TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 827 $274K 0.02% -89 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 824 $273K <0.01% +236 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 812 $269K 0.05% +314 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 800 $265K <0.01% new 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 800 $265K 0.16% -325 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 781 $258K 0.06% -4,767 13F-HR Timeline Group Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 780 $258K 0.14% +1 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 780 $258K 0.08% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 776 $257K <0.01% -110 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 774 $256K 0.01% -19 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 714 $256K 0.02% -14 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 770 $255K <0.01% -11 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 770 $255K 0.01% +37 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 769 $254K 0.04% -9 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 767 $254K 0.05% +36 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 767 $254K 0.38% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 764 $253K <0.01% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 704 $252K 0.1% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 760 $252K 0.08% -7,818 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 760 $251K 0.02% -15 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 760 $251K 0.19% -760 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 760 $251K 0.02% -260 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 755 $250K 0.11% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 739 $245K 0.04% -13 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 736 $244K 0.08% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 735 $243K 0.02% +5 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 693 $237K 0.01% -10 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 714 $236K 0.25% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 706 $233K <0.01% +140 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 699 $231K 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 695 $230K 0.01% -547 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 693 $229K 0.01% -10 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 692 $229K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 687 $227K 0.02% +677 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 685 $227K 0.07% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 683 $226K 0.05% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 677 $224K 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 673 $223K 0.01% +2 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 668 $221K 0.01% -25 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 664 $220K 0.02% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 590 $219K 0.04% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 662 $219K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 647 $214K 0.04% +9 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 640 $212K <0.01% new 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 500 $209K 0.02% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 630 $208K 0.08% -1,171 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 628 $208K 0.15% +74 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 624 $206K 0.02% -55 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 622 $206K 0.02% -155 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 622 $206K 0.01% +35 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 620 $205K <0.01% -709 13F-HR/A Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 619 $205K 0.01% -1 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 605 $200K 0.04% -18 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 598 $198K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 547 $197K <0.01% +15 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 581 $192K 0.01% +215 13F-HR/A Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 565 $187K 0.05% -1,190 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 563 $186K <0.01% +272 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 551 $182K 0.03% +472 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 528 $175K <0.01% +184 13F-HR Timeline Group National Pension Service More: the full row for National Pension Service 526 $174K <0.01% -71,226 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 514 $170K <0.01% +118 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 487 $161K <0.01% -29 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 487 $161K 0.01% -56 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 475 $157K 0.08% -199 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 474 $157K <0.01% +417 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 460 $153K <0.01% +360 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 462 $153K <0.01% -66 13F-HR Timeline Quarry LP More: the full row for Quarry LP 420 $139K 0.04% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 414 $137K 0.01% +1 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 396 $131K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 395 $131K 0.02% +230 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 384 $127K 0.03% +54 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 382 $126K <0.01% +116 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 373 $123K 0.01% -1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 370 $122K 0.02% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 357 $118K 0.01% +54 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 356 $118K 0.05% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 349 $116K 0.05% +38 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 341 $113K <0.01% +113 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 335 $111K 0.02% -4 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 331 $110K 0.01% -5 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 322 $107K <0.01% +56 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Community Bank in group United Community Bank More: the full row for United Community Bank 320 $106K 0.04% -5 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 308 $102K 0.01% +11 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 302 $100K <0.01% -12,183 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 292 $96.6K 0.01% +110 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 292 $96.6K 0.09% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 292 $96K 0.04% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 290 $96K 0.01% +174 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 262 $86.7K 0.01% +7 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 258 $85K <0.01% -125 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 255 $84.4K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 232 $76.8K 0.02% +3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 210 $69.5K 0.01% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 200 $66.2K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 176 $58.4K 0.01% -14 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 176 $58.2K <0.01% +1 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 168 $57.5K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 169 $55.9K 0.04% +4 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 162 $53.6K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 160 $52.9K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 150 $49.7K <0.01% +2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 151 $49K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 147 $49K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 147 $49K 0.02% +3 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 146 $48.5K 0.03% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 152 $48K 0.03% -45 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 126 $41.7K 0.01% +39 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 126 $41.7K 0.04% -2 13F-HR Timeline TOBAM More: the full row for TOBAM 122 $40K 0.02% -38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 119 $39.4K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 116 $38.4K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 114 $38K <0.01% -18 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 108 $35.6K 0.02% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 95 $32K 0.02% -13 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 95 $31.4K <0.01% -4 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 91 $30.1K <0.01% +20 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 92 $30K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 88 $29.2K <0.01% -791 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 82 $27K <0.01% -2 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 7,902 $26.1K 1.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 77 $25.5K <0.01% -2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 73 $24K <0.01% -14 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 72 $23.8K <0.01% +53 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 66 $21.8K <0.01% +1 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 63 $21K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 60 $19.9K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 56 $18.5K <0.01% +49 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 54 $17.9K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 53 $17.5K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 51 $16.9K <0.01% -140 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $16.5K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 48 $15.9K <0.01% -56 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 45 $14.9K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 45 $14.9K 0.01% new 13F-HR Timeline Group BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 43 $14.2K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 50 $13.2K 0.01% +10 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 41 $13K <0.01% +5 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 38 $12.6K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 38 $12.6K <0.01% +35 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 37 $12.2K <0.01% +17 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 35 $12K <0.01% -3 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 36 $11.9K 0.02% +10 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 35 $11.6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 34 $11.4K <0.01% -263 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 34 $11.3K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 32 $10.6K 0.01% -15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 31 $10.3K <0.01% +3 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 31 $10.1K <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 30 $9.93K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 28 $9.27K <0.01% -16 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 28 $9.27K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 27 $8.94K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25 $8.29K <0.01% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 25 $8.27K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 25 $8.27K <0.01% +24 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 25 $8.27K 0.01% 0 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 24 $7.94K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $7.94K <0.01% +12 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23 $7.61K <0.01% -1 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23 $7.61K 0.01% -2 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 21 $7K 0.01% 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 21 $6.95K 0.04% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 20 $6.62K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 20 $6.62K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 19 $6.29K <0.01% +16 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 17 $5.62K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17 $5.62K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $5.29K <0.01% new 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 16 $5.29K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16 $5.29K <0.01% -27 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 16 $5.29K <0.01% +14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $4.96K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 15 $4.82K 0.01% -198 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 14 $4.63K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13 $4.3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $4.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $3.81K <0.01% +10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $3.64K <0.01% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10 $3.31K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $2.65K <0.01% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $2.59K <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $2.32K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $1.99K <0.01% 0 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $1.99K <0.01% -3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 6 $1.99K <0.01% +2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6 $1.99K <0.01% +4 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5 $1.68K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $1.66K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $1.66K <0.01% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5 $1.66K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5 $1.66K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $1.32K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4 $1.32K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 4 $1.32K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $1.32K <0.01% +2 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3 $1.07K <0.01% new 13F-HR Timeline