IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 100 $6.64K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 100 $6.64K 0.01% 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 100 $6.64K <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 97 $6.44K <0.01% -1 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 96 $6.37K <0.01% +1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 91 $6.04K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 80 $6K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 87 $5.77K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 84 $5.58K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 81 $5.38K <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 80 $5.31K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 80 $5.31K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 80 $5.31K <0.01% +50 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/A Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 74 $4.91K <0.01% +26 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 72 $4.78K <0.01% -965 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 70 $4.65K <0.01% +24 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 68 $4.51K <0.01% -44 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 59 $4K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 59 $3.92K <0.01% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage⦠More: the full row for First Eagle Investment Management, LLC 58 $3.85K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 57 $3.78K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 53 $3.52K <0.01% -77 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 50 $3.51K <0.01% 0 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 52 $3.45K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $3.32K <0.01% -38 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 50 $3.32K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 49 $3.25K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 48 $3.19K <0.01% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 44 $2.92K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 41 $2.72K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 40 $2.65K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 40 $2.65K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 36 $2.39K <0.01% +15 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 35 $2.32K <0.01% +18 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 34 $2.26K <0.01% -68 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 33 $2.19K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 32 $2.12K <0.01% +28 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 32 $2.12K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 31 $2.06K <0.01% -8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 45 $2K <0.01% +8 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L⦠More: the full row for Penserra Capital Management LLC 33 $2K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 30 $1.99K <0.01% -19 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $1.99K <0.01% -48 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 27 $1.79K <0.01% +6 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 25 $1.66K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 24 $1.59K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 23 $1.53K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $1.39K <0.01% -3 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 21 $1.39K <0.01% 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $1.33K <0.01% -107 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $1.33K <0.01% -103 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 20 $1.33K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 20 $1.33K <0.01% -1,050 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 20 $1.33K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 18 $1.2K <0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, ⦠More: the full row for Mowery & Schoenfeld Wealth Management, LLC 17 $1.13K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17 $1.13K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 17 $1.13K 0.03% +8 13F-HR Timeline BAYBAN More: the full row for BAYBAN 17 $1.13K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 16 $1.06K <0.01% +9 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16 $1.06K <0.01% -150 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $1.06K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 19 $1K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15 $996 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $797 <0.01% +7 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $771 <0.01% +4 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $730 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $664 <0.01% -2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $664 <0.01% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9 $597 <0.01% -14 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $597 <0.01% -11 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 9 $597 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $597 <0.01% 13F-HR/A Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 9 $597 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $531 <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $531 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8 $531 <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8 $531 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8 $531 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $531 <0.01% +3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7 $465 <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 7 $465 <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $399 <0.01% -18 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5 $335 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $332 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3 $210 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $199 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3 $199 <0.01% -71 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $199 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2 $133 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $133 <0.01% -1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $67 <0.01% -1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1 $67 <0.01% -44 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $67 <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1 $66 <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1 $66 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1 $66 <0.01% -1 13F-HR Timeline