Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3,050 $417K 0.03% +1,365 13F-HR Timeline Group Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,050 $417K 0.17% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,047 $417K 0.01% +2,987 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,045 $417K <0.01% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,042 $416K 0.14% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 3,000 $411K 0.06% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,000 $411K 0.05% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,972 $407K 0.01% new 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,966 $406K 0.11% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,963 $405K <0.01% +531 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,960 $405K 0.16% -65 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,948 $403K 0.01% -4,995 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,944 $403K 0.15% +2,844 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,895 $396K <0.01% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,867 $392K 0.18% +869 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,850 $390K 0.06% +665 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,784 $381K <0.01% new 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,763 $378K 0.04% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,762 $378K 0.16% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 2,750 $376K 0.09% +1,000 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,750 $376K 0.31% -1,880 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 2,730 $374K 0.14% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,705 $370K 0.22% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,700 $369K 0.07% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,693 $369K 0.14% new 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,682 $367K <0.01% new 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,664 $365K 0.07% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,662 $364K 0.01% +762 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,637 $361K 0.05% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,607 $357K 0.01% +1,525 13F-HR Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,600 $356K 0.09% new 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 2,580 $353K 0.36% +1,300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,100 $342K 0.04% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,500 $342K 0.19% new 13F-HR/A Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,500 $342K 0.01% new 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 2,500 $342K 0.07% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,534 $339K 0.1% +900 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,455 $336K <0.01% +180 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,433 $333K 0.19% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,405 $329K 0.03% +1,150 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,390 $327K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,384 $326K 0.01% +864 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 2,374 $325K 0.01% +268 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,329 $319K <0.01% +2,025 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,500 $318K 0.02% new 13F-HR/A Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 2,300 $315K 0.24% -100 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,288 $313K 0.04% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,230 $305K 0.13% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,166 $296K <0.01% +546 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,124 $291K 0.01% +124 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,117 $290K <0.01% -879 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,110 $289K 0.01% new 13F-HR Timeline Group Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,110 $289K 0.15% -345 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,100 $287K 0.08% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,100 $287K 0.02% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,085 $285K 0.11% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,057 $282K <0.01% -9,528 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,058 $280K 0.02% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,038 $279K 0.01% -10 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,021 $277K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,021 $277K <0.01% new 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,015 $276K 0.05% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,013 $275K 0.01% new 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 2,000 $274K 0.08% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,000 $274K 0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,000 $274K 0.03% new 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,000 $274K 0.05% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,000 $274K 0.08% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,000 $274K 0.09% +478 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,000 $274K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,970 $270K <0.01% -769 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,954 $267K 0.09% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,929 $264K <0.01% new 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,897 $260K <0.01% new 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,855 $254K 0.06% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,852 $253K <0.01% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,842 $252K <0.01% +870 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,850 $252K 0.3% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,813 $248K 0.04% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,816 $243K 0.04% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,760 $241K 0.02% +497 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,731 $237K 0.02% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,718 $235K 0.04% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,700 $233K 0.06% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,666 $228K 0.17% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,656 $228K 0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,649 $226K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,634 $224K 0.02% +228 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,629 $223K 0.11% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,613 $223K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,612 $221K 0.03% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,605 $220K <0.01% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,581 $216K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,577 $216K <0.01% +64 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,570 $215K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,550 $212K <0.01% new 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,542 $211K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,542 $211K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,534 $210K 0.01% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,517 $208K 0.06% -677 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,500 $205K 0.01% -300 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 1,500 $205K 0.23% new 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 1,500 $205K 0.17% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,488 $204K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,488 $204K <0.01% -862 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,472 $201K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,457 $199K 0.12% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,395 $190K 0.03% +1,345 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,370 $187K 0.05% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,357 $185K <0.01% -16,999 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,305 $179K <0.01% +300 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,245 $170K 0.01% +1,120 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,206 $165K 0.04% +1,000 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,025 $140K 0.05% -1,190 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,000 $137K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $137K 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 956 $131K 0.01% +927 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,230 $128K <0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 885 $121K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 871 $119K 0.01% -1,047 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 800 $109K <0.01% +425 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 800 $109K 0.04% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 795 $108K 0.08% +250 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 700 $95.8K 0.09% +200 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 680 $93.1K <0.01% +180 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 644 $88.1K <0.01% +147 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 604 $82.7K <0.01% -494 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 541 $72.9K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 529 $72.4K 0.01% +338 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 486 $69.5K <0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 508 $69.5K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 500 $68.4K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 490 $67.1K 0.03% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 482 $66K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 475 $65.1K <0.01% +455 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 475 $65K 0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 413 $56.5K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 404 $55.3K <0.01% +101 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 400 $54.7K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 364 $49.8K 0.01% +261 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 362 $49.5K <0.01% +121 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 357 $48.9K 0.01% +320 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 343 $46K 0.02% +318 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 333 $45.6K <0.01% +250 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 322 $44K 0.01% +300 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 320 $43.8K 0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 310 $42.9K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $41.1K 0.01% -100 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 283 $38.7K 0.02% -154 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 264 $36.1K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $34.2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 250 $34.2K 0.02% +250 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 242 $33.1K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 230 $31.5K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 225 $30.8K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 220 $30.1K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 216 $29.6K <0.01% +214 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 205 $28.1K <0.01% -645 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 205 $28.1K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 201 $27.5K 0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 200 $27.4K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 200 $27.4K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $27.4K 0.01% new 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 200 $27.4K 0.02% +125 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 198 $27.1K <0.01% new 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 13,653 $21.9K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 160 $21.9K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 157 $21.5K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 155 $21.2K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 152 $20.8K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 150 $20.5K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 150 $20.5K 0.01% -100 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 150 $20.5K <0.01% -2,204 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 140 $19.2K <0.01% +50 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 125 $17.1K <0.01% +92 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 125 $17.1K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 200 $15.2K 0.02% 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 103 $14.1K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 135 $13.9K <0.01% +65 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 100 $13.7K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 100 $13.7K 0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100 $13.7K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 100 $13.7K -1,691 Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 98 $13.3K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 92 $12.1K <0.01% +47 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 84 $11.5K <0.01% new 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 83 $11.4K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 80 $10.9K <0.01% -70 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 80 $10.9K <0.01% -25 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 77 $10.5K <0.01% +60 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 75 $10.3K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 70 $9.58K <0.01% +50 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 65 $8.89K <0.01% -500 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 60 $8.21K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 67 $7.08K <0.01% -13 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 50 $6.84K <0.01% -50 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 50 $6.84K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 45 $6.16K <0.01% +35 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 45 $6.16K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 43 $5.91K <0.01% 0 13F-HR Timeline Group