EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 996 $204K <0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 994 $204K 0.07% -83 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 988 $203K 0.07% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 985 $202K 0.05% +36 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 984 $202K 0.01% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 980 $201K 0.04% -46 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 940 $193K 0.25% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 926 $190K 0.12% +38 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 921 $189K 0.01% -24 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 908 $186K 0.06% -1,765 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 907 $186K 0.01% -15 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 899 $185K 0.02% +54 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 887 $182K 0.01% -4,442 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 885 $182K <0.01% -33 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 830 $170K 0.01% -50 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 848 $169K 0.11% -151 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 811 $166K <0.01% -5,977 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 798 $164K <0.01% +3 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 796 $163K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 788 $162K 0.09% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 743 $153K 0.03% -169 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 740 $152K 0.01% new 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 732 $150K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 720 $148K 0.04% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 714 $147K 0.01% +84 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 697 $143K 0.01% -1,599 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 681 $140K 0.01% -967 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 672 $138K 0.06% +264 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 654 $134K 0.01% +13 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 650 $133K 0.01% -220 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 635 $130K 0.06% +11 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 634 $130K 0.04% +1 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 626 $129K 0.05% -29 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 616 $126K 0.03% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 600 $123K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 581 $119K 0.06% -817 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 578 $119K 0.13% +9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 575 $118K 0.01% -190 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 544 $112K 0.01% +344 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 538 $110K <0.01% +1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 535 $110K <0.01% -492 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 524 $108K <0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 525 $107K 0.04% -43 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 511 $105K 0.02% +49 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 505 $104K 0.03% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 583 $102K <0.01% +83 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 484 $99.3K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 458 $94K 0.02% -4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 437 $89.7K 0.01% +75 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 432 $88.7K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 426 $87.4K 0.01% +33 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 392 $80K <0.01% -24 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 389 $79.8K 0.05% +180 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 377 $77.4K 0.04% -196 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 375 $77K <0.01% +1 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 375 $77K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 354 $72.7K <0.01% +322 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 340 $69.8K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 320 $65.8K 0.02% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 313 $64.2K 0.02% -111 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 309 $63.4K <0.01% +201 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 305 $62.6K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 300 $61.6K 0.02% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 300 $61.6K 0.01% +120 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 300 $61.6K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 299 $61.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 299 $61.4K <0.01% -12 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 293 $60.1K <0.01% -7 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 287 $58K 0.01% +11 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 280 $57.5K 0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 269 $55.2K 0.04% +143 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 270 $55K 0.01% -74 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 263 $54K 0.01% -112 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 260 $53.4K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 253 $51.9K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 240 $49.3K 0.03% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 240 $49.3K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 236 $48.4K 0.02% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 235 $48.2K 0.02% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 228 $46.8K 0.01% -45 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 220 $45.2K <0.01% +2 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 220 $45.2K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 216 $44.3K 0.02% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 212 $43.5K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 208 $42.7K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 204 $42K 0.02% -11 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 203 $41.7K 0.01% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 203 $41.7K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 201 $41.3K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 201 $41.3K <0.01% +40 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $41.1K <0.01% -12 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 200 $41.1K 0.04% 0 13F-HR/A Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 200 $41.1K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 200 $41K 0.01% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 190 $39K 0.03% +172 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 188 $38.6K <0.01% -304 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 183 $37.6K 0.01% +52 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 184 $37.3K <0.01% +84 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 180 $36K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 174 $35.7K 0.01% +6 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 172 $35.3K 0.01% +32 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 171 $35.1K 0.03% +81 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 172 $35K 0.01% +40 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 172 $35K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 167 $34.3K <0.01% +153 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 164 $33.7K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 160 $32.8K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 149 $30.6K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 141 $28.9K 0.01% -12 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 128 $26.3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 124 $25.4K 0.01% -122 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 117 $24K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 115 $23.6K <0.01% +7 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 112 $23K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 122 $22.9K 0.01% -81 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 108 $22K <0.01% new 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 107 $22K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 106 $21.8K <0.01% -31 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 104 $21.3K <0.01% -776 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 104 $21.3K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $20.5K <0.01% -130 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 98 $20.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 107 $19.7K <0.01% +12 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 94 $19K 0.01% -44 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 92 $18.9K <0.01% +16 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 85 $17.4K <0.01% -10 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 83 $17K 0.01% -3,782 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 83 $17K <0.01% -16 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 82 $16.8K <0.01% +66 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 82 $16.8K <0.01% -3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 82 $16.8K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 80 $16.4K <0.01% -290 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 80 $16.3K <0.01% 0 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 79 $16.2K <0.01% +4 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 80 $15.9K 0.02% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 77 $15.8K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 77 $15.8K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 76 $15.7K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 74 $15.2K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 73 $15K 0.01% -24 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 71 $14.6K 0.06% -252 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 68 $14K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 68 $14K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 65 $13.3K <0.01% +13 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 64 $13.1K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 60 $12.3K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 60 $12.3K 0.04% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 60 $12.3K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 59 $12.1K 0.01% -85 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 56 $11.5K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 55 $11.3K <0.01% -38 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 55 $11.3K <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 53 $10.9K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 52 $10.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 50 $10.2K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 49 $10.1K 0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 48 $9.85K <0.01% +3 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 47 $9.65K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 45 $9.25K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 44 $9.06K <0.01% +32 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 44 $9.03K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 44 $9.03K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 43 $8.83K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 40 $8.21K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 39 $8.19K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 40 $8.12K 0.01% -7 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 38 $7.74K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 36 $7.39K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 36 $7.39K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $6.98K <0.01% +9 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 32 $6.57K <0.01% -1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 32 $6.57K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 32 $6.57K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 30 $6.16K <0.01% -3 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 33 $6K <0.01% -3 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 27 $6K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 29 $5.96K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 29 $5.95K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29 $5.95K <0.01% new 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 28 $5.76K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 28 $5.75K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 28 $5.75K <0.01% -6 13F-HR Timeline City State Bank More: the full row for City State Bank 28 $5.75K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 27 $5.54K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26 $5.34K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 23 $5K <0.01% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 24 $4.93K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 24 $4.93K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 24 $4.93K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 24 $4.93K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 24 $4.93K <0.01% -86 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 20 $4.11K <0.01% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20 $4.11K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 24 $4K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $3.49K <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $3.28K <0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 16 $3.28K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 16 $3.28K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 15 $3.08K <0.01% 0 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 15 $3.08K <0.01% new 13F-HR Timeline