GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,621 $205K 0.02% -633 13F-HR/A Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,620 $205K 0.02% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,592 $201K 0.06% -962 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,589 $201K <0.01% -1,444 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,582 $200K 0.01% +80 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,546 $195K 0.02% +440 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,537 $194K 0.01% +74 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,438 $182K <0.01% -118 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,375 $174K <0.01% +119 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,277 $161K <0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,188 $150K 0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,182 $149K 0.06% +33 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,155 $147K <0.01% -221 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 1,092 $139K 0.09% +23 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,096 $139K 0.09% +103 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,088 $138K 0.04% +13 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,043 $132K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,038 $131K <0.01% -174 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 985 $125K <0.01% +102 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 959 $121K <0.01% +457 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 942 $119K 0.03% +425 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 921 $116K 0.01% +901 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 920 $116K 0.04% -325 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 900 $114K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 895 $113K 0.01% -22 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 875 $111K 0.05% -2,431 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 853 $108K 0.02% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 840 $106K <0.01% +140 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 677 $92.4K <0.01% -9 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 727 $91.9K <0.01% +78 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 703 $88.9K <0.01% +58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 620 $78.4K <0.01% +145 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 591 $74K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 555 $70.2K 0.04% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 550 $69.5K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 535 $67.6K <0.01% +24 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 534 $67.5K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 527 $67K <0.01% -179 13F-HR Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 509 $64.4K 0.05% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 494 $62K <0.01% -252 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 490 $62K 0.04% -195 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 485 $61.3K <0.01% +107 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 465 $58.8K 0.03% +250 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 460 $58.2K 0.01% +135 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 453 $57.3K 0.01% -8 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 410 $51.8K <0.01% -1,590 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 405 $51.7K <0.01% -282 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 405 $51.2K <0.01% +14 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 400 $50.6K 0.01% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 400 $50.6K 0.03% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 362 $45.8K +11 Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 354 $44.8K 0.02% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 350 $44.3K <0.01% +50 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 350 $44.3K <0.01% -9 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 342 $43.2K <0.01% +131 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 308 $40K 0.03% -92 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 315 $39.8K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 309 $39.1K +268 Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 308 $38.9K 0.02% 0 13F-HR/A Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 300 $37.9K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 300 $37.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 285 $36K <0.01% -367 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 288 $36K 0.01% +8 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 200 $35.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 256 $32.4K <0.01% +219 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 250 $31.6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 236 $29.8K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 231 $29.2K 0.02% +51 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 203 $25.7K <0.01% -83 13F-HR Timeline USCF Advisers LLC More: the full row for USCF Advisers LLC 200 $25.3K 2.43% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 200 $25.3K 0.02% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 198 $25K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 190 $24K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 187 $23.6K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 185 $23.6K <0.01% -77 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. 184 $23K <0.01% -4,502 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 176 $22.3K 0.01% -3 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 163 $20.6K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 160 $20.2K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 147 $19K <0.01% -2,102 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 150 $19K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 149 $18.8K <0.01% -72 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 146 $18.5K <0.01% -18,784 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 144 $18.2K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 134 $16.9K <0.01% -1,820 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 132 $16.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 125 $15.8K <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 123 $15.6K <0.01% -52 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 121 $15.3K <0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 117 $14.8K <0.01% -191 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 108 $14K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 105 $13.3K <0.01% +1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 102 $12.9K <0.01% -425 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 101 $12.8K 0.01% -109 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 100 $12.6K <0.01% -8 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 100 $12.6K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 100 $12.6K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $12.6K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 100 $12.6K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $12.6K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 93 $11.8K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 84 $11K <0.01% +32 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 83 $10.5K <0.01% -114 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 78 $9.86K <0.01% +16 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 76 $9.61K <0.01% +7 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 75 $9.48K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 75 $9.48K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $9.48K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 72 $9.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 71 $8.98K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 71 $8.98K <0.01% -36 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 70 $8.85K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 69 $8.72K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 67 $8.47K <0.01% -64 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 58 $7.33K <0.01% -289 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55 $6.95K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 50 $6.32K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 50 $6.32K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 49 $6.2K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 44 $5.56K <0.01% -5 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 42 $5.31K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 41 $5.18K <0.01% -135 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $5.18K <0.01% +14 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 40 $5.06K 0.03% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 43 $5K <0.01% new 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 39 $4.93K <0.01% +7 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 613,059 $4.85K 0.74% -109,701 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 38 $4.8K <0.01% +24 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 38 $4.8K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $4.8K <0.01% -7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 36 $4.55K <0.01% +18 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 34 $4.3K <0.01% +32 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 34 $4.3K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 24 $4.23K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 32 $4.08K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $4.05K <0.01% +1 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 32 $4K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27 $3.41K <0.01% +26 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 27 $3.41K <0.01% -65 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 27 $3.41K <0.01% +2 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 25 $3.16K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 25 $3.16K <0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $3.16K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $3.16K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 24 $3.03K <0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21 $3K <0.01% -21 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $3K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 22 $2.78K <0.01% -3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $2.78K <0.01% +22 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 22 $2.78K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20 $2.53K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20 $2.53K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 20 $2.53K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $2.28K <0.01% +1 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 15 $1.9K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $1.9K <0.01% +5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13 $1.64K <0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 13 $1.64K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 13 $1.64K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 12 $1.63K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $1.52K <0.01% -3 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 12 $1.52K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 12 $1.52K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 11 $1.39K <0.01% -20 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 11 $1.39K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10 $1.26K <0.01% -76 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 10 $1.26K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 9 $1.23K 0.07% -5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9 $1.09K <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $1.02K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $1.01K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 8 $1.01K <0.01% new 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 8 $1.01K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $918 <0.01% +5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6 $851 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 665 $759 <0.01% +659 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 6 $759 <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $759 <0.01% 0 13F-HR/A Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 6 $759 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5 $632 <0.01% -1,750 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $632 <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5 $632 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 5 $632 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5 $631 <0.01% -44 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4 $509 <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 4 $506 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4 $506 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4 $506 <0.01% +3 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4 $506 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $380 <0.01% -1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3 $380 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $379 <0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 3 $379 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $379 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $259 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2 $253 <0.01% -98 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $253 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2 $253 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $253 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $186 <0.01% new 13F-HR Timeline