Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 512 $74.4K 0.03% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 509 $74K 0.01% -5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 505 $73.4K <0.01% +12 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 497 $72.2K <0.01% +13 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 496 $72K <0.01% +182 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 487 $70.8K 0.01% +80 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 466 $67.7K <0.01% +143 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 461 $67K <0.01% -119 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 444 $64.5K <0.01% +52 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 409 $59.4K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 392 $57K <0.01% +372 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 382 $56.6K 0.01% +18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 379 $55.1K <0.01% -4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 369 $53.6K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 368 $53.5K <0.01% -1,891 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 350 $50.9K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 346 $50.3K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 341 $49.5K <0.01% +16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 329 $47.8K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 309 $45K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 302 $43.9K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 293 $42.6K <0.01% -294 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 275 $40K <0.01% +258 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 260 $37.8K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 258 $37.5K <0.01% +234 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 249 $36.4K <0.01% -1,293 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 230 $33.4K 0.01% +153 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 230 $33.4K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 228 $33.1K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 217 $32K 0.01% +2 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $29.1K 0.02% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 186 $27.6K <0.01% +84 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 186 $27.5K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 187 $27K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 183 $27K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 184 $26.7K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 180 $26.2K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 175 $25.5K <0.01% -15 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 171 $25K <0.01% -123 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 160 $23.2K <0.01% new 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 152 $22.1K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 153 $22K <0.01% -1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 151 $21.9K 0.01% +4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 150 $21.9K <0.01% -25 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 142 $20.6K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 138 $20.1K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 134 $19.5K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 134 $19.5K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 127 $19K 0.01% -148 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 129 $18.8K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 125 $18.2K <0.01% -1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 123 $17.8K 0.02% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 110 $16K <0.01% +30 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 107 $15.5K <0.01% -10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 107 $15.5K <0.01% -13 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 105 $15.5K <0.01% -8 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 105 $15.3K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 104 $15.1K 0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 104 $15.1K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 97 $14.1K <0.01% -21 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 97 $14.1K <0.01% +5 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 96 $13.9K <0.01% +37 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 91 $13.2K <0.01% -21 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 91 $13.2K 0.01% +33 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 88 $12.8K <0.01% +4 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 85 $12.4K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 82 $11.9K 0.01% +18 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 80 $11.6K 0.01% +6 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 79 $11.5K <0.01% +12 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 79 $11K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 75 $10.9K <0.01% +10 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 70 $10.2K <0.01% +2 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 70 $10.2K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 69 $10K 0.01% +24 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 68 $9.88K <0.01% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 66 $9.66K <0.01% +49 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 64 $9.3K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 59 $8.57K <0.01% -76 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 59 $8.57K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 52 $7.56K <0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 52 $7.56K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 50 $7.26K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 49 $7.12K <0.01% +14 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $7.12K <0.01% -74 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 51 $7K <0.01% +18 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 50 $7K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 47 $6.83K <0.01% -17 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 47 $6.83K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 47 $6.83K <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 45 $6.54K 0.01% +20 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 44 $6.39K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $6.1K <0.01% +8 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 41 $5.96K <0.01% -3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 39 $5.67K <0.01% -4 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 38 $5.52K <0.01% +31 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 36 $5.23K <0.01% -244 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35 $5.09K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $5.09K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 34 $4.94K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 29 $4.21K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 29 $4.21K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27 $3.92K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $3.63K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 25 $3.6K <0.01% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 24 $3.49K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 24 $3.49K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 24 $3.47K <0.01% -94 13F-HR Timeline MOTCO More: the full row for MOTCO 23 $3.34K <0.01% +5 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 23 $3.34K <0.01% -3 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 22 $3.2K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 22 $3.2K <0.01% -1 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 21 $3.05K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 20 $2.96K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $2.91K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 19 $2.76K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 19 $2.76K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 18 $2.62K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 17 $2.47K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 17 $2.47K <0.01% +13 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 16 $2.33K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 16 $2.33K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $2.04K <0.01% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 14 $2.03K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14 $2.03K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13 $1.89K <0.01% +4 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13 $1.89K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $1.89K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $1.79K <0.01% -1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 12 $1.74K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12 $1.74K <0.01% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 12 $1.74K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $1.6K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $1.6K <0.01% +4 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 11 $1.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 11 $1.58K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10 $1.45K <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $1.45K <0.01% -5 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9 $1.42K <0.01% -7 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $1.31K <0.01% +7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $1.31K <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9 $1.31K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 9 $1.31K <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $1.16K <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8 $1.16K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $1.16K <0.01% +4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.03K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7 $1.02K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7 $1.02K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6 $872 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $872 <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6 $872 <0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5 $744 <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 5 $727 <0.01% -50 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5 $726 <0.01% -1 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 4 $582 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4 $581 <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3 $436 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3 $436 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $436 <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3 $436 <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $291 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $291 <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2 $291 <0.01% -15 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $146 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $146 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1 $146 <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1 $145 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1 $122 <0.01% new 13F-HR Timeline