OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,909 $295K <0.01% +325 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,900 $294K 0.16% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,885 $292K 0.11% -354 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,874 $289K 0.03% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,851 $286K 0.01% -245 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,832 $284K 0.01% +704 13F-HR/A Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,816 $281K <0.01% 0 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,815 $281K 0.03% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,809 $280K 0.02% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,778 $277K 0.11% -65 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,791 $277K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,790 $277K 0.07% +120 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,787 $277K 0.09% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,785 $276K 0.02% +62 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,779 $275K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,776 $275K 0.02% 0 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,775 $275K 0.01% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,775 $275K 0.11% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,752 $271K 0.04% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,752 $271K 0.01% +360 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,745 $270K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,742 $270K 0.01% -202 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,740 $269K 0.09% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,728 $267K 0.04% +147 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 1,727 $267K 0.1% -745 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,713 $265K 0.01% -7 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,713 $265K 0.04% +366 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,710 $265K 0.1% -575 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,706 $264K 0.02% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,703 $263K 0.21% 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,702 $263K 0.39% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,635 $260K 0.01% -182 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,680 $260K 0.03% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,667 $258K 0.05% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,665 $258K 0.02% -15 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,655 $256K 0.01% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,646 $255K 0.03% -25 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,640 $254K 0.01% +416 13F-HR Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,600 $249K 0.18% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,610 $249K 0.14% +51 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,594 $249K 0.08% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,591 $248K 0.25% 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 1,600 $248K 0.06% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,550 $240K 0.07% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,551 $240K 0.01% +16 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,547 $239K 0.02% -341 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,538 $239K 0.11% +24 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,542 $238K 0.06% -1,150 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,538 $238K 0.04% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,525 $236K 0.05% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,514 $234K 0.06% 0 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,511 $234K 0.15% +12 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,510 $234K 0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,491 $232K 0.03% +14 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,486 $232K 0.01% +152 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,494 $231K 0.03% -615 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,470 $229K 0.04% +6 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,466 $227K 0.11% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,455 $226K <0.01% -34 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,462 $226K 0.06% +239 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,459 $226K 0.05% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,453 $225K 0.18% -710 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 1,440 $223K <0.01% +136 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,441 $223K <0.01% +104 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,438 $222K 0.01% +30 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,428 $221K 0.01% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,425 $220K <0.01% -370 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,422 $220K <0.01% -192 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,410 $218K <0.01% -1,147 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,401 $217K 0.15% -62 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,400 $217K 0.02% +23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,399 $216K <0.01% -644 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,392 $215K <0.01% -1 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,391 $215K 0.03% +89 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,388 $215K 0.06% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,385 $214K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,380 $214K 0.01% -28 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,380 $214K 0.04% -7 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,377 $213K 0.03% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,375 $213K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,337 $207K 0.01% -846 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,333 $206K 0.03% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,319 $204K <0.01% -31 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,319 $204K 0.01% +22 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 1,317 $204K 0.02% new 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,316 $204K 0.13% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,313 $203K 0.15% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,311 $203K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,310 $203K <0.01% -412 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,310 $203K 0.02% +20 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,307 $202K 0.03% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,300 $201K 0.05% new 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 1,268 $196K 0.22% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,263 $195K 0.01% +23 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,199 $185K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,184 $183K 0.01% -303 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,178 $182K 0.06% -125 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,161 $180K <0.01% +398 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,154 $179K 0.02% -38 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,120 $173K 0.04% 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,100 $170K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,096 $170K 0.2% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,033 $161K 0.09% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,003 $155K 0.03% -13 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 949 $147K 0.02% -494 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 886 $145K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 931 $144K <0.01% -114 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 924 $143K 0.01% -70 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 912 $141K 0.03% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 909 $141K 0.06% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 876 $136K 0.08% +54 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 845 $131K 0.01% -7 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 810 $126K 0.05% +23 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 817 $126K 0.08% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 800 $124K 0.01% -85 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 799 $124K 0.03% -107 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 795 $123K 0.01% -3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 778 $120K 0.02% +132 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 768 $120K 0.03% 0 13F-HR/A Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 770 $119K 0.04% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 764 $118K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 754 $117K 0.01% +70 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 734 $114K <0.01% -38 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 733 $114K <0.01% +312 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 736 $114K 0.01% -158 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 717 $112K <0.01% -17,175 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 720 $111K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 685 $106K 0.09% +315 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 602 $104K 0.03% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 651 $101K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 636 $99.7K <0.01% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 643 $99.5K 0.02% +184 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 640 $99K 0.07% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 631 $97.6K 0.02% 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 627 $97K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 625 $96.7K 0.01% +45 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 618 $95.6K 0.02% -3 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 602 $93.1K <0.01% +117 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 598 $92.5K <0.01% +29 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 585 $91.3K 0.01% -52 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 583 $90.3K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 579 $89.6K 0.02% +24 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 557 $86.2K 0.02% -21 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 545 $84.3K 0.04% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 538 $83.2K <0.01% -1,519 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 537 $83.1K <0.01% -1,775 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 537 $83.1K 0.03% -959 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 509 $78.7K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 505 $78.1K <0.01% -364 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 501 $77.6K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 500 $77.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XY Capital Ltd More: the full row for XY Capital Ltd 485 $75K 0.08% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 482 $74.6K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 476 $73.6K 0.03% +448 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 471 $72.9K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 455 $70.4K 0.01% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 449 $69.5K 0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 428 $66.2K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 420 $65K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 414 $64K 0.05% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 400 $61.9K 0.02% +14 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 394 $61K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 393 $60.8K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PFS Partners, LLC More: the full row for PFS Partners, LLC 377 $58.3K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 376 $58.2K 0.01% -66 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 374 $57.9K <0.01% +193 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 371 $57.4K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 370 $57.3K 0.01% +22 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 369 $57.1K <0.01% +3 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 369 $57K <0.01% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 363 $56.2K 0.05% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 362 $55.9K 0.02% +184 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 356 $55.5K 0.01% -47 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 355 $55.4K 0.01% -15 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 355 $54.9K 0.01% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 351 $54.3K 0.03% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 350 $54.1K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 340 $52.6K 0.02% +41 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 335 $51.8K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 330 $51.1K 0.03% +13 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 327 $50.6K 0.04% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 326 $50.4K <0.01% +325 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 322 $49.8K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 315 $48.7K 0.04% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 300 $46.4K 0.03% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 292 $45.2K 0.01% -48 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 288 $44.6K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 286 $44.2K 0 Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 274 $42.4K 0.03% +56 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 273 $42.2K 0.02% +180 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 267 $41.4K <0.01% -6 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 264 $40.8K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 255 $39.7K <0.01% +99 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 256 $39.6K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 254 $39.3K 0.04% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 251 $38.9K 0.01% -2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 248 $38.4K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 245 $38K 0.03% +20 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 231 $37.8K 0.01% -238 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $37.1K 0.02% 0 13F-HR Timeline