Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,322 $141K <0.01% +791 13F-HR/A Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 16,720 $136K 0.02% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,695 $135K 0.01% +22 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,645 $135K <0.01% 0 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 16,426 $133K <0.01% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,112 $131K 0.01% +451 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 16,109 $131K <0.01% -667 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 15,926 $129K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 15,668 $127K 0.04% -5,916 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,362 $125K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,312 $124K <0.01% +2,000 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 15,073 $122K 0.04% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 15,006 $122K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,901 $121K <0.01% -1,087 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,722 $119K <0.01% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 14,688 $119K 0.01% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 14,560 $118K 0.1% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,193 $115K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,021 $114K <0.01% +8,044 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,011 $114K <0.01% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 14,000 $114K 0.04% +1,000 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,843 $112K <0.01% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 13,823 $112K 0.01% +2,636 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 13,672 $111K 0.03% +70 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 13,658 $111K 0.02% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 13,426 $109K <0.01% +156 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 13,388 $109K 0.04% -3,170 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 13,212 $107K <0.01% -8,299 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 13,034 $106K 0.02% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13,000 $105K 0.01% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 13,000 $105K 0.06% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 12,855 $104K 0.04% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 12,841 $104K 0.01% +22 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 12,816 $104K 0.02% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 12,721 $103K 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,677 $103K 0.01% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 12,564 $102K 0.07% +396 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,554 $102K 0.09% new 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 12,528 $102K 0.04% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,498 $101K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,143 $98.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 12,108 $98.2K 0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,000 $97.3K <0.01% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,000 $97.3K 0.03% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 12,000 $97.3K 0.01% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,833 $96K 0.01% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 11,767 $95.4K 0.04% -1,360 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 11,653 $94.5K 0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 11,627 $94.3K 0.03% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 11,520 $93.4K 0.06% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 11,428 $92.7K 0.02% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,320 $91.8K 0.01% +269 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,200 $90.8K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,966 $88.9K <0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,904 $88.4K <0.01% 0 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 10,892 $88.3K 0.05% -615 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,657 $86.4K 0.01% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 10,633 $86.2K 0.04% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 10,489 $85.1K 0.05% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 10,380 $84K 0.06% -2,049 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,290 $83.5K 0.03% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 10,005 $81.1K 0.03% -4 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 10,000 $80.7K 0.05% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 9,888 $80.2K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,880 $80.1K <0.01% -19,965 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,645 $78.2K <0.01% -217 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,357 $75.9K 0.01% -1,422 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,016 $73.1K 0.04% -9,016 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,799 $71K <0.01% +626 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,135 $66K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,000 $64.9K <0.01% +7,131 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,908 $64.1K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,645 $62K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,493 $60.8K <0.01% -2,669 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,248 $50.7K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,675 $46K <0.01% -8,523 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,943 $40.3K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,966 $40K 0.01% +79 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,483 $36.4K <0.01% -1,913 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,197 $34K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,184 $33.9K <0.01% +79 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,901 $31.3K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,749 $30.4K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,207 $26K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,154 $25.6K <0.01% +2,000 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,600 $21.1K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,499 $20.3K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,474 $20.1K 0.01% -810 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,398 $19.4K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 2,215 $18K 0.01% -264 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,999 $16.2K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,000 $16.2K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,999 $16.2K <0.01% 0 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,900 $15.4K 0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,713 $13.9K <0.01% +559 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,400 $11.4K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,249 $10.1K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,229 $9.97K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,137 $9.22K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,092 $8.86K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,043 $8.46K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 995 $8.07K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 976 $7.92K <0.01% +15 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 941 $7.63K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 902 $7.32K <0.01% -3,300 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 805 $6.53K <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 748 $6.07K <0.01% -2 13F-HR Timeline Group Trust Co More: the full row for Trust Co 676 $5.48K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 669 $5.43K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 667 $5.41K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 627 $5K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 551 $4.47K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 427 $3.46K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 359 $2.91K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 350 $2.84K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 300 $2.43K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 277 $2.25K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 276 $2.24K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 247 $2K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 219 $1.78K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 136 $1.1K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 95 $771 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 87 $706 <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 66 $535 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10 $81 <0.01% -33 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7 $57 <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 1 $8 <0.01% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1 $5 <0.01% new 13F-HR Timeline