State of Wyoming More: the full row for State of Wyoming 172 $40K 0.01% -191 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 172 $40K 0.03% +4 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 170 $39.6K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 167 $38.9K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 166 $38.6K 0.04% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 166 $38.6K 0.03% -72 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 160 $37K 0.01% +22 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 156 $36.3K 0.03% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 154 $35.8K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 150 $34.9K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 146 $34K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 140 $32.6K <0.01% +15 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 136 $31.6K 0.01% -16 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 134 $31.2K 0.01% 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 132 $30.7K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 127 $29.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 125 $29.2K <0.01% +73 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 122 $28.4K 0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 117 $27.2K 0.03% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 116 $27K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 114 $26.5K 0.02% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 113 $26.3K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 104 $24.2K <0.01% new 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 103 $24K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 101 $23.5K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 100 $23.3K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 100 $23.3K <0.01% +1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 100 $23.3K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 96 $22.3K <0.01% -100 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 96 $22.3K <0.01% +36 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 94 $21.6K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 92 $21.4K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 89 $20.7K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 87 $20.2K <0.01% +5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 84 $19.6K 0.01% +83 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 84 $19.6K <0.01% 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 80 $18.6K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 77 $17.8K 0.01% -13 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 76 $17.7K <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 75 $16.8K <0.01% +39 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 71 $16.6K <0.01% -1 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 66 $15.4K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 66 $15.4K <0.01% +6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 65 $15.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 60 $14K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 60 $14K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CNB Bank More: the full row for CNB Bank 58 $13.5K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 57 $13.4K <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 56 $13K <0.01% -3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55 $12.8K <0.01% +7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 55 $12.8K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $11.2K <0.01% 0 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 47 $10.9K <0.01% -12 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 44 $10.2K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 43 $10K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 40 $9.31K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 40 $9.31K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 40 $9.31K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 40 $9K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $8.75K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 37 $8.61K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 36 $8.39K 0.01% +16 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 36 $8.38K <0.01% +8 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 35 $8.15K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 33 $7.68K 0.04% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 32 $7.45K <0.01% -802 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 32 $7.45K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 28 $6.52K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 28 $6.52K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 26 $6.05K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 28 $6K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23 $5.35K <0.01% -9 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 22 $5.12K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $5.04K 0.04% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 21 $4.89K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20 $4.72K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 20 $4.66K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20 $4.66K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 20 $4.66K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $4.42K <0.01% +2 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 19 $4.42K <0.01% -4,426 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 18 $4.19K <0.01% +17 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 17 $3.96K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 17 $3.96K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17 $3.86K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $3.26K <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $3.26K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 13 $3.03K <0.01% +11 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13 $3.03K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 57 $3.02K <0.01% +46 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $2.79K <0.01% +2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12 $2.79K <0.01% +9 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $2.64K <0.01% +4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11 $2.56K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11 $2.56K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10 $2.33K <0.01% -3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10 $2.33K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10 $2.33K <0.01% new 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 10 $2.33K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9 $2.1K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9 $2.1K <0.01% -9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10 $2K <0.01% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 8 $1.98K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $1.8K <0.01% -5 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 7 $1.63K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $1.63K <0.01% +1 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7 $1.63K <0.01% -20 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.63K <0.01% +3 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $1.63K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 6 $1.41K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6 $1.4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6 $1.4K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6 $1.4K <0.01% -364 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5 $1.18K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5 $1.16K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $1.16K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5 $1.16K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $1.16K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4 $931 <0.01% new 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $931 <0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4 $931 <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 4 $931 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $699 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $698 <0.01% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3 $698 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $698 <0.01% -2 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3 $698 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3 $698 <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3 $698 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $508 <0.01% +1 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 2 $492 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $466 <0.01% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $465 <0.01% -86 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2 $465 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $465 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $461 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $233 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $233 <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1 $233 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $233 <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1 $232 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,491 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.