Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,760 $418K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,760 $418K 0.01% +288 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,738 $413K 0.06% -1,778 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,721 $409K 0.15% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,708 $406K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,700 $404K 0.01% +225 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,694 $402K 0.14% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,689 $401K 0.09% -32 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,681 $399K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,635 $388K 0.01% -270 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,625 $386K 0.01% +315 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,615 $384K 0.03% +2 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,615 $384K 0.01% -248 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,613 $383K 0.07% -16 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,604 $381K 0.01% +50 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,603 $381K 0.09% +558 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,595 $379K 0.02% -9 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,590 $378K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,590 $378K 0.11% +24 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,572 $373K <0.01% -100 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,571 $373K 0.05% 0 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,559 $370K 0.03% +381 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,544 $367K 0.01% -23,042 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,534 $364K 0.1% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,525 $362K 0.01% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,515 $360K 0.01% +3 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,514 $360K <0.01% -64 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,510 $359K 0.09% 0 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,503 $357K 0.02% +164 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,525 $356K 0.01% 0 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,491 $354K 0.01% +448 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,483 $352K <0.01% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,433 $351K 0.18% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,472 $350K 0.04% -16 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,470 $349K 0.01% 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,455 $346K 0.09% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,450 $344K 0.06% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,450 $344K 0.05% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,432 $340K 0.01% +1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,428 $339K 0.01% -102 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,426 $339K 0.01% -4 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,424 $338K 0.02% -334 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,402 $333K 0.04% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,393 $331K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,376 $320K 0.01% -53 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,345 $319K 0.09% +245 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,047 $319K 0.02% -2 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,334 $317K 0.04% -326 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,019 $316K 0.1% -4 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,328 $315K 0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,315 $312K 0.02% -7 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,313 $312K <0.01% -469 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,306 $310K 0.01% +20 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,304 $310K 0.02% +4 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,292 $307K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,285 $305K <0.01% +58 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,280 $304K 0.09% -200 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,275 $303K 0.14% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,268 $301K 0.08% -7 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,268 $301K 0.06% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,265 $300K 0.03% +7 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,261 $299K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,257 $299K 0.02% +18 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,257 $299K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,264 $295K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,238 $294K 0.04% +3 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,235 $293K 0.05% -25 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,230 $292K 0.14% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,230 $292K 0.05% +27 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,215 $289K 0.01% +4 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,175 $288K 0.09% +5 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,209 $287K 0.02% +37 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,208 $287K 0.01% -173 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,203 $286K 0.02% -21 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,200 $285K 0.08% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,194 $284K <0.01% +25 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,167 $277K <0.01% +99 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,165 $277K 0.05% +5 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,164 $277K 0.12% +79 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,150 $273K 0.05% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,150 $273K 0.07% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,148 $273K 0.18% -56 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,144 $272K 0.04% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,143 $272K 0.15% +7 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,142 $271K 0.03% +156 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,139 $271K 0.03% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,135 $270K 0.09% -79 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,129 $268K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,128 $268K <0.01% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 1,108 $263K 0.16% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,107 $263K 0.04% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,106 $263K <0.01% +29 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,097 $261K 0.03% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 861 $260K 0.01% -147 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,094 $260K 0.08% -1,123 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,089 $259K 0.04% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,085 $258K <0.01% -150 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,080 $257K <0.01% 0 13F-HR Timeline Group First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,079 $256K 0.14% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,073 $255K 0.06% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,067 $253K 0.03% -21 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,062 $252K <0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,059 $252K 0.02% +31 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,056 $251K 0.04% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,052 $250K 0.01% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,051 $250K 0.06% -56 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,047 $249K 0.09% +138 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,042 $248K 0.01% +165 13F-HR Timeline Trust Co More: the full row for Trust Co 1,039 $247K 0.02% -40 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,038 $247K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,027 $244K 0.05% -4,047 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,019 $242K <0.01% -6,663 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,016 $241K 0.1% +8 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,013 $241K 0.05% -9 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 450 $239K 0.06% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,006 $239K 0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,005 $239K <0.01% -12 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,005 $239K 0.01% -188 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 1,002 $238K 0.21% -1 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,000 $238K <0.01% 0 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 1,000 $238K 0.04% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,000 $238K 0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,000 $238K 0.06% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 995 $236K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 990 $235K 0.02% +19 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 986 $234K 0.01% +18 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 985 $234K <0.01% +7 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 981 $233K <0.01% -41 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 970 $230K 0.02% +460 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 966 $229K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 962 $228K <0.01% -42 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 955 $227K 0.01% -57 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 948 $225K 0.09% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 945 $224K 0.01% +21 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 944 $224K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 939 $223K 0.01% +190 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 937 $223K 0.02% +55 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 934 $222K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 919 $218K 0.01% -46 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 913 $217K 0.02% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 910 $216K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 908 $216K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 908 $216K 0.02% -115 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 904 $215K 0.07% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 902 $214K 0.01% new 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 900 $214K 0.16% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 880 $209K 0.01% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 875 $208K 0.01% -25 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 869 $206K 0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 861 $205K <0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 859 $204K <0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 846 $201K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 843 $200K 0.02% +23 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 839 $199K 0.01% +838 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 816 $194K 0.01% +736 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 800 $190K 0.06% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 792 $188K 0.06% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 740 $177K 0.04% +23 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 725 $172K 0.02% +27 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 701 $167K <0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 688 $164K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 685 $163K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 677 $161K <0.01% -23 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 670 $159K 0.15% +191 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 662 $157K 0.1% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 654 $155K <0.01% -38 13F-HR Timeline NBH Bank More: the full row for NBH Bank 599 $142K 0.06% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 569 $135K <0.01% +3 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 563 $134K 0.02% +215 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 557 $132K <0.01% -172 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 550 $131K 0.01% +463 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 538 $128K 0.01% -4 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 538 $128K 0.06% -3,082 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 527 $125K 0.03% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $119K <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 500 $119K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 480 $114K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 475 $113K 0.05% +14 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 447 $106K 0.06% -2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 445 $106K 0.01% +381 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 426 $101K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 419 $99.5K 0.02% +19 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 417 $99.2K <0.01% +85 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 415 $98.6K 0.01% +26 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 390 $93K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 390 $92.7K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 375 $89.1K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 370 $87.9K 0.07% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 364 $86.5K <0.01% +7 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 351 $83K 0.05% -100 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 348 $82.7K 0.02% +142 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 347 $82.4K 0.01% +83 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 400 $77K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 289 $68.6K <0.01% -43 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 283 $67.2K 0.01% -17 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 283 $67.2K 0.01% new 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. 282 $67K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 276 $65.6K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 270 $64K <0.01% -3,833 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 269 $63.9K 0.02% new 13F-HR Timeline