Riverview Trust Co More: the full row for Riverview Trust Co 1,512 $30.6K 0.03% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,500 $30.3K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,500 $30.3K 0.02% +925 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,500 $30.3K 0.02% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,489 $30.1K 0.01% +20 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,449 $29.3K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,418 $28.7K <0.01% -4 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,355 $27.4K <0.01% +751 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,312 $26.5K 0.01% +873 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,300 $26.3K 0.01% -425 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,205 $24.4K <0.01% -12 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,200 $24.3K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,121 $22.7K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,088 $22K <0.01% +653 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,069 $21.6K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,066 $21.6K <0.01% +311 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,061 $21.5K 0.01% -630 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,000 $20.2K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 992 $20.1K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 985 $19.9K <0.01% -22,407 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 974 $19.5K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 915 $18.5K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 903 $18.1K <0.01% -195 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 879 $17.8K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 810 $16.4K <0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 800 $16.2K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 800 $16.2K 0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 800 $16.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $16K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 791 $16K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 53 $15.7K 0.01% -1,040 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 744 $15K 0.01% -129 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 670 $14K <0.01% -108,714 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 688 $13.9K <0.01% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 688 $13.9K <0.01% -81 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 683 $13.8K <0.01% -168 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 662 $13.4K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 636 $13K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 629 $12.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 601 $12.2K <0.01% -60 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 571 $11.5K <0.01% +216 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 564 $11.4K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 537 $10.9K <0.01% +187 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 525 $10.6K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 518 $10.5K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 500 $10.1K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 465 $9.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 450 $9.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 456 $8.58K <0.01% +352 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 421 $8.51K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 407 $8.24K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 400 $8.09K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 400 $8.09K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $8K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 363 $7.34K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 345 $6.98K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 312 $6.31K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 298 $6.03K 0.01% -91 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 339 $6K <0.01% +7 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 326 $6K <0.01% +5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 287 $5.8K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 284 $5.74K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 275 $5.56K 0.03% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 267 $5.4K <0.01% -29 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 265 $5.36K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 250 $5.05K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 246 $4.97K <0.01% 0 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 239 $4.83K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 233 $4.71K <0.01% -138 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 231 $4.67K <0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 230 $4.65K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 225 $4.53K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 224 $4.53K <0.01% +17 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 216 $4.37K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 210 $4.25K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 200 $4.04K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 200 $4.04K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 200 $4.04K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 247 $4K <0.01% -9 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 178 $3.59K <0.01% +3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 170 $3.44K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $3.03K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 133 $3K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 136 $2.75K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 135 $2.73K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 131 $2.65K <0.01% 0 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 131 $2.65K <0.01% -73 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 126 $2.55K <0.01% 0 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 110 $2.22K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 110 $2.22K <0.01% 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 105 $2.12K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 100 $2.02K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 99 $2K <0.01% -475 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 133 $2K <0.01% -26,720 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 96 $1.95K <0.01% -30 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 95 $1.92K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 88 $1.78K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 88 $1.78K <0.01% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 86 $1.74K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 78 $1.58K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 75 $1.52K <0.01% new 13F-HR/A Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 70 $1.42K <0.01% +5 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 67 $1.35K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 65 $1.31K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 62 $1.25K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 60 $1.22K <0.01% -1,247 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 56 $1.13K <0.01% -2 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 51 $1.03K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 50 $1.01K <0.01% new 13F-HR/A Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 50 $1.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 83 $1K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 54 $1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 47 $950 <0.01% -28 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 45 $910 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 44 $880 <0.01% -15,820 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 43 $869 <0.01% -1,060 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 38 $774 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 35 $708 <0.01% +3 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 33 $661 <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 30 $607 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 32 $596 <0.01% +11 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 26 $525 <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $522 <0.01% -6 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25 $513 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 24 $485 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $404 <0.01% +5 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 20 $404 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $344 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15 $312 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $284 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $279 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $204 <0.01% +4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10 $202 <0.01% -34 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7 $142 <0.01% -493 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $41 <0.01% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Fairman Group, LLC More: the full row for Fairman Group, LLC 51 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 23 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -6,989 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -10 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.