UMB Bank, n.a. More: the full row for UMB Bank, n.a. 350 $25.1K <0.01% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 335 $24K 0.02% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 317 $22.7K 0.11% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 306 $21.9K 0.01% +6 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 297 $21.3K 0.02% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 292 $20.9K <0.01% +269 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 281 $20.1K <0.01% +204 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 260 $18.6K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 249 $17.8K <0.01% -84 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 230 $16.5K <0.01% -134 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 222 $16.4K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 200 $15.9K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 215 $15.4K <0.01% -1 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 200 $15.3K 0.02% 0 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 211 $15.1K <0.01% +200 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 206 $14.8K <0.01% -1,000 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 203 $14.5K 0.01% +2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $14.3K 0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 200 $14.3K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 200 $14.3K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 200 $14.3K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 200 $14.3K 0.04% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 200 $14.3K 0.01% -500 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 200 $14.3K 0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 200 $14.3K 0.01% -20 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 190 $13.6K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 185 $13.2K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 185 $13.2K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 175 $12.5K <0.01% -505 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 174 $12.5K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 170 $12.2K <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 160 $11.5K <0.01% -13,493 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 157 $11.2K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 150 $10.7K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 150 $10.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 150 $10.7K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 148 $10.6K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 135 $9.67K 0.01% +70 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 135 $9.67K <0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 134 $9.6K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 130 $9.31K <0.01% 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 125 $8.95K 0.01% 0 13F-HR/A Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 122 $8.74K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 114 $8.13K <0.01% +106 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 112 $8.02K <0.01% -292 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 100 $7.16K 0.01% -2,650 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 100 $7.16K 0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $7.16K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 97 $6.95K <0.01% -60 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 95 $6.81K <0.01% +70 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 89 $6.37K <0.01% +53 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 85 $6.09K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 84 $6.02K <0.01% 0 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 73 $5.23K <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 70 $5.01K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 65 $4.66K <0.01% +54 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 64 $4.58K <0.01% -3 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 62 $4.44K <0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 52 $3.72K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 51 $3.65K <0.01% +19 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 50 $3.58K <0.01% +5 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 50 $3.58K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 50 $3.58K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 50 $3.58K <0.01% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 50 $3.58K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 45 $3.22K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 43 $3.09K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 42 $3.01K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 39 $2.79K <0.01% +29 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 35 $2.51K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 33 $2.36K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 72 $2.15K <0.01% -65 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 30 $2.15K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 28 $2.01K <0.01% +17 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $2K <0.01% -294 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 26 $1.86K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 25 $1.79K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 25 $1.79K <0.01% -100 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 25 $1.79K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 24 $1.72K <0.01% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 22 $1.57K <0.01% +17 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 21 $1.5K <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 21 $1.5K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 21 $1.48K <0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 20 $1.43K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 19 $1.36K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17 $1.26K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 17 $1.22K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 16 $1.15K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $1.15K <0.01% 13F-HR/A Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 14 $1K <0.01% -494 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 9 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8 $1K <0.01% new 13F-HR/A Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 13 $931 <0.01% -12 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 10 $717 <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 10 $716 <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9 $644 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $573 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $501 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7 $501 <0.01% -8 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 6 $430 <0.01% -18 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5 $358 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5 $358 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $358 <0.01% -3 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4 $307 <0.01% -19 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $215 <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $143 <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 2 $143 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2 $143 <0.01% -1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2 $143 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $72 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $72 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $72 <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1 $59 <0.01% new 13F-HR Timeline