HM PAYSON & CO More: the full row for HM PAYSON & CO 2,048 $413K 0.01% +593 13F-HR Timeline Tejara Capital Ltd More: the full row for Tejara Capital Ltd 2,034 $411K 0.17% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,019 $408K 0.16% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 2,000 $404K 0.02% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2,000 $404K 0.05% new 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 2,000 $404K 0.01% -300 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,000 $404K 0.69% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,000 $404K 0.21% +1,000 13F-HR Timeline Arrington Capital Management, LLC More: the full row for Arrington Capital Management, LLC 2,000 $404K 0.45% -11,000 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 1,987 $401K <0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,986 $401K <0.01% new 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,962 $396K 0.02% +25 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 1,948 $393K 0.33% new 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 1,920 $388K 0.31% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,954 $385K <0.01% -118 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,909 $385K 0.07% +276 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,901 $384K 0.08% -451 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,900 $384K 0.02% -600 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,900 $384K 0.25% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,893 $382K 0.06% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,888 $381K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,877 $379K <0.01% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,300 $375K 0.07% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,813 $366K 0.01% -52,228 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,781 $360K <0.01% +30 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,821 $354K 0.05% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 1,750 $353K 0.07% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,731 $349K 0.06% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,696 $342K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,672 $338K 0.01% -271 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,670 $337K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,658 $335K 0.02% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,653 $334K 0.1% -20 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,633 $330K <0.01% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,630 $329K 0.09% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,630 $329K <0.01% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,600 $323K 0.12% new 13F-HR/A Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,600 $323K 0.08% +120 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,590 $321K <0.01% -1,032 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,589 $321K 0.11% +21 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,575 $318K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,524 $308K 0.04% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,500 $303K 0.03% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,498 $302K 0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,492 $301K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,464 $296K 0.06% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,459 $295K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,441 $291K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,441 $291K 0.01% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,428 $288K 0.09% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,414 $285K 0.09% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,409 $284K 0.04% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,401 $283K 0.17% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,400 $283K 0.04% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,400 $283K <0.01% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,386 $280K 0.12% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,368 $276K 0.01% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,365 $276K 0.06% new 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 1,363 $275K 0.26% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,320 $267K 0.06% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS ASIA LTD More: the full row for PINEBRIDGE INVESTMENTS ASIA LTD 1,312 $265K 0.09% -1,494 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,290 $260K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,282 $259K <0.01% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,252 $253K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,244 $251K <0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,238 $250K <0.01% new 13F-HR/A Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,314 $249K 0.08% -484 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,233 $249K 0.06% new 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 1,230 $248K 0.04% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,214 $245K 0.17% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,212 $245K 0.07% -697 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,206 $243K 0.05% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,177 $238K <0.01% -2,021 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,175 $237K 0.03% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 1,158 $234K 0.08% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,150 $232K 0.05% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,144 $231K 0.01% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,126 $227K 0.05% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,126 $227K <0.01% new 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,100 $222K 0.04% +550 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 1,083 $219K 0.14% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,060 $214K 0.05% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,037 $209K 0.04% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,036 $209K 0.03% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,032 $208K 0.06% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,134 $208K 0.02% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,025 $207K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,013 $205K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,002 $202K 0.02% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,002 $202K 0.01% new 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,000 $202K 0.06% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 1,000 $202K 0.06% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,000 $202K 0.04% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 995 $201K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 978 $197K <0.01% +485 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 915 $185K 0.07% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 900 $182K 0.02% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 876 $177K 0.08% -483 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 854 $172K 0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 846 $171K <0.01% -808 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 834 $168K 0.14% -267 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 782 $158K 0.09% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 668 $135K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 650 $131K <0.01% new 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 600 $121K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 599 $121K 0.01% +10 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 550 $111K 0.03% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 552 $111K 0.06% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 542 $109K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 451 $91.1K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 450 $90.9K 0.02% +121 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 454 $84.2K 0.01% +18 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 397 $80.1K <0.01% +10 13F-HR Timeline Van Berkom & Associates Inc. More: the full row for Van Berkom & Associates Inc. 368 $74K <0.01% +154 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 365 $73.7K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 363 $73.3K <0.01% +137 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,205 $70K 0.03% new 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 344 $69.5K 0.02% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 300 $60.6K 0.01% +100 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 299 $60.4K <0.01% +15 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 287 $57.9K <0.01% +167 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 274 $55.3K <0.01% +35 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 273 $55.1K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 244 $49.3K 0.01% +40 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 229 $46K 0.03% +147 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 225 $45.4K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 221 $45K <0.01% 0 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 207 $41.8K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 201 $40.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 188 $38K <0.01% -104 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 29,678 $37.3K 0.01% +29,640 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 190 $34.7K 0.02% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 171 $34.5K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 163 $32.9K <0.01% new 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 157 $31.7K <0.01% 0 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 147 $29.7K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 144 $29.1K <0.01% -31 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 142 $28.7K 0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 136 $27.5K 0.02% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 110 $22.2K 0.01% -2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 111 $21.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100 $20.2K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $20.2K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 100 $20.2K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 99 $20K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 91 $18.4K <0.01% -26 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 86 $17.4K 0.01% -75 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 77 $15.6K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 76 $15.3K <0.01% +13 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 76 $15.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 76 $15.3K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 72 $14.6K 0.01% +10 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 69 $13.9K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 68 $13.7K 0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 67 $13.5K 0.01% +20 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 63 $12.7K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 55 $11.1K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 52 $10.5K 0.09% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 52 $10.5K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 51 $10.3K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $10.1K <0.01% -50 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 43 $8.68K <0.01% -20 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 40 $8.08K <0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 40 $8.08K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 33 $6.66K <0.01% -5 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 33 $6.66K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 32 $6.46K <0.01% -343 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 31 $6.26K <0.01% -8 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 30 $6.06K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 30 $6.06K <0.01% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 30 $6.06K <0.01% new 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 26 $5K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 23 $4.64K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 21 $4.18K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 23 $3.92K <0.01% new 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 19 $3.84K <0.01% -842 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 18 $3.68K <0.01% +13 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 17 $3.43K <0.01% -49 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15 $3.09K <0.01% +1 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 12 $2.45K <0.01% -9 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10 $2.02K <0.01% -143 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 10 $2.02K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10 $2K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9 $2K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 9 $1.82K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 8 $1.62K <0.01% -4 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $1.61K <0.01% -10 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8 $1.61K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $1.01K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $404 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 73 $11 +66 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.