Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 4,213 $311K 0.03% new 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,150 $306K 0.11% +49 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 4,148 $306K -3,078 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,115 $304K <0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,107 $303K 0.02% -5 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,052 $299K 0.31% -74 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,024 $297K 0.05% new 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 3,934 $290K <0.01% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 3,915 $289K <0.01% -809 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,906 $288K 0.05% +10 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,903 $288K <0.01% -2,178 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,900 $288K <0.01% +93 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,873 $286K 0.14% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,835 $283K 0.09% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,810 $281K 0.01% +37 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,804 $281K <0.01% -208 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,577 $275K 0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,698 $273K 0.01% -121 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,688 $272K 0.17% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,655 $270K 0.04% +409 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,649 $269K 0.02% -16,885 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,613 $267K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,611 $267K 0.06% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,609 $266K 0.06% -162 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,581 $264K 0.02% -463 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,550 $262K 0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,506 $259K 0.01% -98 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,308 $259K 0.03% +100 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,478 $257K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,427 $253K 0.01% -236 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 3,421 $253K 0.01% -34 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,360 $248K 0.12% new 13F-HR Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 3,337 $246K <0.01% -19,464 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,335 $246K 0.14% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,334 $246K 0.05% new 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 3,303 $244K 0.01% 0 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,196 $236K 0.01% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,191 $236K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,174 $234K <0.01% -81 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 3,159 $233K <0.01% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,156 $233K 0.02% -715 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,112 $230K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,109 $229K <0.01% -242 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,041 $224K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,984 $220K 0.02% -384 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,931 $216K 0.01% new 13F-HR/A Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,919 $215K 0.02% +597 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,865 $211K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,848 $210K 0.1% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,814 $208K 0.18% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,747 $203K <0.01% new 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,737 $202K 0.06% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,735 $202K 0.01% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,731 $202K 0.12% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,700 $199K <0.01% +20 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,673 $197K <0.01% +1,532 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,560 $187K 0.02% +1,962 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,494 $184K <0.01% -625 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,485 $183K <0.01% -16,818 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,393 $177K 0.01% -1,749 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,389 $176K 0.06% -511 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,275 $168K 0.75% -41 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,242 $166K 0.01% -568 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,183 $161K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,131 $157K <0.01% -110 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,556 $157K 0.09% -569 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,000 $148K <0.01% -5,559 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,845 $142K <0.01% +214 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,904 $141K <0.01% +973 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,887 $139K 0.01% -33 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,782 $132K 0.08% +1,433 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,359 $132K 0.01% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,714 $127K 0.02% +1,536 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,566 $116K <0.01% +95 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,542 $113K <0.01% +321 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,443 $107K +116 Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,307 $96.5K 0.03% +202 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,296 $95.7K 0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,281 $94.5K 0.01% +1,062 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,275 $94.1K 0.1% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,261 $93.1K 0.01% +485 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,240 $91.6K <0.01% +274 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,233 $91K <0.01% +470 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,198 $88.4K <0.01% +240 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,111 $82K <0.01% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,100 $81.2K <0.01% 0 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 1,042 $76.9K 0.04% -361 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 965 $71.2K 0.01% +8 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 960 $70.9K <0.01% +50 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 928 $68.5K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 921 $68K 0.02% -125 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 889 $65.6K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 870 $64.2K <0.01% -69 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 870 $64.2K <0.01% +761 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. 765 $56.5K <0.01% +10 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 740 $54.6K <0.01% +340 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 740 $54.6K <0.01% -881 13F-HR Timeline MOTCO More: the full row for MOTCO 715 $53.7K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 691 $51K 0.03% +7 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 690 $50.9K <0.01% +450 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 686 $50.6K <0.01% +184 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 658 $48.6K <0.01% +338 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 654 $48.3K <0.01% +543 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 620 $45.8K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 585 $43.2K 0.01% -35 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $36.9K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 500 $36.9K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 490 $36.2K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 484 $35.7K <0.01% +8 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 481 $35.5K <0.01% -106 13F-HR Timeline Trust Co More: the full row for Trust Co 481 $35.5K <0.01% -80 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 475 $35.1K <0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 453 $35K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 459 $33.9K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 458 $33.8K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 450 $33.2K <0.01% -150 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 435 $32.1K 0.02% +12 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 427 $31.5K <0.01% -3 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 404 $29.8K <0.01% +241 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 390 $28.8K 0.01% +4 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 386 $28.5K <0.01% new 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 384 $28.3K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 361 $26.6K 0.01% -138 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 360 $26.6K 0.01% +60 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 345 $25.5K <0.01% +24 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 345 $25K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 335 $24.7K <0.01% -76 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 337 $24.4K 0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 328 $24.2K 0.02% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 326 $24.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 317 $23.4K <0.01% +175 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 300 $22.1K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 290 $21.4K <0.01% -167 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 275 $20.3K <0.01% new 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 268 $19.8K 0.01% +150 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 250 $18.5K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 246 $18.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 229 $16.9K <0.01% -15 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 219 $16.2K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 218 $16.1K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 200 $14.8K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 198 $14.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 192 $14.2K <0.01% +8 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 179 $13.2K <0.01% -14 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 177 $13.1K <0.01% -32 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 187 $13K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 172 $12.7K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 166 $12.3K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 162 $12K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 151 $11.1K <0.01% -21 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 143 $11K <0.01% -10 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 147 $10.9K <0.01% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 142 $10.5K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 140 $10K <0.01% +19 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 133 $9.82K <0.01% -530 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 126 $9K <0.01% +12 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 125 $9K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 120 $8.86K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 115 $8.49K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 114 $8.42K <0.01% -15 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 111 $8.19K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 105 $7.75K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 103 $7.6K <0.01% -252 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 100 $7.38K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 90 $6.64K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 88 $6.5K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 83 $6.13K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 81 $5.98K <0.01% 0 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 79 $5.83K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 60 $4.43K <0.01% -25 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 57 $4.21K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 56 $4.16K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 55 $4.06K <0.01% -25 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 54 $4K <0.01% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 54 $3.99K <0.01% -43 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 54 $3.99K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 54 $3.95K <0.01% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $3.69K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $3.69K <0.01% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 42 $3.23K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 43 $3.17K <0.01% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 43 $3.17K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 42 $3.1K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 40 $2.95K <0.01% +5 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 40 $2.95K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $2.66K <0.01% -126 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 36 $2.66K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 35 $2.58K <0.01% -7 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 32 $2.33K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 31 $2.29K <0.01% -24 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 28 $2.19K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 29 $2.14K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 28 $2.07K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $1.77K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $1.7K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.48K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20 $1.48K <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 20 $1.48K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 16 $1.21K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 16 $1.18K <0.01% new 13F-HR Timeline