Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,320 $429K 0.02% -11,043 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 8,320 $429K 0.29% 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 8,255 $425K 0.08% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 8,223 $424K 0.29% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,076 $416K 0.01% +806 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,000 $412K 0.15% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,977 $411K 0.05% +1,177 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 7,974 $411K 0.08% +1,722 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,736 $398K 0.02% new 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 7,735 $398K 0.03% +23 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 7,700 $397K <0.01% -4,300 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,683 $396K 0.03% new 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,615 $392K 0.07% -415 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,463 $384K 0.05% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,400 $381K 0.24% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,398 $381K 0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,196 $371K <0.01% 0 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,829 $367K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,086 $365K 0.03% +25 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,016 $361K 0.01% +16 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,871 $354K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,664 $353K 0.02% +73 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,802 $350K 0.02% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,777 $349K <0.01% +2,178 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,688 $344K 0.04% -449 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,642 $342K 0.25% -22,180 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,611 $341K <0.01% -254 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 6,566 $338K 0.11% -28 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,534 $337K 0.02% +49 13F-HR/A Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 6,521 $336K 0.23% +310 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,500 $335K 0.05% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,482 $334K 0.07% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 6,477 $334K 0.25% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,200 $319K 0.01% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 6,128 $316K 0.28% 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 5,821 $313K 0.23% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6,026 $310K 0.26% +42 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,942 $308K 0.04% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,964 $307K 0.01% -108 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,963 $307K 0.05% -552 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,960 $307K 0.02% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,950 $306K 0.06% +100 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 5,815 $300K 0.07% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 5,650 $291K 0.08% +10 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 5,444 $280K 0.1% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,373 $277K 0.24% 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 5,325 $274K 0.2% +1,225 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,324 $274K 0.17% 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,254 $271K 0.04% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,245 $270K 0.04% +227 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,196 $268K 0.06% 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,169 $266K <0.01% +414 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,104 $263K 0.03% +188 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,102 $263K 0.02% +86 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,084 $262K 0.05% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,077 $262K <0.01% +1,045 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,050 $260K 0.01% +75 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,041 $260K 0.11% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 4,994 $257K 0.1% +95 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,943 $255K 0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,910 $253K <0.01% -911 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,903 $253K 0.03% +6 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,884 $252K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,883 $251K 0.01% -885 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,867 $251K 0.06% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,816 $248K 0.08% -50 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,809 $248K 0.02% -1,288 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 4,702 $242K 0.15% +677 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,679 $241K 0.22% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,679 $241K 0.05% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,643 $239K 0.02% -1,126 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,592 $237K 0.15% -1,626 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,518 $233K 0.08% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,517 $233K <0.01% -471 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,483 $231K 0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,431 $228K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,395 $226K 0.02% +662 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,332 $223K 0.14% new 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 4,294 $221K 0.17% 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,288 $221K 0.05% +64 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,273 $220K 0.02% -861 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,252 $219K 0.08% +57 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 4,188 $216K 0.15% +20 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 4,013 $216K 0.2% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,183 $215K 0.01% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,166 $215K 0.15% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,105 $211K <0.01% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,043 $208K 0.04% -1,257 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 4,010 $207K 0.08% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,007 $206K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,006 $206K <0.01% +49 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,005 $206K 0.01% -225 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,936 $203K <0.01% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 3,922 $202K 0.01% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,905 $201K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,750 $194K 0.02% +750 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,689 $190K 0.07% +1,873 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,669 $189K 0.09% +2,436 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,668 $189K 0.02% +15 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,588 $185K 0.14% +10 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,584 $185K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 3,441 $177K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,273 $169K 0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,270 $168K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,211 $165K 0.08% -23 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,206 $165K 0.02% -219 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,194 $165K <0.01% +90 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,082 $159K 0.01% +1,363 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,817 $145K 0.01% -1,000 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,735 $141K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,558 $132K 0.05% -21 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,502 $129K <0.01% -926 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,486 $128K 0.04% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,469 $127K 0.04% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,281 $117K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,089 $108K <0.01% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,053 $106K <0.01% 0 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 2,009 $103K 0.04% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,821 $93.8K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,779 $91.6K <0.01% -1,699 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,710 $88.1K 0.05% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,664 $85.7K 0.08% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,660 $85.5K 0.05% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,493 $76.9K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,475 $75.9K 0.03% -593 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,470 $75.7K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,392 $71.7K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,342 $69.1K <0.01% +97 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,220 $62.8K <0.01% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,217 $62.7K 0.02% +355 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,196 $61.6K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,160 $59.8K <0.01% +780 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,149 $59K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,113 $57.3K <0.01% +168 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 929 $47.9K 0.02% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 893 $46K <0.01% +664 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 764 $39.4K 0.02% -560 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 757 $39K 0.01% -29 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 690 $35.5K 0.03% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 650 $33.5K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 648 $33.4K 0.01% +3 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 635 $32.8K <0.01% +24 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 620 $31.9K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 618 $31.8K <0.01% +210 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 613 $31.6K <0.01% -1,045 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 612 $31.5K 0.01% -12 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 600 $30.9K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 598 $30.8K <0.01% +597 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 588 $30K <0.01% 0 13F-HR Timeline Group Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 579 $29.8K 0.02% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 570 $29.4K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 553 $28.5K <0.01% +293 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 547 $28.2K 0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 547 $28.2K <0.01% 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 528 $27.2K 0.01% +4 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 523 $26.9K <0.01% +59 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 510 $26.3K 0.02% -165 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 488 $25.1K <0.01% +8 13F-HR/A Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 473 $24.4K <0.01% -13 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 468 $24.1K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 458 $23.6K <0.01% -16 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 455 $23.4K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 450 $23.2K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 435 $22.4K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 432 $22K <0.01% -890 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 406 $20.9K <0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 400 $20.6K 0.01% 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 364 $18.8K 0.02% +254 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 359 $18.5K 0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 330 $17K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 322 $16.6K 0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 290 $16K 0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 294 $15.1K 0.02% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 258 $13.3K 0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 251 $13K <0.01% +187 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 220 $11.3K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 219 $11.3K <0.01% +3 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 203 $10.9K <0.01% new 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 206 $10.7K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 206 $10.7K 0.01% new 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 205 $10.6K <0.01% -317 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 190 $9.79K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 183 $9.44K <0.01% +175 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 179 $9.22K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 170 $8.76K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 169 $8.71K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 165 $8.5K <0.01% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 155 $7.98K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 152 $7.88K <0.01% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 152 $7.83K <0.01% +2 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 150 $7.73K <0.01% +85 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 142 $7.32K <0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 142 $7.31K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 132 $6.8K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 120 $6.18K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 110 $5.68K <0.01% +1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 108 $5.56K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 99 $5.1K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 96 $4.95K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 92 $4.76K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.