CX Institutional More: the full row for CX Institutional 1,370 $172K 0.01% +55 13F-HR/A Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,308 $164K 0.02% -108 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,183 $149K <0.01% +1,153 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,176 $148K <0.01% -12 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,132 $142K 0.01% +22 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,107 $139K <0.01% +522 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,100 $138K <0.01% -62 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,085 $136K <0.01% +220 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 1,063 $134K <0.01% -1,982 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,049 $132K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,029 $129K <0.01% +557 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 990 $124K <0.01% -82 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 955 $120K <0.01% -172 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 925 $116K 0.03% -2 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 920 $116K 0.02% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 916 $115K 0.04% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 900 $113K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 894 $112K 0.06% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 820 $112K 0.09% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 880 $111K 0.05% -61 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 874 $110K 0.01% -24 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 859 $108K 0.06% +217 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 856 $108K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 816 $106K <0.01% -1,519 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 822 $105K <0.01% -749 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 830 $104K 0.02% +459 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 804 $101K <0.01% -70 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 800 $100K 0.04% 0 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 776 $97.4K <0.01% +194 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 695 $87.3K 0.01% -30 13F-HR Timeline City State Bank More: the full row for City State Bank 692 $86.9K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 646 $81.1K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 643 $80.8K <0.01% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 750 $80.2K <0.01% +283 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 636 $80K 0.04% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 626 $78.6K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 617 $77.5K <0.01% +107 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 610 $76.6K 0.02% -140 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 592 $74.3K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 477 $72.9K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 566 $71.1K <0.01% -1 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 545 $68.4K 0.01% -350 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 525 $66K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 517 $64.9K <0.01% +436 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 511 $64.2K 0.04% +501 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 505 $63.4K 0.03% +307 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 503 $63.2K 0.06% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 501 $63K <0.01% 0 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 455 $57.1K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 437 $56.8K 0.04% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 447 $56.1K 0.02% +162 13F-HR/A Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 431 $54.1K <0.01% new 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 422 $53K 0.01% -1,025 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 406 $51K 0.01% 0 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 402 $50.5K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 402 $50.5K 0.02% -138 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 401 $50.4K 0.01% -253 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 393 $49.4K 0.01% +162 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 373 $47K 0.03% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 372 $46.7K <0.01% +161 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 356 $44.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 349 $43.8K <0.01% -3 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 344 $43.2K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 338 $42.4K <0.01% +326 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 335 $42.1K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 333 $41.8K <0.01% +118 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 324 $40.7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $37.7K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 300 $37.7K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 300 $37.7K 0.03% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 295 $37K 0.01% 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 284 $35.7K <0.01% +35 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 280 $35.2K <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. 273 $34.3K <0.01% -3 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 265 $33.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 260 $33K <0.01% +168 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 255 $32K <0.01% -672 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 253 $31.8K 0.02% 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 250 $31.4K 0.02% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 244 $30.6K <0.01% +140 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 228 $28.6K <0.01% +114 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 224 $28.1K <0.01% +88 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 214 $26.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 209 $26.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 202 $25.5K <0.01% -125 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 201 $25.2K <0.01% +6 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $25.1K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 200 $25.1K <0.01% new 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 186 $23.4K 0.01% -5 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 180 $23K <0.01% -68 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 183 $23K 0.02% +13 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 180 $22.6K <0.01% +111 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 179 $22.5K 0.01% +92 13F-HR/A Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 171 $21.5K 0.01% +8 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 172 $21K 0.01% +106 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 166 $20.8K <0.01% -63 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 163 $20.5K <0.01% -40 13F-HR Timeline Trust Co More: the full row for Trust Co 163 $20.5K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 153 $19.2K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 154 $19K <0.01% -103 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 148 $18.6K <0.01% -23 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 148 $18.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 143 $18K 0.01% +118 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 126 $15.8K <0.01% +114 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 126 $15.8K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 116 $14.6K 0.01% -322 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 115 $14.4K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 115 $14.4K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 110 $13.9K <0.01% +6 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 110 $13.8K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 106 $13.3K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 105 $13.2K 0.01% +38 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $13K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102 $12.8K <0.01% -32 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 102 $12.8K <0.01% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 12,559 $12.6K 0.02% +12,459 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 100 $12.6K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 100 $12.6K 0.01% new 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 100 $12.6K 0.24% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 95 $11.9K <0.01% +23 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 92 $11.6K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 90 $11.3K 0.01% -50 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 89 $11.2K <0.01% -25 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 89 $11.2K 0.01% +76 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 85 $10.7K 0.01% -22 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 84 $10.6K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 82 $10.3K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 82 $10.3K <0.01% -5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 82 $10.3K <0.01% +55 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 80 $10.1K <0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 80 $10K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 83 $10K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 79 $9.92K <0.01% -113 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 75 $9.42K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 75 $9.42K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 75 $9.42K 0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 75 $9.42K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 74 $9.29K <0.01% +56 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 74 $9.29K <0.01% -30 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 70 $9.03K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 74 $9K <0.01% +53 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 70 $8.79K <0.01% +42 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 70 $8.79K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 68 $8.57K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 65 $8.16K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 65 $8.16K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 63 $7.91K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 60 $7.54K <0.01% -149 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $6.91K <0.01% +38 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 51 $6.41K <0.01% -393 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 50 $6.28K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 50 $6.28K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $6.28K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 49 $6.15K <0.01% +9 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 49 $6.15K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 47 $5.9K <0.01% -60 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 43 $5.4K <0.01% +43 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 43 $5.36K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 42 $5.28K <0.01% -2 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 40 $5.03K <0.01% 0 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 40 $5.02K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $5.02K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 40 $5.02K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 45 $5K <0.01% -25 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 44 $5K <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. 39 $4.9K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 38 $4.77K <0.01% +3 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 36 $4.52K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 35 $4.4K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 35 $4.4K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 34 $4.27K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 32 $4.02K <0.01% +9 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32 $4.02K <0.01% +4 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 31 $3.89K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 30 $3.77K <0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 30 $3.77K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30 $3.77K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 29 $3.75K <0.01% +13 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 29 $3.64K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 28 $3.52K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 26 $3.27K <0.01% -2 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 25 $3.14K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 25 $3.14K <0.01% -1 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 25 $3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 23 $2.99K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 23 $2.89K <0.01% +16 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 23 $2.89K +18 Timeline Abound Wealth Management More: the full row for Abound Wealth Management 22 $2.76K <0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21 $2.64K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 20 $2.51K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 20 $2.51K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 20 $2.51K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 20 $2.51K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $2.51K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $2.51K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 18 $2.29K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 17 $2.13K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $2.01K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 16 $2.01K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 16 $2.01K <0.01% new 13F-HR Timeline