Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,865 $341K <0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,860 $340K 0.01% -1,167 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,858 $339K 0.32% -7,763 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,853 $339K 0.31% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,817 $332K 0.14% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,810 $331K 0.04% -3,009 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,804 $330K 0.1% +399 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,801 $329K <0.01% -2,885 13F-HR/A Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,792 $328K 0.03% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,786 $326K 0.02% -323 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,750 $320K 0.25% +250 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,732 $317K 0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,717 $314K 0.03% +162 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,715 $314K <0.01% +303 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,711 $313K 0.01% 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,697 $310K 0.15% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,663 $304K 0.01% +9 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,654 $303K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,655 $303K <0.01% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,650 $302K 0.07% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,643 $300K 0.04% +3 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,641 $300K 0.03% new 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,637 $299K 0.01% +143 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,636 $299K 0.02% +206 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,628 $298K 0.04% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,628 $298K 0.14% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,612 $295K 0.03% -703 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,602 $293K <0.01% new 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,600 $292K 0.35% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,593 $291K 0.01% -248 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,590 $291K 0.17% new 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 1,580 $289K 0.02% -1,164 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,552 $284K 0.01% +133 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,547 $283K 0.03% +245 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,546 $283K 0.24% -629 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,531 $280K 0.29% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,523 $278K <0.01% new 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,508 $277K 0.14% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,495 $273K 0.03% +86 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,485 $271K 0.1% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,459 $267K 0.01% +31 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,449 $265K 0.02% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,435 $262K 0.01% +69 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,435 $262K 0.05% +163 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,426 $261K 0.02% +479 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,423 $260K <0.01% -203 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,417 $259K 0.01% +222 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,416 $259K 0.02% +108 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,397 $255K 0.17% +43 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,395 $255K 0.01% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,393 $255K 0.14% -177 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,373 $251K 0.01% new 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,367 $250K 0.05% -95 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,361 $249K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,353 $247K 0.02% +141 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,353 $247K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,347 $246K 0.01% -169 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,341 $245K 0.02% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,318 $241K 0.09% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,314 $240K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,295 $237K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,295 $237K 0.03% -416 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,422 $236K <0.01% +538 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,284 $235K 0.01% +733 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,279 $234K 0.04% -244 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,277 $233K 0.04% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,263 $231K 0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,235 $226K 0.11% -3,815 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,226 $224K 0.02% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,215 $222K 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,214 $222K 0.09% +10 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,214 $222K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,213 $222K 0.01% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,200 $219K 0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,198 $219K 0.03% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,184 $216K 0.01% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,176 $215K 0.04% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,162 $212K 0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,154 $211K 0.09% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,149 $210K 0.01% -77 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,122 $205K <0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,114 $204K 0.03% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,100 $201K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,096 $200K 0.04% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,044 $191K 0.01% +728 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,075 $179K 0.12% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 888 $166K <0.01% +48 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 840 $154K 0.1% -16 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 804 $147K 0.01% +504 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 800 $146K 0.09% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 774 $141K 0.02% +87 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 759 $139K 0.01% +29 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 686 $125K <0.01% +201 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 682 $125K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 680 $124K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 676 $124K <0.01% +469 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 625 $114K <0.01% -3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 603 $110K 0.01% +245 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $110K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 599 $110K 0.04% +433 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 600 $109K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 548 $109K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 591 $108K <0.01% -2,436 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 584 $107K 0.11% -8 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 524 $95K 0.01% +142 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 509 $92.9K <0.01% +285 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 495 $90.5K <0.01% +28 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 492 $89.9K <0.01% +220 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 464 $84.8K 0.01% 0 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 449 $82.1K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 436 $79.7K 0.01% +27 13F-HR Timeline HERSHEY TRUST CO More: the full row for HERSHEY TRUST CO 403 $73.7K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 400 $73.1K 0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 389 $71.2K <0.01% +44 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 376 $68.7K 0.03% +341 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 365 $66.7K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 349 $63.8K 0.02% new 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. 333 $61K <0.01% -37 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 331 $60.5K 0.03% -412 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 318 $58.1K 0.04% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 315 $57.6K <0.01% +6 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 306 $55.9K <0.01% new 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 300 $54.8K 0.65% +180 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 299 $54.6K <0.01% +1 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 293 $53.6K 0.01% +291 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 275 $50.3K 0.03% -1,830 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 264 $48.3K <0.01% +247 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 259 $47.3K <0.01% +18 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 252 $45.9K 0.01% +202 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 245 $44.8K 0.01% +3 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 225 $41.1K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 218 $39.8K 0.01% -163 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 207 $37.8K <0.01% +183 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 200 $36.6K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 196 $35.8K <0.01% +70 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 190 $34.7K 0.01% +2 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 175 $32K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 167 $30.6K <0.01% +5 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 150 $27.4K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $26.3K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 140 $25.6K 0.02% +64 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 138 $25.2K 0.13% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 137 $25K <0.01% +16 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 129 $24K 0.02% +102 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 116 $21K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 111 $20.3K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 103 $18.8K <0.01% +58 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $18.3K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $18K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 95 $17.4K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 85 $15.5K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 84 $15.4K <0.01% +8 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 83 $15.2K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 79 $14.4K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 73 $13.3K <0.01% +4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 73 $13.3K 0.01% -1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 73 $13.3K <0.01% -8 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 75 $13K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 70 $12.8K <0.01% -80 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 70 $12.8K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 67 $12.2K <0.01% +30 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 65 $11.9K <0.01% -285 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 38 $11.1K 0.01% +26 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 59 $11K <0.01% 0 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 60 $11K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $10.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $10.5K <0.01% +35 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 54 $9.87K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 52 $9.5K <0.01% +16 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 50 $9.14K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 50 $9.14K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 45 $8.22K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 41 $7.49K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 41 $7.49K <0.01% +8 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 39 $7.13K <0.01% -2 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 39 $7.13K <0.01% -57 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 39 $7.13K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 35 $6.4K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 35 $6.4K <0.01% -22 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 35 $6.4K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 35 $6.4K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 34 $6.21K <0.01% -20 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 33 $6.05K <0.01% +29 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 33 $6.03K <0.01% +18 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 33 $6.03K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 41 $6K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 32 $6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 32 $5.76K <0.01% -100 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $5.48K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 30 $5.48K <0.01% new 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 30 $5.48K <0.01% +23 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 29 $5.3K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 28 $5.1K <0.01% +12 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 26 $4.75K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 25 $4.57K <0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 25 $4.57K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 25 $4.57K <0.01% new 13F-HR/A Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 24 $4.39K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $4.38K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 22 $4K <0.01% +3 13F-HR Timeline