First Western Trust Bank More: the full row for First Western Trust Bank 9,742 $290K 0.01% -1,378 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,633 $287K 0.01% -1,598 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,600 $286K 0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,297 $277K 0.05% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,276 $276K <0.01% +150 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,150 $273K 0.02% +120 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,634 $257K 0.13% +1,263 13F-HR Timeline SIG North Trading, ULC More: the full row for SIG North Trading, ULC 8,535 $254K 0.05% new 13F-HR Timeline Verity Asset Management, Inc. 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More: the full row for KANE INVESTMENT MANAGEMENT, INC. 7,500 $223K 0.11% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7,500 $223K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,498 $223K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,119 $212K <0.01% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,114 $212K 0.01% -1,464 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,035 $210K 0.02% +32 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 6,985 $208K 0.14% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,944 $207K 0.04% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,896 $205K <0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,774 $202K 0.01% -902 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,750 $201K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,154 $183K 0.06% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,511 $159K <0.01% -1,350 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,025 $150K 0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 4,821 $143K 0.06% +270 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,780 $142K 0.04% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 4,499 $134K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,400 $131K <0.01% +27 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,287 $128K 0.02% -180 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,866 $115K <0.01% +325 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,750 $112K 0.05% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,242 $96.6K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,200 $95.3K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,139 $94K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 3,075 $91.6K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,932 $87.3K 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,875 $85.6K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,700 $80.4K 0.05% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,643 $78.7K <0.01% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,610 $77.8K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,451 $73K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,243 $68.1K <0.01% +1,906 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,200 $65.5K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,189 $65.2K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,202 $65.2K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,137 $63.7K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,049 $61K <0.01% +54 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,025 $60.3K 0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,966 $58.6K 0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,958 $58.3K 0.02% -46 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,944 $57.9K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,875 $55.9K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,697 $50.6K 0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 1,656 $49.3K 0.11% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,635 $48.7K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,585 $47.2K <0.01% -920 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,500 $44.7K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,390 $41.4K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,339 $39.9K 0.01% +2 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,275 $38K <0.01% 0 13F-HR/A Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,237 $36.8K <0.01% new 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,200 $35.7K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,141 $35.6K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,170 $34.9K 0.03% 0 13F-HR/A Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,161 $34.6K 0.03% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,125 $33.5K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 962 $28.6K <0.01% -217 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 958 $28.5K <0.01% 0 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 899 $26.8K 0.03% +11 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 820 $24.4K 0.02% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 750 $22.3K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 675 $20.1K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 625 $18.6K <0.01% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 622 $18.5K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 562 $16.7K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 562 $16.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 530 $15.8K <0.01% -2,466 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $14.9K <0.01% -450 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 450 $13.4K <0.01% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 450 $13K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 424 $12.6K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 415 $12.4K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 355 $10.6K <0.01% -72 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 334 $9.96K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 300 $9.11K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 303 $9.03K <0.01% 0 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 300 $8.91K <0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 289 $8.6K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 263 $7.85K <0.01% +3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 250 $7.45K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 250 $7.45K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 225 $6.7K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 200 $5.96K <0.01% -139 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 195 $5.81K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 172 $5.12K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 170 $5.07K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 150 $4.47K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 134 $3.99K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 113 $3.37K <0.01% -112 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 112 $3.34K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 111 $3.31K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 107 $3.19K <0.01% -34 13F-HR/A Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 90 $2.68K <0.01% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 88 $2.61K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 75 $2.23K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 64 $1.91K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 63 $1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 45 $1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 30 $894 <0.01% 0 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) 30 $894 <0.01% -28 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 30 $894 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 19 $566 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,029 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.