UMB Bank, n.a. More: the full row for UMB Bank, n.a. 275 $38.2K <0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 275 $38.2K <0.01% -40 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 271 $37.6K 0.02% +112 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 265 $37K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 246 $34.2K <0.01% -48 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 240 $33.3K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 235 $32.6K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 227 $31.5K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 224 $31.1K <0.01% -11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 217 $30.2K <0.01% -4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 215 $30K <0.01% +30 13F-HR/A Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 214 $29.7K 0.01% -6 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 212 $29.4K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 200 $27.8K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 190 $26.4K <0.01% +75 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 182 $25.3K <0.01% -3,902 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 175 $24.3K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 173 $24K <0.01% -28 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 170 $23.6K 0.02% -2,534 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 170 $23.6K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 166 $23.1K <0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 164 $23K <0.01% -125,457 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 163 $22.6K <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 150 $20.8K <0.01% +126 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 150 $20.8K 0.02% 13F-HR Timeline Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 150 $20.8K 0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 142 $19.7K 0.02% -33 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 137 $19K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 135 $19K <0.01% +18 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 130 $18.1K <0.01% +40 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 126 $17.5K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 126 $17.5K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $16.4K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 112 $15.6K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 105 $14.6K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 102 $14.3K <0.01% 0 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 100 $13.9K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $13.9K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $13.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 96 $13.3K <0.01% +59 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 94 $13.1K <0.01% +4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 95 $13K <0.01% +73 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 93 $13K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 88 $12.2K <0.01% +19 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 85 $11.8K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 83 $11.5K <0.01% +81 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 80 $11.1K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 81 $11K <0.01% +62 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 78 $10.8K <0.01% 0 13F-HR Timeline Group Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 75 $10.4K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 75 $10K <0.01% -195 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 69 $9.59K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 68 $9.5K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 64 $8.89K <0.01% -2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 63 $8.71K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 62 $8.61K <0.01% -62 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 60 $8.4K <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 58 $8.06K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 58 $8.06K 0.01% +10 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 52 $7.22K <0.01% -288 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 51 $7.08K <0.01% +39 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 49 $6.81K <0.01% +19 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 47 $6.53K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 47 $6.53K <0.01% +28 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 46 $6.37K 0.04% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 42 $5.83K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $5.56K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 39 $5.42K <0.01% +24 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 37 $5K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 35 $5K <0.01% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 34 $4.72K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 32 $4.45K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 31 $4.31K <0.01% -22 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 30 $4.17K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28 $3.89K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 27 $3.75K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 26 $3.61K <0.01% -8 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 25 $3.47K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 25 $3.47K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $3.47K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 25 $3.47K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 24 $3.33K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 25 $3.31K <0.01% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23 $3.19K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 23 $3.19K <0.01% -348 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 21 $2.92K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $2.78K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 20 $2.78K <0.01% +3 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 20 $2.78K <0.01% +5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 20 $2.78K <0.01% -12 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $2.78K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19 $2.64K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 19 $2.64K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 18 $2.5K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 18 $2.5K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $2.5K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18 $2.5K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 17 $2.36K <0.01% -3 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $2.36K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16 $2.25K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 16 $2.22K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $2.22K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 15 $2.15K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $2.08K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 15 $2.08K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $2.08K <0.01% +5 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 15 $2.05K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14 $1.95K <0.01% -12 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $1.91K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $1.82K <0.01% -228 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12 $1.67K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 12 $1.67K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9 $1.25K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9 $1.25K <0.01% +4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9 $1.25K <0.01% -1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 9 $1.25K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $1.11K <0.01% +4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $1.11K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 8 $1.11K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 8 $1.11K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $1.11K <0.01% 13F-HR/A Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 8 $1.11K <0.01% 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7 $1.01K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $1K <0.01% -7 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 7 $973 <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7 $972 <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6 $839 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 6 $833 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $833 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $695 <0.01% +4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $695 <0.01% -200 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $695 <0.01% +3 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $695 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $694 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4 $556 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $556 <0.01% -69 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $556 <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $556 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4 $556 <0.01% -8 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $556 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4 $556 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $417 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3 $417 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3 $417 <0.01% -12 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $417 <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $417 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 3 $417 <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2 $278 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $278 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $162 <0.01% -102 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 16,100 $140 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $139 <0.01% 13F-HR Timeline