Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 500 $13.6K <0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 500 $13.6K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 498 $13.5K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 487 $13.2K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 500 $13K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 473 $12.9K 0.01% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 465 $12.6K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 440 $12K <0.01% -160 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 428 $11.6K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 424 $11.5K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 420 $11.4K 0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 419 $11.4K 0.01% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 417 $11K <0.01% +2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 402 $10.9K <0.01% -20 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 400 $10.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transce3nd, LLC More: the full row for Transce3nd, LLC 400 $10.9K <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 382 $10.4K 0.01% +84 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 380 $10.3K <0.01% 0 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 377 $10.2K <0.01% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 370 $10.1K <0.01% -89 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 361 $9.82K <0.01% -1,434 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 359 $9.76K 0.01% -49 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 356 $9.68K <0.01% 0 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 352 $9.57K <0.01% -434 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 350 $9.52K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 329 $8.95K <0.01% +218 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 326 $8.86K <0.01% +136 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 312 $8.48K <0.01% +150 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 302 $8.21K <0.01% +2 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 300 $8.16K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 282 $7.67K <0.01% +282 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 280 $7.61K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 264 $7.3K <0.01% +2 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 210 $7.09K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 250 $6.8K <0.01% -70 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 249 $6.78K <0.01% -151 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 248 $6.74K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 247 $6.72K <0.01% -277 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 221 $6.65K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 228 $6.2K <0.01% -100 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 219 $6K <0.01% +135 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 220 $5.98K <0.01% -7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 219 $5.96K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 208 $5.66K <0.01% -16 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 204 $5.55K <0.01% -252 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 202 $5.49K <0.01% +20 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 200 $5.45K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 200 $5.44K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 200 $5.44K <0.01% +100 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 200 $5.44K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $5.44K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 198 $5.38K <0.01% -17 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 197 $5.36K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $5.2K <0.01% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 185 $5.03K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 183 $4.98K <0.01% -129,963 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 183 $4.98K <0.01% -1,818 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 180 $4.89K <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 180 $4.89K <0.01% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 177 $4.81K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 173 $4.7K <0.01% -29 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 165 $4.49K <0.01% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 160 $4.35K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 160 $4.35K <0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 160 $4.35K <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 155 $4.18K <0.01% -60 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 150 $4.08K <0.01% -160 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 149 $4.06K <0.01% +3 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 182 $4K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 134 $4K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 138 $3.75K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 130 $3.54K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 125 $3.4K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 125 $3.38K <0.01% +8 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 122 $3.31K <0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 121 $3.29K 0.01% -213 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 121 $3.28K <0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 120 $3.26K 0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 109 $3.17K <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 115 $3.13K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 113 $3.06K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 110 $2.99K <0.01% 0 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 107 $2.91K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 103 $2.79K <0.01% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 102 $2.77K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 100 $2.72K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 100 $2.72K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $2.72K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 99 $2.69K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 98 $2.67K <0.01% +30 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 96 $2.61K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 95 $2.58K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 94 $2.55K <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 93 $2.53K <0.01% -5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 91 $2.48K <0.01% +49 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 81 $2.2K <0.01% +21 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 78 $2.12K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 78 $2.11K <0.01% -55 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 77 $2.09K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 68 $1.83K <0.01% -49 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 66 $1.8K <0.01% -43 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 60 $1.63K <0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 59 $1.6K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 54 $1.47K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 53 $1.45K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 50 $1.36K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 50 $1.36K <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 48 $1.31K <0.01% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 44 $1.2K <0.01% 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 40 $1.09K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 40 $1K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 36 $979 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 35 $952 <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 33 $897 <0.01% -589 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 32 $871 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 30 $816 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 30 $816 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,750 $748 0.03% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $735 <0.01% -16 13F-HR Timeline CNB Bank More: the full row for CNB Bank 26 $707 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 23 $625 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 20 $543 <0.01% +5 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 19 $517 <0.01% +3 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 19 $512 <0.01% -25 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $491 <0.01% -12 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 17 $441 <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $408 <0.01% -15 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 13 $353 <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 12 $327 <0.01% -40 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 10 $272 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10 $272 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $245 <0.01% -299 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7 $196 0.02% -7,347 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 6 $163 <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 5 $126 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5 $126 <0.01% 0 13F-HR Timeline Group HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 4 $109 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 0 $6 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -550 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.