01% -5,533 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,341 $205K 0.02% new 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,360 $205K <0.01% -422 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,338 $205K 0.03% -11 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,335 $204K 0.01% +215 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,334 $204K 0.09% -758 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,333 $204K 0.03% +446 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,330 $203K 0.04% -50 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,320 $202K <0.01% -225 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,316 $201K 0.13% -260 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,256 $192K <0.01% -112 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,118 $171K <0.01% -302 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,049 $160K 0.01% -20 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,037 $159K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 820 $159K 0.14% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 940 $144K 0.07% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 927 $142K 0.04% +2 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 916 $140K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 900 $138K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 886 $135K 0.02% -22 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 866 $132K 0.01% -150 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 856 $131K <0.01% -68 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 804 $123K <0.01% +104 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 800 $122K 0.06% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 795 $122K <0.01% +45 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 790 $121K 0.12% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 742 $113K <0.01% -31 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 737 $113K 0.01% -70 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 694 $106K 0.03% 13F-HR Timeline Group City State Bank More: the full row for City State Bank 692 $106K 0.04% -200 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 690 $106K 0.01% +25 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 669 $102K 0.01% +263 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 662 $101K 0.01% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 626 $95.7K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 624 $95.4K 0.01% +32 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 620 $94.8K 0.03% +517 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 599 $91.6K 0.05% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 592 $90.5K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 589 $90K 0.04% -96 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 574 $87.8K <0.01% +102 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 567 $86.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Denver PWM, LLC More: the full row for Denver PWM, LLC 538 $82.3K 0.03% +163 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 525 $80K 0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 522 $79.8K 0.03% -24 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 548 $78.2K <0.01% -633 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 511 $78.1K 0.05% 0 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 518 $77.8K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 501 $77K <0.01% -15 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 500 $76.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 470 $71.9K 0.02% -160 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 477 $71.6K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 471 $70.8K 0.01% +52 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 461 $70K 0.03% -85 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 455 $69.6K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 437 $65.6K 0.05% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 420 $64.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 408 $62.4K <0.01% +63 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 406 $62.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 401 $61.3K 0.01% +279 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 398 $60.9K 0.01% -428 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 382 $57K <0.01% +370 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 356 $54.4K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 350 $53.5K 0.05% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 344 $52.6K 0.02% -40 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 343 $52.5K 0.03% +49 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 335 $51.2K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 325 $50K 0.03% +240 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 324 $49.5K <0.01% -6 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 312 $47.7K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 304 $46.5K 0.03% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 300 $45.9K 0.02% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 300 $45.9K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 300 $45.9K 0.03% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 298 $45.6K <0.01% +72 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 295 $45.1K 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. 276 $42.2K <0.01% +45 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 272 $41.6K <0.01% -104 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 265 $40.5K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 251 $38.4K <0.01% -174 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 247 $35.2K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 215 $32.9K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 214 $32.7K 0.02% -40 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 212 $32.4K <0.01% +41 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 219 $32.3K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 210 $32K <0.01% +43 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 209 $32K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 209 $32K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 199 $30.4K <0.01% +136 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 188 $28.7K <0.01% +186 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 173 $26.5K <0.01% -60 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 169 $25.8K 0.02% 13F-HR Timeline Trust Co More: the full row for Trust Co 163 $24.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 163 $24.9K <0.01% +141 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 161 $24.6K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 152 $23.3K 0.01% +50 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 150 $22.9K 0.02% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 148 $22.6K 0.02% 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 140 $21.4K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 140 $21.4K 0.01% -150 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 135 $20.6K <0.01% +20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 131 $20K <0.01% -120 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 100 $19.4K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 126 $19.3K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 126 $19.3K 0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 126 $19.2K <0.01% -129 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 125 $19.1K <0.01% +21 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 115 $17.6K <0.01% -10 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 114 $17.4K <0.01% -485 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 114 $17.4K <0.01% -193 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 114 $17.4K <0.01% +78 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 112 $17K <0.01% +59 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 111 $17K <0.01% +10 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 110 $16.8K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 108 $16.5K <0.01% +79 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 107 $16.4K <0.01% -112 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 104 $16K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 104 $15.9K <0.01% -40 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 115 $15.7K 0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $15.3K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 100 $15.3K 0.01% -40 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 100 $15.3K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 100 $15.3K <0.01% -82 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $15K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 95 $14.5K 0.01% +73 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 92 $14.1K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 88 $13.5K <0.01% -9 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 87 $13.3K 0.01% -19 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 86 $13.2K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 86 $13.2K <0.01% +36 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 83 $13K <0.01% -84 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 84 $12.8K 0.01% -1,090 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 81 $12.4K <0.01% 0 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 82 $12.3K <0.01% 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 80 $12.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 76 $11.6K <0.01% +40 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 75 $11.5K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 75 $11.5K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 75 $11.5K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 74 $11.3K <0.01% +70 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 72 $11K <0.01% -10 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 71 $10.9K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 71 $10.9K <0.01% +17 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 70 $10.7K <0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 66 $10.1K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 65 $9.94K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 65 $9.94K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 63 $9.63K <0.01% -9 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 63 $9.63K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 63 $9.63K <0.01% +18 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $9.48K <0.01% -14 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 57 $8.68K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 52 $7.95K <0.01% -333 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 50 $7.65K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 50 $7.65K <0.01% -30 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 50 $7.65K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $7.65K 0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 50 $7.65K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 48 $7.34K <0.01% +20 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 46 $7.03K <0.01% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 45 $6.88K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 43 $6.53K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 42 $6.42K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 40 $6.12K <0.01% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $6.12K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 36 $6.1K <0.01% +2 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 44 $6K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 37 $5.66K <0.01% -7 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 37 $5.66K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 37 $5.66K <0.01% -7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 39 $5.61K <0.01% -8 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 36 $5.5K <0.01% -41 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 35 $5.35K <0.01% -4 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 35 $5.35K <0.01% -9 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 34 $5.2K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 33 $5.05K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 32 $4.89K <0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 30 $4.59K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30 $4.59K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30 $4.59K <0.01% -28 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 30 $4.59K <0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 29 $4.43K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 29 $4.43K <0.01% -37 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 28 $4.28K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 28 $4.28K <0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 28 $4.28K <0.01% +2 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 28 $4.28K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 25 $4K <0.01% -25 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 25 $3.82K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 25 $3.82K 0.02% new 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 25 $3.82K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 24 $3.67K <0.01% -476 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23 $3.52K <0.01% -14 13F-HR Timeline