Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,964 $293K <0.01% +251 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,959 $292K 0.08% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,953 $291K 0.02% -94 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,933 $290K 0.02% -1,361 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,947 $290K 0.01% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,941 $289K 0.12% -16 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,940 $289K 0.03% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,927 $287K 0.03% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,923 $287K 0.18% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,921 $286K 0.02% -4 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,902 $283K 0.01% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,777 $282K 0.07% -30 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,895 $282K 0.02% -91 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,874 $279K 0.01% +96 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,863 $278K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,852 $276K 0.02% -101 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,709 $274K 0.03% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,838 $274K <0.01% +11 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,817 $271K 0.06% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,811 $270K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,802 $269K 0.01% -1,043 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,790 $267K 0.18% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,780 $265K 0.04% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,771 $264K 0.05% -170 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,753 $261K 0.23% 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,750 $261K 0.02% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,743 $260K <0.01% -209 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,743 $260K 0.04% +83 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,700 $253K <0.01% -20 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,680 $250K 0.01% -771 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,680 $250K <0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,674 $250K <0.01% new 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,670 $249K 0.23% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,669 $249K <0.01% -4 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,510 $247K 0.12% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,640 $244K 0.02% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,633 $243K 0.01% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,575 $235K 0.05% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,570 $234K <0.01% -93 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,564 $233K 0.19% -86 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,550 $231K 0.02% new 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,545 $230K 0.17% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,544 $230K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,540 $229K 0.02% -97 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,540 $229K 0.06% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,523 $227K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,501 $224K <0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,502 $224K 0.03% -526 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,499 $223K 0.03% -201 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,499 $223K <0.01% +59 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,495 $223K 0.01% 0 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,491 $222K 0.08% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,491 $222K 0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,481 $221K 0.06% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,464 $218K 0.03% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,458 $217K 0.02% new 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,450 $216K 0.02% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,438 $214K 0.09% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,430 $213K 0.01% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,428 $213K 0.08% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,413 $211K <0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,411 $210K 0.01% +90 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,406 $210K 0.04% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,397 $208K 0.01% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,395 $208K 0.03% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,391 $207K 0.1% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,304 $194K 0.04% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,260 $188K <0.01% 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,222 $182K 0.01% +182 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,175 $175K 0.03% +12 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,092 $172K <0.01% -292 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,150 $171K 0.03% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,102 $164K 0.01% -211 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,088 $162K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 996 $157K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,033 $154K 0.02% +14 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,000 $149K 0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 938 $140K 0.04% +80 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 841 $125K <0.01% -86 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 775 $115K 0.05% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 765 $114K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 744 $111K 0.01% +740 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 737 $109K <0.01% -12 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 721 $107K <0.01% +16 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 704 $105K 0.02% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 700 $104K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 633 $100K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 651 $97K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 643 $95.8K 0.05% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 626 $93.3K <0.01% -8 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 603 $89.9K <0.01% +20 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 600 $89.4K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 588 $87.6K 0.01% +4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 542 $80.8K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 518 $75K <0.01% +46 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $74.5K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 499 $74.4K <0.01% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Key Financial Inc More: the full row for Key Financial Inc 493 $73.5K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 467 $69.6K <0.01% +314 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 465 $69.3K 0.04% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 444 $66.2K 0.01% +394 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 427 $63.6K 0.01% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,880 $61.7K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 413 $61.5K 0.04% +25 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 400 $60K <0.01% +181 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 402 $59.9K <0.01% -202 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 400 $59.6K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 398 $59.3K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 396 $59K <0.01% +253 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 380 $56.6K <0.01% +28 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 375 $55.9K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 364 $54.2K <0.01% +25 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 360 $53.6K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 341 $50.8K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 336 $50.1K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 311 $46.4K 0.03% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 306 $46K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 305 $45.4K 0.01% +203 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 300 $44.7K <0.01% 0 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 300 $44.7K 0.04% -1,400 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 293 $43.7K 0.01% -6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 293 $43.7K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 292 $43.5K <0.01% -16 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 281 $41.9K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 269 $40K <0.01% +1 13F-HR/A Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 248 $37K <0.01% -11 13F-HR Timeline Group eCIO, Inc. More: the full row for eCIO, Inc. 245 $36.5K 0.02% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 237 $35.3K <0.01% +224 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 230 $34.3K <0.01% +131 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 213 $31.7K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 210 $31.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 207 $30.8K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 205 $30.5K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 200 $29.8K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $29.8K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 200 $29.8K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 200 $29.8K <0.01% -25 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 200 $29.8K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 199 $29.7K 0.01% -52 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 193 $28.8K 0.02% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 188 $28K 0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 185 $27.6K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 185 $27.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 168 $25.5K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 169 $25.2K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 165 $24.6K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 162 $24.1K <0.01% +65 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 156 $23.2K 0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 155 $23.1K <0.01% +37 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 151 $23K <0.01% -4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 152 $22.6K <0.01% -24 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 150 $22.5K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 150 $22.4K 0.03% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 143 $21.3K 0.02% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 131 $19.5K 0.01% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 130 $19.4K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 122 $18.2K <0.01% +111 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 121 $18K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 121 $18K 0.01% +58 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 121 $18K <0.01% -5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 121 $18K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 120 $17.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 113 $17.4K <0.01% -1 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 116 $17.3K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 113 $16.8K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 112 $16.7K 0.01% -15 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 111 $16.5K 0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 105 $15.6K <0.01% +17 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 102 $15.2K 0.02% +9 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $14.9K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 100 $14.9K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 95 $14.2K <0.01% -27 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 91 $13.6K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 90 $13.4K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 88 $13.1K <0.01% +19 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 80 $13K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 82 $12.2K <0.01% +5 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 73 $10.8K 0.01% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 70 $10.4K <0.01% -160 13F-HR Timeline TOBAM More: the full row for TOBAM 65 $10K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAGCO, INC. More: the full row for DAGCO, INC. 66 $9.84K <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 66 $9.79K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 65 $9.69K <0.01% +4 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 64 $9.54K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 60 $8.94K <0.01% +6 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 58 $8.64K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 56 $8.35K <0.01% -20 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 56 $8.35K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 56 $8.27K <0.01% +6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 55 $8.2K <0.01% -5 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 55 $8.2K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 53 $7.9K <0.01% +40 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 52 $7.75K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 51 $7.63K <0.01% -14 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 49 $7.26K 0.04% +1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 47 $7K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 45 $6.71K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $6.56K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 46 $6K <0.01% +5 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $5.96K <0.01% 0 13F-HR Timeline