1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,719 $252K 0.21% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,708 $251K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,702 $251K 0.04% +1,943 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,688 $250K 0.04% +83 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,677 $249K 0.01% +64 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,664 $248K 0.03% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,725 $248K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,655 $247K 0.01% +574 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,633 $246K 0.02% +89 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,626 $245K 0.06% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,602 $244K 0.01% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,600 $244K <0.01% 0 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,600 $244K 0.15% 0 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,599 $244K 0.11% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 3,572 $242K 0.08% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,556 $241K 0.07% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,554 $241K 0.14% +230 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,533 $239K 0.05% 0 13F-HR Timeline Group Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 3,518 $238K 0.05% +1,508 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,516 $238K <0.01% -2,596 13F-HR/A Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,503 $237K 0.17% +2 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,491 $236K 0.02% -1,604 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 3,487 $236K 0.05% +8 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,483 $236K 0.11% +42 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,481 $236K 0.02% -100,382 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,481 $236K 0.09% -5 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,478 $235K 0.03% +272 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,476 $235K 0.01% new 13F-HR/A Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,465 $235K 0.01% new 13F-HR/A Timeline CLG LLC More: the full row for CLG LLC 3,448 $233K 0.08% +13 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,439 $233K 0.01% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,442 $233K 0.1% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,434 $232K 0.02% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,432 $232K <0.01% -156 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 3,428 $232K 0.08% +2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,410 $231K 0.01% -188 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 3,399 $230K 0.12% +12 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,393 $230K 0.07% -13 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,392 $230K 0.06% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,388 $229K 0.01% -42,504 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,377 $229K 0.01% -2,197 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 3,367 $228K 0.07% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,362 $228K 0.02% new 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,322 $225K 0.07% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,320 $225K 0.05% +3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,319 $225K 0.01% -370 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,465 $225K 0.04% +2,915 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,305 $224K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,294 $223K 0.02% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,293 $223K 0.16% 0 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 3,291 $223K 0.05% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,277 $222K 0.02% +2,146 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,274 $222K 0.1% -1,200 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,249 $220K 0.05% +8 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 3,231 $219K 0.08% new 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 3,221 $218K 0.08% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,220 $218K 0.01% +3,200 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,195 $218K 0.01% +1,610 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,211 $217K <0.01% -319 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,198 $216K 0.05% +720 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,193 $216K 0.06% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,192 $216K 0.01% -986 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,983 $215K 0.02% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,177 $215K 0.02% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,156 $214K 0.02% -178 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,143 $213K 0.03% -547 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,124 $211K <0.01% -29,307 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,926 $211K 0.24% -160 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,125 $211K 0.06% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,085 $209K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,083 $209K <0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,075 $208K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,069 $208K 0.03% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,065 $207K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,052 $207K 0.01% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,048 $206K 0.04% new 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,012 $204K 0.01% -667 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,009 $204K <0.01% -2,979 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Planning LLC More: the full row for Capital Planning LLC 3,008 $204K 0.06% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,995 $203K 0.02% new 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,000 $203K 0.06% new 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 2,997 $203K 0.32% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,988 $202K <0.01% -508 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,981 $202K 0.04% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,953 $200K <0.01% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,809 $190K 0.1% +21 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,800 $190K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,793 $189K 0.01% +651 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,540 $172K 0.02% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,500 $169K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,379 $161K 0.01% +9 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,368 $160K <0.01% -252 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,214 $150K 0.02% -995 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,171 $147K 0.12% +202 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,165 $147K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,165 $146K 0.1% +1,583 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,128 $144K 0.11% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,116 $143K 0.02% -51 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,089 $141K 0.01% +89 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,088 $141K 0.02% +532 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,036 $138K 0.02% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,000 $135K 0.04% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,905 $129K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,904 $129K 0.02% -18 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,887 $128K <0.01% -29 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,880 $125K 0.08% -561 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,848 $125K 0.02% +342 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,811 $123K 0.01% +10 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,768 $120K 0.06% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,702 $115K 0.02% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,700 $115K 0.13% -16,500 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,694 $115K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,639 $111K 0.07% +33 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,587 $107K 0.01% +1,004 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,592 $106K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,518 $103K 0.01% +200 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,507 $102K 0.1% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,484 $100K 0.03% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,481 $100K 0.01% -57 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 1,484 $100K <0.01% +630 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,476 $99K 0.04% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,402 $94.9K 0.03% +70 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,398 $94.6K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,365 $93K 0.02% -155 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,358 $92.5K 0.03% new 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,337 $90.5K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,336 $90.4K 0.01% +537 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,308 $89K 0.01% -6 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,310 $88.7K 0.03% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,300 $88K <0.01% new 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,294 $87.6K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,240 $83.9K 0.04% -2,200 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,229 $83.2K 0.03% +824 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,204 $81.5K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,204 $81.5K <0.01% +67 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,157 $78.3K 0.01% -5 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,150 $77.8K 0.02% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,126 $76.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,137 $76K 0.03% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,139 $76K <0.01% -5,534 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,116 $75.5K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,108 $75K 0.02% -160 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,100 $74.5K 0.02% -251 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,091 $73.8K 0.01% 0 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,084 $73.4K 0.01% -45 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,081 $73.2K 0.03% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,098 $73K 0.01% -205 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,162 $72.8K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,074 $72.7K 0.04% +974 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,067 $72.2K 0.01% -652 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,059 $71.7K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,056 $71.5K 0.02% 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,056 $71.5K 0.03% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,026 $69.5K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,015 $68.7K 0.01% -59 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,009 $68.3K 0.04% +12 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 1,000 $67.7K 0.01% -2,438 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 962 $65.1K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 946 $64K <0.01% -717 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 920 $62.3K 0.09% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 916 $62K <0.01% +249 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 904 $62K 0.01% +891 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 902 $61.1K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 900 $60.9K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 865 $58.6K 0.01% -449 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 847 $57.3K <0.01% +401 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 843 $57K 0.02% +50 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 833 $56.4K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 808 $54.7K 0.05% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 800 $54.2K 0.01% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 800 $54K 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 790 $53.5K <0.01% +74 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 770 $52.1K 0.05% +196 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 780 $51.6K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 760 $51.4K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 750 $50.8K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 747 $50.6K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 730 $49.4K 0.01% -295 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 725 $49.1K 0.05% -175 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 696 $47.1K 0.02% -22 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 672 $45.5K <0.01% -100 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 656 $44.4K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 634 $42.9K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 632 $42.8K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 611 $41.4K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 603 $40.8K <0.01% +4 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 580 $39.5K 0.02% +80 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 570 $38.6K 0.01% -9 13F-HR/A Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 559 $37.8K 0.03% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 554 $37.5K 0.02% +3 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 553 $37.4K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 550 $37.2K <0.01% +175 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 527 $36K <0.01% new 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 515 $35.6K 0.01% +3 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 525 $35.5K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 510 $34.5K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 510 $34.5K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $33.8K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 498 $33.7K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 483 $32.7K <0.01% 0 13F-HR Timeline