Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,711 $406K 0.05% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,686 $400K 0.01% +481 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,679 $398K 0.02% -385 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,676 $398K <0.01% +223 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,670 $396K 0.03% -1,113 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,670 $396K 0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,576 $394K 0.02% +248 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,659 $394K 0.02% +100 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,652 $392K <0.01% +56 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,625 $386K 0.12% +185 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,679 $384K 0.01% +119 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,608 $382K 0.02% +30 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,598 $379K <0.01% +716 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,597 $379K 0.02% -245 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,571 $373K 0.04% -683 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,567 $372K 0.01% +57 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,564 $371K 0.09% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,563 $371K 0.03% +608 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,563 $371K 0.07% -1 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,552 $368K 0.04% +121 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,543 $366K <0.01% -1,041 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,541 $366K 0.02% +56 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,527 $362K 0.05% +198 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,520 $361K 0.13% -5 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,520 $361K 0.08% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,500 $357K 0.01% -1,600 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,500 $356K 0.03% +500 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 1,486 $353K 0.01% -790 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 1,486 $353K 0.04% -105 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,466 $348K 0.09% +44 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,451 $344K 0.17% +6 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,448 $344K 0.09% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,445 $343K 0.04% -22 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,441 $342K <0.01% 0 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,431 $340K 0.22% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,429 $339K 0.02% +54 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,424 $338K 0.01% +58 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,396 $331K 0.02% +47 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,394 $331K 0.12% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,394 $331K 0.02% -4 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,386 $329K 0.05% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,383 $328K 0.03% -1,001 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,369 $325K 0.07% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,363 $323K 0.01% -41 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,355 $322K 0.03% -56 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,351 $321K <0.01% +114 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,348 $320K 0.05% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,342 $318K 0.03% +7 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,341 $318K 0.06% +17 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,338 $318K 0.01% -34 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,334 $317K <0.01% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,333 $316K 0.13% +18 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,327 $316K 0.06% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,321 $314K 0.1% -187 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,297 $308K 0.14% +10 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 1,291 $307K <0.01% +793 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,270 $301K 0.05% +203 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,270 $301K 0.03% -2,451 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,266 $300K 0.04% -10 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,248 $296K 0.03% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,247 $296K 0.01% +234 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,225 $291K <0.01% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,223 $290K 0.22% +234 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 1,222 $290K 0.05% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,218 $289K <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,208 $288K <0.01% new 13F-HR Timeline Group Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,206 $286K 0.23% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 1,200 $285K 0.13% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,200 $285K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,197 $284K 0.01% +49 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,189 $282K 0.01% -494 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 1,184 $281K 0.04% -111 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 1,158 $275K <0.01% -2,361 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,155 $274K <0.01% -102 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,147 $272K 0.07% -923 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,147 $272K 0.04% +1 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,141 $271K 0.01% -27 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,134 $269K 0.01% -463 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,131 $269K 0.08% +15 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,115 $265K 0.01% +129 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,109 $263K 0.03% +55 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,101 $261K <0.01% +200 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,098 $261K 0.01% -4 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,098 $261K 0.02% +6 13F-HR Timeline Group Tenzing Financial LLC More: the full row for Tenzing Financial LLC 1,122 $257K 0.18% +9 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,076 $254K <0.01% +21 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,068 $253K 0.05% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,057 $251K 0.03% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,053 $250K 0.07% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,050 $249K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,044 $248K 0.02% +285 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,039 $247K <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,005 $240K 0.01% -998 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,000 $237K 0.03% +83 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,000 $237K <0.01% 0 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 1,000 $237K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $237K 0.02% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 998 $237K 0.13% +24 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 993 $237K 0.04% +33 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 984 $234K 0.13% 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 995 $233K 0.05% -550 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 980 $233K 0.02% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 980 $233K 0.02% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 976 $232K 0.01% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 977 $232K 0.03% -2,211 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 967 $230K 0.01% +91 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 963 $229K 0.14% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 951 $226K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 951 $226K 0.01% +2 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 944 $224K 0.05% +61 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 938 $223K 0.03% -16 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 941 $223K 0.01% -100 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 941 $223K 0.04% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 933 $221K 0.01% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 930 $221K 0.05% +3 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 928 $221K 0.01% new 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 924 $219K <0.01% -2,836 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 918 $218K <0.01% +26 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 909 $216K <0.01% +95 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 906 $215K <0.01% new 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 903 $214K 0.03% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 900 $214K 0.06% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 899 $213K 0.05% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 889 $212K 0.04% -21 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 913 $212K 0.2% -279 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 892 $212K <0.01% -55 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 928 $211K 0.01% -16 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 885 $210K 0.02% -21 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 882 $209K 0.11% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 881 $209K 0.11% -6 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 879 $209K 0.07% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 870 $206K 0.15% -4 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 867 $206K <0.01% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 862 $205K 0.25% -172 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 860 $204K 0.03% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 849 $202K 0.01% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 846 $201K 0.18% -164 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 830 $197K 0.1% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 764 $181K <0.01% -130 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 750 $178K 0.03% +375 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 747 $177K <0.01% +81 13F-HR Timeline Group Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 682 $162K 0.01% -792 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 622 $148K 0.01% +561 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 602 $143K 0.01% +40 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 600 $142K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 570 $135K <0.01% +36 13F-HR Timeline Group SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 548 $130K 0.01% +457 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 537 $127K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 529 $125K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 490 $116K <0.01% +19 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 461 $109K 0.02% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 419 $99.4K 0.05% -77 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 389 $92.4K <0.01% -151 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 389 $92.3K 0.01% +6 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 378 $89.7K 0.01% -82 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 370 $87.9K 0.01% +49 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 354 $84K 0.02% -116 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 343 $81.4K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 320 $76.2K 0.01% -131 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 321 $76.2K <0.01% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davis Capital Management More: the full row for Davis Capital Management 308 $73.1K 0.04% +307 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 296 $70.2K 0.01% +143 13F-HR Timeline CX Institutional More: the full row for CX Institutional 288 $68K <0.01% +6 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 284 $67.8K <0.01% -2,229 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 284 $67.4K 0.01% +141 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 278 $66K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 270 $64.1K <0.01% -5 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $64.1K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 238 $56.5K <0.01% -54 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 235 $55.8K 0.02% +5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 214 $51.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 222 $51K 0.01% +3 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 213 $50.6K 0.03% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 277 $49.7K 0.01% +93 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 205 $48.7K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 202 $47.9K 0.01% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 200 $47.5K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 200 $47.5K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 197 $46.8K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 196 $46.5K <0.01% +48 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 187 $44.5K <0.01% +1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 185 $43.9K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 179 $42.5K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 172 $40.8K <0.01% -3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 166 $39.4K 0.01% -66 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 161 $38.2K 0.01% +6 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 159 $37.7K <0.01% +74 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 148 $35.2K <0.01% +133 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 146 $34.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 146 $34.6K <0.01% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 145 $34.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 143 $33.9K <0.01% -4 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 130 $32.4K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 136 $32.3K <0.01% -1 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 127 $30.2K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 123 $29.3K <0.01% +48 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 116 $27.5K <0.01% 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 113 $26.8K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 111 $26.3K <0.01% -2 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 107 $25.4K 0.01% new 13F-HR Timeline