UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 907 $80.9K 0.04% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 907 $80K <0.01% +877 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 885 $79K 0.03% -202 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 880 $79K 0.02% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 867 $77.4K 0.05% -80 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 867 $77.3K 0.04% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 858 $76.6K 0.01% +95 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 810 $75.9K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 822 $73.3K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 812 $72.5K 0.07% 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 807 $72K 0.03% +6 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 788 $70.3K 0.07% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 776 $69.2K <0.01% +25 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 728 $64.9K 0.01% +7 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 712 $63.5K 0.05% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 700 $62.5K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 679 $60.6K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 660 $58.9K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 660 $58.9K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 650 $58K 0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 642 $57.3K 0.05% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 637 $56.8K 0.03% +6 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 612 $54.6K 0.05% +15 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 600 $53.6K 0.02% -84 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 600 $53.5K 0.02% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 600 $53.5K 0.01% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 600 $53.5K 0.02% -17,709 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 595 $53.1K 0.01% +14 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 572 $51K 0.03% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 554 $49.4K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 546 $48.7K 0.02% +213 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 540 $48.2K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 537 $47.9K 0.01% 0 13F-HR/A Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 532 $47.5K 0.03% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 530 $47.3K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 495 $47K 0.01% +9 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 502 $44.8K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 501 $44.7K 0.03% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $44.6K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 500 $44.6K 0.02% -230 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 500 $44.6K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 500 $44.6K 0.03% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 443 $43.6K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 482 $43K 0.01% -56 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 481 $42.9K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 479 $42.7K <0.01% -100 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 476 $42.5K 0.02% +4 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 472 $42.1K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 466 $41.6K <0.01% 0 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 452 $40.3K 0.02% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 445 $39.7K 0.03% -6 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 441 $39.4K 0.04% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 435 $38.8K 0.01% +31 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 426 $38K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 424 $37.8K <0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 417 $37.2K 0.02% -97 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 411 $36.7K <0.01% +75 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 400 $36K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 402 $35.9K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 400 $35.7K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 400 $35.7K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 400 $35.7K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 400 $35.7K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 397 $35.4K 0.02% 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 409 $35.2K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 402 $35K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 400 $35K 0.01% 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 390 $34.8K 0.02% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 375 $33.5K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 366 $32.7K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 339 $30.2K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 338 $30.1K <0.01% +3 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 330 $29.4K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 319 $28.5K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 319 $28.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 315 $28.1K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 305 $27.2K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 304 $27.1K 0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 305 $27K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 302 $26.9K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 300 $26.8K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 300 $26.8K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 271 $24.2K <0.01% +97 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 262 $23.4K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 261 $23.3K 0.02% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 259 $23.1K <0.01% +7 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 262 $23K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 257 $22.9K <0.01% -568 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 253 $22.6K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 252 $22.5K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 250 $22.3K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 250 $22.3K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 248 $22.1K 0.01% +198 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 242 $22K <0.01% -2 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 236 $21K 0.01% -24,210 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 232 $20.7K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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LLC 221 $20K <0.01% +17 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 224 $20K <0.01% +19 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 222 $19.8K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 222 $19.8K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 220 $19.6K 0.01% -6 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 213 $19K 0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 208 $18.6K 0.01% +30 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 202 $18K 0.01% +44 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 200 $17.8K 0.01% -12 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 200 $17.8K 0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 200 $17.8K 0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 197 $17.6K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 187 $16.7K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 180 $16.1K <0.01% +48 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 176 $15.7K 0.01% +141 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 175 $15.6K 0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 165 $14.7K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 163 $14.5K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 156 $13.9K 0.01% +56 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 155 $13.8K <0.01% +31 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 120 $10K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 117 $10K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 110 $9.81K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 107 $9.51K <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 104 $9.28K <0.01% -136 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 100 $8.92K <0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 51 $4.55K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 50 $4.46K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 50 $4.46K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 50 $4.46K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 50 $4.46K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 44 $3.92K <0.01% -3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 40 $3.57K <0.01% +7 13F-HR Timeline Kiely Wealth Advisory Group, Inc. 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