BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,005 $237K 0.01% -4,417 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,003 $237K 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,902 $234K <0.01% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 8,883 $234K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,882 $234K 0.01% new 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 8,856 $233K 0.21% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,788 $231K 0.02% -804 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 8,722 $230K 0.1% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,682 $229K 0.03% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 8,638 $227K 0.05% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 8,636 $227K <0.01% -4,074 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,602 $226K 0.04% -538 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 8,542 $225K <0.01% new 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,486 $223K 0.15% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,459 $223K 0.03% -5,454 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,430 $222K 0.01% +3,151 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,381 $221K 0.04% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,225 $216K 0.01% -800 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,986 $210K 0.01% -4,891 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 7,961 $210K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,957 $209K 0.02% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,933 $209K 0.02% -1,519 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,575 $207K 0.03% -1,675 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 7,787 $205K 0.09% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,761 $204K <0.01% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,704 $203K 0.07% new 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 7,682 $202K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,675 $202K 0.06% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,658 $202K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,226 $190K 0.01% +1,648 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,166 $189K 0.02% +952 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 7,140 $188K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,886 $181K 0.01% -443 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,763 $178K <0.01% -54 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,513 $171K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,330 $167K <0.01% +2,872 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,750 $151K 0.07% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,611 $148K 0.08% +3,885 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,372 $141K 0.02% -5,202 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 4,786 $126K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,725 $124K 0.04% -1,826 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,619 $122K <0.01% -828 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,554 $120K 0.01% +292 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,527 $119K <0.01% +121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,454 $117K -3,765 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,348 $114K <0.01% +11 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,100 $108K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,021 $106K <0.01% -469 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 3,872 $102K 0.05% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,777 $99.4K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,652 $96.1K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,577 $94.1K <0.01% -38,668 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,503 $92.2K <0.01% +230 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,479 $92K 0.06% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,378 $88.9K 0.02% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,324 $87.5K <0.01% +24 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,300 $86.8K <0.01% -61 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,248 $85.5K <0.01% -13 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,226 $84.9K <0.01% -1,080 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,219 $84.7K 0.06% +371 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,162 $83.2K 0.05% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,507 $82.1K <0.01% new 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 3,035 $79.9K 0.07% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,000 $79K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,964 $78K 0.01% -139 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,927 $77K 0.01% -3,761 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,813 $74K <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,706 $71.2K 0.03% -192 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,645 $69.6K <0.01% +529 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,610 $68.7K 0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,433 $64K 0.01% -1,623 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,329 $61.3K <0.01% -44 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,305 $60.7K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,207 $58.1K 0.01% +107 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,165 $57K 0.03% +130 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,150 $56.6K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,074 $54.6K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,000 $52.6K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,998 $52.6K <0.01% +413 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,983 $52.2K 0.02% +261 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,909 $50.2K <0.01% -335 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,771 $46.6K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,753 $46.1K 0.01% +169 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,750 $46.1K 0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,743 $45.9K 0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,663 $43.8K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,655 $43.6K <0.01% +105 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,706 $42.8K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,596 $42K 0.02% 13F-HR/A Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,600 $41.9K <0.01% 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,344 $35.4K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,334 $35.1K <0.01% -1,022 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,321 $34.8K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,311 $34.5K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,303 $34.3K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,272 $33.5K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,231 $32.4K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,222 $32.1K <0.01% +722 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,202 $31.6K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,130 $29.7K 0.01% -187 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 905 $28K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,050 $27.6K 0.01% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 992 $27.5K <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 1,003 $26.4K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,000 $26.3K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $26.3K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,002 $26K <0.01% 0 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 955 $25.1K 0.01% -18 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 955 $25.1K 0.01% -189 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 945 $24.9K <0.01% +211 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 944 $24.8K <0.01% -19 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 920 $24.2K <0.01% +220 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 883 $23.2K <0.01% -291 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 875 $23K <0.01% +252 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 868 $22.8K 0.01% -9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 826 $21.7K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 815 $21.5K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $21.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 792 $20.8K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 720 $19K <0.01% -570 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 705 $18.6K <0.01% +142 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 668 $18K <0.01% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 666 $17.5K 0.01% new 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 644 $17K <0.01% -213 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 637 $16.8K <0.01% +93 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 623 $16.5K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 605 $15.9K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 600 $15.8K 0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 600 $15.8K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 586 $15.4K <0.01% +546 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 572 $15.1K <0.01% +452 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 567 $14.9K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 563 $14.8K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 557 $14.7K 0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 550 $14.5K <0.01% +443 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 538 $14.2K 0.01% -2 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 538 $14.2K 0.01% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 529 $13.9K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 526 $13.8K 0.01% +5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 507 $13.3K 0.01% +94 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 506 $13.1K <0.01% +461 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 465 $12.2K <0.01% +266 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 449 $11.8K <0.01% -49 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 441 $11.6K 0.01% 0 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 425 $11.2K <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 403 $10.6K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 402 $10.6K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 401 $10.6K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 392 $10.3K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 384 $10.1K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 381 $10K <0.01% +368 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 378 $9.95K <0.01% +286 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 359 $9.45K <0.01% -26 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 358 $9.42K 0.01% -1,612 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 348 $9.24K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 346 $9.11K <0.01% -22 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 345 $9.08K <0.01% -320 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 342 $8.73K 0.05% +139 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 325 $8.55K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 323 $8.5K <0.01% +259 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 320 $8.42K 0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 319 $8.21K <0.01% +45 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 309 $8.13K <0.01% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 305 $8.04K <0.01% +2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 305 $8.03K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 289 $8K <0.01% -85 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 261 $6.87K <0.01% +39 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 260 $6.84K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 228 $6.34K <0.01% -55 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 232 $6.11K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 228 $6K <0.01% -228 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 227 $5.97K <0.01% -154 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 225 $5.92K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 223 $5.89K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 222 $5.84K <0.01% +102 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 219 $5.76K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 215 $5.66K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 212 $5.58K <0.01% -18 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 210 $5.53K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 208 $5.47K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 $5.26K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 200 $5.26K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $5.26K <0.01% -107 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 200 $5.26K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 192 $5.05K <0.01% -1,823 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 190 $5K <0.01% +23 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 190 $5K <0.01% -287 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 190 $5K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 185 $4.87K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 181 $4.76K <0.01% 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 176 $4.63K <0.01% -15,000 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 174 $4.59K <0.01% +15 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 164 $4.32K <0.01% -1,385 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 164 $4.32K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 163 $4.29K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 161 $4.24K <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 159 $4.17K <0.01% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 154 $4K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 137 $3.61K <0.01% +58 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 136 $3.58K <0.01% new 13F-HR Timeline