MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,155 $249K 0.02% -69 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 6,148 $249K 0.12% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,127 $248K 0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,080 $246K 0.02% -451 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,057 $245K 0.21% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,059 $245K <0.01% +841 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,043 $244K <0.01% +2,323 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,815 $243K 0.18% +1,275 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,981 $242K 0.09% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,927 $240K <0.01% -4,832 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,799 $235K <0.01% -637 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 5,755 $233K 0.18% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,684 $230K 0.03% new 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 5,447 $220K 0.12% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,405 $219K <0.01% -547 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,394 $218K 0.15% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 5,373 $217K 0.13% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,349 $216K 0.01% -53 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,337 $216K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,305 $215K 0.01% +330 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,221 $211K 0.02% -911 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,211 $211K 0.02% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,206 $211K 0.01% +448 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 5,184 $210K 0.12% -252 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,179 $209K 0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,162 $209K 0.02% +61 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,122 $207K <0.01% +271 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 5,121 $207K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,093 $206K <0.01% -17,660 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,004 $202K 0.01% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,973 $201K 0.07% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,951 $200K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,951 $200K 0.03% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,927 $199K 0.02% -7,045 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,599 $186K 0.03% new 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 4,139 $167K 0.01% +872 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,123 $167K 0.01% +754 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,739 $151K <0.01% +1,815 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,600 $146K 0.08% +200 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,457 $140K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,415 $138K <0.01% +2,741 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,392 $137K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,357 $136K <0.01% -35 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,977 $120K 0.01% -450 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,911 $118K 0.01% -188 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,910 $118K <0.01% +324 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,872 $116K 0.04% +2,802 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,802 $113K <0.01% +2 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,704 $109K 0.07% -391 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,674 $108K <0.01% +1,292 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,585 $104K 0.01% -838 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,554 $103K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,500 $101K 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,298 $93K 0.06% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,275 $92K 0.03% +2,236 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,151 $87K <0.01% +280 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,150 $87K <0.01% -8,759 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,777 $72K <0.01% +1,373 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,694 $68.5K 0.03% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,656 $67K <0.01% -359 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,575 $63.7K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,575 $63.7K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,569 $63K <0.01% +165 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,507 $61K <0.01% +12 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,504 $60.8K <0.01% +1,164 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,300 $52.6K <0.01% -210 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,235 $50K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,222 $49.4K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,222 $49.4K <0.01% -5,511 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,104 $44.7K <0.01% 0 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,100 $44.5K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,071 $43.3K 0.03% -80 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,064 $43K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,056 $42.7K <0.01% +76 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,005 $40.7K <0.01% -360 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,000 $40.5K 0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,000 $39.7K <0.01% -1,500 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 936 $37.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 904 $36.6K <0.01% -149 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 900 $36.4K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 887 $35.9K <0.01% -274 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 825 $33.4K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 806 $32.6K 0.01% -2,277 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 800 $32.4K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 785 $31.8K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 746 $30K <0.01% +31 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 715 $28.9K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 664 $26.9K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 626 $25.3K <0.01% +50 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 549 $22.2K <0.01% -14,262 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 521 $21.1K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 500 $20.2K <0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 500 $20.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 500 $20.2K <0.01% -17 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 500 $20.2K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 500 $20.2K <0.01% -11 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 475 $19.2K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 450 $18.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 423 $17K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 416 $16.8K <0.01% +3 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 400 $16.2K <0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 400 $16.2K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 398 $16.1K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 364 $14.7K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 350 $14.2K <0.01% +300 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 330 $13.3K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 323 $13.1K <0.01% +6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 324 $13K 0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 300 $12.1K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 309 $11.6K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 283 $11.4K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 282 $11.4K <0.01% +133 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 279 $11.3K <0.01% -139 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 277 $11.2K 0.01% -49 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 253 $10.2K 0.01% +37 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 300 $10.1K <0.01% -1,000 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $10.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 211 $8.54K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 208 $8.41K <0.01% -326 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 208 $8.41K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $8.09K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 200 $8.09K <0.01% -30 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 200 $8K <0.01% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 195 $7.89K <0.01% -333 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 165 $6.67K <0.01% +130 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 155 $6.27K <0.01% +25 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 500 $6.07K <0.01% +305 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 150 $6.07K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 146 $5.91K <0.01% +46 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 145 $5.79K <0.01% +112 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 138 $5.58K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 141 $5.57K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 131 $5.3K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 119 $4.81K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 118 $4.77K <0.01% +21 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 105 $4.25K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 104 $4.21K <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 100 $4.04K <0.01% new 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 100 $4.04K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $4.04K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 100 $4.04K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $4.04K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 100 $4.04K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 100 $4.04K <0.01% -100 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $4.04K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $3.95K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 105 $3.94K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 90 $3.64K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 85 $3.44K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 85 $3.44K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 79 $3.2K <0.01% +47 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 75 $3.03K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 91 $3K <0.01% -24 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 68 $2.75K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 66 $2.67K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 59 $2.39K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 58 $2.35K <0.01% -1,789 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 50 $2.02K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 50 $2.02K <0.01% -490 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 50 $2.02K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 49 $1.98K <0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 50 $1.7K <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 42 $1.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $1.62K <0.01% -12 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 39 $1.58K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $1.54K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 38 $1.54K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 37 $1.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35 $1.42K <0.01% -10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 32 $1.29K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $1.17K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $1.13K <0.01% +7 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25 $1.01K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 35 $1K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24 $971 <0.01% 0 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 25 $854 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 19 $769 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 18 $729 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $574 <0.01% -4 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 14 $566 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 14 $566 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13 $526 <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $526 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 11 $445 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $405 <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $405 <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $405 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $324 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $323 <0.01% +4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $284 <0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $121 <0.01% new 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2 $81 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $41 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $41 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $40 <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1 $40 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1 $40 <0.01% -500 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $40 <0.01% -15,079 13F-HR Timeline