UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,829 $211K <0.01% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,826 $210K 0.01% -109 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,812 $209K 0.03% -3,132 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,795 $207K <0.01% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,783 $205K 0.01% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,780 $205K 0.02% -1 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,780 $205K 0.01% -117 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,764 $203K 0.02% -405 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,755 $202K 0.03% +15 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,748 $201K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,724 $199K <0.01% +40 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,721 $198K 0.01% -30 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,704 $196K 0.02% +81 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,698 $195K 0.17% +86 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,666 $192K 0.05% +519 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,661 $191K <0.01% -395 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,652 $190K <0.01% -268 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,628 $187K 0.01% +851 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,602 $184K 0.01% 0 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,550 $179K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,525 $176K 0.02% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,515 $174K 0.03% -2,584 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,474 $170K 0.01% -1,122 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,384 $159K <0.01% -550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,344 $155K <0.01% -2,072 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,315 $151K 0.02% -89 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,307 $150K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,234 $145K <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 1,210 $139K 0.01% -40 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,159 $133K 0.12% +289 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,107 $127K <0.01% +27 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,085 $125K 0.05% +85 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,074 $124K <0.01% +6 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,010 $116K 0.04% +100 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 997 $115K <0.01% -160,397 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 975 $112K 0.02% -50 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 930 $107K 0.08% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 926 $107K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 880 $101K <0.01% -59 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 673 $98.2K 0.02% +662 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 850 $97.8K 0.01% +109 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 843 $97K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 830 $95.5K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 749 $95.3K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 800 $92.1K 0.04% +30 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 750 $86.3K 0.06% -140 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 720 $82.9K 0.02% -153 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 709 $81.6K <0.01% +167 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 707 $81.4K 0.01% -580 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 617 $71K 0.02% -91 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 599 $69K 0.04% -5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 553 $63.7K 0.01% -3 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 548 $63.1K 0.01% -1,122 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 544 $62.6K <0.01% -11 13F-HR Timeline MOTCO More: the full row for MOTCO 541 $62.3K 0.01% -20 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 524 $60.3K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 523 $60.2K 0.01% +45 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 507 $58.4K 0.01% -8 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 500 $57.6K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 500 $57.6K 0.03% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 460 $53K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 455 $52.4K 0.01% +8 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 449 $51.7K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 447 $51.5K <0.01% -1,217 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 443 $51K 0.01% +303 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 421 $48.5K <0.01% -154 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 413 $47.5K 0.01% +5 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 410 $47.2K 0.01% new 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 405 $46.6K 0.02% -100 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 404 $46.5K 0.02% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 400 $46K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 398 $45.8K 0.01% +129 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 373 $42.9K 0.01% +331 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 371 $42.7K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 362 $41.7K <0.01% +11 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 351 $40.4K <0.01% -40,626 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 351 $40.4K <0.01% -50 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 334 $38.4K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 329 $37.9K <0.01% -34 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 325 $37.4K 0.02% -725 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 322 $37.1K 0.01% -30 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 322 $37.1K 0.01% -212 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 315 $36.3K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 309 $35.6K <0.01% -45 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 34,561 $34.6K 0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 300 $34.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 299 $34.4K <0.01% -17 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 297 $34.2K <0.01% +195 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 289 $33.3K <0.01% +37 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 282 $32.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 280 $32.2K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 277 $31.9K <0.01% -16 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 266 $30.6K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 260 $29.9K <0.01% -76 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 257 $29.6K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 235 $27K 0.02% -63 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 232 $26.7K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 226 $26.6K <0.01% -16,815 13F-HR Timeline Group MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 227 $26.2K 0.01% 0 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 225 $25.9K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 217 $25K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 208 $23.9K <0.01% -180 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 204 $23.5K 0.01% +143 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 202 $23.3K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 200 $23K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 199 $23K <0.01% -64 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 195 $22K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 186 $22K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 190 $21.9K 0.01% +23 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 188 $21.6K <0.01% +39 13F-HR Timeline Quarry LP More: the full row for Quarry LP 180 $20.7K <0.01% -2,494 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 178 $20.5K 0.01% +55 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 174 $20K <0.01% +172 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 162 $19K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 162 $18.7K <0.01% +23 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 161 $18.5K <0.01% +14 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 163 $18K <0.01% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 152 $17.5K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 152 $17.5K <0.01% -295 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 149 $17.2K <0.01% +115 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 149 $17.2K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 147 $16.9K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 140 $16.1K <0.01% +1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 135 $16K 0.01% new 13F-HR/A Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 137 $15.8K 0.01% -9 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 133 $15.3K <0.01% -15 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 130 $15K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 124 $14.3K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 109 $14K <0.01% +104 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 122 $14K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 125 $14K 0.01% -57 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120 $13.8K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 117 $13.5K <0.01% -16 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 116 $13.4K <0.01% -49 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 114 $13.1K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 114 $13.1K 0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 114 $13.1K 0.01% -2 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 115 $12.4K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 108 $12.4K <0.01% -145 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 102 $12.3K <0.01% +20 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 106 $12.2K <0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 102 $11.7K <0.01% -81 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 102 $11.7K <0.01% +100 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $11.5K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $11.5K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $11.5K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $11.5K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 100 $11.5K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 100 $11.5K 0.01% 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 100 $11.5K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 100 $11.5K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 99 $11.4K <0.01% -85 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 99 $11.4K 0.01% +42 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 98 $11.3K <0.01% +51 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 98 $11.3K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 96 $11.1K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 96 $11K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 95 $10.9K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 94 $10.8K <0.01% -5 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 93 $10.7K <0.01% -271 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 88 $10.1K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 80 $9.86K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 85 $9.79K <0.01% -499 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 85 $9.78K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 85 $9.78K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 83 $9.55K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 82 $9.44K <0.01% +45 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 80 $9.21K <0.01% -15 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 75 $9K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 78 $8.98K 0.01% -795 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 78 $8.98K <0.01% -119 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 77 $8.86K <0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 77 $8.86K <0.01% -4,742 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 76 $8.86K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 75 $8.63K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 71 $8.17K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 70 $8.08K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 70 $8.06K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 68 $7.87K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 68 $7.83K <0.01% +51 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 66 $7.76K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 67 $7.71K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 66 $7.6K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 66 $7.56K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 65 $7.48K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 64 $7.37K <0.01% -16 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 64 $7.37K <0.01% -129 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 63 $7.25K <0.01% +41 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 62 $7.14K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 61 $7.02K <0.01% +36 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 61 $7.02K <0.01% -36 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 61 $7.02K <0.01% +6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 64 $7K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 60 $6.91K <0.01% +1 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 58 $6.68K <0.01% -349 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 57 $6.61K <0.01% +50 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 54 $6.22K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 53 $6.1K <0.01% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 50 $6K 0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 52 $5.99K <0.01% -9 13F-HR Timeline