WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,500 $13.4K <0.01% +1,000 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,336 $11.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,327 $11.8K <0.01% +165 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,300 $11.6K 0.01% +1,000 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,225 $10.9K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,200 $10.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,162 $10.4K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,162 $10.4K <0.01% -2,461 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,150 $10.3K <0.01% -167 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,131 $10.1K <0.01% +864 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,100 $9.81K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,070 $9.54K <0.01% -470 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 930 $9K 0.01% +431 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,000 $8.92K <0.01% +750 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,000 $8.92K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,000 $8.92K <0.01% -1,000 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,000 $8.92K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,000 $8.92K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 972 $8.67K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 950 $8.47K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 907 $8K <0.01% +293 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 895 $7.98K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 880 $7.85K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 855 $7.63K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 850 $7.58K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 832 $7.42K <0.01% +317 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 870 $7K <0.01% -100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 721 $6.43K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 705 $6.29K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 700 $6.24K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 661 $5.9K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 635 $5.66K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 626 $5.58K <0.01% +45 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $5.35K <0.01% +500 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 600 $5.35K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 565 $5.04K <0.01% -120 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 563 $5.02K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 550 $4.91K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 550 $4.91K <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 500 $4.46K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 500 $4.46K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 500 $4.46K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 480 $4.28K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 467 $4K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 423 $3.77K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 416 $3.71K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 400 $3.57K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 400 $3.57K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 400 $3.57K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 400 $3.57K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 388 $3.46K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 387 $3.45K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 387 $3.45K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 400 $3.37K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 377 $3.36K <0.01% +277 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 363 $3.24K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 350 $3.12K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 350 $3.12K <0.01% 0 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 344 $3.07K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 300 $3K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 300 $2.68K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $2.68K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 300 $2.68K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 300 $2.68K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 282 $2.52K <0.01% -1,686 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 265 $2.36K <0.01% 0 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 254 $2.27K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 251 $2.24K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 250 $2.23K <0.01% 0 13F-HR/A Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 231 $2.06K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 250 $2K <0.01% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 213 $1.9K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $1.78K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 198 $1.77K <0.01% -980 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 189 $1.69K <0.01% +135 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 183 $1.63K <0.01% -405 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 180 $1.6K <0.01% -3,180 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 175 $1.56K <0.01% +75 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 175 $1.56K <0.01% +124 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 163 $1.45K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 139 $1.2K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 130 $1.16K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 122 $1.09K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 115 $1.03K <0.01% +102 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 113 $1.01K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 100 $892 <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $892 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $892 <0.01% -25 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 90 $803 <0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 70 $624 <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 70 $624 <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 65 $580 <0.01% +11 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 65 $580 <0.01% +15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 53 $473 <0.01% -40 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 50 $446 <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 50 $446 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 38 $339 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 35 $313 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 34 $303 <0.01% new 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 30 $268 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 28 $250 <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 20 $179 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 20 $178 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 18 $159 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16 $143 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $134 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $107 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 12 $107 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 11 $98 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 10 $90 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $62 <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 7 $62 <0.01% +7 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3 $27 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.