MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,721 $159K <0.01% -252 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,721 $159K 0.04% +1,680 13F-HR Timeline Group Unison Asset Management LLC More: the full row for Unison Asset Management LLC 1,668 $154K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,500 $139K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,443 $133K 0.08% -684 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,440 $133K 0.03% +781 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,423 $132K 0.03% -40 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,409 $130K <0.01% -261 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,408 $130K 0.02% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,400 $130K 0.11% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,388 $128K 0.04% +70 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,330 $121K 0.17% -1,100 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,308 $121K 0.01% -55 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,293 $120K 0.01% -2,274 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,254 $116K 0.06% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,254 $116K 0.01% -103 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,221 $113K 0.01% +422 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,218 $113K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,225 $112K 0.01% -85 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,200 $111K 0.05% +1,140 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,197 $111K 0.09% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,040 $106K 0.01% +97 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,120 $104K 0.03% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,090 $101K 0.05% +231 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,062 $98.2K 0.03% +1,032 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,043 $96.5K 0.02% +408 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,040 $96.2K 0.01% +514 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,039 $96.1K 0.01% +334 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,034 $95.6K <0.01% +844 13F-HR Timeline MOTCO More: the full row for MOTCO 1,024 $94.7K 0.01% -30 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,034 $94.4K <0.01% -50 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,019 $94.3K 0.04% +12 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,009 $93.3K 0.08% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1,000 $92.5K 0.09% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 981 $90.7K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 952 $88.1K 0.01% -1,414 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 944 $87.3K 0.01% -160 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 890 $82.3K 0.03% +220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 884 $81.7K 0.03% +233 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 866 $80.1K 0.01% +739 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 859 $79.5K <0.01% +52 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 814 $75.3K 0.03% -593 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 799 $73.9K <0.01% +333 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 794 $73.5K <0.01% -149 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 785 $72.6K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 760 $70.3K <0.01% -1,310 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 726 $67K 0.01% -231 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 726 $67K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 714 $66.1K 0.01% +553 13F-HR Timeline CX Institutional More: the full row for CX Institutional 703 $65K <0.01% -2,443 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 677 $62.6K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 673 $62.3K 0.01% +525 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 631 $58.4K 0.01% +223 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 631 $58.4K 0.03% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 606 $56.1K 0.01% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 595 $55K 0.01% -1,213 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 591 $54.7K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 571 $52.8K 0.02% +283 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 568 $52.5K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 542 $50.2K <0.01% -73 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 542 $50.1K <0.01% +259 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 540 $50K 0.03% +110 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 537 $49.7K 0.02% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 514 $47.5K <0.01% -1,433 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 510 $47.2K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 505 $46.7K <0.01% -911 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 500 $46.2K <0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 500 $46.2K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 499 $46.2K <0.01% +14 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 498 $46.1K 0.01% -1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 496 $45.9K <0.01% -232 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 488 $45.1K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 487 $45K 0.03% +54 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 482 $44.6K 0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 470 $43.5K <0.01% new 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 457 $42.3K <0.01% +143 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 450 $42K <0.01% -4,300 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 445 $41.2K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 450 $41K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 440 $40.7K 0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 437 $40.4K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 436 $40.3K 0.04% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 434 $40.2K 0.02% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 431 $39.9K 0.02% -164 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 420 $38.9K 0.01% new 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 418 $38.7K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 413 $38.2K 0.01% +29 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 387 $35.8K 0.04% +100 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 376 $34.8K 0.01% +295 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 375 $34.7K <0.01% -6,812 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 374 $34.6K <0.01% -110 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 369 $33.7K <0.01% -89 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 364 $33.3K 0.01% +294 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 348 $32.3K <0.01% -69 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 347 $32.1K <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 330 $31K <0.01% +150 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 328 $30.3K 0.01% +1 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 325 $30.1K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 324 $30K <0.01% +313 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 320 $29.6K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 310 $28.7K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 288 $28.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 304 $28.1K 0.01% -2 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 275 $25.4K <0.01% +32 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 273 $25.3K <0.01% -2 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 272 $25.2K 0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 267 $24.7K 0.01% -32 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 257 $23.8K 0.02% -413 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 251 $23K <0.01% -57 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 246 $22.7K <0.01% +140 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 242 $22.4K 0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 238 $22K 0.01% +137 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 232 $21.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 213 $20K 0.01% -134 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 215 $19.9K <0.01% -57 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 206 $19.1K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 206 $19.1K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 204 $18.9K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $18.5K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 200 $18.5K <0.01% -3,781 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 200 $18.5K 0.03% +168 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 196 $18.1K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 194 $17.9K <0.01% -5 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 176 $16.3K <0.01% -22 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 183 $16K <0.01% +24 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 170 $15.7K <0.01% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 200 $14K 0.01% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 150 $13.9K <0.01% -35 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 150 $13.9K 0.01% +61 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 148 $13.8K 0.01% 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 105 $13.4K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 137 $12.7K 0.01% +30 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 133 $12.3K 0.01% +61 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 131 $12.1K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 130 $12K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 128 $11.8K <0.01% -19 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 126 $11.7K <0.01% +44 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 123 $11.4K <0.01% -41 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 120 $11.1K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 119 $11K <0.01% +10 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 119 $11K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 123 $11K <0.01% +32 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 117 $10.8K 0.01% +114 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 113 $10.5K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 113 $10.5K 0.01% -905 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 112 $10.4K <0.01% -444 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 111 $10.3K <0.01% -60 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 109 $10.1K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 93 $8.6K <0.01% +14 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 90 $8.32K <0.01% -69 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 89 $8.23K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 86 $7.96K <0.01% +41 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 84 $7.77K <0.01% new 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 84 $7.77K 0.01% -251 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 82 $7.58K <0.01% +10 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 81 $7.55K <0.01% +32 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 81 $7.49K <0.01% 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 80 $7.4K <0.01% -29 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 79 $7.12K <0.01% +44 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 75 $6.94K <0.01% -170 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 75 $6.9K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 68 $6.29K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 68 $6.29K <0.01% +20 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 67 $6.2K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 66 $6.11K <0.01% -53 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 63 $5.75K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 62 $5.74K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 60 $5.57K <0.01% +36 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 58 $5.37K <0.01% -12 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 57 $5.27K <0.01% -2 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 56 $5.18K <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 55 $5.09K <0.01% -2,462 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 54 $5K <0.01% +10 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $4.65K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $4.62K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 49 $4.53K <0.01% -19 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 47 $4.36K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 47 $4.36K <0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 47 $4.35K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 47 $4.35K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 46 $4.25K <0.01% +21 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $4.25K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 45 $4.17K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $4.16K <0.01% -183 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 45 $4.16K <0.01% +13 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 45 $4K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 43 $3.97K <0.01% -14 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 38 $3.52K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 37 $3.42K <0.01% -4 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 35 $3.24K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 35 $3.2K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 34 $3.16K <0.01% -2 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 33 $3.09K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 31 $2.87K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 30 $2.8K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 30 $2.77K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 30 $2.77K <0.01% -178 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 28 $2.59K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 27 $2.5K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 25 $2.35K <0.01% -50 13F-HR Timeline Group