PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,908 $154K 0.04% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 4,134 $151K 0.08% +85 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,800 $149K 0.05% -29,728 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,750 $146K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,668 $142K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,611 $139K <0.01% -4,642 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 2,595 $138K 0.02% +1,470 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,564 $136K 0.01% -261 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,562 $136K <0.01% +1,191 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,501 $133K 0.1% -57 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,475 $128K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,403 $128K <0.01% +25 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,339 $124K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,105 $112K 0.03% +200 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,066 $110K 0.03% +178 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,984 $105K 0.01% +6 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,993 $105K <0.01% +870 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,946 $103K <0.01% +94 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 1,790 $95K 0.04% -160 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,647 $87.4K 0.03% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,566 $83.1K 0.02% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,524 $80.9K 0.01% +123 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,420 $75.4K 0.03% +20 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,400 $74.3K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,360 $72.2K 0.03% -782 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,330 $71K 0.02% +75 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,288 $68.4K <0.01% +72 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,242 $65.9K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,227 $65.1K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,225 $65K 0.01% -18,394 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,202 $63.8K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,110 $58.9K 0.03% -50 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,059 $54.3K <0.01% +749 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,005 $53.3K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,000 $53.1K <0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 995 $52.8K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 930 $49.4K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 855 $45.4K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 800 $42.5K 0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 774 $41.1K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 782 $40.9K 0.01% +391 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 750 $39.8K 0.02% +465 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 678 $36K 0.03% -4,908 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 666 $35K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 650 $34.5K <0.01% -10 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 633 $33.6K <0.01% +207 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 608 $32.3K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 602 $32K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 602 $32K <0.01% +30 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 600 $31.8K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 600 $31.8K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 600 $31.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 593 $31.5K <0.01% +100 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 589 $31K 0.01% +8 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 574 $30.5K 0.02% +57 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 552 $29.3K 0.03% +61 13F-HR Timeline CX Institutional More: the full row for CX Institutional 538 $29K <0.01% -277 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 540 $28.7K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 530 $28.1K <0.01% -109 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 500 $27K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 505 $26.9K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 502 $26K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 468 $24.8K 0.01% +49 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 408 $21.7K 0.02% -31 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 404 $21.4K 0.02% -9,900 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 400 $21.2K 0.03% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 400 $21.2K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 400 $21.2K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 391 $20.8K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 376 $20K 0.01% +17 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 350 $18.6K 0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 322 $17.1K 0.07% -2,626 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 315 $16.7K <0.01% -18 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 304 $16.1K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 300 $15.9K 0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 292 $15.5K 0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 280 $14.9K 0.01% +5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 267 $14K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 258 $13.7K <0.01% +4 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 250 $13.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 248 $13.2K <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. 242 $12.8K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 245 $12.6K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 225 $11.9K 0.01% -193 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 224 $11.9K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 224 $11.9K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 224 $11.7K <0.01% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 218 $11.6K 0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 212 $11.3K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 210 $11.1K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 205 $10.9K <0.01% +113 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 203 $10.8K <0.01% +3 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 200 $10.6K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 193 $10.2K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 189 $10K <0.01% new 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 186 $9.87K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 182 $9.66K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 170 $9.02K <0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 150 $7.96K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 150 $7.96K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 150 $7.96K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 150 $7.96K <0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 150 $7.96K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 143 $7.59K <0.01% +2 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 141 $7.48K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 131 $6.95K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 128 $6.79K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 114 $6.05K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 107 $5.68K <0.01% +66 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 102 $5.42K <0.01% -62 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $5.31K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $5.31K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 100 $5.31K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87 $4.62K <0.01% +9 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 85 $4.51K <0.01% -10,854 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 84 $4.46K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 80 $4.25K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 72 $3.82K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 71 $3.77K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 61 $3.24K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 60 $3.19K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 60 $3.19K <0.01% -3 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 58 $3K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 56 $2.93K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 55 $2.92K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 54 $2.87K <0.01% -1,478 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 54 $2.86K <0.01% +15 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 50 $2.65K <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 48 $2.55K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 46 $2.44K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 42 $2.23K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 47 $2K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 37 $1.96K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 30 $1.59K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 30 $1.59K <0.01% 0 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 29 $1.54K <0.01% -246 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 28 $1.49K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 26 $1.38K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 25 $1.31K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 24 $1.26K <0.01% -1 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 22 $1.17K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 21 $1.11K <0.01% -177 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 20 $1.06K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $1.06K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20 $1.06K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 19 $1.01K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $1.01K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 18 $956 <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 17 $902 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 16 $850 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 15 $807 <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 15 $797 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 15 $796 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 15 $796 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10 $531 <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 10 $531 <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 4 $212 <0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3 $160 <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 0 $0 0% -50 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.