Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,001 $330K 0.01% +843 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,079 $329K 0.05% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,070 $328K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,037 $325K <0.01% +2,547 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,036 $325K 0.36% -5,711 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,991 $322K 0.01% -16,693 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,966 $320K <0.01% +1,253 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,965 $319K 0.01% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,949 $318K 0.22% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,868 $312K 0.05% -59,953 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,863 $311K <0.01% -4,668 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,846 $310K 0.13% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,811 $307K 0.05% new 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 3,800 $306K 0.72% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,703 $305K 0.05% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,769 $304K 0.2% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,750 $302K <0.01% -412 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 3,730 $300K 0.13% new 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 3,726 $300K 0.11% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,724 $300K <0.01% new 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 3,700 $298K 0.03% -2,300 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,700 $298K 0.02% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 3,677 $296K 0.35% -1,093 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,625 $292K 0.02% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,623 $292K 0.01% +32 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,607 $291K <0.01% -1,468 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,604 $290K 0.01% -2,508 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,640 $287K 0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,550 $286K 0.02% 0 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 3,547 $286K 0.11% -1,694 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,461 $279K 0.03% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,461 $279K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,433 $277K 0.02% +362 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,400 $274K 0.14% -1,600 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,367 $271K <0.01% new 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,355 $267K 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,296 $266K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,289 $265K <0.01% +1,021 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,189 $257K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,184 $257K <0.01% -711 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,155 $254K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,154 $254K 0.01% +1,068 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,143 $253K 0.17% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,120 $251K 0.06% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,098 $250K 0.01% -40,032 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 3,085 $249K <0.01% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,083 $248K 0.25% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,075 $248K 0.04% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,067 $247K 0.21% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,978 $245K 0.02% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,248 $245K 0.01% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,000 $242K <0.01% 0 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $242K 0.07% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,000 $242K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,983 $240K 0.01% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,977 $240K 0.1% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,954 $238K 0.03% -3,537 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,877 $232K 0.04% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,874 $232K 0.02% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,860 $230K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,821 $227K 0.01% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,812 $227K 0.05% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,804 $226K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,793 $225K <0.01% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,771 $223K 0.02% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,740 $221K 0.01% new 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,737 $221K <0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,705 $218K 0.02% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,699 $217K 0.05% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,662 $214K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,661 $214K 0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,632 $212K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,615 $211K 0.01% +18 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,554 $206K <0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,550 $205K 0.04% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,490 $205K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,544 $204K 0.03% new 13F-HR Timeline Group Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,530 $204K 0.06% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,511 $202K 0.03% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,500 $201K 0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,475 $199K 0.14% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,460 $198K <0.01% -4,400 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,343 $189K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,314 $186K 0.01% -155 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,145 $173K 0.04% -92 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,045 $165K 0.01% +30 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,001 $161K <0.01% +1,067 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. M&G PLC in group M&G PLC More: the full row for M&G PLC 1,923 $156K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,914 $154K 0.11% -1,343 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,891 $152K 0.07% +19 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,835 $148K 0.01% +1,141 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,805 $145K <0.01% new 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,788 $144K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,687 $136K 0.03% -68 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,509 $122K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,500 $121K 0.04% +200 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,474 $119K 0.02% -47 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,466 $118K 0.03% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,455 $117K 0.02% -300 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,410 $114K 0.11% -1,100 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,398 $113K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,382 $111K 0.04% +370 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,327 $107K <0.01% -170 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,312 $106K <0.01% -567 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,264 $102K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,255 $101K 0.01% +22 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,247 $100K <0.01% +1,154 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,241 $100K <0.01% -177 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,122 $90.4K 0.01% +21 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,114 $89.7K <0.01% -8 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,101 $88.7K 0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,094 $88.2K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,085 $87.4K 0.02% +149 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,060 $85.4K 0.07% +1,050 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 998 $80.4K 0.01% +450 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 951 $76.6K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,074 $75.6K 0.02% -2,602 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 936 $75.4K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 918 $74K 0.01% +26 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 910 $73.3K <0.01% -3,319 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 910 $73.3K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 907 $73.1K 0.04% +715 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 905 $72.9K 0.01% -200 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 902 $72K 0.01% +10 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 873 $70.3K 0.03% +309 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 869 $70K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 855 $68.9K 0.02% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 782 $63K 0.02% +82 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 776 $62.5K <0.01% -1,448 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 775 $62.4K 0.01% +25 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 755 $60.8K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 698 $56.2K <0.01% -475 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 683 $55K <0.01% new 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 680 $54.8K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 709 $54.5K 0.04% -25 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 674 $54.3K 0.01% -99 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 652 $52.5K <0.01% -760 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 614 $49.5K 0.01% +15 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 612 $49.3K <0.01% -83 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 600 $48.3K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 605 $48.2K 0.07% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 602 $48K <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 594 $47.9K <0.01% +29 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 564 $45.4K 0.02% +481 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 553 $44.5K 0.04% -833 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 500 $40.3K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 500 $40.3K 0.01% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 500 $40K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 489 $39.4K <0.01% -9,777 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 450 $36.3K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 450 $36.3K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 450 $36.3K 0.01% +100 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 441 $35.5K 0.03% +390 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 420 $33.8K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $32.2K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $32.2K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 400 $32.2K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 379 $31.2K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 383 $30.9K <0.01% +218 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 340 $27.4K 0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 329 $26.5K <0.01% new 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 312 $25.1K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 306 $24.7K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 291 $23.4K <0.01% +76 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 300 $22.4K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 284 $22K 0.01% +6 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 266 $21.4K <0.01% -704 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 258 $20.8K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 252 $20.3K 0.01% +195 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 247 $19.9K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 246 $19.8K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 240 $19.3K <0.01% -156 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 215 $17.3K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 205 $16.5K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 202 $16.3K 0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 201 $16.2K 0.01% +111 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $16.1K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 200 $16.1K <0.01% -154 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $16.1K 0.01% -502 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $16.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 183 $15K <0.01% -3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 186 $15K <0.01% -1,004 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 181 $14.6K <0.01% +54 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 174 $14K <0.01% -193 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 170 $13.7K <0.01% 0 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 168 $13.5K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 167 $13.5K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 165 $13.3K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 165 $13.3K <0.01% +14 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 158 $12.7K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 147 $12K <0.01% +2 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 147 $11.8K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 143 $11.5K <0.01% +51 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 142 $11.4K 0.01% -3,240 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 136 $11K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 136 $10.4K 0.01% +50 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 125 $10.1K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 123 $9.91K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 123 $9.91K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 122 $9.89K <0.01% +80 13F-HR Timeline Group