Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 2,552 $259K 0.01% -578 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 2,525 $256K 0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,463 $250K <0.01% +73 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,429 $250K 0.01% -456 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,460 $250K 0.05% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,454 $249K 0.09% new 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 2,440 $248K 0.07% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,422 $246K 0.01% -37 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,416 $245K 0.01% -11 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,415 $245K 0.08% +452 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,410 $245K 0.04% +10 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,405 $244K <0.01% -264 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,400 $244K 0.02% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,379 $242K <0.01% +401 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,372 $241K <0.01% -173 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,359 $239K 0.02% -544 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage⦠More: the full row for Morningstar Investment Management LLC 2,351 $239K 0.02% 0 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,342 $238K 0.04% -37,876 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,311 $235K <0.01% -112 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,301 $234K <0.01% +501 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,300 $233K 0.01% -944 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,292 $233K 0.02% new 13F-HR/A Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,284 $232K 0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I⦠More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,273 $231K 0.01% +1 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,272 $231K 0.01% -54 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,253 $229K 0.23% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,251 $228K <0.01% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,237 $227K 0.04% -59 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,236 $227K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,212 $225K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,211 $224K 0.01% +64 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,205 $224K <0.01% new 13F-HR Timeline Group Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 2,200 $223K 0.06% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,198 $223K 0.01% +52 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,881 $222K 0.01% -13 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 2,183 $222K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,175 $221K <0.01% +7 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,098 $219K 0.19% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,154 $219K 0.2% 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,104 $214K 0.02% -501 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,100 $213K 0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,100 $213K 0.04% -600 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,090 $212K 0.06% -61 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,088 $212K 0.05% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,072 $210K 0.03% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 2,068 $210K 0.05% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,065 $210K 0.07% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,054 $209K 0.04% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,043 $207K 0.11% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,038 $207K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,036 $207K 0.02% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,034 $206K 0.07% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,020 $205K 0.01% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,015 $205K 0.01% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,998 $203K 0.04% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,984 $201K 0.01% -576 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,976 $201K 0.01% 0 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,923 $195K 0.09% +924 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,900 $193K 0.03% -9 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,753 $178K 0.06% +8 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage⦠More: the full row for First Eagle Investment Management, LLC 1,750 $177K <0.01% +54 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,731 $176K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,610 $163K 0.01% -3,987 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,567 $159K 0.07% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,553 $158K <0.01% +555 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,521 $154K 0.05% -176,593 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,502 $152K <0.01% +13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 1,023 $147K 0.01% +39 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc⦠More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,456 $147K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,429 $145K <0.01% -278 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,416 $144K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,401 $142K <0.01% -345 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,387 $141K 0.01% -183 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,378 $140K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,376 $140K 0.02% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,318 $134K <0.01% -86 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,232 $125K <0.01% -22 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,190 $121K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,186 $120K <0.01% -95 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,165 $118K 0.03% -183 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,160 $118K 0.01% -386 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,152 $117K 0.01% -702 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,138 $116K 0.09% 0 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 1,085 $110K <0.01% -493 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,020 $104K 0.01% -2,122 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,000 $102K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,000 $102K 0.05% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 985 $100K 0.02% -256 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 976 $99K 0.01% -298 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 950 $96.4K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 903 $91.7K 0.05% -156 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 902 $91.6K <0.01% -698 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 900 $91.4K 0.01% 0 13F-HR Timeline Group Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 27,155 $88K 0.05% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 858 $87.1K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 852 $86.5K 0.05% -316 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 850 $86.3K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 808 $82K <0.01% +37 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 800 $81.2K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 770 $78.2K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 767 $77.9K <0.01% -117 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 765 $77.7K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 742 $75.3K <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 723 $73.4K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 692 $70.2K 0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 684 $69.4K 0.03% +287 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 666 $67.6K <0.01% +547 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 659 $66.4K 0.01% -760 13F-HR Timeline Ritter Daniher Financial Advisory LLC /⦠More: the full row for Ritter Daniher Financial Advisory LLC / DE 650 $66K 0.02% +50 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L⦠More: the full row for EverSource Wealth Advisors, LLC 643 $65.3K <0.01% -109 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment⦠More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 642 $65.2K <0.01% +52 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 624 $63.3K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 624 $63K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 611 $62K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 608 $61.7K 0.02% +348 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 588 $59.7K 0.01% -142 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 560 $56.8K 0.03% +510 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 547 $55.5K <0.01% -35 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 543 $55.1K <0.01% -758 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 522 $53K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 519 $52.7K <0.01% +52 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 517 $52.5K 0.05% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 500 $50.8K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 500 $50.8K <0.01% -1,311 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 489 $49.6K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 466 $47.3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN⦠More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 464 $47.1K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 450 $45.7K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 443 $45K 0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 400 $41K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 400 $40.6K 0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 400 $40.6K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 400 $40.6K 0.01% -33 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 370 $37K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 340 $34.5K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 337 $34.2K 0.01% -1,900 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA⦠More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 332 $33.7K 0.01% +108 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 330 $33.5K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 319 $32.4K 0.01% +142 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU⦠More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $30.5K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 300 $30.5K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 300 $30.5K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $30.5K 0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 300 $30K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 300 $30K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 292 $29.6K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 290 $29.5K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 290 $29.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 280 $28.4K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 257 $26.1K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 250 $25.2K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 248 $25.2K <0.01% +2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 248 $25.2K 0.01% -39 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 250 $25K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 240 $24.4K 0.02% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 236 $23K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 211 $21.4K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 208 $21.1K <0.01% -84 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 206 $20.9K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 206 $20.9K 0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 204 $20.7K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 204 $20.7K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $20.3K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 200 $20.3K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 200 $20.3K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 200 $20.3K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 200 $20.3K 0.02% 13F-HR Timeline New England Capital Financial Advisors ⦠More: the full row for New England Capital Financial Advisors LLC 200 $20.3K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $20.3K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 199 $20.2K <0.01% +24 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 200 $20.2K <0.01% -2,875 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 200 $20K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 196 $19.9K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 184 $18.7K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 178 $18.1K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 166 $16.9K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 163 $16.5K <0.01% -173 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 160 $16.2K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 160 $15.6K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 152 $15.4K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 150 $15K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 135 $13.7K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 134 $13.6K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 131 $13.2K 0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 116 $11.8K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 115 $11.7K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 113 $11.5K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 113 $11.5K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 104 $10.6K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $10.2K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 100 $10K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 89 $10K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 94 $9.54K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 94 $9.54K <0.01% +32 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 92 $9.34K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 73 $7.41K <0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 67 $7.21K <0.01% +50 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 68 $6.9K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 65 $6.55K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 63 $6.4K <0.01% 0 13F-HR Timeline