HM PAYSON & CO More: the full row for HM PAYSON & CO 1,550 $66.9K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,540 $66.5K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,400 $60.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,389 $59.9K <0.01% -146 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,267 $54.7K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,216 $52.5K <0.01% +503 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,132 $48.9K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,119 $48.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,076 $46.4K <0.01% -174 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,058 $45.7K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,050 $45.3K 0.01% -100 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,049 $45.3K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,037 $44.8K <0.01% +645 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,000 $43.2K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,005 $43K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 981 $42.3K <0.01% +624 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 979 $42.3K 0.01% -3,765 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 973 $42K 0.01% +130 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 968 $41.8K 0.01% -327 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 934 $40.3K <0.01% +27 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 928 $40.1K 0 Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 917 $39.6K <0.01% +212 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 901 $38.9K <0.01% -418 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 896 $38.7K 0.03% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 870 $37.5K 0.01% -380 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 808 $34.9K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 800 $34.5K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 799 $34.5K <0.01% +65 13F-HR Timeline Blue Trust, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 548 $23.7K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 543 $23.4K 0.01% +94 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 531 $22.9K <0.01% -67 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 514 $22.2K 0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 500 $21.6K <0.01% -39 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 497 $21.4K 0.01% +46 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 480 $20.7K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 473 $20K <0.01% -2 13F-HR Timeline Geneos Wealth Management Inc. 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A. 450 $19.4K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 449 $19.4K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 445 $19.2K <0.01% -5 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 445 $19.2K <0.01% +145 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 214 $9.24K <0.01% +67 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 212 $9.15K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 215 $9K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 200 $9K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 200 $9K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 201 $8.68K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 200 $8.63K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 199 $8.59K <0.01% -1,611 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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Walkup & Associates, Inc. 200 $7.25K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 164 $7.1K <0.01% +73 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 166 $7.04K <0.01% -1,950 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 158 $6.82K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 152 $6.56K <0.01% +90 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 147 $6.34K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 140 $6.04K <0.01% -132 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 125 $5.4K <0.01% -12 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 123 $5.31K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 121 $5.22K <0.01% +51 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 119 $5.14K <0.01% +46 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 114 $4.92K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 113 $4.88K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 107 $4.62K <0.01% -863 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 105 $4.53K <0.01% -31 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 105 $4.53K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 105 $4.53K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 100 $4.32K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 95 $4.1K <0.01% -128 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 91 $3.93K <0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 87 $3.75K <0.01% +13 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 81 $3.5K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 80 $3.45K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 68 $2.96K <0.01% +9 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 68 $2.92K <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 64 $2.76K <0.01% +31 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 57 $2.46K <0.01% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 57 $2.46K <0.01% +18 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 54 $2.33K <0.01% +9 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 51 $2.2K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 48 $2.07K <0.01% 0 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 54 $2K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 52 $2K <0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 44 $1.92K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 44 $1.9K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 44 $1.89K <0.01% -1,734 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 43 $1.87K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 42 $1.81K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 41 $1.77K <0.01% +12 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $1.55K <0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 35 $1.51K <0.01% +31 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 35 $1.51K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 34 $1.47K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 33 $1.42K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 32 $1.38K <0.01% +10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $1.29K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 30 $1.29K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 29 $1.25K <0.01% +3 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 28 $1.21K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 24 $1.04K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 24 $1.04K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 23 $993 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $907 <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 21 $906 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $863 <0.01% -1 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 18 $777 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17 $734 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 17 $714 <0.01% -13 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 16 $691 <0.01% -481 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 15 $647 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13 $563 <0.01% +9 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 13 $562 <0.01% +2 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 13 $562 <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13 $561 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 11 $475 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 11 $475 0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 10 $432 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10 $432 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9 $388 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8 $345 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 6 $259 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $216 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. 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