Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 3,863 $288K 0.14% +9 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,859 $288K 0.03% +94 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,843 $286K 0.03% -160 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,837 $286K 0.01% -1,748 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,832 $286K 0.01% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,826 $285K 0.3% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,819 $285K 0.01% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,819 $285K 0.02% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,810 $284K 0.03% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,794 $283K <0.01% +245 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,786 $282K 0.02% +440 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,782 $282K 0.29% -265 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,755 $280K 0.04% +16 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,754 $280K 0.04% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,731 $278K 0.01% -255 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,689 $275K 0.01% -10 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 3,645 $272K 0.38% -10,338 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,610 $269K 0.01% -21 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,609 $269K 0.02% +525 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,604 $268K 0.03% +246 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,602 $268K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,591 $268K 0.15% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,576 $266K 0.01% +205 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,572 $266K 0.02% -1,133 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,572 $266K 0.1% 0 13F-HR Timeline Group Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 3,510 $261K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,494 $260K 0.02% +338 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,493 $260K <0.01% -459 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,489 $260K 0.01% +10 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,485 $260K 0.05% -751 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,484 $260K 0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,479 $259K 0.08% -43 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,475 $259K 0.07% -90 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,467 $258K 0.05% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,464 $258K 0.01% +126 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,450 $257K 0.04% +374 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,433 $256K 0.12% -100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,425 $255K 0.01% +111 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,418 $255K 0.04% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,321 $254K 0.07% -133 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,414 $254K 0.03% -9 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,413 $254K 0.02% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 3,398 $253K 0.01% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,386 $252K 0.02% -61 13F-HR Timeline Group PeakShares LLC More: the full row for PeakShares LLC 3,376 $252K 0.23% +312 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,375 $251K 0.01% +417 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,171 $251K 0.02% +377 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,365 $251K 0.07% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,345 $249K <0.01% +86 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,329 $248K 0.1% -14 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,316 $247K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,310 $247K 0.04% +278 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,304 $246K 0.01% +50 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,290 $245K 0.19% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,276 $244K 0.03% -8,708 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,253 $242K 0.04% +278 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,250 $242K <0.01% +218 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,248 $242K 0.13% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,240 $241K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,228 $240K 0.1% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,225 $240K 0.01% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,220 $240K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,208 $239K 0.04% +28 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 3,200 $238K 0.05% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,198 $238K 0.15% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,191 $238K 0.03% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,186 $237K 0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,941 $237K 0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,167 $236K 0.06% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,154 $235K 0.01% -5,138 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,154 $235K 0.01% +68 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,144 $234K 0.02% +120 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,127 $233K 0.07% +3,007 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,122 $233K 0.04% -400 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,120 $232K 0.04% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,120 $232K 0.02% +45 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,106 $231K 0.02% +3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,102 $231K 0.02% +1,329 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,100 $231K 0.02% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,094 $231K <0.01% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,090 $230K 0.05% +49 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,062 $228K 0.07% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,042 $227K <0.01% -10,400 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,038 $226K 0.08% -300 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,025 $225K 0.01% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,021 $225K 0.03% +360 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,011 $224K 0.08% +83 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,000 $224K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,000 $224K 0.09% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,000 $224K 0.05% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,000 $224K 0.12% -1,500 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,995 $223K 0.03% +6 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,976 $222K 0.02% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,946 $219K 0.02% -177 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,937 $219K <0.01% -8,545 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,926 $218K 0.03% +82 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,677 $218K <0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,911 $217K 0.01% -77 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,902 $216K 0.16% -50 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,922 $215K 0.12% -288 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,870 $214K 0.02% -3,317 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,859 $213K 0.03% +7 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,856 $213K 0.01% +213 13F-HR/A Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,779 $211K 0.07% -856 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,824 $210K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,820 $210K 0.02% new 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 2,819 $210K 0.11% -125 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,816 $210K 0.13% -186 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,811 $209K 0.01% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,805 $209K 0.02% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,796 $208K 0.01% +22 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,782 $207K 0.02% +6 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,753 $207K 0.01% +5 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,762 $206K 0.03% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,754 $205K 0.05% -50 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,746 $205K 0.01% +46 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,737 $204K <0.01% +490 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,732 $204K 0.06% -16 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,729 $203K 0.01% -1 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,723 $203K 0.21% -2,874 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,608 $203K 0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,718 $203K <0.01% +178 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,718 $202K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,591 $202K 0.04% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,710 $202K <0.01% -43 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,710 $202K 0.02% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,700 $201K 0.05% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,699 $201K 0.05% +39 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,699 $201K 0.1% new 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 2,660 $198K 0.12% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,646 $197K 0.03% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,600 $194K 0.32% -414 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,562 $192K 0.12% -651 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,429 $181K 0.02% +993 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,336 $177K <0.01% +19 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,338 $174K 0.51% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,308 $172K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,242 $167K 0.03% +1 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,233 $166K 0.01% -804 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,192 $163K 0.01% -2,612 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,181 $162K 0.16% -1,986 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,114 $157K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,100 $156K 0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,095 $156K 0.01% -2 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,000 $149K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,932 $144K 0.09% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,916 $143K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,881 $140K 0.01% +3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,693 $126K 0.04% -3 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,636 $122K 0.01% +156 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,632 $122K 0.02% +36 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,630 $121K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,628 $121K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,615 $120K 0.01% +1,177 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,565 $117K 0.01% +95 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,573 $117K 0.02% +1 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,514 $113K <0.01% -13,430 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,500 $112K 0.02% 0 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,495 $111K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,483 $111K 0.01% -34 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,473 $110K 0.03% +60 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,469 $109K 0.03% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,462 $109K 0.07% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,460 $109K 0.01% +70 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,459 $109K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,437 $107K 0.01% +26 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,407 $105K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,360 $104K <0.01% -100 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,352 $101K <0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 1,325 $98.7K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,318 $98.3K 0.04% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,310 $98K <0.01% +24 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,178 $95K 0.01% -21,268 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,250 $93.1K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,241 $92.5K 0.03% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,232 $91.8K 0.05% -969 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,195 $89K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,189 $88.6K 0.02% +294 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,183 $88.1K 0.03% +975 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,164 $86.7K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,163 $86.6K 0.04% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,142 $85.1K 0.01% +31 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,111 $82.8K 0.01% +187 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,058 $78.8K 0.06% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,050 $78.2K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,031 $76.8K 0.01% +91 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,018 $75.8K 0.01% +6 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,016 $75.7K <0.01% -177 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,039 $75.4K 0.01% -3 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,001 $74.6K 0.02% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $74.5K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 983 $73.2K 0.03% -51 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 980 $73K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 978 $73K 0.05% -1,767 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 937 $69.8K 0.02% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 906 $67.5K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 895 $66K 0.02% -53 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 893 $66K 0.01% +563 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 874 $65.1K 0.05% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 863 $64.3K 0.01% +1 13F-HR Timeline