Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,309 $358K 0.06% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10,083 $350K 0.03% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,996 $347K <0.01% 0 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,811 $341K 0.02% -1,410 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9,750 $339K 0.03% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,262 $338K <0.01% +20 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 9,727 $338K 0.11% 13F-HR/A Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 9,412 $327K 0.2% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9,401 $327K 0.04% +3,761 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,340 $324K 0.01% +1,500 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9,304 $323K 0.02% -6,320 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,297 $323K 0.05% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,250 $321K 0.01% +58 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,126 $317K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,884 $309K <0.01% -549 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 8,862 $308K <0.01% -25 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,851 $307K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,771 $305K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,758 $304K <0.01% +400 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,325 $289K 0.01% -150 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,290 $288K <0.01% -6,049 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,262 $287K <0.01% +1,143 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,182 $284K 0.04% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,000 $278K 0.06% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,666 $266K <0.01% -550 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,653 $266K <0.01% +600 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,606 $264K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,582 $263K 0.06% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,375 $256K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,126 $248K 0.01% +31 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,053 $245K 0.05% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,039 $245K <0.01% +197 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 6,994 $243K 0.06% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,896 $240K <0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,882 $239K 0.01% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 6,860 $238K 0.15% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,832 $237K 0.03% -112 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,774 $235K 0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,756 $235K 0.04% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,750 $234K 0.05% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,725 $234K 0.02% -1,820 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 6,599 $229K <0.01% +6,300 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,558 $228K 0.03% +75 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,521 $227K <0.01% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,409 $223K <0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,325 $220K <0.01% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 6,319 $220K 0.03% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,287 $218K 0.02% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,236 $217K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 6,175 $215K 0.06% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,154 $214K 0.06% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,711 $213K 0.06% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,050 $210K <0.01% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 6,000 $208K <0.01% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 5,589 $194K 0.06% +345 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 5,128 $179K 0.04% +170 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,725 $164K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,499 $156K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,400 $153K <0.01% 0 13F-HR/A Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,767 $131K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,762 $131K 0.02% -525 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,750 $130K 0.05% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 3,357 $117K <0.01% +905 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,215 $112K <0.01% +970 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,200 $111K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,075 $107K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,919 $101K <0.01% +3 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,893 $101K 0.01% +85 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,880 $100K <0.01% +429 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,875 $99.9K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,700 $93.8K 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,661 $92.4K <0.01% +11 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,434 $84.6K <0.01% -5,387 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,277 $79.1K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,209 $76.7K <0.01% +2,044 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,160 $75K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,025 $70.3K 0.01% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,023 $69.2K 0.03% +1,873 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,875 $65.2K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,454 $59K 0.04% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,697 $59K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,500 $52.1K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,450 $50.4K 0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,404 $49.4K <0.01% +436 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) 1,412 $49.1K <0.01% +624 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,343 $46.7K 0.02% +16 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,340 $46.6K <0.01% -18,100 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,288 $44.9K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,256 $43.6K <0.01% +1,061 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,200 $41.7K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,171 $40.7K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,170 $40.6K 0.03% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,125 $39.1K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 975 $34K <0.01% +675 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 972 $33.8K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 950 $33K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 887 $30.8K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 808 $28.1K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 804 $27.9K <0.01% 0 13F-HR Timeline Group Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 757 $26.3K 0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 760 $26K <0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Advocates LLC More: the full row for Strategic Advocates LLC 700 $24.4K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 675 $23.4K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 625 $21.7K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 562 $19.5K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 562 $19.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 558 $19.4K <0.01% +7 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 461 $16K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 450 $16K <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. 450 $15.6K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 424 $14.7K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 415 $14.4K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 355 $12.3K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 340 $11.8K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 333 $11.6K 0.01% 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 320 $11.1K 0.01% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 303 $10.5K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 300 $10.4K 0.01% -530 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $10.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 300 $10.4K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 273 $9.48K <0.01% +3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 250 $8.69K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 250 $8.69K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 225 $7.82K <0.01% -2,611 13F-HR Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 185 $6.44K 0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 169 $5.87K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 166 $5.77K <0.01% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 165 $5.73K <0.01% -6 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 160 $5.56K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 150 $5.21K <0.01% -150 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 146 $5.09K <0.01% +35 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 113 $3.93K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 112 $3.89K <0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 90 $3.13K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 75 $2.61K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 64 $2.23K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57 $1.98K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $1.74K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30 $1.04K <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 Robinswood Financial LLC More: the full row for Robinswood Financial LLC 19 $660 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11 $380 <0.01% 0 13F-HR Timeline