UMB Bank, n.a. More: the full row for UMB Bank, n.a. 532 $362K 0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 526 $358K <0.01% +126 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 513 $349K 0.14% +68 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 508 $346K <0.01% +53 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 508 $346K 0.03% 0 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 504 $343K 0.07% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 503 $343K 0.15% 0 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. 502 $342K 0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 501 $341K 0.02% -1 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 500 $341K 0.1% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 500 $341K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 500 $341K 0.11% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 490 $334K 0.1% -1 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 489 $333K 0.01% +11 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 489 $333K 0.03% +109 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 486 $331K 0.1% 0 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 484 $330K <0.01% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 482 $328K 0.09% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 481 $328K 0.01% -229 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 481 $328K 0.05% +3 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 469 $319K 0.01% +22 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 469 $319K 0.04% +1 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 465 $317K 0.02% +1 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 464 $316K 0.23% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 462 $315K 0.05% -1,025 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 456 $311K 0.06% -380 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 452 $308K 0.06% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 450 $307K 0.02% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 444 $302K 0.01% -20 13F-HR/A Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 442 $301K 0.28% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 545 $300K 0.01% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 410 $298K 0.03% +19 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 434 $296K 0.26% -202 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 432 $295K 0.08% -12 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 430 $293K 0.03% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 429 $292K 0.01% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 405 $292K 0.01% -152 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 428 $292K 0.01% -118 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 426 $290K 0.01% -7 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 390 $290K 0.28% -321 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 423 $288K 0.04% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 421 $287K 0.02% +50 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 383 $286K 0.02% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 420 $286K 0.02% -1 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 419 $285K 0.25% -877 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 419 $285K <0.01% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 417 $284K 0.07% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 394 $283K 0.02% +13 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 413 $281K <0.01% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 410 $279K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 410 $279K 0.01% new 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 407 $277K 0.01% +73 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 405 $276K 0.13% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 400 $272K 0.01% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 400 $272K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 386 $269K 0.02% -64 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 394 $268K 0.05% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 392 $267K 0.3% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 391 $266K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 386 $263K <0.01% -61 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 669 $262K 0.08% -421 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 384 $262K 0.04% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 369 $261K 0.11% -4 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 350 $260K 0.04% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 382 $260K <0.01% +5 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 381 $260K <0.01% new 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 378 $257K <0.01% +5 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 377 $257K 0.06% +7 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 375 $255K <0.01% +11 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 374 $255K 0.01% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 371 $253K 0.1% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 367 $250K 0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 367 $250K 0.23% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 366 $250K 0.29% +33 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 366 $249K 0.04% -40 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 366 $249K <0.01% new 13F-HR Timeline Group ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 363 $247K 0.1% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 360 $245K 0.02% -237 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 360 $245K 0.02% new 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 350 $244K 0.04% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 357 $243K <0.01% new 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 357 $243K <0.01% -29 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 357 $243K <0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 357 $243K 0.02% -64 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 357 $243K 0.04% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 356 $243K 0.04% -16 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 354 $241K 0.03% -144 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 354 $241K 0.04% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 353 $240K 0.03% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 353 $240K 0.12% -31 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 353 $240K 0.01% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 352 $240K 0.11% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 350 $238K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 350 $238K 0.07% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 350 $238K 0.23% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 350 $238K 0.1% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 348 $237K 0.02% new 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 348 $237K 0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 346 $236K 0.04% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 342 $233K 0.13% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 341 $232K 0.01% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 340 $232K 0.38% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 339 $231K 0.02% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 336 $229K 0.02% -263 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 335 $228K 0.01% -134 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 335 $228K 0.01% +88 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 332 $226K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 330 $225K 0.01% -80 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 330 $225K 0.05% -132 13F-HR Timeline Quarry LP More: the full row for Quarry LP 330 $225K 0.05% +221 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 329 $224K 0.05% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 327 $223K 0.05% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 327 $223K 0.03% new 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 325 $221K 0.05% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 400 $221K 0.02% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 320 $218K 0.09% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 394 $217K <0.01% -193 13F-HR Timeline Group HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 317 $216K 0.03% -313 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 317 $216K 0.04% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 315 $215K 0.01% -146 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 314 $214K 0.05% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 310 $211K 0.01% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 333 $210K 0.07% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 305 $208K <0.01% +29 13F-HR/A Timeline Ledyard National Bank More: the full row for Ledyard National Bank 305 $208K 0.02% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 300 $204K 0.14% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 300 $204K 0.01% +4 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 300 $204K 0.02% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 300 $204K 0.04% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 300 $204K 0.06% new 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 300 $204K 0.14% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 299 $204K 0.03% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 299 $204K 0.05% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 298 $203K 0.23% -383 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 298 $203K 0.1% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 296 $202K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 293 $200K <0.01% -71 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 311 $197K 0.01% -32 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 276 $188K 0.05% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 273 $186K 0.01% -58 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 268 $183K 0.06% +10 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 240 $163K 0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 230 $157K 0.05% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 228 $155K 0.04% +140 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 240 $151K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 217 $148K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 205 $140K <0.01% +2 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 196 $134K <0.01% +48 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 185 $126K 0.07% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 182 $124K 0.01% +11 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 173 $118K 0.02% +9 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 170 $116K 0.01% +90 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 168 $114K 0.01% -7 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 157 $114K <0.01% -10 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 163 $111K 0.06% -4 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 162 $110K <0.01% new 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 160 $109K <0.01% -9 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 160 $109K <0.01% +15 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 154 $105K 0.06% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 152 $104K <0.01% -186 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 149 $101K <0.01% +39 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 135 $93K 0.03% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 128 $87.2K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 127 $86.5K <0.01% +6 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 120 $83.6K 0.07% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 117 $79.7K 0.01% -3 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 116 $79K 0.03% 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 100 $68.1K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 100 $68.1K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 96 $65.4K 0.01% +23 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 93 $63.3K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 86 $58.6K 0.02% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 86 $58.6K 0.05% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 79 $56.9K 0.01% -5 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 79 $53.8K <0.01% +30 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 76 $51.8K 0.01% +54 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 68 $46.3K <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63 $42.9K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 62 $42.2K <0.01% +3 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 62 $42.2K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 60 $40.9K 0.02% +35 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 58 $39.5K <0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 56 $38.1K 0.01% +17 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 53 $36.1K 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50 $34.1K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 48 $32.7K <0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 48 $32.7K 0.03% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 48 $32.7K 0.01% +19 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 45 $31.4K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 44 $30K <0.01% +11 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 42 $28.6K <0.01% -40 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 36 $24.5K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 32 $24.2K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 34 $23.2K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 34 $23.2K <0.01% 0 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 34 $23.2K 0.01% -5 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 32 $21.8K <0.01% -29 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 32 $21.8K 0.02% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 32 $21.8K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 30 $20.4K <0.01% +2 13F-HR Timeline