Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,384 $127K <0.01% +1,380 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,362 $125K 0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,350 $124K <0.01% +350 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,344 $123K 0.01% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,220 $112K 0.01% -17,100 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,200 $110K 0.09% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,173 $107K 0.05% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,160 $106K 0.05% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,140 $104K 0.05% -74 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,098 $100K 0.02% +32 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,079 $98.7K 0.01% +332 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1,071 $98K 0.02% -20 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,051 $96.2K 0.01% +287 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,021 $93.4K <0.01% +581 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,020 $93.3K <0.01% -663 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $91.5K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,000 $91.5K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,000 $91.5K 0.04% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,000 $91.5K 0.12% -300 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,000 $91.5K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 988 $90.4K 0.01% +501 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 973 $89K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 965 $88.3K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 963 $88.1K <0.01% +52 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 955 $87.4K 0.03% -45 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 950 $86.9K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 908 $83.1K <0.01% +210 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 847 $77.5K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 834 $76.3K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 800 $73.2K 0.02% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 800 $73K 0.06% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 755 $69.1K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 750 $68.6K 0.01% +650 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 750 $68.6K 0.02% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 740 $67.7K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 735 $67K 0.01% -225 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 712 $65.2K 0.03% -63 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 700 $64K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 676 $61.8K <0.01% +112 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 619 $56.6K <0.01% +18 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 611 $55.9K 0.01% +11 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 600 $55K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 571 $52.2K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 562 $51.4K <0.01% -547 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 435 $50.7K <0.01% -602 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 545 $49.9K <0.01% +49 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 538 $49.3K 0.01% -2,609 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 512 $46.8K <0.01% -21 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 500 $45.7K <0.01% +436 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $45.7K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 500 $45.7K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 500 $45.7K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 500 $45.7K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 497 $45.5K <0.01% +62 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 450 $41.2K 0.04% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 422 $38.6K <0.01% -125 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 405 $37.1K 0.02% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 400 $36.6K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 391 $35.7K 0.01% -250 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 384 $35.1K <0.01% 0 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 381 $34.9K 0.02% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 371 $33.9K <0.01% +24 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 360 $32.9K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 357 $32.7K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 336 $31K <0.01% 0 13F-HR/A Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 330 $30.2K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 250 $29.6K 0.02% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 250 $28.2K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 304 $27.8K <0.01% +4 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 301 $27.5K 0.02% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $27.4K 0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 300 $27.4K 0.02% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 277 $25.3K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 275 $25.2K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 259 $23.7K <0.01% new 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 248 $22.7K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 155 $20.8K <0.01% +12 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 226 $20.7K 0.02% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 218 $20K <0.01% 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 18,664 $18.7K 0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 200 $18.3K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $18.3K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 190 $17.4K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 189 $17.3K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 184 $16.8K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 175 $16K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 172 $15.7K <0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 170 $15.6K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $13.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 140 $12.8K <0.01% +20 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 140 $12.8K <0.01% -10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 133 $12.2K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 132 $12.1K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 127 $11.6K 0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 121 $11.1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 130 $11K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 109 $9.97K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 105 $9.63K <0.01% -130 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 104 $9.52K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 102 $9.33K 0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 101 $9.24K <0.01% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 100 $9.17K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 100 $9.15K 0.01% -300 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $9.15K <0.01% new 13F-HR/A Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 100 $9.15K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $9.15K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $9.15K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $9.15K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 96 $8.78K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 83 $7.59K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 81 $7.41K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 77 $7.04K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 67 $6.13K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 62 $6K <0.01% -4 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 65 $5.96K <0.01% -300 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 61 $5.59K <0.01% +24 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 59 $5.4K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 58 $5.31K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 56 $5.15K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $5.12K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 54 $4.98K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 51 $4.67K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 51 $4.65K <0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 50 $4.58K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 47 $4.3K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 43 $4K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 41 $3.75K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $3.66K <0.01% +18 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 40 $3.66K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 39 $3.57K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 37 $3.39K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 34 $3.12K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 32 $2.93K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 30 $2.75K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 30 $2.75K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 30 $2.75K <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 28 $2.56K <0.01% +3 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 26 $2.38K <0.01% new 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $2.29K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 25 $2.29K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 23 $2.1K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 23 $2.1K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 22 $2.01K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 21 $1.92K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $1.92K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $1.92K <0.01% -21 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 19 $1.74K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 18 $1.65K <0.01% 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 16 $1.46K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $1.19K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6 $1K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 9 $832 <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 7 $640 <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 7 $640 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6 $549 <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6 $528 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $458 <0.01% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 5 $458 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $457 <0.01% +4 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 4 $366 <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4 $366 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 -48,969 Timeline