UMB Bank, n.a. More: the full row for UMB Bank, n.a. 989 $63.6K <0.01% -219 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 940 $60.5K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 788 $58.8K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 896 $57.6K 0.04% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 815 $52.4K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 814 $52.4K 0.02% +1 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 800 $51.4K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 800 $51.4K 0.02% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 790 $51K <0.01% -82 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 782 $50.3K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 764 $50K <0.01% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 768 $49.4K 0.01% -251 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 766 $49.3K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 672 $43.2K <0.01% +472 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 662 $42.6K 0.01% -106 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 632 $40.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 631 $40.6K 0.01% -89 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 625 $40.2K 0.01% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 612 $39K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 598 $38.5K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 580 $37.3K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 576 $37K 0.02% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 510 $32.8K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 499 $32.1K 0.01% -67 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 491 $31.6K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 489 $31.4K <0.01% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 484 $31.1K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 476 $30.6K 0.02% 13F-HR Timeline TOBAM More: the full row for TOBAM 472 $30K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 455 $29.3K <0.01% +178 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 447 $29K <0.01% -17 13F-HR/A Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 420 $27K 0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 412 $26.5K 0.02% 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 404 $26K 0.02% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 400 $25.7K <0.01% +121 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 400 $25.7K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 384 $24.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 380 $24.4K <0.01% -156 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 379 $24.4K 0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 362 $23.3K <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 360 $23.2K <0.01% +259 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 340 $21.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 321 $20.6K <0.01% -30 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 317 $20.4K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 308 $19.8K <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 304 $19.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 301 $19.4K <0.01% +181 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 300 $19.3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 285 $18.3K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 280 $18K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 266 $17.1K <0.01% -135 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 258 $16.6K <0.01% +13 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 254 $16.3K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 252 $16.2K 0.02% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $16.1K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 247 $15.9K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 218 $14K 0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 216 $14K 0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 212 $13.6K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 204 $13.1K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 200 $12.9K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 200 $12.9K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 196 $12.6K <0.01% +116 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 173 $12.4K <0.01% -13 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 191 $12K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 180 $11.6K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 178 $11.4K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 175 $11.3K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 172 $11.1K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 161 $10.4K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 159 $10.2K 0.01% -25,036 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 151 $9.71K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 136 $8.75K <0.01% +28 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 130 $8.36K <0.01% +109 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 128 $8.23K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 124 $7.97K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 124 $7.97K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 120 $7.72K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $7.68K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 116 $7.46K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 115 $7.4K <0.01% +66 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 114 $7.33K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 112 $7.21K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 112 $7.2K <0.01% -13 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 107 $6.88K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 104 $6.69K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 104 $6.69K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 101 $6.48K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 100 $6.43K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 96 $6.17K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 93 $5.98K <0.01% +37 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 90 $5.77K 0.01% +68 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 86 $5.55K <0.01% +2 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 80 $5.14K <0.01% -13,235 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 80 $5.14K <0.01% 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 78 $5.02K <0.01% -10 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 65 $4.91K <0.01% +12 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 72 $4.63K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 65 $4.18K <0.01% -14 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 64 $4.12K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 63 $4.05K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 60 $3.86K <0.01% -36 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 60 $3.86K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 57 $3.67K <0.01% +17 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 52 $3.34K <0.01% 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 52 $3.34K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 50 $3.22K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 48 $3.11K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53 $3K <0.01% -7 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 49 $3K <0.01% -10 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 44 $3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 45 $2.89K <0.01% +8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 44 $2.83K <0.01% -44 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 44 $2.83K <0.01% +37 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 44 $2.83K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 41 $2.64K <0.01% 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 36 $2.34K <0.01% 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 36 $2.32K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 36 $2.31K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $2.25K <0.01% +26 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 35 $2.25K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 33 $2.12K <0.01% 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 30 $1.93K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 26 $1.67K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 25 $1.61K <0.01% -7 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 25 $1.61K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $1.61K <0.01% -1 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 24 $1.55K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $1.54K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $1.35K <0.01% -1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 20 $1.29K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $1.29K <0.01% -12 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 19 $1.22K <0.01% -10 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 18 $1.16K <0.01% +10 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $1.03K <0.01% +4 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 16 $1.03K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 24 $1K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $965 <0.01% +5 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $837 <0.01% +2 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 12 $773 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $772 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11 $707 <0.01% -8 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 10 $643 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $579 <0.01% new 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8 $514 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8 $514 <0.01% +4 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 6 $386 <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $258 <0.01% -32 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $258 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $258 <0.01% -14 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $258 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $257 <0.01% -1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4 $257 <0.01% -4 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3 $193 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $193 <0.01% -3 13F-HR Timeline