eCIO, Inc. More: the full row for eCIO, Inc. 718 $196K 0.09% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 716 $196K 0.04% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 702 $192K 0.04% +263 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 681 $186K <0.01% -519 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 666 $183K 0.01% +207 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 641 $175K 0.03% -14 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 629 $172K 0.01% -3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 622 $170K 0.09% +219 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 621 $170K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 608 $166K <0.01% +1 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 605 $165K 0.01% -770 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 600 $164K 0.01% 0 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $164K 0.04% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 600 $164K 0.02% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 592 $162K <0.01% -2 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 586 $160K 0.02% -21,455 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 556 $152K 0.11% -967 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 546 $149K 0.02% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 541 $148K 0.15% +312 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 523 $143K 0.04% -130 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 512 $140K 0.02% +21 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 507 $138K 0.03% 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 500 $137K <0.01% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 500 $137K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 500 $137K 0.02% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 423 $135K 0.11% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 494 $135K 0.07% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 480 $131K 0.05% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 466 $127K 0.03% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 466 $127K 0.08% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 462 $126K 0.04% -10 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 461 $126K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 461 $126K 0.01% -75 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 451 $123K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 441 $120K <0.01% -4 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 430 $117K 0.01% -57 13F-HR Timeline CNB Bank More: the full row for CNB Bank 420 $115K 0.05% -2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 420 $115K 0.09% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 412 $112K 0.06% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 400 $109K 0.05% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 386 $105K 0.03% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 386 $105K 0.07% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 384 $105K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 378 $103K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 366 $99.9K 0.01% +16 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 355 $96.9K 0.02% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 349 $95.3K 0.07% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 348 $95.2K <0.01% +40 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 347 $94.8K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 344 $93.9K 0.04% +15 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 342 $93.4K 0.02% +83 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 342 $93.4K 0.06% +43 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 332 $90.5K 0.01% +1 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 323 $88.2K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 317 $86.7K 0.02% +176 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 317 $86.6K 0.02% -11 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 316 $86.3K 0.01% -3 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 307 $83.8K 0.06% 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 300 $81.9K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 300 $81.9K 0.02% -21 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 280 $80.1K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 290 $79.2K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 288 $78.6K 0.02% -196 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 281 $76.7K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 276 $75.4K 0.02% +62 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 268 $73K 0.03% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 262 $71.7K <0.01% +18 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 260 $71K <0.01% -28 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 258 $70.5K 0.07% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 247 $67.6K <0.01% -5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 238 $65K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 237 $64.7K 0.05% +1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 226 $61.6K 0.01% +96 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 225 $61.4K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 222 $61K 0.01% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 223 $60.9K 0.06% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $60.5K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 221 $60.4K 0.01% +28 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 221 $60K 0.01% +7 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 216 $59K 0.01% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 203 $55K <0.01% new 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 200 $54.6K <0.01% -50 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $54.6K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 201 $54.4K 0.01% +15 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 196 $53.5K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 195 $53.3K 0.02% +160 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 192 $52.8K <0.01% +76 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 175 $49.9K 0.01% +6 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 180 $49.2K <0.01% +17 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 180 $49.2K 0.03% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 179 $48K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 175 $47.8K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 167 $45.7K 0.04% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 167 $45.6K <0.01% 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 166 $45.3K 0.01% +56 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 162 $44.2K 0.02% -8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 159 $43.4K <0.01% +81 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 156 $42.6K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 151 $41.2K 0.01% +9 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 151 $41.2K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 150 $41K 0.01% +112 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 149 $40.7K <0.01% -105 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 145 $39.8K <0.01% +107 13F-HR/A Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 143 $39K 0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 142 $38.8K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 142 $38.7K <0.01% +20 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 141 $38.4K 0.04% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 138 $37.7K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 135 $36.7K <0.01% +28 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 125 $34.1K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 121 $33K <0.01% +15 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 121 $33K 0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 121 $33K 0.05% -7 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 118 $32.2K <0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 118 $32.2K 0.01% 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 118 $32.2K 0.02% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 115 $31.4K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 115 $31.4K 0.03% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 113 $30.9K 0.01% +75 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 110 $30K <0.01% +72 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 110 $30K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 108 $29.5K 0.01% +100 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 108 $29.5K 0.01% +71 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 105 $28.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 105 $28.7K 0.02% +26 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 105 $28.6K <0.01% -8 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 100 $28.4K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 103 $28.1K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 103 $28.1K 0.02% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 102 $27.9K 0.01% -9 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 100 $27.3K 0.02% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 99 $27K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $27K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $27K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 94 $25.7K <0.01% +37 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 91 $24.8K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 90 $24.6K <0.01% -3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 89 $24.3K <0.01% -70 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 87 $23.7K 0.01% +10 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 85 $23.2K <0.01% -9 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 85 $23K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 83 $22.7K 0.01% -1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 82 $22.4K 0.02% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 79 $21.6K <0.01% +24 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 78 $21.3K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 78 $21.3K <0.01% -731 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 77 $21K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 77 $21K <0.01% +26 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 77 $21K 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 77 $21K 0.01% +21 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 76 $20.8K 0.01% -19 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 75 $20.5K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 75 $20.5K <0.01% +15 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 75 $20.5K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 72 $19.7K 0.02% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 69 $18.8K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 69 $18.8K 0.01% +33 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 66 $18K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 63 $17.6K <0.01% +15 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 64 $17.5K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 63 $17.2K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 60 $16.8K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 61 $16.6K 0.02% 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 60 $16.4K <0.01% 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 60 $16.4K <0.01% -69 13F-HR Timeline City State Bank More: the full row for City State Bank 60 $16.4K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 58 $15.8K 0.01% new 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 56 $15.3K -19,278 Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 55 $15K <0.01% +28 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 57 $15K <0.01% -12 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 48 $14.4K 0.02% 0 13F-HR/A Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 52 $14.2K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 51 $14K 0.01% 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 50 $14K <0.01% +6 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 50 $13.7K 0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 50 $13.7K 0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 50 $13.7K 0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 50 $13.7K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 48 $13.1K <0.01% +7 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 48 $13.1K <0.01% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 48 $13K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 46 $12.7K <0.01% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 45 $12.3K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 45 $12.3K <0.01% -8 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 39 $12.3K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 44 $12K <0.01% -70 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 44 $12K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 44 $12K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 43 $11.7K 0.01% +6 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 42 $11.5K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 41 $11.2K <0.01% -3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40 $11K <0.01% +1 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 39 $10.7K <0.01% +4 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 36 $9.95K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 36 $9.83K <0.01% +33 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 36 $9.71K <0.01% +9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $9.56K <0.01% +1 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 35 $9.56K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 35 $9.56K <0.01% -141 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Activest Wealth Management More: the full row for Activest Wealth Management 35 $9.56K <0.01% -58 13F-HR Timeline