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 302 $64.5K <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 300 $64.1K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 294 $62.9K 0.01% +49 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 287 $61.3K 0.03% +4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 283 $60.5K 0.01% -2 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 278 $59.4K 0.04% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 277 $59.2K <0.01% -23 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 276 $59K 0.04% +20 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 271 $57.9K 0.02% +8 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 270 $57.7K 0.02% +5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 266 $56.8K 0.01% +5 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 262 $56.1K 0.02% -212 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 261 $55.9K 0.02% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 260 $55.6K 0.01% -61 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 260 $55.5K 0.02% +243 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 259 $55K 0.01% -275 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 257 $54.9K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 255 $54.5K 0.03% -135 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 254 $54.3K 0.01% +77 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 252 $53.8K 0.02% +152 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $53.4K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 250 $53.4K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 250 $53.4K 0.04% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 249 $53.2K <0.01% +105 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 247 $52.8K 0.01% -1 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 244 $52.1K 0.06% -127 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 240 $51.3K 0.02% +20 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 231 $49.4K 0.25% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 225 $48.1K 0.01% -5 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 222 $47.5K 0.03% -113 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 237 $47.4K 0.02% +39 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 220 $47K <0.01% +70 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 212 $45.2K 0.02% +1 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 210 $44.9K 0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 205 $43.8K 0.01% -12 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $43K 0.04% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 201 $43K 0.02% -1,489 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 200 $42.8K <0.01% new 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $42.7K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 200 $42.7K 0.03% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 196 $42.2K 0.03% +12 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 197 $42.1K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 196 $41.9K <0.01% -293 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 195 $41.7K 0.37% -160 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 193 $41.2K 0.06% -93 13F-HR Timeline MOTCO More: the full row for MOTCO 192 $41K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 185 $39.5K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 172 $36.8K 0.01% +32 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 170 $36.3K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 170 $36.3K 0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 169 $36.1K 0.03% +132 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 165 $35.3K <0.01% +80 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 162 $35K 0.02% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 163 $34.8K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 160 $34.2K 0.02% -10 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 160 $34.2K <0.01% -80 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 160 $34.2K 1.06% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 157 $33.5K <0.01% new 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 155 $33.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 155 $33.1K 0.01% -33 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 152 $32.5K 0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 151 $32.3K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 150 $32K 0.03% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 145 $31K 0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 145 $31K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 141 $30.1K 0.01% -76 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 139 $29.7K 0.01% -4 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 132 $28.2K 0.01% -103 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 131 $28K 0.02% -6 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 131 $28K 0.03% +19 13F-HR/A Timeline MASECO LLP More: the full row for MASECO LLP 130 $27.8K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 129 $27.6K 0.02% +110 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 128 $27.3K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 122 $26.1K 0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 120 $25.6K 0.01% +85 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 120 $25.6K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 118 $25.2K <0.01% +2 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 116 $24.8K <0.01% +6 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 114 $24.4K 0.01% +17 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 105 $22.4K <0.01% +11 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 101 $21.6K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 100 $21.4K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100 $21.4K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100 $21.4K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 94 $20.1K <0.01% -21 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 92 $19.7K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 91 $19.5K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 91 $19.4K <0.01% -4 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 90 $19.2K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 90 $19.2K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 90 $19.2K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 87 $18.6K <0.01% +34 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 83 $17.7K <0.01% +19 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 80 $17.1K 0.02% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 80 $17.1K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 80 $17.1K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 75 $16K <0.01% +14 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $15K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 70 $15K 0.01% -90 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 69 $14.8K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 69 $14.7K 0.01% +9 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 68 $14.5K <0.01% +8 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 63 $13.5K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 61 $13.1K <0.01% +56 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 60 $12.8K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $12.8K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 60 $12.8K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 60 $12.8K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 57 $12.1K <0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 56 $12K <0.01% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 54 $11.5K 0.03% -2,267 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 54 $11.5K 0.05% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 51 $10.9K <0.01% +5 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $10.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoese & Co LLP More: the full row for Hoese & Co LLP 50 $10.7K 0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 50 $10.7K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 50 $10.7K 0.01% -10 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 43 $9.2K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 43 $9.12K <0.01% +3 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 44 $9K <0.01% +10 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 120 $8.72K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 40 $8.55K <0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 40 $8.55K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 36 $7.69K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 23 $6.81K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 31 $6.62K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 31 $6.62K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 30 $6.41K <0.01% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 30 $6.41K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 29 $6.2K <0.01% -1,223 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 28 $5.99K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 22 $5.74K 0.2% -6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $5.41K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 25 $5.34K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 21 $4.49K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 21 $4.49K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 20 $4.34K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 20 $4.27K <0.01% -90 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 20 $4.27K <0.01% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 20 $4.27K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 17 $3.63K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 15 $3.21K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 13 $2.78K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11 $2.35K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11 $2.35K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 11 $2.35K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 10 $2.14K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $2.14K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 10 $2.14K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 10 $2.14K <0.01% -79 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $2.14K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $1.92K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9 $1.92K <0.01% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 7 $1.85K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 8 $1.71K <0.01% +2 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 5 $1.32K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5 $1.07K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $1.07K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 5 $1.07K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $855 <0.01% 0 13F-HR Timeline Group SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 235,026 $235K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.