COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 473 $78.5K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 468 $77.3K <0.01% +35 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 463 $76.8K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 451 $74.8K 0.01% -2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 419 $69.5K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 418 $69.4K 0.01% -112 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 400 $66.4K <0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 400 $66.4K 0.02% new 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 339 $56.3K 0.02% -44 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 337 $55.9K <0.01% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 320 $53.1K <0.01% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 310 $51.4K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 293 $48.6K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 293 $48.6K <0.01% +238 13F-HR Timeline BAYBAN More: the full row for BAYBAN 278 $46.1K 0.04% -27 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 255 $42.3K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 255 $42.3K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 253 $42K 0.03% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 250 $41.5K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 233 $38.7K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 228 $37.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 225 $37.3K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 212 $35.2K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 194 $32.2K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 193 $32K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 192 $31.9K 0.04% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 185 $30.7K 0.1% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 172 $28.5K <0.01% +72 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 169 $28K <0.01% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 162 $26.9K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 161 $26.7K <0.01% 0 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 159 $26.4K 0.01% +57 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 158 $26.2K <0.01% -18 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 151 $22.8K <0.01% +1 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 123 $20.4K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 114 $18.9K <0.01% -186 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 102 $16.9K <0.01% -79 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 102 $16.9K <0.01% +2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 104 $15.7K 0.01% 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 90 $14.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 88 $14.6K <0.01% +12 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 85 $14.1K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 81 $13.4K <0.01% -855 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 75 $12.4K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 75 $12.4K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 77 $12.3K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 74 $12.3K <0.01% -463 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 74 $12.3K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 73 $12.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 73 $12K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 68 $11.3K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 67 $11.1K <0.01% 0 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 65 $10.8K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 64 $10.6K <0.01% +5 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 75 $10.2K <0.01% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 52 $8.63K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 50 $8.3K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45 $7.47K <0.01% +17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 44 $7.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40 $6.64K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 37 $6.14K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 37 $6.14K <0.01% 0 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 34 $5.64K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $5.64K <0.01% +6 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 33 $5.48K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 34 $5.31K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 31 $5.14K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 31 $5.14K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 29 $4.81K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 28 $4.65K <0.01% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 27 $4.48K <0.01% +4 13F-HR Timeline Quarry LP More: the full row for Quarry LP 26 $4.32K <0.01% -754 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25 $4.15K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 24 $3.98K <0.01% +7 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $3.98K <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24 $3.98K <0.01% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 21 $3.48K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 20 $3.31K <0.01% -730 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 19 $3.15K <0.01% +3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16 $3K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18 $2.99K <0.01% +5 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 18 $2.99K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 16 $2.66K <0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 16 $2.65K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 16 $2.65K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 15 $2.49K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13 $2.16K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $1.83K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11 $1.82K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11 $1.82K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 11 $1.82K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $1.66K <0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 10 $1.66K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $1.49K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 9 $1.49K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8 $1.33K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 8 $1.33K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8 $1.33K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 8 $1.28K <0.01% -3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $1.16K <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.16K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $1.16K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $1.16K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $996 <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6 $996 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $996 <0.01% +2 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5 $830 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4 $664 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $663 <0.01% +2 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3 $498 <0.01% +2 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3 $498 <0.01% -21 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $498 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $498 <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $498 <0.01% new 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $332 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $332 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $321 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $274 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $166 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $166 <0.01% 0 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $152 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.