Five Oceans Advisors More: the full row for Five Oceans Advisors 396 $269K 0.13% +4 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 393 $267K 0.15% -18 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 387 $263K 0.02% -26 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 385 $262K 0.02% -123 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 384 $261K 0.01% -30 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 383 $260K 0.02% -1 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 383 $260K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 383 $260K 0.04% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 383 $260K 0.05% -97 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 382 $260K 0.16% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 382 $260K 0.02% +23 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 381 $259K 0.07% +17 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 380 $258K 0.04% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 378 $257K 0.1% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 375 $255K 0.13% -5 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 375 $255K 0.18% -106 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 373 $254K 0.03% +14 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 373 $254K 0.02% +24 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 372 $253K 0.02% -9 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 369 $251K 0.04% -18 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 368 $250K 0.05% +4 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 365 $248K 0.19% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 364 $248K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 364 $247K 0.01% -346 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 364 $247K 0.05% -22 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 362 $246K <0.01% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 362 $246K 0.03% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 359 $244K 0.02% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 358 $243K 0.03% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 358 $243K 0.13% -8 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 356 $242K 0.05% +4 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 353 $240K 0.01% +34 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 352 $239K <0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 352 $239K 0.09% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 350 $238K 0.02% +29 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 350 $238K 0.18% +142 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 349 $237K 0.03% -82 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 349 $237K 0.24% -6 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 345 $235K 0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 343 $233K 0.09% -5 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 342 $232K 0.04% new 13F-HR/A Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 342 $232K 0.05% +15 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 339 $230K 0.09% +17 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 337 $229K 0.14% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 361 $228K 0.07% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 335 $228K 0.04% -9 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 334 $227K 0.2% +12 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 332 $226K 0.03% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 329 $224K 0.06% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 325 $221K 0.02% new 13F-HR/A Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 325 $221K 0.17% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 324 $220K 0.01% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 323 $220K 0.09% +1 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 318 $216K 0.04% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 317 $215K <0.01% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 317 $215K <0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 316 $215K 0.08% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 315 $214K 0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 315 $214K 0.05% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 315 $214K 0.02% -75 13F-HR/A Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 315 $214K 0.09% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 314 $213K 0.04% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 302 $212K 0.01% -320 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 311 $211K 0.08% +14 13F-HR Timeline Group NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 311 $211K 0.12% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 310 $211K 0.01% -123 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 310 $211K 0.1% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 310 $211K 0.01% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 310 $211K 0.14% -24 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 308 $209K 0.11% -86 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 307 $209K 0.07% new 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 308 $208K 0.13% +120 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 305 $207K 0.09% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 304 $207K 0.06% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 304 $207K 0.04% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 303 $206K 0.02% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 303 $206K 0.07% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 302 $205K 0.04% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 300 $204K 0.11% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 300 $204K 0.02% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 300 $204K 0.03% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 300 $204K 0.06% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 300 $204K 0.17% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 300 $204K 0.05% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 300 $204K 0.54% -200 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 299 $203K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 296 $201K +292 Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 296 $201K <0.01% new 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 296 $200K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 294 $200K 0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 290 $197K 0.19% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 287 $195K 0.08% +1 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 283 $192K 0.16% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 283 $192K 0.03% -72 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 282 $192K 0.03% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 272 $185K 0.09% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 270 $184K 0.11% -479 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 262 $178K 0.14% +9 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 262 $178K <0.01% -258 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 261 $177K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 260 $177K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 251 $171K 0.01% -50 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 235 $160K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 233 $158K 0.02% +27 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 230 $156K 0.05% +10 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 229 $156K 0.01% +27 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 224 $152K 0.02% +21 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 219 $149K 0.04% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 200 $136K 0.04% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $136K 0.08% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 200 $136K 0.11% -43 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 200 $136K 0.12% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 199 $135K 0.01% -100 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 198 $135K 0.02% 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 196 $133K 0.09% -15 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 196 $133K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 186 $133K <0.01% -34 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 194 $132K 0.01% +161 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 189 $128K 0.02% +102 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 174 $118K -24 Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 169 $115K 0.04% -117 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 166 $113K 0.05% 0 13F-HR/A Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 165 $112K <0.01% -25 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 155 $106K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 150 $102K 0.02% -43 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 148 $101K 0.01% +9 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 145 $98.6K 0.04% -18 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 141 $95.9K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 140 $95.2K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 139 $94.5K 0.19% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 139 $94.5K 0.07% -10 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 134 $91.1K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 133 $90K <0.01% +19 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 130 $88.4K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 129 $88K 0.01% -8 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 129 $88K 0.06% +52 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 127 $86.3K 0.04% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 125 $85K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 125 $85K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 123 $83.6K 0.01% 0 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 123 $83.6K 0.07% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 122 $83K <0.01% +32 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 122 $82.9K 0.02% +50 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 121 $82.3K 0.03% +21 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 117 $79K 0.03% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 111 $75.5K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 108 $73.4K 0.02% +88 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 107 $72.7K <0.01% +6 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 102 $69.3K <0.01% +53 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 101 $68.7K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 100 $68K 0.02% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 96 $65.3K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $65.3K <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 94 $63.9K 0.02% +48 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 93 $63.2K 0.02% +12 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 92 $62.5K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 87 $59.1K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 95 $59K 0.03% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 85 $57.8K <0.01% +2 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 85 $57.7K 0.03% +6 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 82 $55K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 80 $54.5K 0.01% +22 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 79 $53.7K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 77 $52.3K 0.03% -5 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 75 $51K <0.01% +65 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 75 $51K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 74 $50.3K <0.01% +54 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 74 $50.3K 0.02% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 71 $48.4K <0.01% +13 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 70 $47.6K <0.01% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 70 $47.6K 0.01% +4 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 69 $47K 0.04% +58 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 68 $46.2K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 69 $45.3K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 65 $45K 0.02% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 66 $44.9K 0.02% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 66 $44.9K 0.02% -134 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 65 $44.3K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 65 $44.2K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 65 $44K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 67 $42.4K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 60 $40.8K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 57 $38.7K 0.01% -10 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 56 $38.1K 0.01% 0 13F-HR/A Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 54 $36.7K 0.04% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 54 $36.7K 0.01% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 53 $36K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 53 $36K 0.19% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 53 $36K 0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 52 $35.4K 0.01% 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 52 $35K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 51 $34.7K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 50 $34K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 48 $32.5K 0.02% -7 13F-HR Timeline Quarry LP More: the full row for Quarry LP 45 $30.6K 0.01% -93 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 44 $29.9K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 44 $29.9K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 42 $28.6K 0.01% +41 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 41 $27.9K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 40 $27.2K 0.02% 0 13F-HR Timeline Group