EFG International AG in group EFG International AG More: the full row for EFG International AG 1,650 $56.8K <0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 1,648 $56.8K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,632 $56.2K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,623 $55.9K 0.03% +1 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,587 $54.6K 0.02% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,535 $52.9K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,510 $52K <0.01% -309 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,446 $49.8K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,420 $48.9K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,411 $48.6K 0.01% +224 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,410 $48.6K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,391 $47.8K <0.01% +124 13F-HR Timeline Trust Co More: the full row for Trust Co 1,373 $47.3K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,368 $47.1K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,353 $46.6K <0.01% -200 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,348 $46.4K 0.02% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,318 $45.4K <0.01% -7 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,317 $45K <0.01% +906 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,270 $43.7K 0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,368 $42.6K 0.03% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,182 $40.7K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,156 $39.8K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,135 $39.1K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,064 $36.6K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,062 $36.6K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,040 $35.8K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,035 $35.6K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,000 $34.4K <0.01% -16 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 998 $34.4K <0.01% +250 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 985 $33.9K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 984 $33.9K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 980 $33.8K 0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 937 $32.3K 0.01% +47 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 926 $31.9K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,000 $31.1K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 896 $30.9K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 875 $30.1K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 853 $29.4K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 850 $29.3K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 854 $29K 0.01% new 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 851 $29K <0.01% -163 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 838 $28.9K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 817 $28.1K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 810 $27.9K 0.02% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 775 $26.7K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 762 $26.2K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 762 $26.2K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 765 $26K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Core Alternative Capital More: the full row for Core Alternative Capital 748 $25.8K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 746 $25.7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 742 $25.6K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 737 $25.4K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 686 $24K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 684 $23.6K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 675 $23.2K <0.01% new 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 635 $21.9K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 543 $21.4K <0.01% +81 13F-HR Timeline TOBAM More: the full row for TOBAM 447 $21K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 605 $20.8K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 605 $20.8K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 643 $20.6K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 570 $19.8K <0.01% -55 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 564 $19.4K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 555 $19.1K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 550 $19K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 550 $18.9K <0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 548 $18.9K 0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 545 $18.8K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 536 $18.5K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 534 $18.4K <0.01% -144 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 530 $18.3K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 523 $18K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $17.2K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 498 $17.2K <0.01% new 13F-HR/A Timeline DAGCO, INC. More: the full row for DAGCO, INC. 497 $17.1K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 488 $16.8K <0.01% -332 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 458 $15.8K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 454 $15.7K <0.01% +4 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 450 $15.5K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 435 $15K <0.01% new 13F-HR/A Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 435 $15K <0.01% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 430 $14.8K <0.01% -66 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 426 $14.7K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 408 $14K 0.09% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 390 $13.4K 0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 386 $13.3K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 379 $13.1K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 378 $13K <0.01% -590 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 372 $12.8K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 372 $12.8K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 368 $12.7K <0.01% +225 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 350 $12.1K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 348 $12K 0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 341 $11.9K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 336 $11.6K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 331 $11.4K <0.01% -691 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 330 $11.4K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 327 $11.3K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 324 $11.2K <0.01% +3 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 308 $11.2K 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 321 $11.1K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 348 $11K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 311 $10.7K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 295 $10.2K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 294 $10.1K <0.01% -2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 298 $10K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 290 $9.99K <0.01% +148 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 289 $9.95K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 285 $9.81K <0.01% 0 13F-HR Timeline Group Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 279 $9.61K 0.01% 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 260 $8.96K <0.01% -700 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 240 $8.27K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 230 $7.91K <0.01% -180 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 213 $7.34K <0.01% +205 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 212 $7.3K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 209 $7.2K <0.01% -254 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 180 $6.2K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 177 $6.1K <0.01% -14 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 160 $6K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 171 $5.89K <0.01% +59 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 169 $5.82K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 169 $5.82K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 166 $5.72K 0.01% +45 13F-HR/A Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 160 $5.51K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 137 $4.72K <0.01% +59 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 132 $4.55K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 131 $4.51K <0.01% -120 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 128 $4.41K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 118 $4K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 115 $3.96K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 113 $3.89K <0.01% -4 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 111 $3.82K <0.01% -23 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 109 $3.75K <0.01% +28 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 108 $3.72K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $3.44K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 105 $3K <0.01% +3 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 70 $2.41K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 60 $2.07K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 79 $2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 71 $2K <0.01% -4 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 49 $1.7K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 45 $1.55K <0.01% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 40 $1.38K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $1.31K <0.01% +7 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 38 $1.31K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 34 $1.17K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 31 $1.07K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 35 $1K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28 $964 <0.01% new 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 27 $930 <0.01% 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 10 $344 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $34 <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1 $34 <0.01% new 13F-HR/A Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.