Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,000 $248K 0.01% 0 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,794 $243K 0.01% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 9,724 $241K <0.01% -23,891 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,648 $239K 0.01% -29 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 9,634 $239K 0.05% 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 9,606 $238K <0.01% -7,702 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 9,482 $235K 0.05% +127 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 9,680 $235K 0.07% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,373 $233K 0.01% -203 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,263 $230K <0.01% +9,095 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 9,234 $229K 0.04% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,203 $228K 0.01% +575 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 9,188 $228K 0.01% -4,219 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,098 $226K <0.01% -1,165 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,080 $225K <0.01% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 9,000 $223K 0.14% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 8,985 $223K <0.01% +6,758 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 8,973 $223K <0.01% -27,777 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,940 $222K <0.01% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,838 $219K <0.01% -798 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,717 $216K <0.01% -987 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,602 $214K <0.01% -695 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,601 $213K 0.01% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,515 $211K <0.01% -126,893 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 8,368 $208K 0.08% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,336 $207K 0.02% -8,474 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,297 $206K 0.01% +933 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,254 $205K 0.06% -3,664 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,239 $204K <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. 8,233 $204K <0.01% new 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 8,178 $203K 0.06% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,135 $202K <0.01% -184 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,130 $202K <0.01% new 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 8,115 $201K 0.02% new 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 8,100 $201K <0.01% -1,276,864 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 7,726 $196K 0.01% -100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,758 $193K <0.01% +195 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,502 $186K 0.01% +4,507 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 7,500 $186K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,901 $171K 0.01% -29,478 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,379 $158K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,355 $158K <0.01% +6 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,350 $158K <0.01% +972 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,167 $153K 0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,142 $152K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,109 $152K <0.01% -809 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,939 $147K 0.06% +1,896 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,439 $135K <0.01% -690 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tema ETFs LLC More: the full row for Tema ETFs LLC 5,340 $133K <0.01% +1,524 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5,115 $127K 0.11% +17 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,000 $124K 0.04% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,931 $122K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,665 $116K 0.05% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,528 $112K <0.01% +162 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 4,312 $107K <0.01% 13F-HR/A Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,618 $90K <0.01% -2,810 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 3,500 $86.8K 0.06% +500 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 3,362 $83.4K <0.01% +673 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,294 $81.8K 0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,243 $80.5K <0.01% +2,584 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,158 $78.4K <0.01% -1,989 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,792 $69.3K 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,786 $69.1K <0.01% -888 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,770 $68.8K 0.03% +5 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,609 $68.6K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,657 $65.9K <0.01% 0 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,624 $65.3K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,600 $64.5K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,400 $59.6K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,395 $59.4K <0.01% +940 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,180 $54.1K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,975 $49K <0.01% -1,961 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,960 $48.6K <0.01% +1,243 13F-HR Timeline City State Bank More: the full row for City State Bank 1,835 $45.5K 0.01% -100 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,825 $45.3K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,823 $45K 0.03% +211 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,780 $44.2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,677 $41.6K <0.01% -234 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,670 $41K <0.01% -1,630 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,600 $39.7K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,538 $38.2K 0.02% +771 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,501 $37.2K <0.01% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,490 $37K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,413 $35.1K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,171 $29K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,155 $28K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,138 $28K <0.01% +1,000 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,114 $27.6K <0.01% +2 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 986 $25.9K <0.01% +469 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,000 $24.8K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,000 $24.8K 0.01% +375 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 984 $24.4K <0.01% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 950 $23.6K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 900 $22.3K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 892 $22.1K <0.01% +530 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 857 $21.3K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 800 $19.9K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 796 $19.8K 0.01% -5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 773 $19.2K <0.01% +15 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 765 $19K 0.01% +11 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 760 $18.9K 0.01% -1,025 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 750 $18.6K <0.01% +513 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 744 $18.5K <0.01% +2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 653 $16.2K <0.01% +7 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 640 $16K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 621 $15.4K 0.01% +300 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 603 $15K <0.01% -458 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 595 $14.8K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 570 $14.2K <0.01% -66 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 524 $13K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 495 $12.3K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 454 $11.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 444 $11K <0.01% -5,944 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 425 $10.5K <0.01% +312 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 392 $9.73K <0.01% +150 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 369 $9.17K <0.01% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 363 $9.01K <0.01% -697 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 352 $8.74K <0.01% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 352 $8.74K <0.01% +234 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 319 $7.92K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 316 $7.86K <0.01% +38 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 280 $6.94K <0.01% +5 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 306 $6.93K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 269 $6.67K <0.01% -156 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 265 $6.58K <0.01% -134 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 252 $6.25K <0.01% -77 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 240 $5.96K <0.01% -881 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 200 $4.96K <0.01% -289 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 197 $4.89K <0.01% -189 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 193 $4.79K <0.01% +44 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 190 $4.72K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 165 $4.09K <0.01% +113 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 164 $4.07K <0.01% -33 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 164 $4.07K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 167 $4K <0.01% -280 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 150 $4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 157 $3.9K <0.01% -189 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 155 $3.85K <0.01% -23 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 150 $3.72K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 150 $3.72K +126 Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 148 $3.67K <0.01% +108 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 143 $3.55K <0.01% -20 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 141 $3.48K <0.01% +11 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 140 $3.48K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 139 $3.45K <0.01% -473 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 133 $3.31K <0.01% -254 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 131 $3.25K <0.01% +22 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 131 $3.25K <0.01% -36 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 126 $3.13K <0.01% -101 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 124 $3K <0.01% +84 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 118 $2.93K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 118 $2.93K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 116 $2.88K <0.01% -72 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 113 $2.81K <0.01% -45 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 110 $2.73K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 89 $2.24K <0.01% +37 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 88 $2.18K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 80 $1.99K <0.01% -3 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 78 $1.94K <0.01% -54 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 77 $1.91K <0.01% +64 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 76 $1.89K <0.01% +38 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 76 $1.89K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 72 $1.79K <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 72 $1.78K <0.01% +21 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 71 $1.76K <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 68 $1.69K <0.01% +20 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 68 $1.69K <0.01% +45 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 67 $1.66K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 66 $1.64K <0.01% -84 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 66 $1.64K <0.01% +59 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 64 $1.59K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 58 $1.44K <0.01% -318 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 58 $1.44K <0.01% +8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 55 $1.36K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 52 $1.29K <0.01% -93 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 51 $1.27K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 46 $1.14K <0.01% +25 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 45 $1.12K <0.01% +42 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 40 $993 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 38 $943 <0.01% -15 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 36 $894 <0.01% -1,100 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35 $869 <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 34 $844 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 34 $844 <0.01% -55 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $795 <0.01% -10 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 32 $794 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 30 $745 <0.01% +29 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 29 $720 <0.01% +7 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 23 $564 <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 22 $547 <0.01% -96 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 22 $546 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $497 <0.01% -91 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 20 $497 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $496 <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 17 $422 <0.01% 0 13F-HR Timeline Group Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 13 $323 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12 $298 <0.01% -6 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $276 <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $249 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $174 <0.01% -7 13F-HR Timeline