Havemeyer Place LP More: the full row for Havemeyer Place LP 2,367 $216K 0.02% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,359 $215K 0.03% +516 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,328 $212K <0.01% +760 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,321 $212K 0.07% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,304 $210K -35 Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,300 $210K 0.03% new 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,265 $207K 0.07% -1,283 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,254 $206K <0.01% +296 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,311 $204K 0.04% +47 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,228 $203K <0.01% +41 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,226 $203K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,226 $203K <0.01% -41 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,225 $203K 0.06% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,191 $200K 0.03% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,055 $187K <0.01% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,000 $182K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,959 $179K <0.01% -170 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,820 $166K <0.01% +101 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,791 $163K <0.01% -22 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,621 $148K <0.01% +221 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,610 $147K 0.04% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,570 $143K 0.02% +19 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,569 $143K <0.01% +1,122 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,562 $142K <0.01% +1,265 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,534 $140K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,515 $138K 0.05% -961 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,500 $137K 0.03% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,456 $133K 0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,365 $124K <0.01% -681 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,346 $123K 0.01% -825 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,245 $114K 0.04% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,244 $113K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,153 $105K 0.02% +962 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,118 $102K <0.01% +59 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,101 $100K <0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,010 $92.1K 0.03% -140 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,008 $91.9K 0.08% +57 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,000 $91.2K 0.04% -200 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 985 $89.8K <0.01% -75 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 976 $89K 0.02% -200 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 974 $89K 0.05% +848 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 956 $87.2K <0.01% -123 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 900 $82.1K 0.03% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 853 $78K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 852 $78K <0.01% -34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 806 $73.5K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 800 $73K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 731 $66.7K 0.04% +5 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 731 $66.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 725 $66.1K <0.01% -1,800 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 724 $66K <0.01% -19 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 685 $62.5K <0.01% -153 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 683 $62.3K 0.01% +103 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 664 $60.5K <0.01% -179 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 650 $59.3K 0.03% -7 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 650 $59K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 536 $48.9K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 520 $47.4K 0.03% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 519 $47.3K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 518 $47K <0.01% -836 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 526 $46.1K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 501 $45.7K 0.02% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 500 $45.6K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 500 $45.6K 0.03% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 482 $44.9K 0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 484 $44.1K 0.02% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 500 $43.8K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 475 $43.3K 0.03% +275 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 474 $43.2K 0.01% -252 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 426 $38.8K <0.01% +255 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 392 $35.7K 0.01% +6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 368 $33.6K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 363 $33.1K <0.01% new 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 360 $32.8K 0.45% +54 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 352 $32.1K <0.01% +261 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 339 $30.9K 0.01% +6 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 332 $30.3K 0.02% -35 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 323 $29.5K <0.01% -115,214 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 309 $28.2K <0.01% new 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 302 $27.5K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 300 $27.4K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 283 $25.8K <0.01% -145 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 272 $24.8K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 265 $24.2K <0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 250 $22.8K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 241 $22K <0.01% -34 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 234 $21.3K <0.01% 0 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 234 $21.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 217 $19.8K <0.01% -69 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 242 $18.5K <0.01% -25,326 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 201 $18.3K 0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 200 $18.2K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 200 $18.2K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $18.2K 0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 196 $17.9K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 161 $14.7K <0.01% -669 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 155 $13.9K 0.01% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $13.7K <0.01% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 139 $13.6K 0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 134 $12.2K <0.01% -6 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 134 $12.2K <0.01% -270 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 132 $12K <0.01% -5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 130 $11.9K <0.01% -2 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 130 $11.9K <0.01% -129 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 127 $11.8K <0.01% +6 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 129 $11.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 126 $11.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 123 $11.2K <0.01% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 120 $10.9K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 116 $10.6K <0.01% +91 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 115 $10.5K 0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 113 $10.3K <0.01% +75 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 113 $10.3K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 113 $10.3K -5 Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 112 $10.2K <0.01% +12 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 106 $9.67K <0.01% +72 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 101 $9.63K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 102 $9.3K <0.01% +27 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 101 $9.21K <0.01% +4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100 $9.12K <0.01% 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 102 $9.03K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 96 $8.75K <0.01% -172 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 95 $8.66K 0.01% +48 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 89 $8.12K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 83 $7.56K <0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 77 $7.02K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 76 $6.81K <0.01% -7 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 74 $6.75K <0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 70 $6.38K <0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 70 $6.38K <0.01% -16 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 69 $6.29K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 68 $6.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 66 $6.02K <0.01% -44 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 66 $6.02K <0.01% +29 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 66 $5.91K <0.01% -8 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 63 $5.59K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 61 $5.56K <0.01% +20 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 60 $5.47K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 58 $5.29K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 56 $5.11K <0.01% +28 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 56 $5.11K <0.01% +17 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 55 $5.01K <0.01% +38 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 59 $5K <0.01% -9 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 46 $4.16K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 44 $4.04K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 44 $4.01K <0.01% +3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 43 $3.92K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 43 $3.92K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $3.65K <0.01% -109 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 40 $3.65K <0.01% +15 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 38 $3.47K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 38 $3.46K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 38 $3.46K <0.01% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 37 $3.38K <0.01% +14 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 36 $3.28K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 34 $3.1K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 33 $3.01K <0.01% +20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 32 $2.92K <0.01% +19 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 32 $2.92K <0.01% -2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 31 $2.83K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $2.74K <0.01% -19 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26 $2.37K <0.01% -10 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 26 $2.37K <0.01% -18 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $2.28K <0.01% +7 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 24 $2.19K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $2.1K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 22 $2.01K <0.01% +6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $2K <0.01% +14 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 27 $2K <0.01% +27 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $1.92K <0.01% +8 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20 $1.82K <0.01% -13 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 20 $1.82K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 19 $1.73K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $1.66K <0.01% -4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 17 $1.55K <0.01% -61 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $1.46K <0.01% +6 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 16 $1.46K <0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 16 $1.4K <0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 15 $1.37K <0.01% -36,780 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 14 $1.28K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $1.28K <0.01% +1 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 14 $1.28K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 13 $1.2K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13 $1.19K <0.01% +12 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13 $1.19K <0.01% +4 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 13 $1.19K <0.01% -551 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11 $1K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11 $1K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $1K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $1K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10 $912 <0.01% 0 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 9 $803 <0.01% -29 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $730 <0.01% -31 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $730 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 8 $730 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $639 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $638 <0.01% -6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $548 <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $547 <0.01% +3 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6 $547 <0.01% 0 13F-HR Timeline