Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 544 $39.4K 0.03% +34 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 537 $38.9K 0.01% -37 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 534 $38.7K 0.01% 0 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 521 $37.8K 0.02% -241 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 517 $37.5K 0.01% +457 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 516 $37.4K 0.01% +500 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 516 $37.4K <0.01% -41 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 503 $36.4K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 484 $35.1K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 482 $34.9K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. 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More: the full row for Steigerwald, Gordon & Koch Inc. 400 $29K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 396 $28.7K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Pinnacle Bancorp, Inc. 340 $24.6K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 339 $24.6K <0.01% -2,198 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 335 $24.3K <0.01% +135 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 333 $24.2K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 333 $24.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 330 $24K <0.01% +66 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 321 $23.3K 0.01% -43 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 317 $23K <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. 311 $22.5K <0.01% 0 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 310 $22.5K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 307 $22.2K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 303 $22K <0.01% -91 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 298 $21.6K <0.01% -86 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 297 $21.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 294 $21.3K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 292 $21.2K <0.01% -63 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 292 $21.2K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 288 $20.9K <0.01% +12 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 283 $20.5K <0.01% +14 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 283 $20.5K 0.01% -15 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 283 $20.5K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 282 $20.4K <0.01% -180 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 272 $19.7K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 271 $19.6K <0.01% +96 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 267 $19.3K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 265 $19.2K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 258 $18.7K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 240 $17.4K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 239 $17.3K 0.01% -9 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 238 $17.2K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 234 $17K 0.1% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 233 $16.9K 0.01% -20 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 231 $16.7K <0.01% +139 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 221 $16K <0.01% +5 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 216 $16K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 219 $15.9K 0.02% -5 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 216 $15.7K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 214 $15.5K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 207 $15K 0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $14.5K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 200 $14.5K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 198 $14.3K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 197 $14.3K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 194 $14.1K <0.01% +8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 197 $14K <0.01% +28 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 190 $13.8K <0.01% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 178 $13.5K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 182 $13.2K <0.01% +14 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 181 $13.1K <0.01% -177 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 181 $13.1K <0.01% -24 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 180 $13.1K <0.01% -7 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 180 $13K <0.01% 0 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 179 $13K <0.01% -17 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 173 $12.5K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 173 $12.5K 0.01% -166 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 166 $12K <0.01% +47 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 164 $11.9K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 162 $11.8K 0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 156 $11.3K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 154 $11.2K <0.01% +13 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 150 $10.9K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 145 $10.5K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 144 $10.4K <0.01% -15 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 142 $10.3K 0.01% -3 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 140 $10.1K 0.01% -678 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 140 $10.1K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 135 $10K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 137 $9.93K 0.01% -4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 130 $9.42K <0.01% +12 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 124 $9.02K <0.01% +37 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 122 $8.88K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 122 $8.84K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 120 $8.7K 0.01% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 115 $8.33K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 110 $7.97K <0.01% +42 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 108 $7.83K <0.01% +5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 105 $7.61K <0.01% +10 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 104 $7.54K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 104 $7.54K <0.01% +23 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 103 $7.46K 0.01% +7 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $7.25K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 96 $6.96K <0.01% +79 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 93 $6.74K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 92 $6.67K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 90 $6.52K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 87 $6.3K <0.01% +22 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 86 $6.23K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 84 $6.09K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 84 $6.09K <0.01% -18 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 83 $6.01K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 82 $5.94K <0.01% +15 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 81 $5.87K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 81 $5.87K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 77 $5.58K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 77 $5.58K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 59 $5.1K <0.01% +25 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 75 $5K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 69 $5K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 69 $5K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 65 $5K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 67 $4.86K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 67 $4.86K <0.01% +29 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 63 $4.57K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 63 $4.57K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 62 $4.49K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 61 $4.42K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Wealth Enhancement Trust Services, Inc. 53 $3.84K <0.01% -8 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 52 $3.77K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 51 $3.69K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 51 $3.69K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 42 $3.04K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 42 $3K <0.01% +11 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 41 $2.97K <0.01% +22 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 39 $2.83K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 38 $2.75K <0.01% -15 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 35 $2.54K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 35 $2.54K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 32 $2.29K <0.01% +2 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 31 $2.25K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 31 $2.25K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 30 $2.17K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29 $2.1K <0.01% +24 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28 $2.03K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 28 $2.03K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 28 $2.03K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 28 $2.03K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 35 $2K <0.01% 0 13F-HR/A Timeline Navigoe, LLC More: the full row for Navigoe, LLC 29 $2K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 25 $1.81K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 25 $1.81K <0.01% +10 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 24 $1.74K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 21 $1.52K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.45K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 20 $1.45K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 19 $1.38K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $1.23K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 17 $1.23K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 16 $1.16K <0.01% +6 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 15 $1.09K <0.01% -102 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 15 $1.09K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 14 $1.01K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 13 $980 0.03% -5 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 12 $870 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 12 $870 <0.01% +9 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 10 $725 <0.01% new 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $580 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8 $580 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $580 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 8 $580 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7 $508 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 7 $508 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6 $435 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $435 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5 $363 <0.01% -6 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $362 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4 $290 <0.01% new 13F-HR Timeline