Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,037 $263K 0.01% -350 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,036 $262K <0.01% -283 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,032 $262K 0.05% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,029 $262K 0.21% -14 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,011 $259K 0.03% -8 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,000 $258K 0.12% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,000 $258K 0.13% +100 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,988 $256K 0.04% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,749 $254K 0.01% +80 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,961 $253K 0.05% +26 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,943 $250K 0.08% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,937 $250K 0.02% +7 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,927 $248K 0.06% -57 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,903 $245K <0.01% -15,513 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,890 $244K 0.01% +6 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,867 $241K 0.03% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,864 $240K 0.19% -140 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,679 $240K 0.04% -12 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,857 $239K <0.01% -35 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,856 $239K <0.01% +37 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,850 $239K 0.03% -433 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,847 $238K 0.07% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,839 $237K <0.01% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,820 $235K 0.19% new 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,819 $235K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,809 $233K 0.02% +16 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,800 $232K 0.06% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,800 $232K <0.01% -26,708 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,797 $232K 0.01% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,793 $231K <0.01% -223,568 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,791 $231K <0.01% new 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 1,790 $231K 0.01% -616 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,787 $230K new Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,786 $230K 0.09% +32 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,770 $228K 0.09% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,767 $228K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,767 $228K 0.05% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,757 $227K <0.01% -346 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,747 $225K 0.01% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,740 $224K 0.07% -773 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,724 $222K 0.01% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,717 $221K 0.04% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,712 $221K 0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,710 $220K 0.01% -429 13F-HR/A Timeline Group Busey Bank More: the full row for Busey Bank 1,708 $220K 0.01% -64 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,700 $219K 0.01% +421 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,625 $218K 0.05% new 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,683 $217K 0.16% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,683 $217K 0.05% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,681 $217K 0.13% -1,797 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,652 $213K 0.05% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,651 $213K 0.02% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,642 $212K <0.01% -2,435 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,636 $211K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,628 $210K 0.01% -395 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,619 $209K 0.04% +9 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,618 $209K 0.02% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,603 $207K 0.01% -3,139 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 1,603 $207K 0.09% +10 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,600 $206K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,596 $206K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,583 $204K 0.02% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,576 $203K <0.01% -56 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,571 $203K 0.07% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,569 $202K 0.01% new 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 1,565 $202K <0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,557 $201K 0.01% 0 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,555 $200K 0.13% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,542 $199K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,510 $196K 0.01% -8,813 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,514 $195K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,504 $194K 0.02% -40 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,371 $177K <0.01% +350 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,194 $154K 0.04% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,142 $147K 0.05% +69 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 1,043 $134K 0.04% -128 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,033 $133K 0.1% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,020 $131K 0.11% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,000 $129K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 950 $122K 0.01% +53 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 925 $121K 0.07% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 937 $121K 0.01% +36 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 936 $121K 0.07% +32 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 900 $116K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 875 $113K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 872 $112K 0.07% -213 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 839 $108K 0.06% -8,597 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 817 $105K <0.01% new 13F-HR/A Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 801 $103K 0.04% -155 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 801 $103K 0.05% +799 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 795 $102K 0.01% +73 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 784 $101K 0.07% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 783 $101K <0.01% -357 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 783 $101K 0.04% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 730 $96.1K 0.04% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 743 $95.8K +289 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 708 $91.3K 0.01% +64 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 692 $89.2K <0.01% +112 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 679 $87.5K 0.09% -1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 675 $87K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 680 $87K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 671 $86.5K <0.01% +20 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 666 $85.9K 0.02% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 635 $81.9K 0.05% new 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 626 $80.7K 0.04% +85 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 626 $80.7K 0.01% +147 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 600 $77.4K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 551 $70.9K 0.01% +437 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 543 $70K 0.03% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 522 $67.3K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 520 $67K 0.01% -1,244 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 500 $64.5K 0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $64.5K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 487 $63K 0.01% -12 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 484 $62.3K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 450 $58K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 443 $57.1K <0.01% +111 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 435 $56.1K 0.04% -74 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 406 $52.3K 0.02% +141 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 400 $51.6K 0.01% +8 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 400 $51.6K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 394 $50.8K 0.01% -733 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 371 $49.7K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 360 $48.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 376 $48.5K <0.01% -823 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 338 $44K <0.01% +319 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 339 $43K <0.01% -9 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 299 $40.1K 0.01% +42 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 303 $39.1K <0.01% -109 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $38.7K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 291 $37.5K <0.01% -12 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 290 $37.4K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 289 $37K 0.01% -42 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 281 $36.2K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 227 $36K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 273 $35.3K 0.03% -31 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 273 $35.2K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 258 $33.3K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 246 $31.8K 0.01% 0 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. 245 $31.6K <0.01% -37 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 242 $31.2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 242 $31.2K 0.01% -36 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 238 $30.7K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 234 $30.2K <0.01% -57 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 238 $30K 0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 232 $29.9K 0.02% -48 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 231 $29.8K 0.01% 0 13F-HR/A Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 227 $29.3K <0.01% -53 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 223 $28.8K <0.01% -245 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 207 $26.7K <0.01% -3 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 202 $26K <0.01% +47 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 201 $25.9K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 197 $25.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 195 $25.1K <0.01% -13 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 186 $24K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 186 $24K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 183 $23.6K <0.01% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 180 $23.2K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 173 $22K <0.01% +48 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 156 $20.1K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 154 $19.9K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 154 $19.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 153 $19.7K <0.01% -10 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 152 $19.6K 0.02% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 150 $19.3K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 124 $19.2K <0.01% -49 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 150 $19K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 140 $18K <0.01% +50 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 140 $18K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 139 $17.9K 0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 136 $17.6K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 135 $17.4K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 134 $17.3K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 132 $17K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 120 $15.5K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 117 $15.1K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 112 $14.4K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 110 $14.2K <0.01% -25 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 109 $14.1K <0.01% -1,016 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 108 $13.9K <0.01% +55 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 107 $13.8K 0.01% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 103 $13.8K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 104 $13.4K <0.01% -35 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 102 $13.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 101 $13K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $12.9K <0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 98 $12.7K 0.01% 0 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 95 $12.2K <0.01% -2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 90 $11.5K <0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 88 $11.3K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 84 $10.8K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 82 $10.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 78 $10.1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 73 $9.41K <0.01% +1 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 72 $9.28K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 70 $9.05K <0.01% -17 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 68 $8.77K <0.01% -5 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 68 $8.77K <0.01% -235 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 63 $8K <0.01% +39 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 61 $7.86K <0.01% new 13F-HR Timeline