MAI Capital Management More: the full row for MAI Capital Management 91 $154K <0.01% +1 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 90 $152K <0.01% -52 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 88 $149K <0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 81 $137K 0.07% +3 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 71 $120K 0.07% -43 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $105K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 61 $103K <0.01% +57 13F-HR Timeline Quarry LP More: the full row for Quarry LP 61 $103K 0.02% +50 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 59 $99.7K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59 $99.7K <0.01% +4 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 56 $95K 0.06% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 53 $89.6K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 53 $89.6K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 50 $84.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $84.5K 0.02% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 41 $72.6K <0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 42 $71K 0.05% -143 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 42 $71K 0.02% -136 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 39 $65.9K <0.01% +19 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 39 $65.9K <0.01% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 38 $64.2K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37 $62.6K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 36 $60.9K <0.01% -24 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 36 $60.9K 0.01% -5 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 33 $55.8K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 32 $54.1K 0.01% +24 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31 $52.4K <0.01% +14 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 31 $52.4K 0.04% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 34 $51.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 30 $50.7K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 30 $50.7K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 29 $49K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 28 $47.3K 0.01% +1 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 28 $47.3K 0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 28 $46K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27 $45.6K <0.01% +6 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 27 $45.6K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 26 $44K <0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 25 $42.3K 0.02% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 25 $42.3K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 25 $42.3K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 24 $41K 0.01% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BFSG, LLC More: the full row for BFSG, LLC 23 $38.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22 $37.2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20 $33.8K <0.01% -3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $33.8K 0.01% +4 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 20 $33.8K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 20 $33.8K 0.01% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 20 $33.8K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19 $32.1K <0.01% -34 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 19 $32.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $30.4K <0.01% +3 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 18 $30.4K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 18 $30.4K 0.02% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 17 $30.1K <0.01% +6 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $29K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 17 $28.7K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $27.1K <0.01% +10 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16 $27.1K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 16 $27.1K 0.01% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 16 $27.1K 0.01% 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16 $27K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 16 $27K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 15 $25.4K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 15 $25.4K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 15 $25.4K 0.02% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 15 $25.3K 0.01% +4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 14 $24K 0.01% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14 $23.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14 $22.8K <0.01% +3 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13 $22K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 13 $22K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $20.3K 0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 12 $19.6K 0.02% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 11 $18.6K <0.01% -26 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11 $18.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 11 $18.2K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 13 $17.6K 0.02% 0 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 10 $16.9K 0.01% -1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9 $15.2K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 9 $15.2K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 8 $13.5K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $13.5K <0.01% +1 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 8 $13.5K 0.01% 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 7 $11.8K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7 $11.8K <0.01% +5 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6 $10.1K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6 $10.1K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6 $10.1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $10.1K <0.01% +3 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6 $10.1K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6 $10.1K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6 $10.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6 $10.1K <0.01% -2 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 6 $10.1K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $10.1K <0.01% +1 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6 $10.1K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $8.72K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 5 $8.45K <0.01% +2 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 5 $8.45K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 5 $8.45K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 5 $8.45K 0.01% 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 5 $8.45K -48 Timeline Avion Wealth More: the full row for Avion Wealth 5 $8K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 4 $7K 0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4 $6.76K <0.01% -690 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $6.76K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4 $6.76K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4 $6.76K <0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $6.76K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $6.76K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $6.76K 0.01% -9 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3 $6K <0.01% 0 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3 $5.07K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3 $5.07K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3 $5.07K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3 $5.07K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3 $5.07K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $5.07K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 3 $5.07K 0.02% -7 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3 $5.07K <0.01% +1 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $5.07K <0.01% 13F-HR/A Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3 $5K <0.01% 0 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $4.62K <0.01% -4,060 13F-HR/A Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3 $4.35K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $3.47K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $3.38K <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $3.38K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2 $3.38K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $3.38K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2 $3.38K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $3.38K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $3.38K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2 $3.38K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2 $3.38K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $3.13K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $1.81K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1 $1.69K <0.01% new 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1 $1.69K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1 $1.69K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $1.69K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $1.69K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $1.69K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $1.69K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1 $1.69K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $1.69K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1 $1.69K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $1.69K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1 $1.69K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $1.69K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $1.69K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1 $1.69K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $1.69K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1 $1.69K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $1.69K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1 $1.69K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1 $1.69K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $1.69K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1 $1.69K <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.