Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 6,572 $134K 0.01% +1,314 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,338 $130K 0.01% +772 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 6,178 $126K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,935 $121K 0.01% -1,921 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5,262 $108K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,784 $97.9K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,737 $97K <0.01% +2,336 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,697 $96.1K 0.03% +636 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,484 $91.8K <0.01% -1,115 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,380 $89.7K 0.03% -1,383 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,282 $87.7K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,151 $85K <0.01% +301 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,903 $79.9K <0.01% +20 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,700 $75.7K <0.01% new 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 3,370 $69K <0.01% -681 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,327 $68.2K 0.04% +561 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,300 $68K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,362 $65.6K 0.01% -3,634 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,100 $63.5K 0.03% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,999 $61.4K <0.01% +2,590 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,863 $58.6K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,845 $58.2K 0.01% -400 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,791 $57.1K 0.01% +2,719 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,629 $53.8K 0.03% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,615 $53.5K <0.01% +25 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,414 $49.4K <0.01% -18,610 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,398 $49.1K 0.02% +126 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,398 $49.1K <0.01% -403 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,383 $48.8K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,315 $47.4K <0.01% +15 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,273 $46.5K 0.02% +544 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,236 $45.8K 0.02% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,217 $45.4K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,000 $40.9K <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. 2,000 $40.9K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,995 $40.8K <0.01% +671 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 1,992 $40.8K <0.01% +1,129 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,933 $39.6K <0.01% -3,573 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,914 $39.2K <0.01% -517 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,805 $37K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,800 $36.8K 0.04% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,780 $36.4K <0.01% -1,365 13F-HR/A Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,746 $35.7K <0.01% -132,995 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,636 $33.5K 0.01% +1,373 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,623 $33.2K <0.01% -28 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,622 $33.2K 0.01% +200 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,617 $33.1K <0.01% -192 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,603 $32.8K 0.02% +338 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,600 $32.8K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,529 $32K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,554 $31.8K <0.01% +63 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,475 $30.2K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,151 $29.1K <0.01% +473 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,500 $28.9K 0.02% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,406 $28.8K <0.01% new 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,400 $28.7K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,397 $28.6K <0.01% +3 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,300 $26.6K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,264 $26K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,230 $25.2K <0.01% -703 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,227 $25.1K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,153 $23.6K <0.01% +764 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,132 $23.1K <0.01% +161 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,116 $22.8K 0.01% -1,202 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,100 $22.5K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,080 $22.1K <0.01% -206 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,075 $22K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,068 $21.9K <0.01% -637 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,066 $21.8K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,000 $21K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,018 $20.8K <0.01% +604 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,000 $20.5K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,000 $20.5K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,000 $20.5K 0.03% 0 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 979 $20K <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,000 $20K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 938 $19.2K 0.01% +14 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 920 $19K <0.01% new 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 877 $18K 0.01% -785 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 872 $17.9K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 868 $17.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 852 $17.4K <0.01% +665 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 834 $17.1K 0.01% 0 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 827 $16.9K <0.01% -1,157 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 827 $16.9K <0.01% -8 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 800 $16.4K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 800 $16.4K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 800 $16.4K <0.01% -1,000 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 778 $15.9K <0.01% -330 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 723 $15K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 715 $14.6K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 700 $14.3K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 700 $14.3K <0.01% -200 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 700 $14.3K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 695 $14.2K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 680 $14K <0.01% -321 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 674 $14K <0.01% +464 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 656 $13.4K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 627 $12.8K <0.01% +419 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 619 $12.7K 0.01% +89 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 608 $12.4K <0.01% +453 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 709 $12.4K <0.01% -682 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 604 $12.4K <0.01% +5 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 600 $12.3K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 590 $12.1K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 565 $11.6K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 535 $10.9K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 526 $10.8K <0.01% -99 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 525 $10.7K 0.01% +330 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 522 $10.7K <0.01% +435 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 516 $10.6K 0.01% +259 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 501 $10.3K 0.01% -206 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 500 $10.2K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 500 $10.2K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 500 $10.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 494 $10.1K <0.01% -2,777 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 480 $9.83K <0.01% -1,482 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 477 $9.76K <0.01% +18 13F-HR/A Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 450 $9.21K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 437 $8.95K <0.01% +19 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 436 $8.93K 0.01% +284 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 431 $8.82K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $8.19K <0.01% -450 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 435 $8K <0.01% +55 13F-HR Timeline CX Institutional More: the full row for CX Institutional 408 $8K <0.01% -6,623 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 373 $7.63K <0.01% +6 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 370 $7.57K +20 Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 356 $7.29K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 349 $7.14K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 342 $7K <0.01% +18 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 328 $7K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 333 $6.82K <0.01% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 322 $6.6K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 321 $6.57K <0.01% -1,361 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 320 $6.55K <0.01% +20 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 315 $6.45K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 307 $6.29K <0.01% 0 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 300 $6.14K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 300 $6.14K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 300 $6.14K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 300 $6.14K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 300 $6.14K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 300 $6.14K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 300 $6.14K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 329 $6K <0.01% +29 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 296 $6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 267 $5.62K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 268 $5.49K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 267 $5.46K <0.01% +73 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 267 $5.46K <0.01% +4 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 245 $5.02K <0.01% -59 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 243 $4.97K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 228 $4.68K <0.01% +3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 222 $4.54K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 225 $4.39K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 206 $4K <0.01% -241 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 191 $3.91K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 190 $3.89K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 190 $3.89K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 169 $3.46K <0.01% +99 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 164 $3.36K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 162 $3.32K <0.01% +78 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 150 $3.07K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 145 $3.05K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 149 $3.05K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 145 $2.97K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 142 $2.91K <0.01% +92 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 141 $2.89K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 140 $2.87K <0.01% +102 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 124 $2.55K <0.01% +1 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 122 $2.5K <0.01% +2 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 120 $2.45K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 119 $2.44K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 109 $2.23K <0.01% new 13F-HR/A Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 108 $2.21K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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