J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,600 $349K 0.08% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,580 $345K 0.04% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,570 $342K 0.02% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,569 $342K 0.02% +1 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,550 $338K 0.15% -29 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,543 $337K 0.05% new 13F-HR Timeline American Trust More: the full row for American Trust 1,512 $330K 0.03% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,510 $329K 0.03% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,508 $329K 0.01% +8 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,507 $329K 0.02% +270 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,505 $328K <0.01% -590 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,498 $327K <0.01% new 13F-HR Timeline Group WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,481 $323K <0.01% -1,799 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,453 $317K 0.01% new 13F-HR/A Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,460 $316K 0.13% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,408 $307K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,408 $307K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,403 $306K <0.01% -1,408 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,401 $306K 0.04% -248 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,400 $305K 0.15% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,390 $303K 0.06% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,383 $302K <0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,380 $301K 0.02% new 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,378 $301K 0.2% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,787 $300K 0.02% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,371 $299K 0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,366 $298K 0.02% -1,321 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,364 $297K 0.06% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,363 $297K <0.01% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,355 $296K 0.07% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,349 $294K 0.23% -176 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,345 $293K 0.29% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,337 $292K 0.03% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,329 $290K 0.09% -4,249 13F-HR/A Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,333 $288K 0.13% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,316 $287K 0.03% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,316 $287K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,312 $286K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,308 $285K 0.04% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,300 $284K 0.06% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,291 $282K 0.03% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,282 $280K 0.17% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,280 $279K 0.01% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,226 $267K 0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,223 $267K 0.01% -6,949 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,221 $266K 0.05% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,217 $265K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,216 $265K 0.03% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,215 $265K 0.02% -320 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,207 $263K 0.25% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,206 $263K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,197 $261K <0.01% -879 13F-HR/A Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,196 $261K 0.19% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,195 $261K 0.16% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,194 $260K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,186 $259K <0.01% +61 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,157 $252K 0.07% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,154 $252K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,139 $248K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,138 $248K 0.01% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,136 $248K 0.05% -3,020 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,135 $248K 0.1% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,120 $244K 0.01% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,115 $243K 0.09% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,101 $240K <0.01% new 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,087 $237K 0.06% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,075 $234K 0.02% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,072 $234K 0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,070 $233K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,070 $233K 0.03% -564 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,055 $230K 0.04% new 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,048 $229K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,041 $227K 0.03% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,030 $225K 0.11% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,026 $224K 0.09% -3,924 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,026 $224K 0.01% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,026 $224K <0.01% new 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,023 $223K 0.03% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,021 $223K 0.02% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,007 $220K <0.01% new 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,005 $219K 0.12% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,000 $218K <0.01% +717 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,000 $218K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 992 $216K 0.02% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 975 $213K 0.01% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 975 $213K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 972 $212K 0.3% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 970 $211K 0.03% +107 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 971 $211K 0.08% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 954 $208K new Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 939 $205K 0.06% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 936 $204K 0.03% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 928 $202K <0.01% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 927 $202K 0.03% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 920 $201K 0.5% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 909 $198K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 905 $197K 0.01% 0 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 883 $193K 0.03% +388 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 869 $190K 0.01% +26 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 871 $190K 0.03% -204 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 830 $181K 0.06% -5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 822 $179K 0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 814 $178K 0.01% -518 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 716 $162K 0.01% +505 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 726 $158K <0.01% +161 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 715 $156K 0.15% -35 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 714 $156K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 706 $154K 0.02% -39 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 700 $153K 0.03% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 651 $143K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 651 $142K <0.01% +418 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 650 $142K 0.02% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 586 $128K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 569 $124K <0.01% +38 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 566 $123K 0.03% -4,185 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 562 $123K 0.05% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 555 $121K <0.01% -992 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 529 $115K <0.01% +29 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 527 $115K 0.01% +6 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 527 $115K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 525 $115K <0.01% +37 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 520 $113K 0.02% +13 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 500 $109K 0.04% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 474 $103K <0.01% -55 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 450 $98.1K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 416 $90.7K <0.01% +99 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 402 $87.6K <0.01% +156 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 388 $83.9K 0.04% +78 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 382 $83.4K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 379 $82.7K <0.01% -2,050 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 376 $82K 0.03% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 370 $80.7K 0.03% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 340 $74.2K 0.04% -32 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 336 $73.3K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 333 $72.6K 0.01% +9 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 331 $72K 0.05% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 328 $70.9K 0.02% new 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 317 $69.1K <0.01% new 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 300 $65.4K <0.01% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 300 $65.4K <0.01% -200 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 278 $60.6K 0.01% +67 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 270 $58.9K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 264 $57.5K 0.01% +97 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 258 $57K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 260 $56.7K 0.04% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 260 $56.7K 0.02% +230 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 259 $56.4K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 255 $55.6K 0.01% +18 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 254 $55.4K 0.02% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 249 $54.3K <0.01% -9 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 247 $53.9K <0.01% +78 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 223 $48.6K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 220 $48K <0.01% -1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 204 $45.5K 0.04% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 202 $44.1K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 201 $43.8K <0.01% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 200 $43.7K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $43.6K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 200 $43.6K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $43.6K <0.01% -228 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 200 $43.6K <0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 198 $43.2K 0.01% -13,540 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 188 $41K <0.01% +19 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 189 $41K <0.01% +59 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 187 $40.8K 0.01% -7 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 183 $40K 0.02% -311 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 180 $38.9K 0.01% +159 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 163 $35.5K 0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 156 $34.1K <0.01% +49 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 151 $32.9K 0.03% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $32.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 144 $31.4K <0.01% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $31.4K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 142 $30.9K <0.01% -145 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 141 $30.8K <0.01% -6 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 125 $27.3K <0.01% -58 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 125 $27.3K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 119 $26K 0.02% -5 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 118 $25.7K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 111 $24.1K <0.01% -32 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 105 $22.9K <0.01% +32 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 99 $21.6K <0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 96 $20.9K <0.01% +50 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 87 $19K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 87 $19K 0.01% +75 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 84 $18.3K <0.01% +4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 76 $16.6K <0.01% -4 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 72 $15.7K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 69 $15.1K 0.01% +4 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 65 $15K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 63 $13.7K <0.01% -35 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 61 $13.3K 0.01% +42 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 61 $13.3K 0.01% -4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 60 $13.1K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 59 $12.9K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 58 $12.7K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 57 $12.4K <0.01% -12 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 57 $12.4K 0.01% +11 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 50 $10.9K 0.01% 0 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 50 $10.9K 0.01% new 13F-HR Timeline