IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,200 $9.91K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,178 $9.73K <0.01% +1,025 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,162 $9.6K <0.01% +91 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,160 $9.58K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,100 $9.09K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,000 $8.26K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,000 $8.26K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,000 $8.26K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,000 $8.26K <0.01% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,000 $8.26K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 972 $8.03K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 970 $8K <0.01% -87 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 895 $7.39K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 880 $7.27K <0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 855 $7.06K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 848 $7K <0.01% +72 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 726 $6K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 705 $5.82K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 700 $5.78K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 685 $5.66K <0.01% +103 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 661 $5.46K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 635 $5.25K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 614 $5K <0.01% +2 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 550 $5K <0.01% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 588 $4.86K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 581 $4.8K <0.01% +35 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 563 $4.65K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 550 $4.54K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 517 $4.27K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 515 $4.25K <0.01% +100 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 500 $4.13K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 500 $4.13K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 500 $4.13K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 500 $4.13K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 499 $4K <0.01% -380 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 416 $3.44K <0.01% -10,200 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 400 $3.3K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 400 $3.3K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 400 $3.3K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 400 $3.3K <0.01% +150 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 388 $3.21K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 387 $3.2K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 387 $3.2K <0.01% -18 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 467 $3K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 362 $2.99K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 360 $2.97K <0.01% +140 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 350 $2.89K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 350 $2.89K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 344 $2.84K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 300 $2.51K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 300 $2.48K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 300 $2.48K <0.01% +200 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $2.48K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 300 $2.48K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 300 $2.48K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 267 $2.21K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 265 $2.19K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 251 $2.07K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 250 $2.06K <0.01% +237 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 250 $2.06K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 250 $2.06K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 250 $2.06K <0.01% +50 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 300 $2K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 235 $1.94K <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 216 $1.78K <0.01% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 213 $1.76K <0.01% -36 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $1.65K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 200 $1.65K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $1.65K <0.01% -8,800 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 163 $1.35K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 142 $1.17K <0.01% 0 13F-HR Timeline Group Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 136 $1.12K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 130 $1.07K <0.01% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $1.07K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 125 $1.03K <0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 122 $1.01K <0.01% 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 113 $933 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $850 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 100 $826 <0.01% -83 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $826 <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 100 $826 <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $826 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 93 $768 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 90 $743 <0.01% 0 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 84 $694 <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 70 $578 <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 65 $536 <0.01% new 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 54 $447 <0.01% +52 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 54 $447 <0.01% -25 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51 $422 <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 50 $413 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 50 $413 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $413 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 49 $405 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 38 $314 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 35 $290 <0.01% -200 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 30 $248 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 28 $231 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 27 $223 <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 25 $207 <0.01% -575 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 20 $165 <0.01% -1,035 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 18 $153 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16 $132 <0.01% -2,000 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $124 <0.01% -166 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 13 $107 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $99 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $95 <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $83 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $83 <0.01% -114 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $57 <0.01% -20 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 3 $25 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.