Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 6,145 $274K 0.25% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,143 $274K <0.01% +233 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,684 $273K 0.01% +210 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 6,593 $273K 0.02% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,088 $271K 0.05% +66 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,051 $269K 0.01% +5 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 6,011 $268K 0.01% 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,000 $267K <0.01% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,938 $264K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 5,869 $261K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,717 $255K 0.01% +388 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,664 $252K <0.01% +146 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,656 $252K 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,644 $251K 0.01% +62 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,630 $251K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,623 $250K 0.01% -367 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,611 $250K 0.05% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,559 $248K <0.01% -865 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,538 $247K <0.01% +7 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,506 $245K <0.01% -721 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,390 $240K 0.11% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,375 $239K <0.01% -30 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,123 $228K 0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,113 $228K 0.05% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,100 $227K <0.01% -1,189 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,097 $227K <0.01% +50 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,097 $227K <0.01% +97 13F-HR/A Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 5,096 $227K 0.04% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,088 $227K 0.01% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,032 $224K <0.01% +24 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,016 $223K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,006 $223K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,000 $223K 0.02% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,000 $223K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,000 $223K 0.05% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,910 $219K 0.01% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,825 $215K 0.01% -78,496 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 4,800 $214K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,699 $209K <0.01% -785 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,680 $208K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,665 $208K <0.01% new 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,635 $206K 0.11% -13,630 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,629 $206K 0.03% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,587 $204K 0.02% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,547 $202K 0.02% new 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,541 $202K 0.01% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 4,529 $202K 0.15% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,500 $200K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,448 $198K 0.04% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,415 $197K 0.01% +709 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,388 $195K 0.1% -576 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,159 $185K 0.02% -34 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,110 $185K 0.01% +252 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,101 $183K 0.04% new 13F-HR/A Timeline STRS OHIO More: the full row for STRS OHIO 4,079 $182K <0.01% +7 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,000 $178K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,964 $177K 0.08% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,857 $172K 0.02% +3,311 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,641 $162K <0.01% +2,317 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,548 $158K <0.01% -724 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 3,456 $154K 0.07% -610 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,300 $147K 0.03% +2,200 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,194 $142K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,170 $141K <0.01% +1,257 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,000 $133K <0.01% -7,000 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,949 $131K <0.01% -169 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,947 $131K 0.01% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,800 $125K 0.13% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,800 $125K 0.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,757 $123K <0.01% +193 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,698 $120K 0.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,495 $111K 0.01% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,400 $107K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,338 $104K <0.01% +442 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,255 $100K 0.02% +2 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,174 $96.8K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,155 $96K <0.01% -141 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) 1,998 $89K <0.01% +563 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,985 $88.4K 0.04% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,800 $80.2K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,736 $77.3K 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 1,736 $77.3K <0.01% +309 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,703 $76K <0.01% +18 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,608 $74.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,648 $73.4K <0.01% +584 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,757 $71.8K <0.01% +104 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,600 $71.2K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,500 $66.8K -400 Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,460 $65K 0.01% -150 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,435 $63.9K <0.01% -99 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,375 $61.2K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,370 $61K <0.01% +6 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,256 $58.1K 0.01% +483 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,291 $57.5K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,280 $57K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,210 $53.9K 0.03% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,200 $53.4K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,087 $48.4K <0.01% +63 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,036 $46K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,003 $44.7K <0.01% +88 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $44.5K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 45 $42.7K <0.01% +5 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 919 $40.9K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 913 $40.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 854 $38K 0.02% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 852 $37.9K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 850 $37.9K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 800 $35.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 781 $34.8K <0.01% +39 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 780 $34.7K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 836 $34K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 751 $33.4K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 730 $32.5K <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 709 $31.6K <0.01% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 703 $31.3K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 648 $30.1K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 615 $27.4K <0.01% +94 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 598 $26.6K 0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 530 $23.6K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 527 $23.5K 0.01% +5 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 525 $23.4K <0.01% -7,045 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 523 $23.3K <0.01% +65 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 498 $22.2K <0.01% -50 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 484 $21.8K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 421 $18.7K 0.01% -1,800 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 414 $18.4K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 394 $17.5K <0.01% -502 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 345 $15.4K <0.01% +54 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 341 $15.2K <0.01% +51 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 335 $14.9K <0.01% -75 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 324 $14.4K <0.01% -66 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 323 $14.4K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 322 $14.3K <0.01% -10 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 319 $14.2K 0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 265 $11.8K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 260 $11.6K <0.01% +66 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 258 $11.5K 0.01% +50 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 248 $11K <0.01% -254 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 243 $10.8K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 242 $10.8K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 235 $10.5K <0.01% 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 223 $9.91K 0.01% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 215 $9.56K <0.01% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 204 $9.09K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 195 $8.68K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 210 $8.47K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 171 $7.62K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 167 $7.44K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 158 $7.04K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 152 $6.77K <0.01% 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 145 $6.46K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 143 $6.37K <0.01% +52 13F-HR Timeline Quarry LP More: the full row for Quarry LP 129 $5.74K <0.01% -2,979 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 128 $5.7K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 121 $5.39K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 117 $5.21K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 113 $5.03K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 117 $5K <0.01% -57 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 112 $4.99K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 104 $4.63K <0.01% +18 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 102 $4.54K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 100 $4.45K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $4.45K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 100 $4.45K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $4.45K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 99 $4.41K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 97 $4.32K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 95 $4.23K <0.01% +45 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 90 $4.01K <0.01% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 84 $3.74K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 83 $3.71K <0.01% -2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 80 $3.56K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 79 $3.51K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 76 $3.38K <0.01% 13F-HR/A Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 75 $3.34K <0.01% -75,821 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 71 $3.16K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 65 $2.91K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 60 $2.67K <0.01% -331 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 55 $2.45K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 53 $2.36K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51 $2.27K <0.01% +3 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 48 $2.16K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 44 $1.96K <0.01% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 40 $1.78K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 37 $1.65K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 37 $1.65K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 36 $1.6K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 32 $1.43K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 31 $1.38K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 31 $1.38K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 29 $1.29K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 23 $1.04K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $1.02K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 23 $1.02K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 21 $935 <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19 $846 <0.01% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 19 $846 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $831 <0.01% +5 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 18 $802 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17 $757 <0.01% +6 13F-HR Timeline