WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,327 $291K 0.16% +2,621 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,298 $289K 0.01% -2,074 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,265 $287K 0.03% +3,472 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 4,240 $285K 0.01% +60 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,153 $279K 0.02% +54 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,113 $277K 0.06% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,084 $275K 0.01% +4 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,080 $275K <0.01% -1,288 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,074 $274K <0.01% -353 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,068 $274K 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,063 $273K <0.01% -199 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 4,048 $272K 0.09% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 4,041 $272K 0.1% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,000 $269K 0.04% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,000 $269K 0.09% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,000 $269K 0.03% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,980 $268K 0.01% -2,222 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,969 $267K 0.02% 0 13F-HR/A Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,967 $267K 0.06% -282 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,908 $263K 0.08% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,875 $261K 0.02% -1,059 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,864 $260K 0.05% +185 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,861 $260K 0.04% 0 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,780 $254K 0.02% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,731 $251K 0.07% +671 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,620 $244K 0.01% -3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,560 $240K 0.08% +135 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,558 $239K 0.03% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,521 $237K 0.01% -9 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,500 $236K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,494 $235K <0.01% +676 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,430 $231K <0.01% -100 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,853 $228K <0.01% -11,604 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,392 $228K <0.01% -169 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,390 $228K 0.03% -1,271 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,385 $228K <0.01% -295 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,370 $227K 0.05% +313 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,379 $225K 0.15% +727 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,343 $225K <0.01% new 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,340 $225K 0.19% 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 3,325 $224K 0.17% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,289 $221K <0.01% -97,490 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,283 $221K 0.01% -614 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,279 $221K <0.01% -98 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,263 $220K <0.01% -1,128 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,260 $219K 0.07% +203 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,254 $219K <0.01% new 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 3,250 $219K 0.01% +903 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,225 $217K 0.01% -214 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,219 $217K 0.01% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,216 $216K 0.06% -185 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,890 $216K 0.02% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,204 $216K 0.02% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,203 $216K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,142 $211K <0.01% -1,025 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,123 $210K 0.17% -8 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,200 $209K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,092 $208K 0.01% -376 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 3,086 $208K 0.05% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,087 $208K 0.01% -300 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,083 $207K 0.01% -6,500 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,124 $207K 0.17% +261 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,074 $207K 0.02% -148 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,073 $207K 0.04% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,040 $205K 0.01% -440 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,029 $204K <0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,973 $200K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,848 $192K 0.08% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,775 $187K 0.07% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,773 $187K <0.01% +292 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,344 $158K <0.01% +540 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,236 $150K 0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,149 $145K <0.01% +1,906 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,988 $141K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,081 $140K 0.05% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,959 $132K 0.01% +1,919 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,975 $131K 0.01% +988 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,844 $124K <0.01% -817 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,830 $123K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,689 $114K 0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,632 $110K <0.01% -427 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,623 $109K 0.01% -236 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 1,617 $109K <0.01% +773 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,576 $106K <0.01% -308 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,500 $101K 0.05% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,383 $93.1K 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,365 $91.9K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,362 $91.6K <0.01% -123 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,341 $90.2K 0.03% -424 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,331 $89.6K <0.01% -282 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,549 $88.7K <0.01% +41 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,317 $88.6K <0.01% -139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 1,313 $88K <0.01% -1,556 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,300 $87.5K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,300 $87.5K 0.06% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,200 $80.7K 0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,200 $80.7K 0.02% 0 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 1,162 $78.2K 0.02% new 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,146 $77.1K <0.01% -3,711 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,079 $72.6K <0.01% -46 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,070 $72K 0.03% -565 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,069 $71.9K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,037 $69.8K 0.01% -148 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,037 $69.8K 0.04% +38 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,027 $69.1K <0.01% -2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 977 $65.7K <0.01% +837 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 971 $65.3K 0.05% -177 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 970 $65.2K <0.01% -530 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 893 $61K 0.04% -4,264 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 899 $60.5K <0.01% +177 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 868 $58.4K <0.01% -268 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 793 $53.4K 0.02% -7 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 772 $51.9K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 714 $48K <0.01% +348 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 700 $47.1K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 681 $45.8K <0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 666 $44.8K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 665 $44.7K 0.02% +64 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 663 $44.6K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 654 $44K <0.01% +245 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 625 $42.5K <0.01% +285 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 581 $39.1K 0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 586 $39K <0.01% -24 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 525 $35.3K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 504 $33.9K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 500 $33.6K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $33.6K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 470 $31.6K <0.01% -864 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 431 $29K <0.01% -19 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 430 $28.9K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 408 $27.5K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 405 $27.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 392 $26.4K <0.01% +384 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 386 $26K <0.01% -853 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 358 $24.1K <0.01% +130 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 303 $20.4K <0.01% -290 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 293 $20K <0.01% +22 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 279 $18.8K 0.01% +213 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 275 $18.5K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 272 $18.2K <0.01% +68 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 268 $18K <0.01% -9 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 261 $17.6K <0.01% +239 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 260 $17.5K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 259 $17.4K 0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 258 $17.4K 0.01% -24 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 253 $17K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 256 $17K 0.01% -297 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 250 $16.8K 0.01% -12 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 234 $15.7K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 231 $15.4K <0.01% -120 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 228 $15.2K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 226 $15.2K <0.01% +22 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 220 $15K <0.01% -44 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 215 $14.5K <0.01% -323 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 216 $14K <0.01% +5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 208 $14K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 200 $13.5K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 197 $13.3K <0.01% -44 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 186 $12.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 181 $12.2K <0.01% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 180 $12.1K <0.01% +36 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 175 $11.8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 166 $11.2K <0.01% -116 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 160 $10.8K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 140 $9.42K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 139 $9.35K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 128 $8.61K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 130 $8.59K <0.01% -388 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 127 $8.55K <0.01% -91 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 123 $8.28K <0.01% -4 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 120 $8.07K 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 119 $8.01K <0.01% -1,781 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 123 $8K <0.01% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 112 $7.54K <0.01% -36 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 111 $7.47K <0.01% +3 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 100 $7.27K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $7K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 100 $7K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 104 $6.97K <0.01% +48 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 103 $6.93K 0.01% +88 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 102 $6.86K <0.01% +12 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 101 $6.8K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 100 $6.73K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 100 $6.73K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 98 $6.59K <0.01% +6 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 96 $6.46K <0.01% -15 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 95 $6.39K <0.01% -104 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 94 $6.33K <0.01% +71 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 92 $6.19K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 68 $6.19K <0.01% -93 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 80 $6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 88 $5.92K <0.01% +33 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 88 $5.92K <0.01% -37 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 87 $5.85K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 84 $5.65K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 80 $5.38K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Main Street Group, LTD More: the full row for Main Street Group, LTD 80 $5.38K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 78 $5.25K <0.01% -27 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 68 $5K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 74 $4.98K <0.01% new 13F-HR Timeline