Smithfield Trust Co More: the full row for Smithfield Trust Co 395 $43K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 380 $42K <0.01% +179 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 360 $39.8K 0.02% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 358 $39.5K 0.02% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 343 $38K <0.01% +241 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 344 $38K <0.01% +112 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 341 $37.7K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 333 $36.8K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 322 $35.6K 0.01% -2,056 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 320 $35.4K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 316 $34.9K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 302 $33.4K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 302 $33.3K 0.03% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 300 $33.1K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 300 $33.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop National Bank More: the full row for Hilltop National Bank 300 $33.1K 0.01% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 300 $33.1K 0.02% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 299 $33K 0.01% -49 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 288 $31.9K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 283 $31.3K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 279 $30.8K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 275 $30.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 266 $29.4K <0.01% -52 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 250 $28K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 250 $28K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 248 $27.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 244 $26.9K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 244 $26.9K 0.02% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 241 $26.6K 0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 236 $26.1K 0.02% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 236 $26.1K 0.02% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 234 $25.8K <0.01% +149 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 231 $25.5K 0.02% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 231 $25.5K <0.01% -49 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 229 $25.3K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 227 $25.1K <0.01% +7 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 221 $24.4K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 216 $23.9K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 209 $23.1K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 201 $22.2K 0.02% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $22.1K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 200 $22.1K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 200 $22K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 198 $21.9K 0.01% +41 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 195 $21.5K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 195 $21.5K 0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 192 $21.2K <0.01% -44 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 191 $21.1K <0.01% +164 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 191 $21.1K 0.02% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 188 $20.8K 0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 183 $20.2K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 181 $20K <0.01% +24 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 184 $20K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 180 $19.9K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 179 $19.8K <0.01% +50 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 176 $19.4K 0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 168 $18.6K 0.01% -2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 167 $18.4K 0.02% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 165 $18.2K 0.01% +10 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 161 $17.8K <0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 160 $17.7K <0.01% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 159 $17.6K <0.01% +118 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 155 $17.1K <0.01% -10 13F-HR/A Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 154 $17K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 150 $16.6K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 146 $16.1K <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 135 $14.9K 0.01% +105 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 131 $14.5K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 126 $14K 0.02% -7 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 125 $13.8K 0.01% 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 123 $13.6K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 123 $13.6K <0.01% +48 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 109 $12K <0.01% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 107 $11.8K 0.01% 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 106 $11.7K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 106 $11.7K <0.01% +20 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 103 $11.4K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 102 $11.3K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 100 $11K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 93 $10.3K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 90 $9.94K 0.01% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 86 $9.5K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 85 $9.43K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $8.73K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 75 $8.34K <0.01% -25 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 75 $8.28K 0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 75 $8.28K <0.01% 0 13F-HR/A Timeline Human Investing LLC More: the full row for Human Investing LLC 73 $8.11K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 70 $8K 0.01% +64 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 66 $7.81K <0.01% +27 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 70 $7.73K 0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 67 $7.44K 0.02% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 67 $7.4K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 67 $7.4K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 59 $7K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 62 $6.85K <0.01% new 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 60 $6.63K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 60 $6.63K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 59 $6.49K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 56 $6.18K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 55 $6.08K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 54 $5.96K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 53 $5.85K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 52 $5.74K <0.01% -62 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 50 $5.52K 0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $5.52K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 50 $5.52K <0.01% +10 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 46 $5.11K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 50 $5K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 45 $4.97K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $4.62K <0.01% +18 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 38 $4.2K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 38 $4.2K -493 Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 37 $4.09K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 36 $3.98K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 31 $3.42K 0.15% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 30 $3.31K <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 28 $3.09K <0.01% -672 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 25 $2.84K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 25 $2.76K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 23 $2.54K <0.01% 0 13F-HR/A Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 22 $2.46K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 22 $2.43K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $2.43K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 22 $2.43K <0.01% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 20 $2.23K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 20 $2.21K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 20 $2K <0.01% -585 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 17 $1.88K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 16 $1.77K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 16 $1.77K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $1.5K <0.01% 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 10 $1.13K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 10 $1.12K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10 $1.1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 12 $1K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 10 $1K <0.01% +3 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9 $995 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 9 $994 <0.01% 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 7 $777 <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3 $331 <0.01% new 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 201 $222 0.01% 0 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $222 0.02% -2,464 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2 $221 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 8 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.