Fruth Investment Management More: the full row for Fruth Investment Management 2,150 $307K 0.08% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,135 $306K 0.03% -8 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,125 $304K 0.21% -2,989 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,089 $299K <0.01% +57 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 2,076 $297K 0.04% +577 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 2,051 $294K 0.07% +1,838 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,044 $293K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,020 $289K <0.01% +50 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,014 $288K <0.01% -5,770 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,008 $288K <0.01% -102 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,001 $287K <0.01% +163 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,000 $286K <0.01% -1,088,892 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,990 $285K +116 Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,990 $285K 0.03% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,981 $284K 0.02% +28 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,980 $284K 0.01% +33 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,796 $279K 0.21% -300 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,940 $278K 0.02% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,939 $278K 0.12% -2 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,933 $277K 0.02% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,931 $277K 0.03% +222 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,928 $276K 0.02% +7 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,927 $276K 0.03% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,910 $274K 0.16% -59 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,904 $273K 0.02% -7 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,900 $272K 0.25% +1,600 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,887 $270K 0.01% +247 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,902 $269K 0.01% -128 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,878 $269K 0.01% -285 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,870 $268K <0.01% +127 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,859 $266K 0.08% -100 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,841 $264K 0.52% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,836 $263K 0.02% -16 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,818 $260K <0.01% new 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,790 $256K 0.17% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,781 $255K 0.02% +231 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,780 $255K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,778 $255K 0.01% -33 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,776 $254K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,765 $253K 0.02% +225 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,750 $251K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,724 $247K 0.01% +502 13F-HR/A Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,715 $246K 0.01% -32,849 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,710 $245K <0.01% +10 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,683 $241K 0.15% new 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,670 $239K 0.22% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,643 $235K 0.04% +141 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,633 $234K 0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,627 $233K <0.01% new 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,610 $231K 0.01% new 13F-HR/A Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,575 $226K 0.05% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,558 $223K <0.01% -451 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,554 $223K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,550 $222K <0.01% -124 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,544 $221K 0.06% -3,726 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,532 $219K <0.01% +119 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,529 $219K 0.01% +6 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,528 $219K <0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,515 $217K 0.18% -408 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,507 $216K <0.01% +8 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,506 $216K 0.07% +78 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,502 $215K <0.01% +1 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,500 $215K 0.02% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,495 $214K 0.01% 0 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,493 $214K 0.14% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,491 $214K 0.08% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,486 $213K 0.03% +22 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,486 $213K 0.1% -24 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,486 $213K 0.04% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,470 $212K 0.04% +532 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,484 $212K 0.05% -56 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,475 $211K 0.04% +171 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 $209K 0.02% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,456 $209K 0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,454 $208K 0.01% +43 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,450 $208K 0.02% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,435 $206K 0.01% -245 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,430 $205K 0.01% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,428 $205K 0.02% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,428 $205K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,427 $204K 0.01% +30 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,423 $204K 0.04% +17 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,420 $203K <0.01% -562 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,400 $201K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,363 $195K <0.01% +1,268 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,231 $176K <0.01% -571 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,196 $174K <0.01% +200 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,182 $169K 0.01% +80 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,155 $165K 0.03% -20 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,150 $165K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,093 $157K 0.02% +5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,074 $154K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,014 $145K 0.02% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,000 $143K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 989 $142K 0.02% -44 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 819 $119K <0.01% -273 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 811 $116K <0.01% +208 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 804 $115K 0.1% 13F-HR/A Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 765 $110K 0.03% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 761 $108K <0.01% +24 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 744 $107K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 724 $104K <0.01% +98 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 705 $101K <0.01% -16 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 704 $101K 0.02% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 700 $100K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 698 $100K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 669 $95.8K <0.01% -172 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 651 $93.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 651 $93K 0.06% -1,538 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 600 $85.9K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 561 $80.4K 0.01% -27 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 549 $78.7K 0.01% +7 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 543 $77.8K <0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 518 $72K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $71.6K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 493 $70.6K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 472 $67.6K 0.04% +7 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 470 $67.4K 0.01% +26 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 467 $66.9K 0.01% +174 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 453 $64.9K <0.01% +51 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 445 $64K <0.01% +45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 400 $57.3K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 381 $54.6K 0.01% -17 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 375 $53.7K <0.01% new 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 375 $53.7K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 383 $53.5K <0.01% +3 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 369 $53.2K 0.03% -44 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 311 $44.6K 0.03% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 305 $43.7K <0.01% +5 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 293 $42K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 281 $40.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 269 $39K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 266 $38.1K <0.01% -98 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 257 $36.8K 0.01% -170 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 251 $35.9K <0.01% +3 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 237 $33.9K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 229 $32.8K <0.01% -63 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 226 $32K <0.01% -5,907 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 210 $30.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 208 $29.8K <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 205 $29.4K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 200 $28.6K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $28.6K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 200 $28.6K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 200 $28.6K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 200 $28.6K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 199 $28.5K 0.03% +97 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 185 $26.5K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 183 $26.2K <0.01% +21 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 168 $24.5K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 169 $24.2K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 169 $24.2K 0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 161 $23.1K <0.01% +6 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 151 $22K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 150 $21.6K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 150 $21.5K 0.03% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 147 $21K <0.01% -486 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 130 $18.6K 0.01% 0 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 126 $18K <0.01% +5 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 125 $17.9K 0.02% -18 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 124 $17.8K <0.01% +2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 120 $17.2K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 116 $16.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 113 $16.5K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 113 $16.1K <0.01% -8 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 112 $16K 0.01% +1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 112 $16K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 111 $15.9K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 110 $15.8K <0.01% -42 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 105 $15K <0.01% +45 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $14.3K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 100 $14.3K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 99 $14.2K <0.01% -131 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 97 $13.9K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 97 $13.9K <0.01% -299 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 91 $13K <0.01% -14 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 91 $13K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 86 $12.3K <0.01% -381 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 85 $12.2K <0.01% +30 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 79 $11.3K <0.01% -3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 78 $11.2K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 78 $11.2K <0.01% +13 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 80 $11K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 75 $10.7K <0.01% new 13F-HR/A Timeline DAGCO, INC. More: the full row for DAGCO, INC. 66 $9.45K <0.01% 0 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 $9.17K <0.01% 0 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 62 $8.88K <0.01% new 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 60 $8.59K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 60 $8.59K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 60 $8.52K <0.01% +4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 56 $8.02K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 55 $7.88K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 55 $7.88K <0.01% -305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 53 $7.59K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 53 $7.59K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 53 $7.59K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 52 $7.45K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 51 $7.3K <0.01% +41 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 50 $7.16K <0.01% -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